[HN Gopher] Understanding Solar Energy
       ___________________________________________________________________
        
       Understanding Solar Energy
        
       Author : chmaynard
       Score  : 156 points
       Date   : 2025-03-20 12:09 UTC (10 hours ago)
        
 (HTM) web link (www.construction-physics.com)
 (TXT) w3m dump (www.construction-physics.com)
        
       | pfdietz wrote:
       | The bit how about incredibly quickly PV has grown is a figurative
       | slap in the face to Vaclav Smil. He had just ten years earlier
       | said PV wasn't going to grow quickly because historically energy
       | replacements took a long time.
       | 
       | https://vaclavsmil.com/wp-content/uploads/2024/10/scientific...
       | 
       | This retrospective on Smil's predictions four years ago is
       | notable:
       | 
       | https://www.quora.com/Is-Vaclav-Smil-right-in-his-criticisms...
       | 
       | "To get 1 PWh/year of electricity you need to install about 450
       | GW worth of solar panels. You need dozens of years to acomplish
       | such task. Reality check: 3 years in current speed, in the future
       | probably faster."
       | 
       | Indeed, as the thread top link shows in 2024 the world installed
       | 595 GW of PV.
       | 
       | As John Kenneth Galbraith said, "If all else fails, immortality
       | can always be assured by spectacular error."
        
         | looofooo0 wrote:
         | What people tend to forget is, that coal, oil and gas are all
         | restricted by mining or drilling as the old are consumed, and
         | it gets harder to access new oil wells etc. For PV there is no
         | such limit (only copper basically, but this is recyclable and
         | aluminum can do many tasks.) For batteries, there is lithium
         | (lifepo4) and even that is questionable (sodium batteries) and
         | again there is the potential for recycling. Hence, I do not see
         | anything stopping the exponential growth of PV and batteries.
        
           | Ringz wrote:
           | You are right.
           | 
           | But one misconception I often read is that everyone focuses
           | on batteries. It would make more sense in general to talk
           | about energy storage instead of just batteries. Like Kinetic,
           | chemical, thermal and so on.
           | 
           | Batteries cannot be solely responsible for back-up. You need
           | different types of storage: short term, medium term and long
           | term storage.
           | 
           | There are different concepts for each application. Batteries,
           | compressed air storage, pumped storage, kinetic, thermal
           | storage as well as power-to-X systems are able to absorb the
           | increasing summer power and provide the energy again in the
           | medium term or seasonally shifted.
           | 
           | https://doi.org/10.3929/ethz-b-000445597
        
             | bryanlarsen wrote:
             | There are only three energy storage forms that are relevant
             | for the next decade. All the others looked promising, but
             | the learning curve on batteries has rendered them
             | irrelevant. Your link is from 2020, it is out of date.
             | 
             | The best energy storage form is "final form". Some energy
             | products can be stored. For example if you are using the
             | energy to create heat, you can store heat for use in the
             | future. Heat storage sucks as a way to store energy
             | destined for electricity, but is a great way to store
             | energy destined for use as heat.
             | 
             | The utility of batteries for daily storage is obvious and
             | well proven.
             | 
             | Thirdly, the best annual storage is pumped hydro. It's the
             | cheapest and it can be used pretty much everywhere -- all
             | you need is water at one end of an elevation change and a
             | way to build storage at the other end.
             | 
             | All the other forms that you'd think would fit in between
             | the two are being quickly subsumed by the rapid price drops
             | in battery pricing. The cutover points are rapidly shifting
             | -- batteries are now cheapest for biweekly-ish.
             | 
             | And the primary sources are getting so cheap that
             | overbuilding is an alternative to storage. Rather than
             | storing for the reduced amount of daylight in the winter,
             | just overbuild. More overbuilding and a few days of storage
             | will let you handle a stretch of cloudy, windless days in
             | January. No annual storage required.
        
               | Ringz wrote:
               | Don't get me wrong--I'd be all for batteries ruling the
               | world if they were both affordable and technically
               | advanced enough to meet various demands. That means they
               | shouldn't degrade too quickly, for example, when
               | capturing and releasing wind energy in milliseconds. Or
               | they shouldn't lose too much energy over time due to
               | self-discharge. Or they should be able to supply large
               | amounts of energy instantly. Overbuilding is also a valid
               | approach, especially in connection with a smart grid
               | spanning multiple countries. All of that is fine.
               | 
               | However, the point of the study is different, and that
               | makes it still relevant today: The barrier to expanding
               | energy storage isn't a technical one--it's a political
               | one. The study also shows that there is a great deal of
               | variability, and the often-used argument that there's not
               | enough lithium or rare earth elements doesn't hold up.
               | More recent studies validate different storage
               | technologies depending on their specific use case,
               | showing that they can complement batteries in a
               | meaningful way--also from a financial perspective.
               | 
               | Another perspective is that we still have a long way to
               | go before full electrification. Right now, batteries are
               | used in suitable scenarios, but many other areas haven't
               | been electrified or optimized at all. Other storage
               | technologies might still become relevant. Building a
               | house around a 20,000-liter tank to store energy for
               | heating in Alaska over six months might already be
               | financially and technically viable. But whether the
               | logistical challenges of such solutions will ever make
               | them truly feasible--that's something I neither want nor
               | can predict.
        
               | pfdietz wrote:
               | > Thirdly, the best annual storage is pumped hydro.
               | 
               | I strongly dispute this. E-fuels like hydrogen would be
               | much superior to PHES for annual storage.
               | 
               | https://x.com/iain_staffell/status/1722544993179504965
        
               | Ringz wrote:
               | Only if we have more than enough renewable energy to
               | spend making hydrogen. Hydrogen storage has a round-trip
               | efficiency of 40%-50%, leading to significant energy
               | losses. Partly by: Electrolysis requires 50-55 kWh to
               | produce 1 kg of hydrogen, which only contains about 40
               | kWh, resulting in a 20%-30% energy loss upfront. It's low
               | energy density requires high-pressure or cryogenic
               | storage, increasing costs and energy use, while leakage
               | further reduces efficiency. Limited pipelines and
               | refueling stations make hydrogen adoption costly and
               | complex. Highly flammable hydrogen demands a lot of
               | safety measures adding even more cost and complexity.
        
               | pfdietz wrote:
               | At the current exponential growth rate, PV will reach the
               | point of supplying the entire world primary energy demand
               | in a decade and a half.
               | 
               | Yes, hydrogen has low round trip efficiency. But it comes
               | out cheaper than PHES. The "cost of inefficiency" is
               | proportional to the number of charge/discharge cycles.
               | For annual storage, efficiency is 365x less impactful
               | than it is for diurnal storage. What matters for annual
               | storage is capex of storage capacity.
        
               | bryanlarsen wrote:
               | > What matters for annual storage is capex of storage
               | capacity.
               | 
               | Which is exactly why PHES wins the cost comparison for
               | annual storage. Open air water storage is ridiculously
               | cheap compared to hydrogen storage.
        
               | pfdietz wrote:
               | I dispute this as well. From what I see, the very best
               | case per kWh cost of just the reservoirs and waterways
               | for PHES is about $10/kWh. Hydrogen stored as compressed
               | gas in solution mined salt caverns would be an order of
               | magnitude cheaper. For storage of liquid e-fuels in
               | tanks, tank capex would be another order of magnitude
               | cheaper still. This assessment is consistent with the
               | link I posted earlier.
               | 
               | If you want something that may compete with hydrogen for
               | annual storage, consider bulk thermal storage (using
               | artificially injected heat, not naturally occurring
               | heat). The thermal time constant of a very large object
               | increases quadratically with radius, if everything is
               | scaled proportionally, and can easily reach many years.
               | This is why geothermal works at all -- there's plenty of
               | heat stored in the near crust ready to be mined.
        
               | bryanlarsen wrote:
               | You're comparing using an existing reservoir for hydrogen
               | to building a new reservoir for PHES. There similarly
               | exist dry lake beds that could be used for water storage.
               | But generally they're not in suitable locations, which is
               | the same problem that salt mines will have.
               | 
               | You're also comparing hypothetical costs to historical
               | costs. Hypothetical costs put out by industry are usually
               | out by about an order of magnitude.
               | 
               | There's a reason that PHES is the only one with
               | historical costs.
        
               | pfdietz wrote:
               | No, I was describing the cost of constructing a new
               | hydrogen storage reservoir in a salt formation by
               | solution mining. Of course existing natural gas storage
               | caverns could be repurposed; that would be even cheaper.
               | 
               | These are not hypothetical costs. Construction of these
               | caverns is state of the practice for natural gas storage.
               | Vast volumes of gas are stored in these things, allowing
               | steady production of natural gas and constrained pipeline
               | capacity to serve seasonally unsteady consumption
               | patterns.
               | 
               | The reason PHES is the only one with historical costs is
               | that, historically, PHES has been used for diurnal
               | storage, from the days when baseload plants were cheaper.
               | There was never a market for long term storage via
               | hydrogen (although some hydrogen storage has been
               | constructed and used to help steady the hydrogen input to
               | ammonia plants); why bother for the grid when just
               | varying the use of fossil fuels would serve that function
               | just as well?
        
               | derriz wrote:
               | > Thirdly, the best annual storage is pumped hydro. It's
               | the cheapest and it can be used pretty much everywhere --
               | all you need is water at one end of an elevation change
               | and a way to build storage at the other end.
               | 
               | Pumped hydro is primarily used for short term storage.
               | The vast majority of pumped hydro installations around
               | the world operate on an intra-day cycle.
               | 
               | For storage systems generally (not just electricity),
               | profitability is a linear function of capacity, the
               | possible price arbitrage AND how frequently you charge
               | and discharge. Nobody is going to build a pumped hydro
               | storage facility with the intension of operating a single
               | charge/discharge cycle per year.
               | 
               | Nor are pumped hydro facilities cheap to build and
               | certainly cannot be deployed everywhere as they require
               | particular geographic and geologic conditions and mostly
               | locations suitable for pumped hydro are few and far
               | between and those locations that are suitable are
               | generally far away from population centers where the
               | demand for electricity is.
               | 
               | Batteries are often cheaper than pumped hydro, they can
               | be located near demand, they scaled down as well as up
               | and can be distributed around the grid to provide
               | "virtual transmission". They are quick to deploy and
               | require little maintenance or staffing.
               | 
               | The solution for "long term" storage will be massive
               | over-provision of wind and solar and more grid
               | interconnections. Batteries will take care of everything
               | else.
        
             | pjc50 wrote:
             | I think this is going to turn out like the exotic panel
             | chemistries: batteries are simple and have powerful
             | continual improvement in performance and price, while the
             | others turn out to be more complicated. In particular solid
             | state wins over mechanical anything almost every time.
        
               | Ringz wrote:
               | I am on you side (but not all are more complicated and
               | there are mechanical variations that are better than
               | batteries for some scenarios) but the takeaway of that
               | study is described here:
               | https://news.ycombinator.com/item?id=43425560
        
           | pfdietz wrote:
           | PV doesn't require much copper, either. Maybe for front
           | contact wires, if silver gets too expensive? But if it can
           | afford to use silver now, copper won't be a huge ask
           | (basically just need to deposit a barrier layer to keep the
           | copper from reacting with the silicon.)
           | 
           | The cables connecting PV to the grid, as well as the grid
           | itself, can all use aluminum conductors. Even large
           | transformers can be designed with aluminum if copper gets too
           | expensive.
        
         | Ringz wrote:
         | The IPCC & IEA grossly underestimates PV (and Wind) by any
         | metric for years. Many scenarios assumed costs for 2050 that
         | are already outdated today.
         | 
         | In the same time they overestimate Nuclear Energy and carbon
         | capture by any metric (debatable). It's getting so bad that
         | there are numerous studies about that problem.
         | 
         | https://www.carbonbrief.org/guest-post-why-solar-keeps-being...
         | 
         | https://www.pv-magazine.com/2021/03/31/solar-still-largely-u...
         | 
         | https://www.theenergymix.com/leading-climate-models-underest...
         | 
         | https://climatenexus.org/climate-change-news/iea-historicall...
        
           | epistasis wrote:
           | I think a lot this comes down to huge cultural biases. And
           | the two cultures are "hard energy" and "soft energy" folks.
           | Coal, gas, fission, fusion, etc. are all hard energy. Coupled
           | GDP and energy consumption was a core assumption. Renewables,
           | energy efficiency, technological advancement via learning
           | curves all fall under "soft energy".
           | 
           | Most of the energy industry was hard energy because that's
           | what paid everyone's bills. Any estimates that did not cater
           | at least a bit to those biases would just be completely
           | ignored.
           | 
           | But there's another effect too: solar just completely
           | outperforms even the most optimistic assessments. There's one
           | famous solar financial analyst, whose name I'm blanking on,
           | who continues to underestimate even though she knows the
           | effect.
        
             | pfdietz wrote:
             | It was also underestimation of China. Outright chauvinism
             | there.
        
             | Ringz wrote:
             | iCal them ,,simple" and ,,complex" power. For someone who
             | isn't truly informed, a ,,Simple Energy" solution seems
             | much simpler than one based on renewable energy. With
             | ,,simple" power, solving climate change appears
             | straightforward: just build more nuclear plants, which
             | conveniently replace coal and gas on a 1:1 basis since they
             | are baseload power generators.
             | 
             | Renewable energy, on the other hand, is (for now, the
             | transition time) complex. It requires a better, smarter,
             | and much larger interconnected grid, as well as intelligent
             | management of supply, demand, and storage. It means
             | considering and understanding multiple aspects at once.
             | This complexity often leads people who are convinced that
             | more simple power is the answer to dismiss the idea of
             | renewables too quickly--because nuclear seems so much
             | simpler.
             | 
             | I understand the appeal of simple energy. The sad part is
             | that many people likely believe this is the scientifically
             | correct position. And they are often so convinced that,
             | even when presented with current studies and reasonable
             | arguments against new nuclear plants, they quickly assume
             | that the other person is just an irrational, biased anti-
             | nuclear activist. After all, the simplest solution must
             | also be the right one, right?
             | 
             | Being informed in this context doesn't just mean knowing
             | the pros and cons of nuclear, wind, or solar power. It
             | requires a deep understanding of what is technically and
             | financially feasible today--including energy forms, grid
             | transformation, storage solutions (not just lithium-ion
             | batteries), follow-up costs, sustainability (mining, waste
             | disposal), as well as political, economic, military, and
             | social implications. And how all of these factors interact.
             | 
             | But none of that is necessary if you just want to build
             | more simple power plants.
             | 
             | The transition to 100% renewable energy is as complex as
             | the development of the internet. If we were still relying
             | on letters, telephones, fax machines, newspapers, radio,
             | and TV, the idea of transitioning to a globally available,
             | instant multimedia internet would have seemed just as
             | utopian and impossible.
        
             | ZeroGravitas wrote:
             | Jenny Chase perhaps:
             | 
             | > On Friday my colleagues suggested I get a tattoo reading
             | "COWARDS", to save me time saying it in solar forecast
             | calibration meetings.
        
               | epistasis wrote:
               | That's her! She's done really amazing work for
               | BloombergNEF.
        
         | jillesvangurp wrote:
         | There is a lot of stuff that people said about this solar that
         | got overtaken by reality. And some of those people were
         | proponents even.
         | 
         | People have underestimated economics, learning effects, and the
         | effects of increased scale. Mostly the exponentials were
         | actually pretty clear to some investors as early as 15 years
         | ago. And the success those investors have had, has driven more
         | investment.
         | 
         | The thing with exponential trends is that doubling a little bit
         | results in a little bit more. It doesn't add up to something
         | people notice until suddenly it jumps from fractions of a
         | percent, to full percents, to double digit percentages in the
         | space of a few years. That threshold got crossed a few years
         | ago and people started to notice. And that's now leading to
         | further price drops and more adoption. Of course, it's not a
         | real exponential but an s-curve. But until the curve flattens,
         | you won't be able to tell the difference.
         | 
         | Back of the envelope calculations can be misleading because
         | they tend over simplify and make silly assumptions. Like
         | assuming we are going to move 100% of energy to solar all at
         | once. In reality, what we're doing is a decades long transition
         | where most of the decision making is cost driven and the energy
         | supply is coming from mixed sources.
         | 
         | We don't have just solar. We have existing nuclear. Existing
         | deployments of coal and gas, which like them or not are not
         | going to disappear overnight. And a lot of onshore and offshore
         | wind. And a rapidly growing amount of batteries and cables
         | which give us the ability to time shift supply and demand and
         | move energy around over large distances.
         | 
         | The world's electricity consumption is about 30 PWh per year
         | and will probably grow to 35 or 40 soonish. Most of that growth
         | (>90%) will be powered by renewables. It's outgrowing
         | everything else by a large margin. And because they are
         | cheaper, there is also pressure to replace existing generation
         | with renewables. That basically happens based on cost and age
         | of plants.
         | 
         | This is another effect that people keep underestimating. The
         | reason coal generation is rapidly disappearing from many
         | markets (and is completely gone in some of them) is that
         | replacing them with cheap renewables is cheaper than continuing
         | to operate them.
         | 
         | That same effect is going to affect gas generation. Anyone
         | building gas plants with the expectation that they'll have a 60
         | year life span is dreaming at this point. These investments
         | should be considered as under water at this point. By the
         | 2050s, most currently new gas plants will have probably have
         | been mothballed (maybe kept around as rarely used peaker
         | plants) or demolished. They are simply too expensive to operate
         | relative to renewables. Some places keep gas prices low via
         | subsidies (the US for example). But even there gas plants are
         | going to face a reality check. And for a lot of countries, gas
         | imports are a drag on their economy. Germany is a good example.
         | 
         | Worth observing what investors do here. They tend to have long
         | term outlooks.
        
         | ZeroGravitas wrote:
         | Smil was just bullshitting though, really poor quality
         | arguments made for rhetorical effect with a side helping of
         | smug fake reasonableness.
         | 
         | He's a cranky old academic propelled to fame because he said
         | what the establishment wanted to hear like an energy Jordan
         | Peterson.
        
       | pjc50 wrote:
       | Good longread.
       | 
       | What I'd like to have a better understanding of, and I'm hoping
       | to crowdsource here, is exactly how the solar panel cost has come
       | down so precipitously. Part of it is simply manufacture scaling -
       | almost everything is much cheaper in large quantities. But part
       | of it must be a thousand incremental tech advances. Things like
       | the reduced kerf diamond wire saw.
       | 
       | Also of note: I think monocrystalline has won completely? People
       | experimented with all sorts of alternate chemistries and
       | technologies, like ion deposition and the extremely poisonous
       | CIGS, but good old "Czochralski process + slice thinly" has won
       | despite being energy intensive itself.
       | 
       | Perovskites remain an unknown quantity.
        
         | pfdietz wrote:
         | CdTe is still out there, from First Solar, but it's not much of
         | the market (and has scalability problems due to the need for
         | tellurium, even if the active layer is much thinner than in
         | silicon cells.)
         | 
         | One little advance that swept the industry a couple of years
         | ago was replacement of boron as a dopant by gallium. Boron
         | doped silicon has light induced degradation, which was
         | determined to cause a small loss in efficiency due to formation
         | of boron trapping centers under prolonged light exposure.
         | Gallium-doped silicon doesn't have this problem.
        
         | wolfram74 wrote:
         | You're in luck! The author's earlier piece on the subject
         | attempts to address that exact question. Learning curve effects
         | and piggy backing off the computer chip industry are major
         | factors if I recall, but I haven't reread the piece in a while.
         | 
         | https://www.construction-physics.com/p/how-did-solar-power-g...
        
         | doctoboggan wrote:
         | My understanding is that China recognized the potential of
         | solar power around 20 years ago and decided they wanted to be
         | the world's manufacturing hub for solar panels. The government
         | invested in R&D early, and today we are reaping the fruits of
         | that investment.
         | 
         | The same thing is happening now with storage, but western
         | governments are weary of losing that battle as well. To address
         | this massive tariffs were put in place by the previous US
         | administration, and are likely to be increased by the current
         | administration. Hopefully this doesn't slow down the production
         | of batteries, but instead just moves the production out of
         | China and into other countries, but that remains to be seen.
        
           | cman1444 wrote:
           | Wary not weary
        
         | philipkglass wrote:
         | The article posted by wolfram74 is part one of two, covering
         | solar PV history up through the early 1980s.
         | 
         | Here's part two of the series with more recent history:
         | https://www.construction-physics.com/p/how-did-solar-power-g...
         | 
         | Even this fairly long two-part discussion misses some of the
         | more important technical developments of the past 20 years.
         | 
         | Converting trichlorosilane to pure silicon via CVD growth in
         | Siemens-type reactors is now much more energy efficient due to
         | changes in rod geometry and heat trapping via reactor design. A
         | significant minority of purified silicon is now manufactured
         | via even more efficient fluidized bed reactors.
         | 
         | The solar industry is dominated by Czochralski process
         | monocrystalline silicon, but it's now _continuous_ Czochralski:
         | multiple crystals grown from a single crucible, recharging the
         | molten silicon over time; the traditional process used a
         | crucible once and then discarded it.
         | 
         | The dominant silicon material has switched from boron doped
         | p-type silicon to gallium doped p-type silicon (mentioned by
         | pfdietz) to phosphorus doped n-type silicon (used by the
         | currently dominant TOPCon cell technology as well as
         | heterojunction (HJT) cells and most back contact cells).
         | 
         | Changes in wafering that you mentioned (like the reduced kerf
         | diamond wire saw) have reduced silicon consumption per wafer
         | and therefore per watt, even holding cell technology constant.
         | 
         | The dominant cell technology has moved from Al-BSF to PERC to
         | mono-PERC to TOPCon. Heterojunction and back-contact cells are
         | not yet dominant, but they are manufactured on a multi-gigawatt
         | scale and will probably overtake TOPCon eventually. Each one of
         | these changes has eked out more light conversion efficiency
         | from the same area of silicon.
         | 
         | Cells mostly still use screen-printed contacts made from
         | conductive silver pastes, much like 20 years ago, but there has
         | been continuous evolution of the geometry and composition of
         | applied pastes so that silver consumption per watt is now much
         | lower than it used to be. This is important because silver has
         | the highest cost per kilogram of any material in a typical
         | solar panel, and it's the bottleneck material for plans to
         | expand manufacturing past the terawatt scale.
         | 
         | Wafer, cell, and module manufacturing have become much more
         | automated. That reduced labor costs, increased throughput, and
         | increased uniformity.
        
           | justanotherjoe wrote:
           | In terms of resource extraction needed for the batteries and
           | the panels, how sustainable is it? The way I understand it is
           | that you can't really repair broken panels and batteries...
           | Can we still make these after, let's say, 500 years? I have
           | no conception at all in this topic...
        
             | pjc50 wrote:
             | No, but I don't see a good reason why you can't recycle the
             | cells especially given they contain a thin layer of silver.
             | Google already finds local recycling firms, since it's
             | required by WEEE.
             | 
             | (The 500 years question has issues for all the other
             | sources of energy as well!)
        
             | ZeroGravitas wrote:
             | Yes, batteries are getting better at such a rate that you
             | can recycle old batteries at end of life, lose 10% of the
             | material in that process and build a new battery with new
             | tech and less material that is better than the original.
             | 
             | The resource extraction issue is more than these are so
             | useful we're going to build an ever growing amount of them.
             | 
             | Luckily they're made from widely available materials, with
             | even more widely available substitutions possible e.g
             | sodium batteries.
        
           | angleofrepose wrote:
           | Thank you and other commenters for the great rundowns here.
           | I'm interested in a related question and I wonder if you or
           | others could point me in the right direction: why was the
           | mainstream consensus around solar power (and/or batteries)
           | apparently so wrong for so long? More specifically -- and
           | maybe a better question -- why didn't progress in solar and
           | batteries happen sooner?
           | 
           | I'm less interested in blame than in a systems analysis of
           | how in the last half century powerful players seem to have
           | missed the opportunity to start earlier investment in solar
           | and battery technology. Solar and batteries are unique in
           | energy infrastructure, as even any casual observer knows by
           | now, and is certain to change many aspects of politics,
           | industry and culture. It seems an inevitability that energy
           | infrastructure will evolve from large complex components
           | towards small and simple components, and I'm interested in
           | engaging with the history of why "now" is the moment, rather
           | than decades ago.
        
             | mjamesaustin wrote:
             | It's a false assumption that technological progress happens
             | automatically or even that it's based upon the passage of
             | time.
             | 
             | Progress happens as a result of many choices made by
             | individuals to invest time and energy solving problems. Why
             | is solar rapidly improving now? Because way more people are
             | invested in making it better.
             | 
             | Nascent technologies almost always face an uphill battle
             | because they compete against extremely optimized legacy
             | technologies while themselves having no optimization at
             | first. We only get to the current rapid period of growth
             | because enough people pushed us through the early part of
             | the S curve.
        
               | angleofrepose wrote:
               | Sure, that makes sense. This is where I'm coming from
               | with my interest in history:
               | 
               | I heard an interesting argument somewhere that solar
               | cells are an ideal manufactured good. Whether you are
               | building a module for a calculator or a GW scale plant,
               | the modules are the same. This is fundamentally different
               | for steam turbines. On the "concrete-internal combustion
               | engine" spectrum of complexity, solar modules are closer
               | to concrete and turbines are closer to ICEs.
               | 
               | Shouldn't this have led to a special interest in
               | advancing solar module research? Or widespread
               | understanding that eventually the unique set of
               | attributes that define a solar module would lead to it's
               | takeover of a significant portion of global energy
               | generation? Shouldn't that have been apparent from the
               | earliest days of photovoltaic research as a sort of
               | philosophical truth before the advances in material
               | science, extraction or manufacturing of the last fifty
               | years?
        
             | epistasis wrote:
             | Solar and batteries got cheaper when we scaled up and built
             | a lot. You have to pay current prices to get the next price
             | drop, because it's all learning by doing.
             | 
             | If we had pushed harder in the 80s, 90s, and 2000s, solar
             | might have gotten cheaper sooner. Solar fit in at the edges
             | of the market as it grew: remote locations for power, or
             | small scale settings where running a wire is inconvenient
             | or impractical. The really big push that put solar over the
             | edge was Germany's energiwende public policy that
             | encouraged deploying a ton of solar in a country with
             | exceptionally poor solar resources; but even with that
             | promise of a market, massive scale up was guaranteed.
             | 
             | It's in many ways a collective action problem. Even in
             | _this thread_ , in 2025 you will see people wondering when
             | we will have effective battery technology, because they
             | have been misinformed for so long that batteries are
             | ineffective that they don't see the evidence even in the
             | linked article.
             | 
             | Also, most people do not understand technology learning
             | curves, and how exponential growth changes things. Even in
             | Silicon Valley, where the religion of the singularity is
             | prevalent and where everyone is familiar with Moore's law,
             | the propaganda against solar and batteries has been so
             | strong that many do not realize the tech curves that solar
             | and batteries enjoy.
             | 
             | A lot of this comes down to who has the money to spend on
             | public influence too, which is largely the fossil fuel
             | industry, who spends massive amounts on both politicians
             | and in setting up a favorable information environment in
             | the media. Solar and batteries are finally getting
             | significant revenues, but they have been focused more on
             | execution than on buying politics and buying media. They
             | have benefited from environmental advocates that want to
             | decarbonize, without a doubt, but that doesn't have the
             | same effect as a very targeted media propaganda campaign
             | that results in zealots that, whenever they see an article
             | about climate change, call up their local paper and chew
             | out the management with screaming. Much of the media is
             | very afraid of right wing nuts on the matter and it puts a
             | huge tilt on the coverage in the mass media in favor of
             | fossil fuels and against climate science.
        
               | angleofrepose wrote:
               | Indeed. You widen the conversation here, and remind me of
               | the idea that moneyed influence is underrepresented in
               | analysis and understanding of the world. Maybe the most
               | appropriate way to understand big questions is who is
               | funding the various players.
               | 
               | I like to think about "learn by doing". While I have of
               | course lived it, I try to think of counterpoints. It
               | seems clear that solar owes it's growth to Germany and
               | California policies which subsidized the global solar
               | industry with taxes on their economies, most
               | disproportionately placed on individual ratepayers. But
               | why couldn't solar research have been long-term funded
               | based on it's fundamental value? Talk about national
               | security, or geopolitical stability -- especially post
               | 1970s! Skip the intermediate and expensive buildouts of
               | the 2000s, failed companies heavily subsidized and fund
               | research instead to hopefully bring the late 2010s
               | forward in time?
               | 
               | What's a good model here, or concrete example? We see the
               | same side of the history in electric vehicles. I think
               | Tesla and Rivian, to pick two, both lost money on every
               | sale in early years. Why not skip that expensive step in
               | company history, and develop better products to sell at a
               | profit from the beginning of mass manufacturing? Are
               | there industries or technologies where this
               | expensive/slow process went the other way?
        
               | epistasis wrote:
               | > It seems clear that solar owes it's growth to Germany
               | and California policies which subsidized the global solar
               | industry with taxes on their economies, most
               | disproportionately placed on individual ratepayers. But
               | why couldn't solar research have been long-term funded
               | based on it's fundamental value
               | 
               | I think this is a really important distinction, that
               | between research in the lab versus research on the
               | factory floor. Tesla in particular has talked about how
               | much they value engineers that get down in to the
               | production process versus those that are working in the
               | lab. That's the "doing" that needs to happen. As well as
               | shaking out parts of the upstream supply chains and
               | making all that cheaper.
               | 
               | We can theorize about what's going to work in practice,
               | but the price drops are the combination of 1% savings
               | here, 0.75% savings there, 0.5% there, and until you have
               | the full factory going you won't be able to fully
               | estimate your actual numbers, much less come up with all
               | the sequential small improvements that build on each
               | other. And all that comes together in the design of the
               | next factory that's the next magnitude up in size.
        
               | angleofrepose wrote:
               | I hear that, it seems a common observation. Maybe a
               | fundamental truth of enterprise.
               | 
               | > until you have the full factory going you won't be able
               | to fully estimate your actual numbers, much less come up
               | with all the sequential small improvements that build on
               | each other.
               | 
               | Why not? Is there a theory or school of management or
               | industry that establishes this foundational principle
               | that seems so commonly invoked? It feels true, but I
               | don't really know why it might be true. There must also
               | be great examples of counterpoints in this too!
               | 
               | Maybe it goes back to learn by doing: it's a common
               | refrain in outdoor recreation that safety rules are
               | written in blood; that many of our guidelines directly
               | follow from bad things that happened. But certainly we
               | can also design safety rules by thinking critically about
               | our activities. Learn by doing vs theory.
        
               | dgacmu wrote:
               | It's literally studied as "learning" in the management
               | science literature.
               | 
               | For example: https://pubsonline.informs.org/doi/abs/10.12
               | 87/mnsc.2015.235...
               | 
               | > We find that productivity improves when multiple
               | generations of the firm's primary product family are
               | produced concurrently, reflecting the firm's ability to
               | augment and transfer knowledge from older to newer
               | product generations.
        
             | pjc50 wrote:
             | > why didn't progress in solar and batteries happen sooner?
             | 
             | The rate of progress in cost reduction has been
             | astonishing. It's unlike anything except Moore's Law. This
             | catches people out.
             | 
             | As well as the usual suspects: cheap fossil fuels, failure
             | to take global warming seriously, belief that nuclear power
             | _would_ see similar exponential cost reduction rather than
             | opposite, and of course anti green politics.
             | 
             | But if 95% cost reduction is the result of not taking it
             | seriously, would taking it seriously earlier have been even
             | better? Hard to say.
        
               | angleofrepose wrote:
               | Right! Good points for optimism here, and acknowledging
               | broken mental models.
               | 
               | We have silicon solar modules in the 1950s, Moore's law
               | in the 1960s. Another take on the question then: today we
               | use Moore's law to describe progress in solar modules, to
               | what extent was that realization possible in the 1960s
               | from the fundamentals, or "first principles"?
               | 
               | If it was clear, why did we not see rapid prioritization
               | of solar and energy storage technology research? Or did
               | we and I don't know the actual history? Or what
               | influences am I undervaluing or not recognizing?
               | 
               | If it wasn't clear, why not? Gaming out many positive
               | impacts of solar technology feels easy today in a way it
               | appears was not easy in the past. Why wasn't it clear in
               | the past?
        
       | bryanlarsen wrote:
       | Great article. Unfortunately his California duck curve graph only
       | shows 2023. A graph including 2024 shows how batteries are
       | dramatically flattening the duck curve:
       | 
       | https://cdn-ilcjnih.nitrocdn.com/BVTDJPZTUnfCKRkDQJDEvQcUwtA...
       | 
       | https://reneweconomy.com.au/battery-storage-is-dramatically-...
        
         | epistasis wrote:
         | And similarly the battery prices are very outdated. I don't
         | blame the author for using those estimates, I frequently do too
         | just because getting access to current data usually requires
         | paying money.
         | 
         | But making decisions on that data without understanding that
         | current prices and near-term prices will be about half of that
         | price will lead to bad decisions. And when thinking 5-10 years
         | out, not taking the full exponential drop in battery and solar
         | prices is beyond foolish.
        
           | r00fus wrote:
           | Actual battery prices may be dropping but cost to install
           | batteries to your solar installation in CA have not dropped -
           | in fact they've gone up.
           | 
           | Not sure why this is the case.
        
             | epistasis wrote:
             | This is by design in the regulatory infrastructure, from
             | local permitting offices all the way up to CPUC and rate
             | structures.
             | 
             | We pay about $3/W for solar installation in the US, but
             | Australia pays about $1/W.
             | 
             | For batteries, there's still a supply crunch and the only
             | people getting really good prices are those people who buy
             | in huge bulk or are willing to take a risk on a lesser
             | known manufacturer. If you want well-proven brands the
             | prices can still be very high for small purchases, and a
             | solar installer is not going to want to take a risk with a
             | new supplier.
             | 
             | These systems are not super complex, most technical people
             | could figure them out fairly easily, and in fact off-grid
             | disconnected systems are _really_ easy to do. It 's the
             | grid tie that will kill you or first responders to your
             | house, we have made the process of setting the whole thing
             | up very expensive because nobody on the regulatory side has
             | an incentive to make it straightforward and cheap. And
             | since NEM3 killed solar in California, all the installers
             | are barely scraping by and need to rely on very high
             | margins on few projects.
        
               | PaulDavisThe1st wrote:
               | > This is by design in the regulatory infrastructure
               | 
               | I don't see how this can be true. I installed my own
               | ground mount array, and the costs directly attributable
               | to regulatory infrastructure were about US$35 (for the
               | permit). It would have been no higher if I had added
               | batteries. The material costs were completely comparable
               | with AU, CAN and UK pricing.
               | 
               | Perhaps you're arguing that the certification and
               | licensing regulations for paid installers drives the
               | installation cost up (i.e. that labor costs for US solar
               | installs are too expensive) ?
        
               | epistasis wrote:
               | > and the costs directly attributable to regulatory
               | infrastructure were about US$35 (for the permit)
               | 
               | That may be true if your time is free, but for a company,
               | they must deal with a permitting scheme for every county
               | and city that they do business in. Additionally,
               | unpredictable changes to rate structures will drastically
               | change the demand for solar in areas year to year, and so
               | the solar installers that survive are the ones who are
               | well attuned to that change, and pounce on new markets
               | that are suddenly opened up by new rate structures that
               | make solar easy to finance or pay off quickly. That means
               | that about $1/W of the $3/W that installers charge
               | actually goes to customer acquisition costs.
               | 
               | Most areas do not have super onerous labor requirements
               | for solar installers, and generally the contractor
               | licensing part is quite reasonable. But perhaps insurance
               | like workers comp and disability is a lot higher in the
               | US than in Australia.
               | 
               | I'm surprised that US tariffs have not resulted in higher
               | materials costs than in the other anglophone countries!
        
               | PaulDavisThe1st wrote:
               | I installed my system 5 years ago, when no particularly
               | unusual tariff structure was in place.
               | 
               | Your reply seems to indicate that "regulatory
               | infrastructure" is not responsible for the bulk of the
               | cost, but rather traditional concerns of for-profit
               | business, in this case, the business of solar PV
               | installation.
        
         | Calwestjobs wrote:
         | Hot water tank heated by electricity and powering on at noon is
         | flattening curve. You can say hot water tanks are cheapest,
         | simplest and fastest deployed energy storage device.
         | 
         | Solar + hot water tank can provide any house in US with 100%
         | solar hot water (from PV!) for 80% of time, remaining 20 % of
         | time you can have 10-99% solar heated water.
         | 
         | So we should focus on saying to people that if they buy solar
         | and add electric heating element to hot water tank, then PV
         | system will pay itself much sooner and their batteries will
         | last longer. Becasue it is known and predictable load, you need
         | hot water every day. And hot water is order of magnitude more
         | energy then TV, lighting...
         | 
         | By lowering household usage like this we can make energy
         | transition faster, cheaper.
         | 
         | Also proper construction - house heated only 10 days in a year
         | - https://www.youtube.com/watch?v=5KHScgjTJtE
        
           | opwieurposiu wrote:
           | I installed PV solar hot water at my house, works great.
           | Makes about $2 a day worth of power.
        
             | Calwestjobs wrote:
             | Congrats, using as much energy directly on site is crucial
             | for fast and cheap energy transition of economy.
        
           | epistasis wrote:
           | Converting a gas water heater to electric and/or solar is one
           | of the best bang for the buck on decarbonization too.
           | Something that should be done before buying an electric car
           | or swapping out your gas furnace for a heat pump. Though I'm
           | terrible at following my own advice, I still have a gas water
           | heater, just because I needed to replace my car and furnace
           | before I needed to replace my water heater. That said, the
           | sunk cost fallacy applies to carbon emissions just as hard as
           | it does to dollars so I have little excuse for not replacing
           | it except laziness (and space on the breaker panel...)
        
             | ipdashc wrote:
             | Is it a fallacy though? It doesn't make sense to buy a new
             | EV if you still have a gas car that's working fine. In the
             | same vein, I wouldn't want to throw out my gas furnace or
             | water heater to replace with electric, creating waste and
             | requiring the manufacturing of a new unit
        
               | bryanlarsen wrote:
               | That only applies if you're only going to get less than 1
               | year of use out of a heat pump. A heat pump has an
               | "embodied CO2" of 1.7t, which is about the same as the
               | annual CO2 emissions of a gas furnace.
        
               | epistasis wrote:
               | Can you explain how it's not a fallacy? Compare your
               | lifetime emissions of replacing a gas car with an EV now
               | versus at the "end of life" of the gas car. Emissions
               | will _always_ be lower if you replace now rather than
               | later.
               | 
               | Imagine if _everybody_ switched to EVs right now, en
               | masse. Emissions over the next decade, and every
               | subsequent decade, would be massively lower. Waiting for
               | every gas car to reach end of life before switching is
               | always going to be higher emissions, always.
               | 
               | Similarly, the "waste" already happened when the gas
               | heater was manufactured. There's no additional waste when
               | it's decommissioned. It's a sunk cost, there's no getting
               | that back. The only question is if you switch to lower
               | emissions now, or you switch to lower emissions later.
               | 
               | Now, if you bring money into it, sure, there could be a
               | financial motivation to keep emitting higher amounts of
               | emissions. But if you take monetary considerations out of
               | it, it's _always_ better to stop emitting sooner rather
               | than later.
               | 
               | I'd love to have some serious push back against this. The
               | best I've ever got is "that doesn't sound right..."
               | without any engagement with the quantitation or the
               | ideas. Which is exactly what I would expect if it was a
               | fallacy.
        
               | Retric wrote:
               | You're incorrect, buying a new EV when you have an ICE
               | car doesn't actually destroy the ICE vehicle.
               | 
               | There's a bunch of different possibilities to consider,
               | but if you drive more than the average person buying an
               | EV and selling your ICE is great for the environment. If
               | you rarely drive then keeping an old ICE car out of the
               | hands of a frequent driver has real value etc.
               | 
               | As to the environmental impact vs retrofitting an ICE
               | vehicle into an EV, the grid has gotten a lot cleaner
               | over time so many of the old assumptions around EV's are
               | outdated. Comparing the emissions from extracting,
               | transporting, refining, and then burning gas vs the same
               | with EV's built with a cleaner grid and more electrified
               | infrastructure now heavy favors EV's. And these
               | calculations just keep favoring EV's more every year.
        
             | opwieurposiu wrote:
             | If you want to DIY a solar PV water heater I made a whole
             | website about it with instructions and a simulator to
             | estimate what your payback period could be.
             | 
             | https://www.pvh2o.com/
        
               | PaulDavisThe1st wrote:
               | Resistance heating is so 20th century. Granted, you
               | likely cannot do a DIY air source heat pump build, but
               | the COP is so high for such systems, that it's probably
               | worth it to just buy it.
        
               | opwieurposiu wrote:
               | My mom had a Heat Pump water heater at her house and I
               | was always having to go and fix it or clean the filter.
               | It would start beeping loudly in the middle of the night
               | when it wanted attention. The hot water was frequently
               | not very hot.
               | 
               | Hopefully the new heat pump water heaters are better. The
               | advantage of resistance heating is simplicity and cost,
               | with no moving parts. Solar panels are so cheap now they
               | make it hard to justify the expense of the heat pump,
               | assuming you have room to mount the panels.
        
               | PaulDavisThe1st wrote:
               | a COP of 4 can certainly justify having to install 3-4x
               | less panels.
               | 
               | it disappoints me (but thrills me) that improvements in
               | PV efficiency and cost have made solar thermal hot water
               | more or less pointless.
        
           | MostlyStable wrote:
           | Slightly less convenient/has more impact on how we percieve
           | our environment, but HVAC (the number 1 power use, hot water
           | is #2), can also be a decently good battery, if your house is
           | well insulated. Where I live, power is incredibly cheap over
           | night, so I over-heat or over-cool my house (depending on
           | season) overnight, and then let it gradually equilibrate
           | during the day.
           | 
           | I realize that some people won't be willing to have a very
           | warm/very cold house that gradually shifts to the more ideal
           | comfortable range, but for people who are willing to deal
           | with that (it personally doesn't bother me), it's a pretty
           | easy way to shift a lot of power use and, if you have Solar
           | or Time of Use billing, save a lot of money.
        
             | Calwestjobs wrote:
             | Yeah that too, but that has limits, for example european
             | union regulates building industry in such way that every
             | new build, rebuild has to be done in a way that your
             | heating energy requirement is already lower than your hot
             | water energy requirement. Because hot water energy usage
             | can not go lower in current society, but buildings can be
             | improved a lot. So yes as you said if building is modeled
             | in software tools like OpenStudio ( Revit, archicad uses
             | this sw developed in collaboration by NREL, ANL, LBNL,
             | ORNL, and PNNL ) before build, to make building not waste
             | energy and capture as much sun in cold period as possible
             | then even such strategies can be used. You can not preheat/
             | precool 1870s handhewn cabin, all energy will be lost very
             | fast. It sounds obvious to you and me but most people do
             | not really understand this deeply enough to "click" in
             | their heads.
             | 
             | time of use billing - tool to incentivie you to use "off-
             | peak" power, but i guess it will be deprecated in favor of
             | "realtime" billing in future, because there will be so much
             | solar (almost zero $ per kWh on market) that your energy
             | provider will incentivize you to draw energy during peak
             | solar "activity" AND off-peak hours. it will be simpler for
             | them to give you market price every 15 minutes window than
             | 4hour window at same time every day.
        
           | andbberger wrote:
           | has PV finally overtaken solar hot water?
        
             | Calwestjobs wrote:
             | well just piping for hot water system is more expensive
             | then PV panels.
             | 
             | But biggest expense is instalation costs(humans) so it
             | depends how you calculate. But PV system can be used for
             | hot water, tv, car, charging kids bikes, lawnmower etc.
             | Solar thermal can be used only for hot water (or cooling if
             | you use multistage heat pump but that is viable only in
             | office buildings or hockey stadiums and such).
        
           | megaman821 wrote:
           | Using a hot water tank as a battery is an incredibly simple
           | idea. I wonder how much electric hot water heaters on a timer
           | could flatten California's duck curve.
        
             | ok_dad wrote:
             | There's a company doing that in Hawaii, I think it's called
             | "shift energy". I interviewed with them, it seemed like a
             | great operation, but a bit hobbled by being a startup in
             | Hawaii. I respect it though, I'd do the same.
        
           | dzhiurgis wrote:
           | My hot water heats up in less than 2 hours and if I don't
           | fire it up at night I won't have hot water in morning.
           | 
           | At this point getting some batteries would likely be cheaper
           | than new boiler + plumber to install it.
        
             | PaulDavisThe1st wrote:
             | It loses heat overnight, or you use all the hot water
             | contents overnight?
        
         | ZeroGravitas wrote:
         | They also use the duck curve to represent energy demand, when
         | it only reflects grid demand minus utility solar and wind.
         | 
         | There's nothing particularly confusing about the duck curve but
         | it must be the most misunderstood (and/or misrepresented) graph
         | in all energy.
        
       | losvedir wrote:
       | This is a great summary of the situation. I've been thinking
       | about installing solar panels on my house, and been thinking
       | about these same sorts of issues. Unfortunately, for my situation
       | here near Chicago, things are much worse than the author's
       | Atlanta: winter requires _tons_ of energy here because it 's very
       | cold, and we have even less sun then.
       | 
       | It's one of the things that makes me think about wanting to move
       | to Texas or Phoenix or something. Ample year round sun, and the
       | big energy expense: climate control, corresponds much better to
       | when you have it (you need to "cool" in the summer and the day).
       | It rubs me the wrong way that here, our big energy cost is
       | heating in the winter. It doesn't fit well with the utopian solar
       | future I'm envisioning.
        
         | danans wrote:
         | Assuming you would stay in Chicago for other reasons, the
         | solution for a high heating bill is 1) air seal and upgrade
         | insulation in your house, and then 2) replace your furnace with
         | a low temperature heat pump.
         | 
         | Chicago has electricity prices 25% lower than the national
         | average. If you want to see an example in your area, watch
         | Technology Connections heat pump videos on YouTube.
        
           | bityard wrote:
           | Air seal and upgrading insulation: correct me if I'm wrong,
           | but that implies either tearing open all of the exterior
           | walls or ripping off all of the siding, no? If so, it feels
           | like it would take a LONG time to recoup the cost of
           | materials and labor for that job, unless there was literally
           | no insulation in there to begin with.
           | 
           | Alex is a smart guy, and he makes a lot of convincing
           | agruments in favor of heat pumps, but the thing he
           | consistently sweeps under the rug is that for about half the
           | US (and all of Canada), the annual cost to run a heat pump
           | sits well between a natural gas furnace and resistive
           | heating. And the further north you go, the more it shifts to
           | the right. I run the numbers every few years and for my
           | specific house, I'd pay 30% more to run a heat pump instead
           | of a furnace. (Before factoring in the cost of the unit
           | itself and installation labor.)
           | 
           | Where I live, the only way heat pumps make economical sense
           | is if natural gas gets dramatically more expensive, or if
           | solar gets cheap enough that every household can afford a
           | roof full of solar panels and a basement full of batteries.
           | (Which to be honest is kinda my dream situation anyway.)
        
         | doctoboggan wrote:
         | I second the other reply. I live in Chicago and installed an
         | air source heat pump. (Mitsubishi hyper heat). Its served me
         | well for two winters so far. My next step is probably to
         | replace all my windows and doors to get better efficiency.
        
       | 1970-01-01 wrote:
       | I mentioned this yesterday, but storage is the new holy grail for
       | cheap energy. If humans could focus on building safe and reliable
       | battery tech instead of AI and bitcoin, we will have solved the
       | energy crisis until fusion is ready.
        
         | Ringz wrote:
         | There are studies (at the bottom of my post:
         | https://news.ycombinator.com/item?id=43424310) showing that
         | storage is mostly a political issue.
        
         | epistasis wrote:
         | We already have safe and reliable battery tech being deployed
         | in massive amounts as is in plentiful evidence in this article.
         | 
         | Solar with IRA subsidies is $30/MWh in the US, without
         | subsidies it's $50/MWh. Current storage prices are probably no
         | more than $60-$70/MWh for storing solar for later. New natural
         | gas is $95/MWh at current gas prices.
         | 
         | Similarly, fusion does not promise cheaper energy, at least I
         | have never seen a numerical argument that could support that.
         | If you have one, I'd love to see it. Fusion is mostly
         | interesting because it doesn't exist so people can project
         | whatever characteristics they want on it.
        
           | pfdietz wrote:
           | Helion hasn't released details, but they imply they'd be much
           | cheaper. At this point I can't disprove that, as their scheme
           | does do away entirely with turbines and generators and could
           | have much lower cooling requirements.
        
         | kibwen wrote:
         | Fusion is ready, and it's been ready for about 4-ish billion
         | years. Once you deploy the panels needed to collect space-based
         | fusion, there will likely never be an economical argument for
         | Earth-based fusion. There's only so much simplication you can
         | apply to a machine designed to contain a miniaturized star,
         | especially compared to a dead-simple dirt-cheap solar panel.
        
           | gridspy wrote:
           | You say "likely never" but eventually we'll have covered the
           | earth's surface in solar panels. Unless we are transitioning
           | to space based solar and transmission we'll want fusion to
           | increase energy generation beyond surface irradience of
           | earth.
           | 
           | In the meantime, solar panels for massive generation also
           | incur transmission costs to centralize that energy for any
           | major energy usages. We might want to keep having high power
           | generators next to super-high energy consumers. For instance
           | our (theoretical) hyperspace communication and computation
           | array. Right now those usages are things like Arc Furnaces,
           | Aluminum smelters, data-centers, ...
           | 
           | Plus, we'll want to have figured out that fusion tech so we
           | can build it into our spaceships travelling out beyond Mars
           | as an energy source and hopefully also a thrust source. We
           | want to master that tech on Earth's surface for sure.
        
       | danans wrote:
       | > Therefore, they believe, we should deemphasize solar in favor
       | of "firm" sources of energy like gas turbines, next-generation
       | nuclear or advanced geothermal.
       | 
       | One cool thing about advanced geothermal is that it can load
       | follow solar like natural gas does today: ramp down when solar is
       | abundant and ramp up when it is not. That could come from slowing
       | the turbines, or even by storing the extracted heat (in molten
       | salt) during peak solar hours and using it to turn the turbines
       | to meet peak demand or overnight.
       | 
       | They are in many ways a great complement for each other.
        
       | doctoboggan wrote:
       | The company I work for (as a data engineer) does utility scale
       | solar + battery installation and site management. We recently
       | finished a large scale installation just outside of Las Vegas (by
       | some measures the largest in the US). It was backed by a PE firm.
       | Costs are getting so low, the tech so predictable, and with
       | battery warranties around 20 years the PE firm is able to get
       | pretty high return with a fairly low risk. They enter into a
       | "power purchase agreement" with the utility so they know how much
       | they will be able to sell the power for, and as long as we
       | collect data on the batteries they will be able to be warrantied
       | if there is an issue (but there rarely are issues).
       | 
       | The batteries are by far the most expensive portion of the setup.
       | The solar by comparison is dirt cheap. We have single axis
       | tracking like mentioned in the article. Every day we fully charge
       | the batteries, and discharge them in the evening.
        
         | algo_trader wrote:
         | > I work for (as a data engineer) does utility scale solar +
         | battery installation and site management.
         | 
         | Did you build your own excel/python nightmare or is everyone
         | using 3rd party management software for this?
         | 
         | > as long as we collect data on the batteries they will be able
         | to be warrantied
         | 
         | Can you share some of the data? Beyond power in/out, do you
         | monitor humidity, vibrations, temperature ?
        
           | doctoboggan wrote:
           | Our data pipeline looks like this:
           | 
           | hardware/PLC --modbus--> kepware --mqtt--> mosquito broker
           | --mqtt--> mqtt2prometheustool --http--> Victoria Metrics
           | 
           | The mqtt2prometheustool is something we developed in house. I
           | am looking at removing one or more of the above steps and
           | using telegraf instead, as it can ingest OPCUA or modbus data
           | directly.
           | 
           | We use excel files just as the output of our reporting tools.
           | For analysis it's the standard python data science stack of
           | pands/numpy/scipy. Most people work in Jupyter notebooks, and
           | their tools are eventually moved to services in our k8s
           | cluster.
           | 
           | Temp and voltage are the main "cell level" datapoints we
           | collect. I don't think we have any vibration sensors at site
           | now.
        
         | dalyons wrote:
         | how do you like it? I have a 20 year career in large scale
         | consumer app/web/b2c tech, but i've always wanted to work in
         | renewables. Is it easy enough to break into? Is there many non-
         | hardware roles (i have no hardware skills)? any advice / vibes?
        
           | doctoboggan wrote:
           | It's a great job. I joined with no prior experience in the
           | field, and none of the positions on my team require hardware
           | experience.
        
       | Ringz wrote:
       | The great (!) article misses the holy grail of the Energiewende
       | in the chapter ,,Addressing the challenges of solar
       | intermittency": a intercontinental smart grid. As shown by data
       | of ENTSO-E in Europe a power system plays a crucial part to
       | overcome intermittency problems of renewables.
        
       | GratiaTerra wrote:
       | Personal energy abundance and off grid independence is the good
       | life and it means using all electric appliances and vehicles,
       | heat pump and hot tub, powered by nonpolluting energy generation.
       | 
       | As the article alluded to, scale is important for this to work
       | (although I get by fine using only thirty 400 watt panels (12kw)
       | and this covers less than 30% of my roof).
       | 
       | As a remote worker, not commuting daily large distances is key to
       | this system working. If I had to commute 60 miles every day I
       | would need additional 10-15 panels to power the Ford Lightning EV
       | truck, and if I was charging at night I would need six additional
       | 100A 48v batteries.
        
         | triceratops wrote:
         | If you had to commute daily, wouldn't you buy a smaller
         | commuter EV? Something from Hyunda or Nissan? The depreciation
         | on that Lighting will be rough if you had to drive it 80
         | miles/day.
        
           | GratiaTerra wrote:
           | Yes, utility vehicles are by definition not ideal for
           | personal commuting.
        
         | Calwestjobs wrote:
         | In Czech republic - europe - they made law that says anyone can
         | built up to 100 kWp solar array, without any building permits,
         | township meetings, HOA nonsense etc. You want it, you can build
         | it.
         | 
         | Best way to be independent of your neighbors polluting your air
         | with their wood burning furnace is show them PV works, and is
         | cheap.
        
           | GratiaTerra wrote:
           | Yes, this wasn't economically feasible 10 years ago due to
           | the rapid improvement in batteries, inverters, heat pumps for
           | air conditioning and water heating, etc. I've been living off
           | grid over 20 years but its only recently that its at least as
           | good as a connected 200 amp grid power service with ample
           | 220v for residential needs.
        
       | sanj wrote:
       | One thing I haven't seen much coverage on is how to tap into the
       | giant batteries we're driving around in our electric vehicles.
       | These are much bigger than what's currently being deployed in
       | houses.
       | 
       | The V2H standards are just now coming online:
       | https://electrek.co/2025/02/21/nema-bidirectional-ev-chargin...
        
         | raphaelj wrote:
         | There might not even be any need for V2G or V2H.
         | 
         | Just charging your car when the demand is low is probably
         | enough to drastically reduce the overall cost of the system.
         | And this has basically no impact on the battery lifespan.
        
           | kieranmaine wrote:
           | A trial in the UK resulted in customers earning up to
           | PS725/year [1]. With increased renewables on the grid leading
           | to increased flutucations in the wholesale price of
           | electricity, providing V2G/V2H will further reduce a
           | customer's electricity bill on top of the savings offered by
           | smart charging eg. Charge Anytime Tariff is 7p per kWh for EV
           | charging [2] vs 27p kWh average Apr - Jun 2025 [3].
           | 
           | 1. https://www.kaluza.com/case-studies/case-study-kaluza-
           | enable...
           | 
           | 2. https://www.ovoenergy.com/electric-cars/charge-anytime
           | 
           | 3. https://www.nimblefins.co.uk/average-cost-electricity-kwh-
           | uk
        
           | zekrioca wrote:
           | High demand is not the sole reason for outages.
        
         | r00fus wrote:
         | V2L is one of the reasons I bought the car I did - instead of
         | getting battery backup for the random outages that PG&E gifts
         | us (literally power drops likely to happen whenever we gust
         | over 25mph), I installed a 12 circuit transfer switch and my
         | 75kWh battery in the car can provide reasonable backup without
         | running cables throughout the house (reasonable = 1.9kW max so
         | no hair dryers or running toaster oven + microwave at the same
         | time).
         | 
         | Newer vehicles (like 2025 Ioniq5) can do 12kW throughput (and
         | many trucks can do 9+ kW already).
         | 
         | Once V2H standards are confirmed and deployed I would be able
         | to integrate the Car batteries with home batteries and solar.
        
           | PaulDavisThe1st wrote:
           | A Generlink would have simplied your transfer switch
           | rewiring. Just connect the external 240V supply (be it your
           | vehicle, batteries, or a fossil fuel powered generator), and
           | the Generlink shuts down the grid connection and delivers to
           | your regular main service panel. You might need to turn some
           | circuits off when using it, but which circuits and when
           | remains flexible and context dependent.
        
         | malchow wrote:
         | Arbitrary vehicle to home/home battery/grid connection is
         | indeed coming in very short order.
         | 
         | https://enphase.com/ev-chargers/bidirectional
         | 
         | There are other products already available to do it (DCBel),
         | and it can be hacked of course, but at the current moment
         | everything comes with substantial corner case blind spots,
         | mostly related to grid-forming/following switching and to the
         | resilience of the power electronics.
        
       | rixed wrote:
       | There is also a risk factor to be considered before we decide to
       | add massive energy storage within residential area. I've hear
       | that one of the reason why the recent wildfires in LA had been so
       | devastating was because the amount of available energy to fuel
       | the fire (tanks, batteries) around modern homes is much larger
       | than in the past.
        
         | MostlyStable wrote:
         | I'm extremely skeptical of that claim. I'd buy that, on the
         | scale of individual houses, a large battery bank could make a
         | fire worse. Once you get to the point of whole cities burning,
         | I just don't buy that batteries make a difference. I _might_ be
         | willing to believe that in some narrow technical sense some
         | homes burned hotter or faster because they had batteries. I
         | don't buy at all that, at the big scale, number of homes burned
         | or total damage incurred was higher.
         | 
         | That being said, yes, utility scale batteries do pose somewhat
         | of a novel risk, especially as they are new and we are figuring
         | out the engineering. A new installation in Moss Landing has
         | burned twice in the past several months, although according to
         | reports, the damage was entirely contained to the facility.
        
         | adrianN wrote:
         | A 40 kWh battery stores about as much energy as the bag of coal
         | in your garage for the next barbecue.
        
           | bryanlarsen wrote:
           | If you could efficiently extract the energy, which you can't.
           | A typical coal plant is 33% efficient. You can get 100%
           | efficiency converting the coal to heat, but a heat pump can
           | convert that battery energy to heat at 300-500% efficiency.
        
       | ZeroGravitas wrote:
       | There seems to be a real cultural obsession with going off grid,
       | that this article reflects.
       | 
       | It's therefore confusing if they're talking about a nation/state
       | or a household.
       | 
       | For a household, assuming you don't want to disconnect from the
       | grid, the calculation is about how to offset as much of your
       | energy costs you can displace with solar, and how to shift cheap
       | energy from overnight with batteries as well as time shift solar
       | generstion. A different and in many ways more interesting
       | question in the abstract while also more practical too.
        
         | SigmundA wrote:
         | With net metering going away now people want batteries for self
         | consumption, then the grid becomes a backup.
         | 
         | In my area we still have net metering but the grid tends to go
         | down a lot with even a mild storm, so many have backup propane
         | generators, however some like me are doing whole house solar
         | with batteries for backup instead, it cost 3x as much but pays
         | you back over time with little maintenance compared to a
         | generator.
         | 
         | I will admit there is a prepper aspect, with well and septic
         | and solar the only thing I need is food which I can try and
         | grow. The Sol-Ark inverter in my install even offers EMP
         | hardening which I almost went for :).
         | 
         | Getting grid hookup in rural property can be expensive or
         | impossible depending on where you are at, solar with satellite
         | internet means no problem wherever you want to build if done
         | right.
        
       | buckle8017 wrote:
       | There's really no such thing as the California grid from a
       | reliability stand point.
       | 
       | California is on the western interconnect, which is organized by
       | wecc.
       | 
       | The power on the western interconnect is more like 20%
       | wind/solar.
       | 
       | https://wecc-spdp-weccgeo.hub.arcgis.com/pages/power-generat...
        
       | thelastgallon wrote:
       | The duck curve can be easily flattened by using vertical panels
       | which extend the production of solar a few hours in each
       | direction. Vertical panels take no space (think every fence; or
       | on farmland with enough space for big machinery to move), better
       | performance (because heat isn't trapped), panels are always clean
       | (daily gust of wind takes care of it). I'm sure there are many HN
       | discussions on vertical panels.
        
       | CrzyLngPwd wrote:
       | I have been off-grid with a small solar generation system of
       | 2.5kwh of solar and 3.6kwh of battery storage for a year.
       | 
       | I had to run a generator a number of times during the darker
       | weeks, but now we have longer days. I don't recall when I last
       | ran it.
       | 
       | With solar, or any off-grid system, the number one thing that
       | needs to change is you.
       | 
       | Switch stuff off, get energy efficient things, use power tools
       | and charge their batteries when the sun is shining, use gas for
       | hot water and cooking, and a log burner for heat (If I had my
       | time again I would use a back boiler for water heating during the
       | winter, and solar for water heating the rest of the time).
       | 
       | When I lived in a typical house, I averaged around 12.5kwh per
       | day. Now, it's around 2.5kwh per day.
        
         | PaulDavisThe1st wrote:
         | > a log burner for heat
         | 
         | for areas that experience winter, this is a decisive issue.
         | 
         | If you live in a passivhause-style home, air source heat pumps
         | ("minisplits" for our US readers) may work, and you might be
         | able (at least in the southwest of the USA, with high
         | insolation during winter) to get away with local battery
         | storage to cover your heating needs with PV.
         | 
         | But if you don't, PV-driven heating during the winter, even
         | with the very high COP's of air source heat pumps, is not
         | realistic without much larger battery systems than you could
         | reasonably have on site.
         | 
         | Covering non-heating domestic electricity costs with PV these
         | days is relatively easy, and we should do it as much as
         | possible. Covering the heating part for places with winter
         | climates (especially in areas with low insolation) is much,
         | much harder and really requires effective grid infrastructure.
        
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