Batteries – Informed Comment https://www.juancole.com Thoughts on the Middle East, History and Religion Fri, 06 Sep 2024 05:49:43 +0000 en-US hourly 1 https://wordpress.org/?v=5.8.10 In Six Years, Australia has doubled its Renewable Energy, and 36% of Households have Rooftop Solar https://www.juancole.com/2024/09/australia-renewable-households.html Fri, 06 Sep 2024 04:15:26 +0000 https://www.juancole.com/?p=220423 Ann Arbor (Informed Comment) – Australia’s Climate Council has issued a new report on clean energy in the country’s states.

Winter is ending in Australia, but it is worrisome that their August was among the hottest on record this year, presaging a hot dry summer to come, and raising the real risk of further massive bush fires of the sort that scorched the countryside and killed billions of animals in 2019-2020. The continent-country is highly vulnerable to climate change, with its two largest cities, Sydney and Melbourne, right on the sea and facing coastal erosion from sea level rise. It is unfortunate that so many Australian politicians and firms have found it so difficult to let go of coal and fossil gas. Although Australia is a relatively small country, the emissions of which are not all that consequential, it just sets a poor example for the rest of the world, especially for developing countries, if a very vulnerable country like Australia is a big coal user. How can it scold China and India for using so much coal, which really is consequential for the fate of the world, if Canberra is itself so irresponsible?

Although Australia has had a love affair with coal, the dirtiest and unhealthiest of the fossil fuels, even that addiction is beginning to subside. Less that 50% of the country’s electricity now comes from coal, an unprecedented development. Obviously, not all the states are as environmentally conscious and ambitious as South Australia.

Western Australia and the Northern Territory are particularly bad actors, actually expanding their use of coal and fossil gas.

Some other states have made great strides and have ambitious goals. South Australia has gone in big on solar energy and has largely dumped coal, and is employing batteries to store and use the solar energy when it is needed at night and at usage peaks during the day. The state wants to have all its electricity come from renewables by 2027, in only three years. And it is a highly plausible plan. Already, 70% of the electricity in South Australia comes from renewables, the best record of any large state by far, though the small Australian Capital Territory in which the capital of Canberra nestles has reached 100% renewable electricity generation and in Tasmania it is 98.2%. South Australia is lightly populated, but some of the more populous states are beginning to make strides as well.

In the country as a whole, there is good news. Since 2018, Australia has doubled the share of renewables in its electricity grid, and much of this increase in clean electricity has been spearheaded by states and territories rather than the federal government.

With a population of 26 million (a little bigger than Florida, a little smaller than Texas), Australia has about 10 million households. A full 3.6 million of them, about 36 percent, have rooftop solar installations. Half of all households in Queensland now have panels on their roofs.


“Outback Solar,” Digital, Dream /Dreamworld v3 / Clip2Comic, 2024.

In the US, a country 13 times the size of Australia, only 4.5 million households have rooftop solar. To be at the same level as Australia, we’d need 47 million households with rooftop solar. Given how sunny it is in the US south and southwest, it is crazy that we don’t have more, but conservative state legislatures in the back pocket of Big Carbon have often legislated obstacles. Australia’s homeowners clearly have managed to outmaneuver the Coal Lobby there. (We have solar panels and even in Michigan they much reduce our bill most of the year.)

The most populous Australia state, New South Wales, with over 8 million people, has made some strides in renewables. Some 35.6% of its electricity is from renewables, and 34% of its households have rooftop solar. 13% of its travel uses shared transportation, and there is an uptick in purchases of electric vehicles, though the absolute numbers remain small. NSW has banned offshore drilling and mining for fossil fuels.

South Australia, despite its thin population, is a technological leader in renewables. Not only do renewables supply 74.4% of electricity, but it has large battery projects that allow sunshine to be captured and used at night and at peak hours. The state hopes to phase out gas electricity plants in only a few years.

Batteries have also been key to California’s remarkable uptake of renewables.

Now Australia as a whole has six enormous battery projects in the pipeline.

At $1.7 trillion, Australia has the 13th largest GDP in the world. If the G20 states can get to carbon zero by 2050, that will solve the bulk of our climate worries, since all the carbon dioxide pumped into the atmosphere since the industrial revolution will be absorbed by the oceans over time. The temperature will immediately stop rising and will decline over time. If we go on spewing greenhouse gases into the atmosphere after 2050, however, we will outrun the capacity of the oceans to absorb them, and the world will get very hot, and the climate could go chaotic.

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How a Faster Move to Clean Energy will Save everyone Money on Power Bills https://www.juancole.com/2024/06/faster-energy-everyone.html Tue, 11 Jun 2024 04:15:58 +0000 https://www.juancole.com/?p=218918 Ann Arbor (Informed Comment) – Last week, the International Energy Agency put out a new report that turns conventional wisdom regarding the clean energy transition on its head.

It is cheaper for everyone to adopt solar, wind, batteries and other renewables as soon as possible than to go on depending on coal, fossil gas and petroleum. And we’re just talking about energy costs in a vacuum here, not factoring in the climate change damage that fossil fuels do to the planet, which costs billions of dollars a year and will cost ever more as time goes on.

The report’s authors write, that in China in 2023, “more than 95% of new utility-scale solar photovoltaic (PV) installations and new onshore wind capacity had lower generation costs than new coal and natural gas plants. Where electric cars and two- and three-wheelers have higher upfront costs, which is not always the case, they typically result in substantial savings because of lower operating expenses.”

I repeat, solar and wind had lower generation costs. And no wonder, since the cost of solar panels plummeted an astonishing 30% in 2023. And we’re only at the beginning of the transition. Between 2009 and 2019, the price of solar electricity dropped 89%. Think about the last ten years of gasoline prices in the US. The average price of gasoline in 2014 was about $3 per gallon. In 2023 it was $3.52. In real terms, accounting for inflation, the price was probably about flat or down just a wee bit. Fossil fuels are remaining just as expensive as they always were, but renewables are rapidly declining in price. These declines will continue as new technologies are invented and implemented.

Although there are up front costs of building solar and wind farms, these new energy plants will pay for themselves over time, and by the 2040s energy will be much cheaper. The IEA says, “Today, around 50% of total consumer energy expenditure is on oil products, and another 35% is on electricity. In rapid energy transitions these swap places, making the price of electricity the key measure of affordability for most consumers.”

Since the cost of producing electricity by solar is falling so fast, whereas petroleum prices are either stable or slated to rise, if we shift from oil to electricity we obviously are saving a lot of money.

But, we’re going to need some major investments up front to unlock these lower prices. The report says, “As things stand, around USD 3 trillion is invested each year into the energy sector, of which USD 1.9 trillion is in a range of clean energy technologies and infrastructure. By 2035, total investments need to rise to USD 5.3 trillion in the NZE Scenario, with USD 5 trillion going to clean energy.”

The bottom line is the bill you get from your energy utility every month, and your monthly cost for transpiration fuel.The IEA observes, “Our projections highlight that rapid clean energy transitions result in lower consumer bills compared with a trajectory based on today’s policy settings.”

If we stop subsidizing fossil fuels and put the money instead into a Manhattan Project-style full court press for renewables, in 11 years consumers could be paying 20% less for their energy, especially in the developing world.


H/t IEA, Creative Commons license

Moving to clean energy won’t be cost free. But the sooner we take giant strides in that direction, the faster energy costs will fall.

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Climate Victory: Texas Solar Power Growing so Rapidly, it is Reducing demand for Fossil Gas https://www.juancole.com/2024/04/climate-victory-reducing.html Thu, 11 Apr 2024 05:26:13 +0000 https://www.juancole.com/?p=217983 Ann Arbor (Informed Comment) – The far right Texas legislature, dominated by Republicans in the back pocket of the fossil fuel industry, has done what it could to promote fossil gas as a power source for electricity generation. Just last summer, it passed a bill that offered companies bonuses for connecting new gas plants to the electricity grid and offered 3% loans to developers in this industry. In so doing, these ignorant cretins guaranteed further deadly carbon dioxide emissions, which are wrecking the planet.

Soon after the elected, unindicted felons passed their dirty bill, Texas was hit with an unprecedented string of 100° F. days amid one of the state’s worst and longest heat waves, accompanied by severe drought. The state also faces sea level rise along the coasts, storm surges, more powerful hurricanes, flooding, and severe winters caused by the polar vortex exacerbated by climate change. Not to mention that it experienced just last month among the worst and largest wildfires in U.S. history.

While government is powerful and economic incentives can affect economic activities, this pitiful effort to prop up the dying fossil fuel industries appears to resemble most the frenetic to and fro of a chicken that has been beheaded. A lot of energy expended just before a certain demise.

Exhibit A is a new report by the Energy Information Agency that shows how rapidly solar power is overtaking fossil gas in the state.

Wind farms produce the most renewable energy in Texas, but solar is making rapid strides, alongside vastly increased battery storage. Solar power generation in the Lone Star state has already overtaken that in California, which is saying something.

From the winter of ’22-’23 to the past winter, ’23-’24, solar power generation in Texas increased by a whopping 35%. This increased solar power generation allowed the state to use less fossil gas in the middle of the day. Yes, solar is coming on so strong in Texas that it is already displacing fossil gas.


“Solar Hero v. Gas Monster,” by Juan Cole, Digital, Dream/ Dark Fantasy/ IbisPaint, 2024.

Utility-scale solar now generates about a third as much power (32k GWh) as wind (108k GWh) in Texas. For the moment, wind is holding steady and only growing slowly as a power source.

Solar, in contrast, is set to grow by leaps and bounds over the next two years. Texas now has 16 gigawatts of solar power, but in ’24 and ’25 there are plans to add 24 gigawatts of solar net summer capacity to the grid.

Texas ended 2023 with 5.6 gigawatts of battery storage, but there are plans to add 13 gigwatts of battery storage to the electricity grid in the next couple of years.

Julian Spector at Canary Media explains that Texas’ ERCOT incentivizes entrepreneurial renewables:

    “Unlike California, Texas does not award specific contracts to ensure sufficient grid capacity; instead, the price spikes from moments of scarce supply are meant to incentivize private developers to build power plants and make money. Developers have found that acquiring land, obtaining permits and connecting to the grid is easier in Texas than in California’s regulatory regime. The payoffs can be huge, both for developers and residents. For developers, rapidly responding batteries are well suited to making money off the sudden swings in ERCOT’s increasingly renewables-inflected markets.”

How delicious that the market and technological innovation are allowing renewables companies to outflank the corporate welfare socialism of Texas’ conservative legislators. Watch the top of the below graph moving left to right. It is showing the future:


Source: US Energy Information Administration

The combination of solar and batteries is important because after midday, solar generation begins declining. Consumers get home from work and put a big strain on the grid from 6 pm to 8 pm, when solar goes offline. Some of this shortfall is taken up by wind farms, since the winds pick up in the evening. But much of it is covered by fossil gas peaker plants, which come online to substitute for the fading solar generation.

But if excess solar power has been stored in batteries, then you can release it back into the grid as the sun sets, instead of turning to the fossil gas peaker plants. Since the latter emit a great deal of carbon dioxide as they come online, the batteries save a lot of CO2.

There are also plans for a further 3 gigawatts of wind generation by the end of 2025.

The long and the short of it is that solar growth is already so great that it is cutting down on the need for fossil gas in the Texas grid during some hours of the day and during the summer. Doubling solar capacity and combining it with a tripling of battery storage will make even greater inroads into fossil gas.

There is no point in getting a 3% loan or a bonus from the state government to build a fossil gas plant if you will nevertheless go bankrupt. Hence there are only plans to add 3 gigawatts of fossil gas capacity to the Texas grid over the next two years, only a fifth of what is planned for solar and only a fourth of what is planned for battery storage. Somebody is being left in the dust.

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Lithium Batteries for EVs need to be produced in Socially Responsible Ways https://www.juancole.com/2024/03/batteries-produced-responsible.html Sat, 30 Mar 2024 04:02:15 +0000 https://www.juancole.com/?p=217811 ( Tomdispatch.com ) – With his perfect tan and slicked-back hair, California Governor Gavin Newsom stood at a podium at Sacramento’s Cal Expo in late September 2020 and announced an executive order requiring all new passenger vehicles sold in the state to be zero-emissions by 2035. With the global Covid pandemic then at its height, Newsom was struggling to inject a bit of hope into the future, emphasizing that his order would prove a crucial step in the fight against climate change while serving as a major boon to the state’s economy. Later approved by the California Air Resources Board, his order is now being reviewed by the Environmental Protection Agency. For his part, President Biden has moved to tighten regulations on tailpipe exhaust, a not-so-subtle way of pushing car manufacturers to go electric.

As Newsom said shortly before signing his order on the hood of a bright red electric Ford Mustang Mach-E:

“Our cars shouldn’t make wildfires worse and create more days filled with smoky air. Cars shouldn’t melt glaciers or raise sea levels threatening our cherished beaches and coastlines… This is the next big global industry, and California wants to dominate it. And that’s in detoxifying and decarbonizing our transportation fleets… And so today, California is making a big, bold move in that direction.”

One stereotype about Californians is true: we do drive a lot, which also means we buy a lot of new cars. California is, in fact, the top seller of new vehicles in the U.S., with more than 1.78 million cars and trucks rolling off its lots in 2023. In total, significantly more than 14 million vehicles are registered in the state, nearly the same number as in Florida and Texas combined. So Newsom is undoubtedly right that ridding our roads of combustion engines will significantly reduce the state’s climate toll. After all, California’s transportation sector alone is responsible for more than 40% of its greenhouse gas emissions.

On the surface, Newsom’s executive order appears all too necessary, indeed vital, if the use of fossil fuels is to one day be eliminated and climate change mitigated. California is also home to more than 50 electric vehicle manufacturers, and car companies that don’t get on board will soon find themselves “on the wrong side of history,” as Newsom warned. “And they’ll have to recover economically, not just recover in terms of being able to look their kids and grandkids in the eyes.”

Underpinning the governor’s ambitious goal of an all-electric future is another reality. While we may change the kinds of cars we drive, we won’t change our lifestyles to fit a climate-challenged future. Millions upon millions of new zero-emission vehicles will be required and to create them, we’ll need staggering amounts of resources that are still lodged below the earth’s crust. On average, a single battery in a small electric car today contains eight kilograms (17.5 pounds) of lithium, or “white gold.” To put that in perspective, if Californians continue to purchase vehicles at the same pace as in 2023, the amount of lithium required will exceed 113 million kilograms (249 million pounds) annually going forward.

That’s a mountain of lithium and an awful lot of mining will need to be done to make the governor’s plan a reality. And mind you, those figures are lowball estimates — a Tesla Model S battery needs 62.6 kilograms of lithium, for instance — and they don’t address the additional mining electric vehicles will demand to produce considerable amounts of cobalt (14 kilograms), manganese (20 kilograms), and copper (upwards of 80 kilograms) per car. Newsom is correct: ridding California’s sprawling freeways of gas-guzzlers is a necessity and will also be highly profitable, especially for the extraction industry. Nevertheless, it will come with significant cultural and environmental costs that must be accounted for.

A Lithium Bonanza

It’s a scorching hot afternoon in the middle of August and I’m heading west on State Route 293 through Humboldt County in northern Nevada. I’m just a few miles south of where the Thacker Pass lithium mine operation has broken ground. The terrain, managed by the Bureau of Land Management (BLM), part of the Department of the Interior, is sparse and vast. The sky is cloudless, the soil bone-dry. I pass a coyote scampering through the sagebrush. In the distance, the Montana Mountains rise above the flats, casting a long shadow. While dramatically serene, this landscape, located in the middle of the McDermitt Caldera, along with its almost boundless lithium deposits, holds a hauntingly shameful history.

On September 12, 1865, American soldiers carried out a massacre of the Numu (Northern Paiute) near Thacker Pass. Natives call the area “Peehee mu’huh,” or “rotten moon,” to honor the victims. As the story goes, Indigenous Numu were being hunted by the 1st Nevada Cavalry and decided to hide out near Thacker Pass. Dozens of them, including women and children, were eventually found and slaughtered.

An article in the September 30, 1865 edition of The Owyhee Avalanche detailed the carnage. “A charge was ordered and each officer and man went for scalps, and fought the scattering devils over several miles of ground for three hours, in which time all were killed that could be found.” In all, 31 bodies were located, but “more must have been kill[ed] and died from their wounds, as a strict search was not made and the extent of the battlefield so great.”

Today, descendants of the massacre victims are still fighting to designate Thacker Pass and the surrounding area as a memorial site in the National Register of Historic Places. By doing so, they hope the bulldozers will be forced to shut off their engines and lithium mining will cease. In 2021, federal judge Miranda Du rejected their plea, noting that the evidence they presented was “too speculative” to stop the company, Lithium Americas, from prospecting there. In the years since then, the protesters have encountered significant setbacks but have refused to quit.

“All the people here on the reservation were not consulted when this mine was approved,” says Dorece Sam, a descendant of Ox Sam, one of only three survivors of the bloody 1865 massacre at Thacker Pass. Along with six others, he’s currently being sued by Lithium Nevada Corp. (a subsidiary of Lithium Americas) for protesting the mine. “Myself as an Ox Sam descendant, it means a lot to me to know and watch… as the grounds become more and more desecrated. It’s hard to see and hard to watch.”

Lithium Americas pitched its plan to the BLM in 2019 and broke ground at Thacker Pass in March 2023. Native tribes and environmental groups have argued in various court proceedings that the BLM rushed its environmental review without properly consulting the tribes in the approval process. The Ninth Circuit Court of Appeals shot down their best-chance lawsuit in July.

In a previous 2023 ruling, a lower court stated that the BLM had indeed violated federal law by approving the mine since Lithium Americas hadn’t demonstrated its rights to the 1,300 acres it would, in the future, bury in waste rock from its mining. Despite that acknowledgment, presiding Judge Du failed to revoke the company’s permits.

“Our hearts are heavy hearing the decision that Judge Du did not revoke the permits for the Thacker Pass Lithium Mine. Indigenous people’s sacred sites should not be at the expense of the climate crisis the U.S. faces. Destroying Peehee Mu’huh is like cultural genocide,” said the People of Red Mountain, Indigenous Land and Culture protectors, following Du’s decision.

The “Right” to Mine

While the courts ruled in favor of the Bureau of Land Management’s audit, few are disputing that the Thacker project will have a deleterious impact on the region. For one thing, when the mine is up and running, it will need an exorbitant amount of groundwater for its operations. An estimated 1.7 billion gallons sucked from the Quinn River Valley, an already overburdened aquifer, will have to be pumped into the mine annually. Opponents of the project also note that chemicals used in the lithium extraction process could leach into groundwater supplies, polluting nearby creeks, home to the already threatened Lahontan cutthroat trout. The Thacker basin is also a vibrant wildlife corridor for pronghorn antelope, mule deer, and home to the single largest sage-grouse population in Nevada.

In total, the Thacker Pass mine, the largest known lithium deposit in this country, could one day eat up more than 17,000 acres of public lands, more than half the size of San Francisco. It’s set to be the largest lithium mine in the country, churning out as many as 40,000 metric tons annually, enough to power 800,000 electric vehicles. Inevitably, Thacker will make Lithium Americas’ shareholders very rich, bringing them an estimated nearly $4 billion once all the recoverable lithium is extracted. However, that projection, from 2021, was based on the price of lithium when it sold for an average of $12,600 per ton. By 2023, a ton of lithium was selling for around $46,000.

Promising that the mine will power its all-electric-vehicle future, General Motors now holds exclusive rights to the lithium the mine will extract and has invested $650 million in it. President Biden’s Department of Energy is also all in, loaning $2.26 billion to Lithium Americas to jump-start the project.

The Thacker Pass lithium mine is but one of many examples of the way once venerable Native lands have been and continue to be exploited. The 1872 Mining Act and the Dawes Act of 1887 have long permitted the federal government to stake claims to tribal lands without their consent.

“The Mining Law allows United States citizens and firms to explore for minerals and establish rights to federal lands without authorization from any government agency. This provision, known as self-initiation or free access, is the cornerstone of the Mining Law,” reads a report on that law by Lawrence University economics professor David Gerard. “If a site contains a deposit that can be profitably marketed, claimants enjoy the ‘right to mine,’ regardless of any alternative use, potential use, or non-use value of the land.”

The Dawes Act went even further, allowing the federal government to divide tribal lands into smaller parcels that could be sold off to individual buyers, part of a sinister scheme to delegitimize Native sovereignty on lands that had been stolen from them in the first place.

“It served the larger purpose because the larger purpose was twofold: to make us more like white people or destroy us and get large amounts of land out of Native control and into the hands of individual, non-Native citizens,” says Kelli Mosteller, director of the Citizen Potawatomi Nation Cultural Heritage Center. “The Dawes Act solidified once again the distrust that has settled in about dealing with the government. Every time the government comes in and asks for something, there is always that ulterior motive.”

The mine at Thacker Pass, which will end up slicing a gash in the earth a mile wide and 2.3 miles long, is just the latest example of an ugly legacy of ravaging former Native lands for profit.

“Are we still in a situation where the rich get rich and the tribes get poorer because they don’t get a dime off of the mining that happens within their original lands? That’s hard to swallow,” says Arlan Melendez, chair of the Reno-Sparks Indian Colony.

Going Back to California

A significant underground lithium deposit has also been discovered near the south end of  California’s dilapidated and toxic Salton Sea, once a playground for Hollywood’s elite. While it’s not nearly as large as the one at Thacker Pass, estimates put the extractable deposits of lithium at upwards of 18 million metric tons, enough to eventually fill 380 million electric vehicle batteries.

Of course, digging out all that smoldering “white gold” will come at a cost there, too, not just economically but environmentally. What those effects will be, exactly, has yet to be revealed. Even so, Governor Newsom made his way to the Imperial Valley and the Salton Sea, a region he hopes might be transformed into a hub for electric battery production and that he’s smugly branded “Lithium Valley.”

“California is poised to become the world’s largest source of batteries, and it couldn’t come at a more crucial moment in our efforts to move away from fossil fuels,” said Newsom. “The future happens here first — and Lithium Valley is fast-tracking the world’s clean energy future.”

How clean that future will be remains to be seen. Here’s one thing to consider, though: no matter how this all turns out, Newsom’s electrified vision of the future doesn’t mean fewer vehicles on the road or a reduction in America’s energy consumption. The California governor isn’t about to challenge the tenets of global capitalism that, with a significant helping hand from global warming, are already driving us toward the brink of ecological collapse. In all too many ways, at least as now planned, more mining, even of lithium, will mean not a new world but an all-too-grim continuation of the status quo. The key difference is that this time around, it will come with a “green” stamp of approval.

In other words, despite the horrors of climate change, the present approach to fixing it, whether by mining for lithium in the Salton Sea or dredging up the spirits of Thacker Pass, is deeply problematic. As long as every single thing on this planet remains a commodity to be exploited for profit, whether labor or natural resources, humanity will remain in crisis. If we proceed as planned down this violent and bumpy road ahead, we may (or may not) save our imperiled climate, but one thing is certain: our little planet will be left in ruins while the wealthy speed off in their Teslas.

Via Tomdispatch.com

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California’s Great Battery Revolution Allows Closure of Peaker Gas Plants and move to 100% Wind, Solar, Water https://www.juancole.com/2024/01/californias-battery-revolution.html Wed, 10 Jan 2024 05:15:03 +0000 https://www.juancole.com/?p=216465 Ann Arbor (Informed Comment) – The renewables revolution around the world has depended primarily on wind, hydro, and solar. A fourth factor is now swiftly emerging as essential, that is, mega-battery storage. Batteries store energy when the wind is blowing or the sun is shining, to release it when those sources decline.

California has so much solar energy that it faces a difficulty in the late afternoon when commuters get home from work and turn up the air conditioning and start cooking supper. At precisely this moment, the sun begins going down and solar arrays provide less energy. In August 2020, this mismatch caused brownouts or rotating power outages. Ordinarily the late afternoon decline of solar and spike in usage was covered by peaker gas plants, but a heatwave that year overwhelmed this system. The peaker gas plant is not an ideal solution, since firing up these plants emits a great deal of carbon dioxide and other noxious chemicals that are bad for people’s health.

So it is good news that AES Corp. just closed down its Redondo Beach Generating Station, which could put out 1.3 gigawatts of power. Demand for its power had been weak in recent years, except that it was used as a peaker plant when solar sources declined.

So what can replace these dangerous peaker gas plants that threaten the planet with greenhouse gases?

Batteries? Batteries.

And boy does California now have batteries.

The office of Governor Gavin Newsom this fall pointed out, “California has increased battery storage by 757% in only four years, and now has enough to power 6.6 million homes for up to four hours.”


Photo by Federico Beccari on Unsplash

At the end of the 3rd quarter, 2023, the state had 6.6 gigawatts of battery storage, and was expecting to have 8.5 gigawatts by the first of this year.

That is the most of any state, though Texas is also developing its battery storage. By the end of 2025 analysts are anticipating 40 gigawatts of battery storage nationwide.

There has been no repeat of the 2020 August electricity outages now that the state’s battery capacity has grown so much. It just needs to grow six-fold to enable 100% renewable electricity.

The support in the federal Inflation Reduction Act for renewable energy is expected to give a major boost to battery technology and installations.

Individual batteries are also getting bigger and bigger. Battery installations in California are now planned to be 100 megawatts each. Ten of these makes a gigawatt or a billion watts, enough to power 750,000 homes.

New technologies are now emerging, as well. The California Energy Commission has just awarded a $100 million project for a “5 megawatt (MW) / 500 megawatt-hour iron-air battery storage project is the largest long-duration energy storage project to be built in California,” according to the agency’s web site. The battery can go on releasing energy for 100 hours in a row. California batteries now typically discharge over 4 to 6 hours.

PBS’s Nova explains, “Humans have known for millennia that when water, oxygen, and iron mix, they create rust. We’ve learned more recently that that reaction also releases energy. Iron-air batteries capture that energy and turn it into electrical current—then recharge by reversing the reaction, “unrusting” the iron and returning it to its metallic form.”

People who worry about the limitations of the lithium ion battery may be thinking short term — new technologies are swiftly emerging and batteries are clearly becoming a cutting edge area of research and development.

California now uses almost no coal. It clearly can cut fossil gas use substantially in the coming decade. And electric vehicles are cutting petroleum use. Fossil fuels are on their way out, and California, the world’s fifth largest economy, is showing the way to 100% renewables.

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Selling like Hotcakes: 1 mn EVs sold in US during Past Year — which is Why UAW Workers deserve Green New Deal https://www.juancole.com/2023/09/selling-hotcakes-deserve.html Sun, 24 Sep 2023 05:23:22 +0000 https://www.juancole.com/?p=214501 Ann Arbor (Informed Comment) – A million purely battery-electric vehicles have been sold in the US during the past year, according to David Reichmuth at the Union of Concerned Scientists.

Tom Randall at Bloomberg notes that it took 10 years for the first million EVs to be sold in the US, and it took two years for the second million to be driven off the lot. Now we’re selling a million a year.

And in just the first six months of 2023, Reichmuth says, more than 670,000 electric vehicles were sold, 80% of them battery-only. So the pace seems to be quickening further.

UCS sees high gasoline prices as a driver for the increased consumer purchases, along with the proliferation of models so that consumers have more choice. I’d add three further factors: President Biden’s Inflation Reduction Act offers $7500 in federal tax credits to buyers of certain new models of electric cars, and $4000 in tax credits for buyers of select used EVs. Some EVs, like the Chevy Bolt (which has been resurrected by Chevy) are now affordable, especially with the tax credit, which could bring the price under $20,000. Finally, more and more fast chargers are available, and car companies are doing deals with Tesla to get their customers access to its impressive network of fast chargers.

The ongoing UAW strike could slow EV production this fall. The strike is in part about workers’ position in the new EV industry, as Kielly Hu & Katie Myers argue at Grist. EVs have fewer parts than gasoline cars and require fewer workers per unit for assembly. If fewer workers are needed, workers have less leverage. There is a danger of workers being sized down and having their pay cut so that management can increase its massive salaries and perquisites. The UAW saw this danger coming and is striking now to ensure that workers don’t get a raw deal in the transition to EVs.

Workers’ salaries are only 5% of the cost of a new car, and paying the workers a living wage is just not going to interfere with making and selling the EVs. Plus Biden’s tax credits are already an enormous public support to the EV industry, which should be shared with the workers who make the cars; it wasn’t envisaged as corporate welfare for CEOs.

Biden, who is unique among modern presidents in being fully committed to union workers and to the green energy transition, is joining the UAW picket line.

The US Big Three will say they are under pressure from Elon Musk’s Tesla, which is produced at a profit by non-union workers. But German car companies aren’t going bankrupt and you should see their workers’ benefit package. In fact, Musk could easily afford to pay his workers union scale and he would still be a multi-billionaire. As it was, he skimmed from their salaries, built up $44 billion, and squandered it on ruining Twitter. Wouldn’t we be better off with a better-made Tesla produced by unionized workers that left Musk less mad money to muck up the internet with? The whole sad saga is an argument for Democrats to roll back all those state-level “right to work” laws put in by the Republicans in the past two decades, which have devastated the unions and hurt the Democratic Party. The Michigan Dems pulled this off, just because they wanted to.

Transportation accounts for 28% of US carbon dioxide emissions, the largest single such sector. Despite the lying lies of liars funded by Big Oil, EVs across the board reduce CO2 emissions compared to gasoline cars, regardless of the mining of lithium or the exact mix of each state’s electricity grid. Moreover, a lot of EV buyers are putting up solar panels — about 4% of American homes now have them — and where owners can charge at home during daylight hours from their own panels they are getting virtually carbon-free fuel, and expending it while driving. You do have to drive an EV a couple of years before you start driving carbon-free, since the carbon that goes into the construction of the auto has to be accounted for. But it turns out that EV batteries are long-lived, and you could drive the thing a lot of years. Moreover, green steel plants that can produce low-carbon steel are being built, and the metals in EVs, including lithium, are increasingly being recycled, which substantially drops their carbon intensity compared to mining them anew.

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How Zinc-Ion Batteries may solve our Renewable Energy Storage Problem https://www.juancole.com/2023/09/batteries-renewable-storage.html Sat, 16 Sep 2023 04:02:19 +0000 https://www.juancole.com/?p=214369 By Storm William D Gourley, McMaster University and Drew Higgins, McMaster University | –

(The Conversation) – Hotter summers, drier forests, rising waters: climate change is not just a threat to our future, it’s hurting our world right now.

While there are many ways human activity has brought about climate change, global electricity generation sources are among the leading culprits. Despite small upticks in the supply of wind and solar power, we have not yet reached a point where we are able to dislodge the fossil fuels that are entrenched in the power mix of many countries.

But why is this still the case?

Since renewable sources deliver an intermittent supply of power, we also need a way to store this energy to meet the demand of the grid when the sun is not shining, or the wind is not blowing. This is a major challenge, as the switch to renewable power also requires establishing long lasting, safe and affordable energy storage systems. As such, finding a cheap, safe and alternative battery to lithium is the key to moving the needle to a completely renewable power sector.

Beyond lithium-ion batteries

As with electric vehicles, lithium-ion batteries have become a popular option for the grid, as they offer a high energy density, modular solution for energy storage. But the use of lithium-ion batteries has also brought along its own challenges with high cost of materials, risk of fire and explosion and lack of recycling practices limiting the widespread adoption of lithium-ion batteries for the grid.

One incredibly promising option to replace lithium for grid scale energy storage is the rechargeable zinc-ion battery. Emerging only within the last 10 years, zinc-ion batteries offer many advantages over lithium. These include cheaper material costs, increased safety and easier recycling options.

With grid-scale energy storage potential at a considerably cheaper cost — and higher levels of safety — widespread commercialization of zinc-ion batteries could be exactly what is needed to integrate renewables into energy
infrastructure in Canada and other countries.

The cost of a battery

For Canada to reach the decarbonization targets set in the Canadian Net-Zero Emissions Accountability Act, including a grid powered by 90 per cent renewable electricity, the deployment of zinc-ion batteries will be crucial.

Studies have shown that for renewables to become the source of 90 to 95 per cent of all electricity, the cost of energy storage must be below US$150/kWh. Modern lithium-ion systems are still sitting around US$350/kWh. In part, this is due to high manufacturing costs and their reliance on expensive raw materials to achieve the high energy density needed for modern electric vehicles.

Zinc-ion batteries on the other hand, could solve the cost and abundance issues. Using inexpensive, abundant materials such as zinc and manganese not only makes them cheaper to produce, but lowers risk from supply chain disruptions or material shortages that affect lithium-ion materials such as lithium and cobalt.

The annual production of zinc globally is over 100 times that of lithium. Not to mention that demand for lithium and cobalt is anticipated to outweigh the supply within the next decade.

Zinc is a safer option

With rigorous safety standards being created for batteries used in homes, factories or within the electrical grid, safety is key to getting the public to embrace them. In this way, zinc-ion batteries offer further advantage.

The flammable and toxic solvent based electrolyte of lithium-ion batteries is replaced with a water-based alternative, removing the risk of fire and explosion.

Conversely, the safe disposal of lithium-ion batteries can also be a difficult task, as they contain toxic compounds. Recycling these batteries is currently economically infeasible due to high costs leading to large numbers of spent cells ending up in landfills.

Fortunately, zinc-ion batteries simplify end of life treatment. The nontoxic, aqueous electrolyte used in zinc-ion batteries means that well established methods like those for lead-acid battery disposal can be used. Also, the metallic zinc anode could be easily reused in new batteries.

The future of energy storage

To reach its goal of 90 per cent renewable energy by 2030, Canada must look for alternatives to lithium-ion batteries to enable decarbonization of its power sector. Leveraging the cost, abundance and safety benefits of zinc-ion batteries, Canada can accelerate the integration of wind and solar power across the nation.

Zinc-ion batteries support Canada’s decarbonization goals and prove an opportunity to capitalize on a rapidly expanding battery market. While zinc-ion batteries are a relatively new technology, their potential to support grid scale energy storage within Canada and worldwide cannot be understated.

With the help of Canadian research and manufacturing, including efforts from McMaster University and Dartmouth, N.S.-based Salient Energy Inc., the integration of zinc-ion batteries could become a reality within the next several years, establishing Canada as an industry leader.The Conversation

Storm William D Gourley, PhD Candidate, Chemical Engineering, McMaster University and Drew Higgins, Assistant Professor, Department of Chemical Engineering, McMaster University

This article is republished from The Conversation under a Creative Commons license. Read the original article.

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How Nevada just became the Saudi Arabia of Lithium, as World’s Largest Deposit is discovered at Thacker Pass https://www.juancole.com/2023/09/deposit-discovered-thacker.html Mon, 11 Sep 2023 05:28:15 +0000 https://www.juancole.com/?p=214313 Ann Arbor (Informed Comment) – In the scientific journal Science Advances, Thomas R. Benton and his colleagues published a paper last month showing that a volcanic crater, the McDermitt Caldera, stretching across the Nevada and Oregon border may have doubled the world’s accessible lithium deposits. There are an estimated 88 million tons of lithium reserves in the world, but only about 22 million can be mined, practically speaking. But in the Thacker Pass area of the Caldera, on the Nevada side of the border, there may be 20 to 40 million tons of lithium. It is locked up in illite claystones, from which it can be extracted relatively easily. It is estimated to be the single largest lithium deposit now known in the world. Mining is slated to begin in 2026.

There are downsides. Environmentalists opposed the operations as polluting. Native Americans consider the area sacred. The issue went to court, and the judge sided with the corporation that wants to mine the lithium. I hope it took a lesson that the operation should proceed with as much environmental consciousness and sensitivity to local concerns as possible. It is also not clear how carbon-intensive the mining operations would be.

Still, the find is good news because some observers have worried that we will run out of lithium.

Only by ceasing to use coal, fossil gas and petroleum can we halt the continuing rise of the average surface temperature of the earth that contributed mightily to the catastrophes of the past summer. We need to electrify everything and to supply the electricity from non-carbon sources. The electrification of electricity and of vehicles at the moment depends significantly on the lithium ion battery. The batteries fuel electric vehicles. Since wind and sunshine are intermittent, battery storage is ideal for getting the full benefit of energy harvesting when the sun is shining or the wind is blowing. California now has some 5 gigawatts of battery storage, which is helping prevent electricity outages during times of peak usage, typically around 5-8 pm, especially in hot months. The US will likely need some 300 gigawatts of battery storage by 2050.

So we will need lots of lithium, arguably more than the 22 million tons the world had plausible access to before the Thacker Pass deposit was discovered.

Worrying about lithium supplies decades into the future, however, is silly. It is a waste of time for many reasons.

Such worries do not take into account the plans to recycle lithium.

Then, battery technology is changing with incredible speed, and there are billions of dollars, both government and private, going into developing new, better, and more efficient batteries. The MIT Technology Review reports that the Department of Energy just gave a $400 million loan to Eos Energy, which is attempting to make inexpensive, efficient zinc-halide batteries. Zinc is the 24th most abundant material on earth and some 210 million metric tons of it are known to exist in the world.

Nickel-iron batteries, known for over a century, are also getting a second look by researchers eager to solve some longstanding problems with them. Nickel and iron are among the most plentiful materials on earth, and a successful battery based on them would be potentially much cheaper than lithium-ion batteries.

Even if we stay with lithium batteries, we will find more deposits and the price will fall. Capitalism has many faults, but it does impel certain efficiencies that cause needed primary materials to fall in price over time.

That was the lesson of the wager biologist Paul Ehrlich made with business Professor Julian L. Simon in 1980. Ehrlich bet that copper, chromium, nickel, tin, and tungsten would all become more expensive by 1990, because humans were using more and more of them. As Simon predicted, however, they fell in price, because their very desirability caused more of them to be mined.

Of course, the earth does have limits, and human beings are using more of its resources than is sustainable. But we are a long way from running out of basic metals, which can after all also be recycled.

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In 2023, 86% of New Power Capacity in US will come from Renewables, with a Majority of it Solar https://www.juancole.com/2023/08/capacity-renewables-majority.html Tue, 22 Aug 2023 05:01:25 +0000 https://www.juancole.com/?p=213984 Ann Arbor (Informed Comment) – The Department of Energy has announced that that in 2023, 82% of new additions to electricity generation capacity in the United States will come from wind, solar and battery, and 86% in total will come from non-fossil fuel sources. Of fossil fuels, only fossil gas will provide new capacity, but only 14% of the total. The Department expects 56.1 gigawatts of new capacity to be added, though 14.5 gigawatts will be retired, all of it from fossil fuels. So net new power coming on line is 41.6 gigawatts.

While these statistics are full of good news, they are woefully inadequate to the proportions of our current global crisis. We just saw the tropical island of Maui burned to the ground, and a tropical storm lashed southern California. This is a very rare event because the Pacific Ocean used to be too cold to sustain a hurricane. Now its waters have heated up. The water at Huntington Beach is like 66 degrees F. When I was a kid living in California and we went to the beach in the summer, the water was cold. Canada’s forests are on fire. A heat dome caused the temperature in Phoenix AZ to reach the point that people who fell on the sidewalks got third degree burns. The climate is shouting at us to COOL IT, and then we get in our gasoline cars and drive to an office heated by a coal plant, all of which is boiling the planet. We need a Manhattan Project to win the climate war and we need to throw all our resources into it. Now.

So back to green energy. At the moment, the US has 73.5 gigawatts of solar and 141.4 gigs of wind. So wind has been built out much more than solar to date. But that trend may be changing in a big way, since the cost of solar panels keeps plummeting. This year, utility solar will account for an absolute majority of new power, at 52%. That is just over 29 new gigawatts of solar, which will take us to nearly 100 gigs from that form of energy. It is actually more, since the DoE does not count rooftop solar.

California alone plans to add nearly 4 gigawatts of new solar this year.

Wind will account for 13% of new power capacity nationally this year, a little over 7 gigawatts, taking us near to the 150 gig mark for that form of energy. Wind provides about 10% of US electricity annually. New wind installations had declined during the past couple of years for a variety of reasons, including supply line problems stemming from the COVID-19 pandemic and high commodity prices caused by post-COVID inflation,

The US wind turbine industry is revving back up now, however, because of President Biden’s Inflation Reduction Act, which is actually a green energy subsidy. The same is true of solar installations. Rooftop solar installations can receive a 33% discount in the form of tax credits.


H/t DoE.

In a new and promising development, 17% of added power generation capacity this year will come from batteries for stored energy. The sun doesn’t shine at night and the wind doesn’t always blow, so the only way to make full use of these two forms of renewable energy is to capture some of the generating capacity for use later. By the end of Q1 this year, the United States had 10.8 gigawatts of battery storage capacity. But it seems that we will nearly double that, adding 9.5 gigawatts of battery in 2023 alone.

California, a leader in this field, has 5 gigawatts of battery storage, a new capacity that has helped the state avoid brown-outs and black-outs. Texas has 2.2 gigawatts of battery storage. These two renewables giants account for the bulk of total US capacity in this area.

Despite the prolonged and intense heat dome of this summer, itself caused in large part by humans burning gasoline, fossil gas and coal, Texas has avoided electricity outages, in large part because of its renewables and battery capabilities. The Republican legislators, however, are planning to disadvantage renewables in favor of fossil fuels, as a result of the extra oil money they have been finding in their coffers. That may make you mad at the lawmakers and the lobbyists of Koch Industries, ExxonMobil and the other ghouls seeking their 30 pieces of silver for betraying Mother Earth. Believe me, you’re not nearly mad enough.

The good news is that mere state legislation is unlikely to overrule both market forces and federal subsidies. The Department of Energy reports that nearly 100% of capacity being retired is from coal (62%) and fossil gas (36%).

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