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Five years ago, skeptics were saying a few hours of grid on battery was "impossible" and coal would be displaced only by gas. Now we're talking days of grid supply from batteries even from non-grid optimal lithium tech. Batteries are following the manufacturing optimization S-curve and its not even on the fastest part of the curve yet. Lithium is dominant only because its early in the pipe but multiple types of other battery techs (flow, iron+ etc) will probably become viable unlocking weeks -> months -> seasons of output. And probably this will happen before the first nuclear plant from this Iran adventure energy squeeze is even ready to light up - as its taking the west 20+ years to plan and commission a nuclear plant.


It took decades to develop, comercialize lithium batteries, starting in 1970s. Only after 2016 we started to see a large growth.

https://en.wikipedia.org/wiki/History_of_the_lithium-ion_bat...

Cheap gas has displaced lot of coal in US, staring from 2007, fracking gas revolution. In China not much.

https://ourworldindata.org/grapher/share-energy-source-sub?t...

Currently, the Iran energy squeeze is not much felt in the west, just slight increase in prices. It would take real pain, something like 1973 oil crisis, for west to reconsider nuclear power generation.




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