[HN Gopher] The Rise of Batteries in Six Charts
       ___________________________________________________________________
        
       The Rise of Batteries in Six Charts
        
       Author : simonebrunozzi
       Score  : 198 points
       Date   : 2024-01-26 17:10 UTC (5 hours ago)
        
 (HTM) web link (rmi.org)
 (TXT) w3m dump (rmi.org)
        
       | simonebrunozzi wrote:
       | What I find really interesting is the huge growth in stationary
       | storage - I believe it's the fastest growing segment.
        
         | beambot wrote:
         | Stationary systems for grid scale storage have amazing options
         | - e.g. Form Energy - that needn't rely on power density
         | benefits of Lithium chemistries. I wouldn't be surprised to see
         | this sector dominate the GWh/yr chart in the next 6 years.
        
           | bryanlarsen wrote:
           | It's difficult to see any of the alternatives displacing
           | batteries for short-term storage. Batteries aren't a good fit
           | for long-term storage, which is where alternatives should be
           | competitive. But that market is essentially 0 right now.
        
             | smaudet wrote:
             | Batteries (High capacity chemical) are terrible for long
             | term storage, namely they are toxic:
             | 
             | https://www.mountsinai.org/health-library/poison/dry-cell-
             | ba... https://medlineplus.gov/ency/article/002805.htm
             | https://batteryuniversity.com/article/bu-703-health-
             | concerns...
             | 
             | And cannot always be easily recycled:
             | 
             | https://www.epa.gov/system/files/documents/2023-09/Lithium-
             | I...
             | 
             | In addition to general concerns about chemical
             | availability, and processing issues.
             | 
             | E.g. Demand expected to outstrip supply as soon as next
             | year:
             | 
             | https://www.spglobal.com/commodityinsights/en/market-
             | insight...
        
               | lukan wrote:
               | "Batteries are terrible for long term storage, namely
               | they are toxic"
               | 
               | Only some are toxic. But can you name the poison or
               | danger with saltwater batteries?
               | 
               | https://en.m.wikipedia.org/wiki/Sodium-ion_battery
        
               | smaudet wrote:
               | Yes, there are excellent non-"battery" technologies. I'm
               | explicitly talking about the high capacity chemical
               | batteries everyone's crazy for these days.
        
               | lukan wrote:
               | Sodium ion batteries are chemical and can have as much
               | capacity as you like. They just need a bit more space,
               | but not too much more, as they are already used in
               | cheaper electric cars.
               | 
               | "Chinese automaker Yiwei debuted the first sodium-ion
               | battery-powered car in 2023. It uses JAC Group's UE
               | module technology, which is similar to CATL's cell-to-
               | pack design.[82] The car has a 23.2 kWh battery pack with
               | a CLTC range of 230 kilometres (140 mi)."
               | 
               | And for grid storage, "slightly bigger size" really
               | doesn't matter.
        
               | cbmuser wrote:
               | A nuclear reaction has a factor of one million more
               | energy per Mol as compared to chemical reactions.
               | 
               | Why would want to build an enery system on low-energy-
               | density technology?
               | 
               | That would be equivalent to using relays for building
               | computers in 2024.
        
               | NotSammyHagar wrote:
               | There's also various schemes to use gravity. Pump water
               | uphill above a dam when power demand is low like at
               | night, also I have read speculation of trying to do this
               | in some underground mine or something so it doesn't
               | evaporate.
        
               | cbmuser wrote:
               | That has even a worse energy density and thus requires a
               | lot of space.
               | 
               | We have nuclear energy, we don't need to use technology
               | from the medieval ages.
        
             | NotSammyHagar wrote:
             | There are lots of companies trying to build out different
             | kinds of flow batteries for storage. Think of a shipping
             | container filled with some substance that stores charge and
             | just sits there, waiting for you to use it, grid storage.
             | But they all seem like research projects.
             | https://news.mit.edu/2023/flow-batteries-grid-scale-
             | energy-s...
        
               | panick21_ wrote:
               | There have already been some flow battery startups going
               | bust since that started.
               | 
               | But there are many battery companies for gird batteries.
               | Flow is just one type and one that seems far less poplar
               | now-days. They were all the hype like 10-15 years ago.
               | 
               | The problem is the Li-commodity race has already beaten
               | most of those designs. You need to use very, very cheap
               | materials. Form Energy considered some flow designs but
               | rejected them.
               | 
               | That's why Form Energy are going to things like Iron
               | batteries, because Li batteries will never reach those
               | numbers.
               | 
               | But very few of those alternative have had any real
               | commercial success yet.
        
             | Phenomenit wrote:
             | What is the use case of long term storage in batteries? As
             | some kind of reserve?
        
               | NotSammyHagar wrote:
               | Depends on what long term means. But batteries are used
               | for power grid storage. Tesla is selling huge numbers of
               | tesla megapacks
               | (https://en.wikipedia.org/wiki/Tesla_Megapack) often used
               | to replace peaker plants.
               | 
               | Peaker plants are power plants sitting there ready to
               | turn on during peak power usage. I think they used to be
               | often coal, which took a while to start up and produced
               | lots of pollution, but then more recently natural gas
               | plants start up faster and have much lower emissions. So
               | during an evening power usage peak, or during really cold
               | or hot times when power demand is high, the grid can tap
               | that power source. Now you can replace those plants with
               | a bunch of batteries that are ready in milliseconds to
               | provide additional power, and then you can charge them if
               | they get used up at night when electric usage is low.
        
               | Phenomenit wrote:
               | Yeah, I think my question was a bit fuzzy, what is the
               | definition of long term? Batteries are excellent for
               | short term storage, days or weeks but they don't have the
               | same storage performance as fossil fuels of where talking
               | months and years.
        
               | mbgerring wrote:
               | "Long term" in industry parlance means "greater than 8
               | hours"
        
           | scythe wrote:
           | Does a battery with low cycle efficiency actually beat
           | hydrogen for seasonal storage?
           | 
           | The major problem with hydrogen is the fuel cell efficiency.
           | Electrolysis is above 80%, but fuel cells are barely at 60%
           | and it gets lower when you try to make the design more
           | practical (lower temperature, less platinum). So batteries
           | just have to hit 50% to compete. But that 50% includes both
           | inherent cycle efficiency and self-discharge and Form Energy
           | isn't putting their numbers up front, as far as I can see.
           | 
           | More importantly, seasonal storage is heavily concerned with
           | heating, and the conversion of hydrogen to heat is a
           | different matter. The batteries have heat pumps going for
           | them, but you can make a gas-powered heat pump too. So rather
           | than the fuel cell efficiency you look at the CoP difference
           | between electric and gas heat pumps. The latter have received
           | little attention, but could see a surge of interest if green
           | hydrogen becomes more popular (and easier to transport). But
           | here we exhaust my understanding of the situation.
        
             | panick21_ wrote:
             | Efficiency is just one of many issues for hydrogen. Storage
             | is another issue. How fast you can dispatch convert in
             | either direction.
             | 
             | I don't think seasonal storage will ever be thing. Having
             | storage for a few days or weeks is practical.
             | 
             | Non of the technologies we are talking about will work for
             | seasonal.
        
           | panick21_ wrote:
           | Form Energy has made a huge amount of marketing before they
           | had proven anything and claimed to have a product very fast.
           | They have not build a single large better ever. Maybe not
           | exactly the best example.
           | 
           | Most of the non Li-Battery grid cell systems have not yet
           | proven much. Many of the first generation of such system went
           | bust. And many of the others have taken a long time and are
           | still not deployed.
           | 
           | So far the successful grid battery companies are mostly
           | repackaging other cells.
        
         | lukan wrote:
         | Yes, it was by far the most encouraging thing I read in a
         | while, thanks for posting!
        
         | Anth-ny wrote:
         | Does anyone here think Stem Inc. has any chance of becoming the
         | Microsoft of stationary batteries?
        
           | mbgerring wrote:
           | Stem is effectively a services company. There's a lot of room
           | for general-use hardware and software in this space,
           | especially as more battery storage is deployed and financial
           | incentives for energy arbitrage emerge.
        
       | aresant wrote:
       | This is all very encouraging and in particular batteries role in
       | solar
       | 
       | Two interesting data points to that end
       | 
       | 1) The "duck curve" for CA is almost neutral - eg the timing
       | imbalance between peak demand and solar power generation -
       | battery utilization is the most straightforward solution here -
       | https://twitter.com/baker_edmund/status/1750644294673748366
       | 
       | 2) There has been a massive decline in rooftop solar applications
       | in CA since solar energy reimbursements dropped -
       | https://twitter.com/thomasopeters/status/1750920941868347539 -
       | some of that is potentially pent up demand, but I think
       | illustrates the role state policy has to play in moving towards
       | "renewables"
        
         | 0xbadcafebee wrote:
         | State policy is fundamental to the entire green revolution.
         | None of it would have been possible without nations
         | incentivizing it. Eventually once the entire energy
         | generation/consumption cycle is entrenched and we are all
         | dependent on it, they can safely take away the incentives.
         | 
         | It's a bit like changing the tires on a moving bus. Somebody
         | had to pay for the new tires and wheels, and the support truck
         | to run along side the bus, and the extra fuel, and a discount
         | for the new tires, etc. Once the new tires are on the bus can
         | keep driving without support.
        
         | LUmBULtERA wrote:
         | Given the dramatically lower costs of utility-scale solar vs.
         | residential rooftop solar, is it not better at a society level
         | for state policy to incentivize utility over residential solar?
         | Utility-scale battery installations likewise should be much
         | cheaper.
        
           | ghaff wrote:
           | Residential solar may still make sense for new construction
           | (maybe?) in the right areas. But there was a lot of scammy
           | behavior around home solar installation at one point. Given
           | that home solar does not effectively give you a backup
           | generator for free (barring a lot of batteries and specific
           | electrical hookups as I recall), it's not clear it's a big
           | win in general. A lot of utility things aren't ideal at the
           | individual house level if there's an option.
        
             | mbgerring wrote:
             | A lot of home solar installers now include grid tied
             | batteries as part of a standard installation, which is what
             | NEM 3 was intended to do (secondarily, after its primary
             | goal of giving CA IOUs a massive free lunch).
        
           | epistasis wrote:
           | This argument ignores the cost of transmission and
           | distribution, which are higher costs than the generation
           | itself.
           | 
           | And as electricity prices are driven down even further, T&D
           | will come to dominate over energy generation costs.
           | 
           | Few models account for this, but Christopher Clack made one,
           | and the lowest cost energy path was a small amount of
           | investment in distribution now, paired with massive
           | deployment of solar on homes and industrial/commercial.
           | 
           | This won't happen unless utilities are forced into it or
           | their allowed profit model is changed to deliver ratepayers
           | the lowest cost energy, however.
        
             | LUmBULtERA wrote:
             | Unless every home is completely off the grid, you're going
             | to need to pay for most or the majority of that
             | transmission and distribution anyway. Peak winter and
             | summer I also would imagine many or most residential
             | deployments aren't going to cover their own need, unless
             | they're incredibly over built with massive batteries. In
             | any case, I should check out your Christopher Clack
             | reference.
        
               | epistasis wrote:
               | The modeling is a few years old now, but here's a podcast
               | episode diving into details:
               | 
               | https://xenetwork.org/ets/episodes/episode-146-why-local-
               | sol...
               | 
               | (And of course, perhaps one modeler can get it wrong. But
               | over here in California where the majority of our sky
               | high electricity cost is from T&D, it definitet feels
               | very true. And last national stats I saw had T&D as
               | higher than generation costs)
        
               | _aavaa_ wrote:
               | As long as the houses are still connected to the grid you
               | will indeed by paying for distribution costs. But I think
               | that you should expect to see transmission savings since
               | you'll have more of the demand met locally.
        
               | nerdbert wrote:
               | You don't need as much grid capacity if houses have their
               | own generation and storage.
        
             | harryseldon wrote:
             | My PG&E bill would make you think so.
             | 
             | But that is a PG&E problem (well problem for the consumer
             | and great for their bottom line).
             | 
             | Generation is the majority of the cost across the US:
             | https://www.eia.gov/energyexplained/electricity/prices-
             | and-f...
        
           | conradev wrote:
           | Generally, yes, but a few items:
           | 
           | - Distribution systems today can only handle some percentage
           | of EV penetration in a given area, not 100%. Charging an EV
           | from the roof skips the grid entirely
           | 
           | - The bulk of the cost is labor and permitting, not the
           | modules themselves. Given that, California requires solar on
           | newly constructed homes
           | 
           | - California updated their net metering program so that
           | ratepayers aren't subsidizing rooftop solar anymore (in NEM
           | 3.0, homeowners get paid wholesale rates)
        
             | inglor_cz wrote:
             | "Charging an EV from the roof skips the grid entirely"
             | 
             | As long as you have enough sunshine hours in your region.
             | 
             | Southern Spain is fine year-round, but you won't get any
             | meaningful output out of a solar panel in Finnish winter.
             | The rest of Europe lies between those two extremes.
             | 
             | Northern winter will be made _more_ challenging by addition
             | of EVs to the grid, because a lot of electricity is being
             | used for heating as well.
        
           | photochemsyn wrote:
           | As far as rooftop solar, it makes a big difference if solar
           | PV is built into the design process at the beginning, rather
           | than tacked on as an afterthought. Similarly, a household
           | battery might be as common in the future as a household hot
           | water heater (with a similar footprint, size-wise).
           | 
           | There's also regional variability - cities absolutely require
           | utility-scale solar, just as they require dedicated
           | agricultural land to feed the population, because there's not
           | enough surface area in a city. Rural/suburban areas on the
           | other hand are ideal for integrated rooftop solar.
        
         | bsder wrote:
         | > There has been a massive decline in rooftop solar
         | applications in CA since solar energy reimbursements dropped
         | 
         | People also learned that the cheap Chinese solar cells die in
         | 5-10 years and aren't worth installing unless your electricity
         | costs are really high.
        
           | jbm wrote:
           | Is this something documented? I haven't heard of this and
           | I've been following the space for a while.
        
         | radium3d wrote:
         | It's super cool you can watch California's grid level batteries
         | "breathe" every day here,
         | https://www.caiso.com/TodaysOutlook/Pages/supply.html#sectio...
         | 
         | Yesterday we peaked out at 3GW discharging rate, and 4GW
         | charging rate. We are plowing ahead in the transition to
         | utilizing all of our excess solar! We peak at 25GW expected
         | today, so we have a little ways to go but it's incredible how
         | far and how fast they're replacing everything. Clean air FTW!
         | Thanks sun!
        
           | ketzo wrote:
           | the CAISO website is super rad in general -- so many real-
           | time charts!! demand trend is really cool to watch during
           | heat waves; things get spiky on both the demand side (for
           | obvious reason) and the supply side (peaker plants &
           | "virtual" power plants coming online)
        
           | usefulcat wrote:
           | Kind of unrelated, but I'm wondering why TX uses so much more
           | electricity than CA. Right now (afternoon of 1/26) happens to
           | be a good time to compare:
           | 
           | -- Temperatures are mild throughout most of TX (50s and 60s
           | F); temps in CA are similar, perhaps a bit warmer;
           | 
           | -- It's roughly mid-day in both places (3PM TX, 1PM CA);
           | 
           | -- TX has a population of ~30M, CA has ~39M
           | 
           | ..yet somehow right now TX is consuming ~47GW (per ercot)
           | while CA is only consuming ~23.5GW (per caiso). What gives?
           | 
           | ERCOT: https://www.ercot.com/gridmktinfo/dashboards
        
             | MichaelNolan wrote:
             | There are a few reasons.
             | 
             | 1. TX has more heavy industry than CA.
             | 
             | 2. CA has spent decades and billions on energy efficiency
             | improvements.
             | 
             | 3. CA prices are higher, which encourages lower demand, and
             | encourages investments in efficiency. TX has lower prices
             | which encourages more demand.
        
             | ZeroGravitas wrote:
             | California takes a much more european approach to energy
             | efficiency.
        
             | dgacmu wrote:
             | It's a mix of a bunch of things. CA is more heating day
             | dominated than TX, and as a result of that, more households
             | use natural gas for heating, whereas you're more likely to
             | see supplemental electric heat in TX than, particularly,
             | NorCal.
             | 
             | (2) high energy costs lead to more investment in electrical
             | efficiency in CA;
             | 
             | (3) high energy costs mean that if you're running an
             | aluminum smelter (for example), you don't run it in CA. Or
             | building a new mega data center. so there are fewer
             | electricity-intensive industrial facilities in CA than
             | there would otherwise be.
        
           | Gibbon1 wrote:
           | The amazing thing is there basically were no batteries three
           | four years ago. And they can supply about 10% of the max
           | power demand already. So it feels like the technologies we
           | need are now good to go on an engineering an accounting
           | basis. And adoption can be quite rapid. We're not saying in
           | 50 years, 25 years, 10 years. We're looking at 5 years.
        
         | meandthewallaby wrote:
         | That duck curve tweet is disingenuous. That curve in the tweet
         | is for the lowest net load day (net load is actual load or
         | usage minus generation from renewables). In 2023, if you took
         | the day that had the least amount of net load, yes, it was
         | almost entirely covered by solar power. That does _not_ mean
         | the claim made in the tweet that California is run totally by
         | solar power from 10am-4pm every day (today at 11:56 AM PST,
         | it's about 51% run by solar power). California's grid has
         | enough good things going for it that we don't need to lie about
         | it.
         | 
         | You can look this up for yourself:
         | https://www.gridstatus.io/live/caiso
        
       | 0xbadcafebee wrote:
       | If battery growth is exponential, but mining of ore isn't, that's
       | a pretty big red flag imo. Once raw material production hits a
       | wall, prices go back up, profits droop, advancement declines.
       | After a while there'll probably be a new OPEC for batteries.
       | Batteries are here to stay, but the growth rate isn't.
        
         | Spinnaker_ wrote:
         | The comparison to Oil is interesting. Because people have also
         | been saying we would hit a production wall there, and have been
         | saying that for about 90 years now.
        
         | _visgean wrote:
         | We are still finding new deposits of lithium. Also its very
         | likely we will eventually switch to other technologies that
         | possibly wont require the same ingredients we need today.
        
         | wolfram74 wrote:
         | OPEC is a possibility because ease of access to petrofuels was
         | very sporadic, but the same is not true for battery
         | chemistries, sodium and iron batteries are being used for
         | storage scale and even some transport cases [0][1] and even
         | lithium can be extracted from sea water [2]. Given how
         | ubiquitous those 3 things are, there'll be a pretty hard
         | ceiling/competition amongst different options. I suspect we'll
         | encounter something more like agricultural cartels than
         | petrostate cartels.
         | 
         | [0] https://www.mprnews.org/story/2023/02/10/rusty-batteries-
         | cou... [1]https://cleantechnica.com/2023/12/29/electric-cars-
         | powered-b... [2]https://samcotech.com/is-it-possible-to-
         | extract-lithium-from...
        
         | __MatrixMan__ wrote:
         | I hope we find that "battery" is a sufficiently broad category
         | such that individual bottlenecks (lithium extraction, for
         | instance) end up being worked around by using different
         | materials.
         | 
         | I also think that biotech has picked up some new tricks lately
         | (alphafold, etc) that might let it branch out from academia,
         | medicine, and agriculture and affect things like mining re:
         | bioleeching fungi to move minerals through mycelial networks to
         | the surface.
        
         | crote wrote:
         | Plenty of ore deposits simply haven't been exploited yet
         | because the demand wasn't there, or the market price made it
         | economically nonviable.
         | 
         | Lithium is more abundant than lead, tin, or tungsten. We're not
         | going to run out any time soon.
        
         | ccheney wrote:
         | The near-total recyclability of batteries supports a circular
         | economy, which should ease worries about raw material shortages
        
         | PheonixPharts wrote:
         | It's not "exponential" it's "exponential in the S-curve", which
         | is just some bizarro marketing way of saying "sigmoid growth".
         | 
         | Sigmoids (the most well know being the logistic curve) begin to
         | tapper off overtime approaching no growth and reaching an upper
         | bound.
        
         | ggreer wrote:
         | This is unlikely to happen for several reasons.
         | 
         | First, battery technology has changed to require only one rare
         | ore: lithium. Older battery chemistries required nickel and
         | cobalt, but the most popular chemistry in electric vehicles
         | today is lithium iron phosphate.[1] It has lower energy density
         | than nickel manganese cobalt (NMC) or nickel cobalt aluminum
         | (NCA), but lasts longer and is safer.
         | 
         | Second, lithium is everywhere. The reason why most lithium
         | comes from salt flats in Australia, Chile, and China is because
         | that's the cheapest way to get it. But there are plenty of
         | other salt flats around the world, and the oceans themselves
         | contain over 100 billion tons of lithium (1,000x more than
         | known land resources). If today's biggest producers form a
         | cartel and try to control prices, other sources will become
         | economically viable.
         | 
         | Third, lithium is a tiny fraction of the cost of an electric
         | vehicle. LFP batteries have around 160 grams of lithium per
         | kWh, so a typical car battery (60-90kWh) has 10-15kg of
         | lithium. The spot price for lithium is $15/kg, so the materials
         | cost per car is around $150-250. If lithium prices went up by a
         | factor of 10, the cost of the car would only go up by 5%. In
         | contrast, doubling the price of petroleum almost doubles the
         | cost of driving.
         | 
         | Fourth, demand for lithium extraction will go down in the long
         | run. This is because unlike petroleum, lithium stays in the
         | car. Older EVs contain lots of lithium (and other raw
         | materials) that can be recycled into new batteries. Old
         | batteries are basically very high quality ore. Lithium
         | recycling may sound unlikely to some, but we already have
         | existence proofs of recycling happening with other cheaper
         | elements. 80% of all copper ever mined is still in use. The
         | number for aluminum is almost as high. Remember that the cost
         | per kg of copper is half that of lithium, and aluminum is 1%
         | the cost of lithium.
         | 
         | I'm really not worried about rare ores being the bottleneck for
         | electric vehicle adoption. In 2022, world lithium production
         | was around 130,000 metric tons. That's enough to produce 9
         | million cars. In that same year, 85 million motor vehicles were
         | built. Assuming we wanted all vehicle production to be EVs, and
         | assuming an average battery capacity of 90kWh, that would
         | require 1,224,000 tons of lithium. If lithium production
         | increases at the same rate it did from 2016-2022 (3.5x)[2], it
         | will take another 12 years before there is enough capacity to
         | make every vehicle electric. I doubt things will take off that
         | quickly, but you never know. EV designs are simpler than
         | combustion vehicles, and the raw materials costs are similar.
         | As EV production volumes increase and manufacturers design for
         | farther down-market, we should see prices continue to drop.
         | 
         | 1. https://en.wikipedia.org/wiki/Lithium_iron_phosphate_battery
         | 
         | 2. https://ourworldindata.org/grapher/lithium-
         | production?tab=ch...
        
           | ViewTrick1002 wrote:
           | > Third, lithium is a tiny fraction of the cost of an
           | electric vehicle. LFP batteries have around 160 grams of
           | lithium per kWh, so a typical car battery (60-90kWh) has
           | 10-15kg of lithium. The spot price for lithium is $15/kg, so
           | the materials cost per car is around $150-250. If lithium
           | prices went up by a factor of 10, the cost of the car would
           | only go up by 5%. In contrast, doubling the price of
           | petroleum almost doubles the cost of driving.
           | 
           | From what I've read this causes the lithium market to be very
           | chaotic.
           | 
           | Supply is complicated and capital intensive to bring online
           | while the demand is essentially inelastic.
           | 
           | Time it right and you make a fortunes.
        
         | xbmcuser wrote:
         | A large growth for batteries is going to come from sodium ion
         | batteries not lithium so there will be no problem for the
         | growth rate.
        
         | mbgerring wrote:
         | Lithium is abundant and recyclable, and the main thing holding
         | recycling back at the moment is the supply of depleted
         | batteries. It is highly unlikely that the market for lithium
         | will ever look like oil.
        
       | iSnow wrote:
       | The adoption and cost decrease is so ridiculously fast that the
       | first two charts should have been logarithmic instead of linear.
        
       | sixstringtheory wrote:
       | This is a great set of charts and analysis, although I have two
       | problems with it.
       | 
       | 1. On the chart of energy density, I'd like to see the the energy
       | density of petrol for comparison. It's much higher, and even
       | though extrapolation is dangerous, I'd like to see how long it
       | could take to reach parity given some of the different
       | forecasting models they mention. Specifically regarding their
       | mention of air travel, I'd like to know what the minimum viable
       | energy density would be for a vessel's fuel source, because my
       | current understanding is that commercial air travel powered by
       | electricity is not feasible.
       | 
       | 2. They mention S-curve adoption, but that reaches a horizontal
       | asymptote eventually, it doesn't go up forever. I'd like to see
       | more analysis on where we think we're at on the S-curve, and why.
       | I'd like to see a guess on where it levels out displayed on that
       | chart, instead of the arrow simply pointing at the sky. If
       | nothing else, show where the chemical limit might be based on
       | current battery technology.
       | 
       | I want to displace fossil fuels and reduce pollution and slow the
       | greenhouse effect as much as possible. I think transparency and
       | realistic expectations need to be part of the transition. The
       | more information available to markets, the more efficiently they
       | can work towards the goal. I find it very difficult to get
       | answers to these types of questions when discussing renewable
       | energy generation and storage. I'm sure part of it is my own
       | ignorance on where to look, which is why I ask: especially here,
       | hopefully an expert can see this and quickly point me in the
       | right direction.
        
         | thelastgallon wrote:
         | > I'd like to see the the energy density of petrol for
         | comparison.
         | 
         | Petrol's higher energy density doesn't matter as much as people
         | think.
         | 
         | Electric vehicles are around four times as efficient as petrol.
         | In a petrol car, only 20% of the energy is converted to motion.
         | In electric cars, this is around 80% (with some variation
         | dependent on regenerative braking). I wrote about this
         | extensively in a previous article:
         | https://www.sustainabilitybynumbers.com/p/electrification-en...
        
           | BobaFloutist wrote:
           | Ok, how about "effective energy density"?
        
           | treflop wrote:
           | Batteries aren't just used in cars man.
           | 
           | Really hard to beat propane or diesel for heat in the
           | wilderness right now.
        
             | vvern wrote:
             | "Heat in the wilderness" must be so small in terms of
             | global emissions footprint to be almost irrelevant, no? The
             | wilderness implies ultra low density sort of by definition.
        
             | crote wrote:
             | We don't have billions of people living in the wilderness.
             | And technology has reached a price level where off-grid
             | solar is actually an affordable and _superior_ alternative
             | to propane and diesel for household use in rural Africa.
        
               | amluto wrote:
               | Heat pump heat, in the wilderness or otherwise, is about
               | 4x as efficient as resistance or fire.
               | 
               | This is somewhat silly, since a gas-fired heat pump can
               | be very efficient, but gas-fired heat pumps are quite
               | rare.
               | 
               | (California has a pricing/policy problem here, IMO.
               | Electricity is absurdly expensive, gas is somewhat
               | reasonable, and the result is that electric heating is
               | not nearly as economical as it should be.)
        
               | semi-extrinsic wrote:
               | Gas-fired heat pumps are neither economical nor efficient
               | for single-apartment or single-house systems. Internal
               | combustion engines with shaft power output of 1-2 kW are
               | inefficient, loud and maintenance intensive.
               | 
               | They can start to make sense from around 50 kW
               | heating/cooling capacity and upwards, so the smallest
               | units are suitable for 8-15 apartments depending on size.
        
               | treflop wrote:
               | Yeah but the article is just about batteries and someone
               | asked to see a graph about energy density.
               | 
               | Plus they asked about airplanes and somehow you made it
               | about cars.
        
               | earthling8118 wrote:
               | The person you are responded to did not make it about
               | cars. They were responding to someone talking about cars
        
           | Veserv wrote:
           | That is not even comparing apples to oranges, that is
           | comparing apples to steel. You are correct in that energy
           | density does not matter very much for weight-insensitive
           | generation such as grid-scale generation, but energy density
           | matters for weight-constrained applications such as airplanes
           | and rockets as the poster mentioned.
           | 
           | However, assuming that the renewable generation cost curve
           | continues to improve exponentially then the most likely
           | outcome for a carbon-neutral or carbon-negative future will
           | be using electricity to manufacture high density combustible
           | fuels out of atmospheric carbon, effectively using it as a
           | high density "battery" for use cases that demand high energy
           | density.
           | 
           | To the extent that your analysis is relevant to the concerns
           | of the poster, all it means is that batterys are actually ~4x
           | better than the raw energy density would indicate. As to the
           | specifics, Wikipedia claims petrol is ~12,888 W*h/kg or ~24x
           | the battery energy density in the article, so ~6x better with
           | respect to car motion. Note that the current curve has only
           | gone from ~100 W*h/kg to ~500 W*h/kg, so we would need to see
           | density growth comparable to the last 30 years to happen
           | again.
        
             | aswanson wrote:
             | What are the theoretical limits of electrical energy
             | density?
        
           | slingnow wrote:
           | "Doesn't matter as much as people think"
           | 
           | Doesn't matter for WHAT? You start out talking about energy
           | density, and then cite some numbers regarding efficiency.
           | What does one have to do with the other? You've done nothing
           | to support your opening claim here.
        
             | _aavaa_ wrote:
             | "Energy" value of gasoline and "energy" value of a battery
             | pack are measuring two very different things even though
             | they are both units of energy. When you burn gas in an
             | engine, the engine has a theoretical upper limit on its
             | efficiency which is FAR below 100%, and electric vehicle
             | does not. So saying that gasoline has an energy content of
             | 115,000 BTU/gal doesn't mean much since you'll be lucky to
             | see 30% of that be turned into useful work.
        
           | nerdbert wrote:
           | > In a petrol car, only 20% of the energy is converted to
           | motion. In electric cars, this is around 80%
           | 
           | How does it settle out when you take into account the
           | significantly higher weight of EVs?
        
             | vel0city wrote:
             | By "significantly heavier" it is often a difference of a
             | few hundred pounds on a few thousand pound vehicle. A 2L
             | engine is about 400lbs, an automatic transmission is
             | another 220lbs, 20 gallons of gas is 120 lbs, add another
             | 100ish pounds for a much larger cooling system. So sure,
             | the battery is like 1,000lbs but you traded 840 pounds for
             | 200 pounds of EV motors (assuming two of them!) so in
             | reality you're up like 360lbs.
             | 
             | Combined with regenerative braking, it doesn't make that
             | big of difference in total energy usage. A massive chunk of
             | the energy used in an EV is aero drag which makes little
             | difference about weight. Weight makes a bigger impact with
             | stop and go traffic on non-regen cars as slowing down that
             | extra mass turns more energy into heat. An object in motion
             | wants to stay in motion and all, once you're up to speed
             | you're using about the same energy. This is why a lot of
             | the EV trucks have close to the same range if the bed is
             | full or not assuming it has the cover on the bed, but
             | towing even a small trailer becomes a massive range hit.
             | 
             | I get on average 3.5mi/kWh in my EV, ~1MJ/mi. A gallon of
             | gas is like 120 MJ, an average hybrid will get like 40mpg,
             | so 3 MJ/mi being burned. You'd need to get like 120mpg to
             | match my average efficiency of energy usage, and my EV
             | isn't even that incredibly efficient of an EV.
        
           | drtgh wrote:
           | >Petrol's higher energy density doesn't matter as much as
           | people think.
           | 
           | When vehicles uphill, ramp, and fight with the increasing
           | wind resistance due speed, it is needed a high torque for to
           | motion.
           | 
           | The petrol's energy density is translated in high torque,
           | that the gearbox turns into high torque with speed.
           | 
           | Generating high torque and cooling the overheated coils for
           | to obtain such high torque drains the battery quickly in
           | electric vehicles, so the range drops quickly.
           | 
           | And for to increase the range, more weight is added (more
           | batteries), that requires higher torque for motion, that
           | requires more energy again, and so on.
           | 
           | This is why the energy density it is important, in batteries
           | are the watts hour per kilogram. As also it is important the
           | number of cycles before such batteries start to drop energy
           | density until to fail (to note the weight keeps being the
           | same along all of this).
           | 
           | With the current technology, due the magnetic fields strength
           | generated in the coils, and the energy density of the
           | batteries, EVs just can not compete with petrol vehicles.
           | 
           | What is needed? batteries with bigger energy density (more
           | Wh/Kg with absurdly high number of recharge cycles), and/or
           | higher efficiency in motor's magnetic fields
           | (superconductivity, or also stronger magnets would help with
           | some coil's topologies).
           | 
           | Other very different thing is if humanity has to do it for
           | some weighty reason, the thing changes, we obviously have to
           | adapt. I'm not particularly convinced of the compelling
           | reasons given, I hope it's something they're not telling me
           | because otherwise I'm going to get really pissed off, as cold
           | fusion may no arrive in time for to generate all the needed
           | energy, and I'm only seeing toys for to generate a fraction
           | of the energy needed, that at same time produce high amounts
           | of CO2 to manufacture, and also to renew.
        
         | malfist wrote:
         | Comparing energy density between batteries and oil is not
         | "transparency and realistic expectations"
         | 
         | Once the oil is used it's gone. Batteries can be recharged
        
           | Spivak wrote:
           | That's not really their point, it's do we have any reasonable
           | hope of applications that _require_ the energy density of
           | fossil fuels (flight) to be powered by electricity.
        
             | jeffbee wrote:
             | Flight will never be powered by electricity, so you can
             | stop checking. Using synthetic liquid fuels for flight is
             | the only currently-foreseeable path to carbon-neutral,
             | long-haul passenger flight.
        
               | stcredzero wrote:
               | _Flight will never be powered by electricity, so you can
               | stop checking._
               | 
               | Fuel cells could well enable 30X better power densities.
               | That would count to me as flight powered by electricity.
               | There's also beamed power. Perhaps this wouldn't be
               | practical, but it's a thought experiment that shows
               | there's nothing impossible from first principles for
               | electrical powered flight.
        
               | PaulHoule wrote:
               | Long haul yes, but it's a little known story that
               | regional airlines are on the edge of disaster because:
               | (1) they can't find pilots, (2) manufacturers have
               | stopped making the 50-seat jets that are the mainstay of
               | that business. Airports like ITH are already at the top
               | of the "regional development problems" in third-tier
               | cities and it is not so clear they're going to be able to
               | have service in 20 years the way things are going.
               | 
               | Given that the status quo is "go out of business when old
               | planes can't be maintained anymore" the possibility of
               | some radical change like electrification or a change in
               | the scope rules is increasingly likely.
        
               | jeffbee wrote:
               | Perhaps I am missing your broader point, but the fact
               | that ITH exists and only has scheduled service to New
               | York is a bit ridiculous. That should be a high-speed
               | rail route that takes you from city center to center, if
               | America intends to become a developed nation.
        
               | PaulHoule wrote:
               | God it's gotten worse. Last time I looked they had
               | flights to PHL and DTW.
               | 
               | As it is now there is fierce competition for bus service
               | from Ithaca to NYC (budget to various grades of premium)
               | and I find it almost unimaginable that I'd fly to NYC _to
               | get to NYC_ because flying to JFK or atrocious EWR (never
               | once made a transfer at EWR that didn 't involve re-
               | entering the secure zone) wouldn't save time to get to
               | Midtown.
               | 
               | If you try to take the bus in the other direction you
               | find you can't get from here to there. A friend of mine
               | who used to ride the bus through Canada to get to the
               | Detroit suburbs now takes the bus up to Syracuse, then
               | takes Amtrak and gets out at 4am. On the way back one
               | time there was no room on the bus although he paid for a
               | ticket ahead of time.
               | 
               | The real significance of the regional airport is that it
               | connects to a hub that goes everywhere. As it is if I
               | have to fly somewhere I'll probably have to go up to SYR
               | where at least I can fly on Jetblue and know I'm flying
               | on an Airbus.
               | 
               | ITH used to get
               | 
               | https://en.wikipedia.org/wiki/De_Havilland_Canada_Dash_8
               | 
               | which I really enjoyed flying in, but they got replaced
               | with 50-seat regional jets because regional jets are less
               | likely to break down at a small airport requiring a crew
               | to travel two hours to repair them.
               | 
               | As it is, academics at Cornell and Ithaca College will
               | struggle to bring in speakers and it's just one more bit
               | of "stave the countryside" that will drive knowledge
               | workers to go to blue cities where their votes don't
               | count -- it's how you hand the next election to a
               | Demagogue.
        
               | jeffbee wrote:
               | You're right I was not thinking of the probable more
               | common use case that a trip originating at ITH is only
               | connecting at JFK and eventually arriving elsewhere. For
               | that traveler a train to Manhattan doesn't work as well.
        
               | PaulHoule wrote:
               | If it was all integrated it could be great. I have always
               | been puzzled about how few Americans will use public
               | transit to the airport. When I go to a conference in San
               | Francisco I run into European conference goers on the
               | BART but if I am with American coworkers they always
               | insist on taking the SuperShuttle. Similarly I've usually
               | taken the subway to JFK even when it meant riding on an
               | insipod shuttle bus
        
               | histriosum wrote:
               | ...which 50 seat jets are you talking about? At that size
               | I would expect turboprops to be preferred, and turboprops
               | of that size are definitely still being built..
        
               | PaulHoule wrote:
               | https://en.wikipedia.org/wiki/Bombardier_CRJ700_series
               | 
               | https://en.wikipedia.org/wiki/Embraer_ERJ_family
               | 
               | both of which stopped manufacturing circa 2020. We used
               | to get the DASH-8 which I liked to fly more but they
               | stopped using it because it breaks down more often which
               | is no problem if it happens at PHL but takes hours to get
               | a crew to fix if it breaks down at ITH.
        
         | Spinnaker_ wrote:
         | The mention of air travel was strange. I wasn't aware of anyone
         | who thought long range flight would ever be electrified. At
         | least not without some fundamental breakthrough.
         | 
         | S-curves are hard to predict. Basically every time someone
         | attempts to do it, they are way off. This [0] is a neat paper
         | that addresses the question. We've blown past every single
         | prediction.
         | 
         | [0] https://www.inet.ox.ac.uk/files/energy_transition_paper-
         | INET...
        
           | NotSammyHagar wrote:
           | There are some very early stage tests, there is some kind of
           | island hopper electric airplane that flys regular service,
           | and it's only like 5 or 10 miles across water.
           | 
           | Batteries will get more energy dense, the range will increase
           | a bit. But yeah, it's hard to see it getting to a few 100
           | miles.
        
             | KolmogorovComp wrote:
             | Hello, do you have a link or name?
        
               | schiffern wrote:
               | Here's the link, but the range isn't as bad as they said.
               | 
               | https://www.prnewswire.com/news-releases/eviation-
               | announces-...
               | 
               | https://en.wikipedia.org/wiki/Eviation_Alice
               | 
               | https://en.wikipedia.org/wiki/Cape_Air
        
               | kccqzy wrote:
               | There's also an electric "flying water taxi"
               | https://sfstandard.com/2024/01/18/san-francisco-navier-
               | elect...
        
             | pramsey wrote:
             | Testing and development by an actual operational airline,
             | but running into regulation and certification issues. Could
             | be a while even for this relatively narrow use case of
             | seaplane flights of under an hour duration. Interesting
             | update. https://harbourair.com/earth-day-eplane-update/
             | 
             | In terms of battery density, the fact that they have an
             | operational, flyable aircraft, just stuffing batteries and
             | an electric motor into a 60 year old air frame... pretty
             | good and only going to get better!
        
           | PaulHoule wrote:
           | I read a book in the 1980s about how you could fit S-curves
           | to predict everything.
           | 
           | When I've actually tried it with tools like
           | 
           | https://docs.scipy.org/doc/scipy/reference/generated/scipy.o.
           | ..
           | 
           | it's frequently been terribly, terribly wrong.
        
           | nielsbot wrote:
           | Can we use excess solar energy to create synthetic fuel
           | (hydrogen?) to power jets?
           | 
           | I know almost nothing about this space. I would appreciate a
           | comment on why this is feasible or not...
        
             | NotSammyHagar wrote:
             | There are people researching it, I believe Airbus is about
             | to test flying with hydrogen. It's the usual thing though
             | for "green hydrogen", there's not much green hydrogen,
             | there are some testbeds but just like for cars it seems to
             | be mostly extracted from natural gas. You can extract it
             | with any energy source like solar power. There's still the
             | challenge that hydrogen fuel is not very compact, so it's
             | hard to carry enough energy (in a car or plane) for much
             | use, you end up with very very high pressure tanks. I think
             | hydrogen will make sense eventually for trucks, tractors
             | maybe. The question is will the massive investments in
             | improving batteries make hydrogen vehicles obsolete or not.
             | 
             | There are also research programs about making fuel from
             | other sources, like https://www.sciencedirect.com/science/a
             | rticle/pii/S016523702...
        
           | audunw wrote:
           | Why do you mention long range flight? I don't see anything in
           | the article saying batteries will take 100% of the airplane
           | market.
           | 
           | It does say batteries will start to take market share in
           | 2030. That's almost certainly true. It's a high priority for
           | the Norwegian company to electrify the short distance
           | airplane network in the next coming years. There are already
           | battery electric planes coming out. And battery chemistries
           | suitable for short range planes are starting early
           | production.
           | 
           | I suspect battery electric plane will get a surprisingly good
           | range once we start to get highly optimized battery
           | chemistries and optimized airplane designs for that market.
           | The hardest part is to get the first few products to mass
           | market.
           | 
           | They might creep into the medium range market by 2050.
           | 
           | But long range? It might never happen. Unless we get
           | something like aluminum-air batteries that can exploit oxygen
           | in the air somehow. But it doesn't matter. Long range flights
           | are not the majority of flights. It's a small enough market
           | that e-fuels could cover it.
           | 
           | Since flying battery electric will be so much cheaper it's
           | also possible people will have to switch planes multiple
           | times on a journey. Maybe there will be some
           | innovations/optimizations that make that faster and easier.
        
         | Phenomenit wrote:
         | 2. If batteries are growing exponentially right now then we are
         | in the beginning of the S curve.
        
         | simonebrunozzi wrote:
         | #1: certainly decades. Probably several, not few, decades.
         | Unless a BIG breakthrough happens.
        
         | tonymet wrote:
         | Lithium Battery 0.5 kWh/kg
         | 
         | Diesel 12.7 kWh/kg
        
           | api wrote:
           | Diesel is more like 3.175 (25%) due to the inefficiencies of
           | small heat engines. You're throwing away like 3/4 of the
           | energy as waste heat. Electric motors are >95% efficient and
           | lithium batteries are in the high-90s percent efficient.
           | 
           | Electricity is already low-entropy, whereas energy from
           | burning petrol is high entropy and thus contains less useful
           | work.
        
             | wizardwes wrote:
             | Also, a kilo of diesel can emit that energy _once_. A kilo
             | of battery can emit that energy hundreds or even thousands
             | of times
        
             | tonymet wrote:
             | it's not waste half the year
        
               | api wrote:
               | True if you are cogenerating, but few people do that.
               | Only a miniscule fraction of waste heat from a car engine
               | is required to heat a car.
               | 
               | Tangent but: I've always wondered why home cogeneration
               | never took off. Too bad we don't have gas water heaters
               | and gas furnaces that generate electricity and dump the
               | excess onto the grid and heat with the waste heat.
               | 
               | Even a low-efficiency thermoelectric generator would
               | recover _some_ useful energy that is otherwise kind of
               | wasted.
        
               | nerdbert wrote:
               | It's still waste, because if you're in a fixed location
               | (which you'd have to be in order to benefit from much of
               | the heat) you'd be better off running a heat pump.
        
             | pkolaczk wrote:
             | Diesel has efficiency of 40% not 25%.
        
           | mbgerring wrote:
           | Who cares, we need to stop burning fossil fuels, relative
           | energy density in the abstract does not matter in the context
           | of climate change
        
       | thelastgallon wrote:
       | Related:
       | 
       | Electric vehicle battery prices are falling faster than expected:
       | https://news.ycombinator.com/item?id=38304405
        
       | scythe wrote:
       | I'm a little surprised by that energy density chart. Who's
       | selling batteries that carry 500 Wh/kg? Those are research
       | prototype numbers; I think that Amprius and the gamma-sulfur
       | people have hit (or passed) that mark. But cars and cellphones
       | have been using the Ni-Mn-Al-Co oxide family of cathodes for a
       | decade. The recent large-scale development has been bringing on
       | LiFePO4 which actually accepts a lower density in exchange for
       | lower cost and longer life.
       | 
       | That doesn't discredit the predictions, but I don't think that
       | the connection they're trying to draw between energy density and
       | market demand really holds water. The development of higher
       | density batteries is good for certain applications like that
       | ground-effect electric seaplane, but it isn't necessary for cars
       | or grid storage, where the first case is mostly viable already
       | and the second is concerned with the cost outlook and the self-
       | discharge rate.
        
         | kccqzy wrote:
         | CATL is. https://www.evlithium.com/lifepo4-battery-news/catl-
         | condense...
        
         | martythemaniak wrote:
         | I think Amprius are further along than you might think, ready
         | to scale commercial production, not research prototype. Super
         | neat factory tour: https://www.youtube.com/watch?v=v_Hd4HfH1ss
        
       | letuv wrote:
       | Are these 500 Wh/kg batteries somehow available in powerbank
       | (sub-500g) size?
       | 
       | So far the best I found are around 250 Wh/kg (for the whole
       | powerbank).
        
         | cperciva wrote:
         | You'll have trouble finding powerbanks over 100 Whr, due to FAA
         | regulations.
        
           | jauntywundrkind wrote:
           | I wonder when if ever we'll see this re-evaluated.
           | 
           | It's still a terrifying amount of energy, but I'd feel much
           | much different about someone with a 300WH LFP pack sitting
           | next to me than I would a lipo pack.
        
         | martythemaniak wrote:
         | It'll probably be a while before you see them widely available,
         | much less in small consumer devices. eVTOL and other battery
         | aircraft can't really work without this level of density so I
         | imagine they'll consume all available supply (at premium
         | prices) for a while.
        
       | tonymet wrote:
       | Lithium Battery 0.5 kWh/kg
       | 
       | Diesel 12.7 kWh/kg
        
         | chris_va wrote:
         | You probably want kWh_e (electric) instead of kWh_t (thermal),
         | and probably should include the weight of the
         | engine/transmission. Diesel is better still, but not quite the
         | same gap.
        
           | TOMDM wrote:
           | Also have to account for how many kWh are converted into
           | motion.
           | 
           | Again, diesel still wins, but man is that gap closing.
        
       | tonymet wrote:
       | > "Enabling the phase-out of fossil fuels"
       | 
       | How much hydrocarbon fuel is needed to produce these batteries
       | each year?
       | 
       | How much fuel is needed to charge them?
        
         | ceejayoz wrote:
         | > How much fuel is needed to charge them?
         | 
         | The eventual goal would be zero.
        
           | tonymet wrote:
           | in what year?
        
             | ceejayoz wrote:
             | Don't pull a muscle moving those goalposts around.
        
             | mbgerring wrote:
             | Many batteries deployed today, in 2024, spend their entire
             | lifecycle being charged entirely from solar. Are you asking
             | what year _none of them_ will be charged with electricity
             | from fossil fuels? I'd bet that we'll hit that mark in
             | California before 2040.
        
         | stetrain wrote:
         | Currently used? Probably quite a bit. But usually still a net
         | emissions win for using an EV vs a fossil fuel vehicle even
         | with current grids.
         | 
         | Required? None. There's nothing in EV battery production or
         | charging or usage that _requires_ burning fossil fuels. That
         | fossil fuels are a major source of our current energy is part
         | of the problem that we are also working to solve. And mass
         | production of economical batteries is part of how we do that
         | with renewable energy.
         | 
         | Building grids and vehicles that burn fossil fuels means you
         | need to keep drilling, refining, and transporting that fossil
         | fuel for every future kWH generated or mile driven. Forever.
         | 
         | A battery is made once and used for its lifetime, and most of
         | its critical materials can be recycled at end of life into new
         | batteries.
         | 
         | If you want current stats on total lifetime emissions of
         | manufacturing and using batteries vs fossil fuels, search for
         | "EV cradle to grave emissions" and there are a few studies. My
         | recollection is that the results show that an EV will have
         | lower lifetime emissions than a fossil fuel vehicle even with
         | today's mostly dirty grids in most cases, and break-even in the
         | worst grid mixes. As grids shift to renewables and recycling
         | increases those numbers should only improve.
        
           | tonymet wrote:
           | a quick check showed about 21 Billion Gallons annually to
           | make 130k tons of lithium batteries are produced.
           | 
           | so 273 billion kWh of hydrocarbon fuel burned to make
           | batteries that can hold only 51.5 million kWh of energy.
           | 
           | And then roughly a few billion or more to fill them up each
           | year.
           | 
           | What year will we make enough solar & wind power to
           | compensate for the 21 billion gallons of fuel?
        
             | ceejayoz wrote:
             | A quick check shows the 21 billion gallon number you're
             | (not) citing is likely bullshit.
             | 
             | https://www.verifythis.com/article/news/verify/environment-
             | v...
             | 
             | > David Checkel, a professor at the University of Alberta
             | and an electric car expert, did some back-of-the-napkin
             | math to dispute the claim. Checkel calculated that if each
             | gallon of fuel costs $3, then 21 billion gallons would cost
             | $63 billion annually. If $63 billion was the price tag for
             | 250,000 batteries, then the cost of raw materials for each
             | battery would be more than $250,000.
        
               | tonymet wrote:
               | what's the correct figure? it's easily 100x the output
        
               | ceejayoz wrote:
               | Is that number pulled off a Facebook meme, too?
               | 
               | You seem confused by the concept of a reusable battery.
               | It's not a AA battery; you don't throw it away every 300
               | miles and get a new one.
        
             | stetrain wrote:
             | > Nonetheless, it is shown that conventional gasoline and
             | diesel vehicles emit the highest amount of total life-cycle
             | GHGs in comparison to vehicles powered by other available
             | energy resources. When using green electricity, plug-in
             | hybrid electric and fully electric vehicles can reduce the
             | total life-cycle emission in comparison to combustion
             | engine vehicles by 73 % and 89 %, respectively.
             | 
             | https://www.sciencedirect.com/science/article/pii/S13640321
             | 2...
             | 
             | Plenty of other papers with similar results. Current total
             | lifecycle emissions are already net negative for EV vs ICE
             | including production of the battery and vehicle, and
             | production of the electricity using the current grid. That
             | margin improves as the grid gets cleaner.
        
         | tonymet wrote:
         | typical hackernews climate thread -- don't ask any important
         | questions
        
       | donbatman wrote:
       | Most of those batteries are being charged by natural gas.
       | Batteries store electricity, they don't create it.
        
         | ceejayoz wrote:
         | For now. (And not everywhere. In Norway, 90% of that power
         | would come from hydro plants.)
         | 
         | One of the most common objections to a wholesale switch to
         | renewables is "what if it's cloudy / not windy" sort of thing.
         | Cheap, widely deployed energy storage is key to answering that
         | objection.
         | 
         | They go hand in hand. More batteries, more renewables, more
         | batteries, more renewables, etc. etc. etc.
         | 
         | Eventually, the obvious goal is to charge everything via
         | renewable power.
        
         | Sohcahtoa82 wrote:
         | It frustrates me that you think this is a genuine talking
         | point.
         | 
         | If we're talking about powering cars, then _even if your power
         | comes from 100% coal_ , it's still cleaner to drive the EV than
         | gasoline, simply because the coal power plant benefits from the
         | economy of scale. It merely takes longer for the trade-off of
         | the higher carbon footprint of manufacturing an EV to happen.
         | But it does eventually happen.
         | 
         | If we're talking about powering an energy grid, nobody expects
         | them to be charged via consumables. That's just silly. But
         | battery storage is how you make wind/solar energy work without
         | requiring burning consumables as a backup.
        
       | Tade0 wrote:
       | Regarding price, leading manufacturers are already selling at a
       | price below what was always understood as the point where EVs win
       | in terms of economics:
       | 
       | https://www.nextbigfuture.com/2024/01/ev-lfp-battery-price-w...
       | 
       | The recent price war in China is a testament to that.
        
         | zardo wrote:
         | > Tesla will be saving $800 in LFP battery costs within 6
         | months and another $800 within about 18 months.
         | 
         | Do they have a model using LiFePOs now?
        
           | jostmey wrote:
           | I got a model 3 RWD last quarter and it has a LFP battery. I
           | think it's the only Tesla with LFP batteries
        
             | coryrc wrote:
             | Only one in the US. There's more in China IIUC.
        
             | pi-rat wrote:
             | Model Y RWD sold in europe is LFP
        
           | strangemonad wrote:
           | Many of the china model 3s and Ys use prismatic cells from
           | CATL use lifepo chemistries
        
           | ggreer wrote:
           | Since Q2 of 2022, the majority of Teslas produced have been
           | LFP. As of right now, the standard range and long range Model
           | 3 and Model Y are LFP. The Model S, X, and the Performance
           | versions of the 3/Y are NCA.
        
         | Terr_ wrote:
         | > the point where EVs win in terms of economics
         | 
         |  _If_ ubiquitous and cheap charging infrastructure is not being
         | priced in, which is still a blocker for many.
         | 
         | For example, I cannot reasonably run lengths of 110v extension
         | cords down the block to charge a car overnight, and acquiring
         | my own house with a garage is dramatically more expensive than
         | any fuel savings. :p
        
           | stcredzero wrote:
           | _I cannot reasonably run lengths of 110v extension cords down
           | the block to charge a car overnight_
           | 
           | I used to run extension cords out of windows and across the
           | sidewalk to charge a Fiat 500e.
        
             | breischl wrote:
             | Works if you live in a first-floor, street-facing unit and
             | can reliably park in front of it. Otherwise it can be
             | tough.
             | 
             | It's unfortunate that EVs make the most immediate sense in
             | high-density urban settings, but those same settings have
             | lots of people who can't use the simple kinds of charging
             | infrastructure (eg, Level 1/2 chargers).
        
               | matthewdgreen wrote:
               | Cities are going to have to invest in lamppost and curb
               | charging. These already exist. The good news is that with
               | a modest surcharge to the base electricity cost, they
               | will produce a stream of revenue that can be
               | financialized to pay for the install cost (which is
               | basically AC wiring.) The billing needs to be
               | standardized (this is already mostly done with NACS/CCS.)
               | It's low hanging fruit and will happen within the next
               | few years.
        
               | vel0city wrote:
               | IMO EVs work best in _medium_ density urban settings,
               | where people still probably have their own garages or at
               | least private parking spots but aren 't likely to need to
               | do 100+mi drives constantly.
               | 
               | Truly high-density urban settings should ideally find
               | transportation solutions without cars.
        
               | lancewiggs wrote:
               | And stop using streets for car storage, opening them up
               | to people and plants.
        
               | stcredzero wrote:
               | _Works if you live in a first-floor, street-facing unit_
               | 
               | I was not exactly in that situation. First time, I lived
               | in a room on the 3rd floor of a house, but I'd run the
               | extension cord out of the house owner's workshop basement
               | window. I could reliably park in front of the house,
               | however.
               | 
               | 2nd time, I ran the cord out of a 2nd story window from
               | my room, but the parking space was behind the house's
               | fence under my window.
               | 
               | 3rd situation, I would run the cord from the apartment
               | exercise room, out the window to the fenced in parking
               | lot behind the building. However, the building management
               | actually _removed_ those outlets! Then, that law
               | requiring them to let us charge passed, but by then, it
               | was time for us to move out. Now, I have a garage of my
               | own!
        
           | audunw wrote:
           | True. Good point. But that will change surprisingly rapidly.
           | We've experienced it in Norway already. It's been a _huge_
           | change over the last 5 years.
           | 
           | I don't have a garage attached to my house, it's a shared
           | garage building. But once a few owners got EVs, and it became
           | clear to others that EVs were the future, we got some minimal
           | renovations done that allowed anyone to pay to have a slow AC
           | charger installed.
           | 
           | Oslo has been rolling out street-side AC charging poles.
           | There's never quite enough but the growth is steady.
           | 
           | Other countries may not have the same incentives, but that
           | just shifts the point where the rapid transition starts by a
           | few years I think, since cars get cheaper and better all the
           | time. And remember that Norway is fairly cold, which is
           | brutal on range in the winter, so it's not really a fully
           | ideal place for EVs (though at least the car starts reliably
           | every time unlike diesel)
        
         | tonymet wrote:
         | why aren't consumers seeing this price yet?
        
           | cogman10 wrote:
           | Demand far outstrips manufacturing capacity at the moment.
           | 
           | For batteries not put in EVs a slightly lower price will get
           | them installed in grid storage solutions.
           | 
           | Consumers will be the last to see lower prices while demand
           | outpaces supply.
        
           | antisthenes wrote:
           | Why would they?
           | 
           | Companies will gladly pocket the difference between what they
           | charge the customers and their $100/KWh bulk price.
        
             | tonymet wrote:
             | Ok what's not working properly then?
        
         | robocat wrote:
         | From linked link[1]: CATL is marketing 173-Ah VDA spec
         | (Rectangular cells: 148mm length, 26.5mm width, 91 mm height -
         | German specification).
         | 
         | I presume manufacturers make packs using whatever cell sizes
         | they can source?
         | 
         | I had thought the trend was away from cylindrical (eg 4680) and
         | towards prismatic or pouch cells? Whatever happened to the 1
         | metre long BYD cell: https://pushevs.com/2020/05/26/byd-blade-
         | prismatic-battery-c...
         | 
         | [1] https://cnevpost.com/2024/01/17/battery-price-war-catl-
         | byd-c...
        
       | inasio wrote:
       | Anecdotal local evidence to exhibit 3:
       | 
       | There are a few go-kart places here, I hadn't been there for a
       | few years, and now I learned that they all switched to
       | electrical. Much quieter, no fumes, works great indoors
        
         | liotier wrote:
         | Full torque at zero RPM makes motor racing much more exciting -
         | especially compared to the low end karts with puny 2-stroke
         | engines that took forever to accelerate my heavy ass !
        
       | deadeye wrote:
       | Chart #2: Top Tier Energy Battery Density vs. Battery Cost.
       | 
       | That seems like an odd comparison to me. Is it normal to compare
       | the Top Tier Anything to the Average of another thing?
       | 
       | Top Tier Car 0-60 Times vs Average Car Costs? IDK, it doesn't
       | seem to contain any REAL information. Shouldn't the comparison be
       | the costs of the SAME cars and not include cars that aren't top
       | tier?
       | 
       | What am I not getting?
        
         | dylan604 wrote:
         | Chart 2 definitely seems strange as it appears that batteries
         | are free in 2023
        
           | bombcar wrote:
           | The elites don't want you to know this but the batteries in
           | the cars are free you can take them home I have 458 KwH.
        
           | ceejayoz wrote:
           | Only because it's a wide line.
           | 
           | Cost is $139/kWh, which on a scale of 0-9000, is _pretty_
           | close to zero historically.
           | https://about.bnef.com/blog/lithium-ion-battery-pack-
           | prices-...
        
           | zamadatix wrote:
           | It would be better served by a log scale if they really want
           | to show the pre-2005 numbers in the chart.
        
         | stcredzero wrote:
         | _Top Tier Car 0-60 Times vs Average Car Costs? IDK, it doesn 't
         | seem to contain any REAL information._
         | 
         | Actually, if you know the details of the development of
         | consumer cars, you'll find that advances and levels of
         | performance in top tier cars tends to trickle down into average
         | cars. Not without some dilution, but that's a definite trend!
         | So things like disc brakes, fuel injection, microprocessor
         | control.
         | 
         | This sort of thing definitely happens with batteries over time.
         | It's a way of peeking into the future. Just fudge factor for a
         | little dilution.
        
       | xbmcuser wrote:
       | This is why I say electricity revolution is coming and a lot
       | people and countries are going to be shell shocked by it. Solar
       | and wind electricity costs are also decreasing at a similar rate.
        
         | mbgerring wrote:
         | It's already here, it's been here for a decade, renewables are
         | a mature industry. They've already effectively destroyed the
         | economics of coal, and natural gas is next.
        
       | sandworm101 wrote:
       | Take 25% of the money spend on EV batteries and instead spend it
       | on domestic solar panels. I cannot stand the smugness of people
       | who will pay $$,$$$ for a car but won't spend $,$$$ on the thing
       | to make power for that car. Even batteries. The net carbon saved
       | by in-home battery+solar is far more than putting batteries in
       | the family car. The car runs a few hours a day. A total off-grid
       | solar+batteries domestic system saves carbon 27/7.
       | 
       | In other words, (Honda civic IC + home solar/batteries) saves
       | more carbon than a Tesla with no actual power generation
       | capacity. But that just isn't fashionable.
        
         | candiddevmike wrote:
         | From my interaction with local utilities/electrical companies,
         | they _hate_ domestic solar. They'll do everything in their
         | power to stonewall you getting them installed and make it seem
         | like a useless/expensive option.
        
           | sandworm101 wrote:
           | Then ditch the local connection and go with off-grid solar.
           | These days, a totally off-grid solution is sometimes the
           | cheaper option. Panels are cheap. Batteries are cheap.
           | Interest rates are cheap. And no monthly minimums.
           | 
           | I'm sitting in a house right now, streaming top gear on a
           | 50-inch tv, completely off-grid.
        
             | antisthenes wrote:
             | How are you getting internet? Starlink?
        
         | cogman10 wrote:
         | Batteries are a required part of the transition to pure
         | renewables. When demand for EVs drops low enough you can bet
         | grid operators will be in line to soak up the cheap batteries.
         | 
         | Further, V2G/H is more than likely to be a thing in the near
         | future further putting the EV batteries to work stabilizing the
         | grid.
        
           | breischl wrote:
           | >V2G/H is more than likely to be a thing in the near future
           | further putting the EV batteries to work stabilizing the
           | grid.
           | 
           | Yes. Even before we get to full V2G, managed charging
           | provides a helpful degree of flexibility.
           | 
           | An EV is a giant battery (several times the size of a Tesla
           | PowerWall, for example) that happens to move sometimes. The
           | battery can be used for other things when the car isn't
           | moving - and it will be.
        
         | SECProto wrote:
         | Single digit thousands of solar panels might reduce emissions
         | more in your case, but it certainly wouldn't in mine (grid here
         | has very low gCO2/kWh)
        
         | 1970-01-01 wrote:
         | Domestic solar isn't as efficient as solar power plants. If we
         | took this 25% and instead built solar farms, we would be
         | farther ahead. Domestic battery power plants do make sense
         | however.
        
           | sandworm101 wrote:
           | Yes but a solar panel literally feet from the EV it is
           | charging avoids massive transmission infrastructure.
        
             | 1970-01-01 wrote:
             | That doesn't make sense. Very few EV owners will recharge
             | over the length of the day while sitting at home.
        
               | sandworm101 wrote:
               | Most EVs, like any other personal cars, spend more time
               | in a garage at home than they do anywhere else.
        
               | 1970-01-01 wrote:
               | Yes, at night without the sun.
        
         | matthewdgreen wrote:
         | I bought an EV because I assumed the dollars I had to spend
         | would have more "leverage" by incentivizing an electric-car
         | business, which would in turn drive improvements and reduced
         | cost in battery production, and that would have follow-on
         | benefits well beyond the car industry. I think the recent drop
         | in battery prices is good evidence that this process is a real
         | one. It goes without saying that any individual's contribution
         | is negligible.
        
       | antisthenes wrote:
       | Batteries are great, but some of those charts look off.
       | 
       | Where are they getting batteries that are 500Wh/kg for commercial
       | applications? Even state of the art NMC cells in the 21700 and
       | 46800 form factors barely scrape at 300Wh/kg, and everything else
       | (LFP) is significantly below that number.
        
       | zizee wrote:
       | Given these trends, what is the predicted year that we'd expect
       | the last fossil fuel burning power plant to be greenlit for
       | construction in China, India, and the US?
       | 
       | Follow-up: At what point is continued operation of existing coal
       | become uneconomical (to simplify the question assume decent solar
       | generation locations are available/ grid connected nearby).
        
         | cbmuser wrote:
         | Fossil fuels are not going anywhere soon as a quick look at the
         | world's energy mix proves.
         | 
         | > https://ourworldindata.org/grapher/global-primary-energy
        
       | choeger wrote:
       | We have 500Wh/kg batteries by now?
       | 
       | And they think there'll be 800Wh/kg in 2030? Wasn't that well
       | beyond what's needed for medium-range electric flight?
       | 
       | Is that even possible, chemically speaking?
        
         | cbmuser wrote:
         | Jet fuel has an energy density of 12,000 Wh/kg, so there is
         | still a little room left.
         | 
         | > https://en.wikipedia.org/wiki/Energy_density
        
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