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@14min it's unusual to move towards shorter duration (1hour -> half hour) , other markets like Australia are moving from 1 hour to 2, 4, 8 hours

The clean energy with solar and wind is a lie, because you need fossil energy to mine, transport and manufacture solar panels and wind turbine. Besides those equipment are poorly recyclable to not say not recyclable at all. So there is nothing clean here. Besides you can not produce a solar panel with a solar panel because it does not provide enough power (energy per hour), same thing with wind turbines.

$25/kWh is good estimation for LFP cell cost. There are however some disruptive elements coming which can drag that below $10/kWh before 2030’s. Just an example: as BESS segment is going for longer duration the industry can use less refined marerials and even from mine-less sources. Leaching was mentiones for material recovery but those same methods apply to waste from other industries. Meaning we already have in Europe more than 5 TWh worth of cell materials ”wasted” annually. Funny thing is that these same waste flows do not exist in China yet as they do not have similar rigid system for waste control.

Wait but what energy market are you even talking about? All we know is it isn't Melbourne Australia

I was hoping for some excel.. 😢

Nuclear is too small to stop Australia CO2. Nuclear can only supply 5gW to 7gW. The Australian grid is 25gW max if you are lucky. Australia needs 250gW if grid electricity were to replace fossil fuels. The 25gW grid costs $1million × 1million km = $1TRILLION. Grid costs only. Nuclear promoters say upto $10million per km. To increase grid capacity to millions of customers is $10TRILLION and no fossil fuels. Grid customers are replacing their grid electricity and their gas heating and cooking and hotwater and imported petroleum with rooftop PV dirt cheap electricity and house battery. With v2g technology then customers can use their vehicles to store daily massive amounts of electricity. Most vehicles are parked 23hrs every day. Customers will not need grid electricity. Customers are the cashflow in the Australian economy. Grid owners know this. Grid cashflow is $110billion per year to the existing national grid. At max demand. Grid owners will not spend $TRILLIONS to expand the national grid capacity. Grid owners will not clog up their existing capacity to dead duck nuclear economics. Grid owners will partner up with grid customers and new grid demand from existing industrial customers moving away from fossil fuels. Existing customers with rooftop PV and v2g EVs can remove their demand off the grid and become dirt cheap suppliers of clean electricity. Central clean nuclear electricity can not distribute its electricity without grid owners and grid owners will follow the money 😉. Australia is in Sahara Desert latitudes.

Are these industrial customers powering up diesel generators to compensate for dsr?

I'm just an average french dude building my own battery based on 280ah lifepo4 cells, and this content is super interesting

Great analysis and storytelling.Very interesting.

At what level of turnover would a company established with decentralised BESS in Ireland. I know you guys are UK based but there's interesting things happening in Ireland. So assets deployed and foracst for 20 years. Would you be audited - or do you apply, is there I know most ddepluyments in the market are 50MW 2hr - but 6hr contracts with Cap and trade, anyway... On an Island of 6.8 million, 50% county Dublin, 15% Galway. If you don't know what's your best guess!? One 50MW battery - could it enter in your opinion? Thanks

💯 Cheers

Damn I'm back here, maybe 3rd time, and that was a year ago. How come u guys are getting shadow banned and crypto shills pumped. Interesting question - Carrington event (good luck with bitcoin then...) But good or bad for decentralised energy? Thank you for the wealth of info.

Fascinating what goes on behind the scenes everyday to make the energy markets run smoothly

very very good run down, was hoping we would get around to Flow Batteries for fixed storage systems.

Good video, nice production quality!

Modo love your podcasts. I've been following new energy for a while now. Please can someone explain where the money I pay for my energy bill in the uk goes? An actual deep dive. Its obviously very complicated however for an average consumer its a black box. It is imperative that they energy sector communicate this to consumers otherwise this leaves the door open for conspiracy.

Hmmmm...zonal pricing? That would help Scotland regenerate and bring employment. Why don't those woke wallies in the SNP in Holyrood stop obsessing over gender ideology and concentrate on industrial and energy policy?

Pumped hydro and chemical batteries are short term duration and are used for frequency support. Both are ideal for short burst of power when dispatchable generators cannot ramp up sufficiently quickly. They are not an answer to intermittency as the required capacity is simply far too great to be feasible.

They should install a grid interconncetor cable to both Orkney and the Outer Hebrides along with commercial wind farms on these archipelagos, as has been done with Shetland.

Reduce domestic and commercial grid demand by wholesale roof top solar PV, rather than keep on subsidising grid level generation with wind farms and nuclear via retail customer power bills. Also change wind turbines from a corporate ownership/operation model to a cooperative model with the owner/operators being retail grid customers who receive a reduction to their bill in return for their investment. Even without domestic solar PV install storage batteries to charge overnight in winter from wind turbines. ob cheap rate, rather than curtailment when there is over production.

Battery energy storage alone is not the answer. We need to develop GWH liquid air storage.

50GW renewable? Wind is 28.5GW, Solar PV is 15.9GW and hydro is 1.4GW. That 45.8GW. Pumped hydro is 5.9GW. You can't count biomass (trees) as renewable in any practical sense as it takes so long to grow the replacement tress and it causes pollution. The historical record also shows the maximum generation achieved for wind 21GW and for solar PV 10GW. But don't forget the dunkelflaute! Until there is viable long term renewable energy storage, gas thermal generation equivalent to total demand - minus nuclear generation, will still be needed. But gas has less than 60 years to go before depleted. THE CHALLENGE WITH RENEWABLE ENERGY, GIVEN WIND, SOLAR PV, HYDRO, GEO-THERMAL, TIDAL, IS NOT GENERATION, BUT STORAGE THAT TURNS INTERMITTENT GENERATION INTO A DISPATCHABLE SUPPLY TO MEET DEMAND 24x7x365.

"if you compared with historic rates" Solar historic yearly install rates here in Latvia: 2017: 5 MW 2018: 5 MW 2019: 5 MW 2020: 6 MW 2021: 7 MW 2022: 100 MW 2023: 200 MW 2024: 300 MW 2025: 600-700 MW perhaps? This is yearly, not cumulative :D

Yes mate, but what the dunkelflaute???????? Where's the viable long term renewable energy storage?

The grid is a fixed cost investment that needs a ROI,return on investment, based on it's value. In Australia The national electrical grid is 1million km. Grid valuation/construction costs are $1million to $10million km. The grid is an investment valued at over $TRILLIONS, and needs $100BILLIONs in cashflow from the 20million customers. When the sun shines the customers with rooftop PV do not need grid electricity. After the sunsets the customers with v2g battery vehicles do not need grid electricity. Grid electricity $kWh will increase as cashflow ROI is to be maintained as customers cash leaves the grid. Rooftop PV and EV big battery parked 23hrs every day can be an asset to the grid owners if cheap feed-in and the unloaded grid can now supply the industrial users moving away from fossil fuels. This concept of grid dynamics and customer grid relationships is rarely spoken about. More grid is f...king expensive. More electricity and less fossil fuels needs clearer thinking as the latitudes warm.

In late 2020 China set a target of 1200GW of renewable energy capacity from wind and solar by 2030. The year closed with a combined wind + solar total capacity of 463GW . Up 50GW from 2019. But interestingly China achieved its target of 1200GW capacity by June 2024.5 years 6 months ahead of target. This is the result of cooperation between the central government, regional governments, state-owned companies, private companies and the community. I doubt this could be done in uk .To achieve the 2030 Target.

Is it possible to obtain copies of the data? We provide commercial services to a BESS developer and the overall prices are substantially higher than this. May well be down to economies of scale, but it would be good to understand the sources

Really concise and well done!

We know the largest order thus far in the UK is for a 1 GWh battery storage site that will cost £270m. In contrast, the Staythorpe CCGT power plant was built for about £700m and can supply over 40 GWh of energy each day, day after day, week after week. The proposed extension to the Cruachan pumped hydro scheme will provide energy storage at about 20% of the cost of electrical batteries AND should last for at least 60 years.

Customers v2g EVs are dirt cheap storage, a massive energy bank parked 23hrs every day and all night long. Dirt cheap. There are 41.2 million vehicles in the UK. Most parked 23hrs every day. After you have replaced your ICE vehicle the storage is FREE. You would have to be as dumb as dog dirt not to maximise the UTILIZATION of your parked vehicle. UTILIZATION FACTOR goes from 1 in 24hrs to 24hrs in 24hrs. From 4% to 100%. Were you trying to trick me ???? 😮 😊😊😊😊😊😊

Pinchbeck is a WEF puppet propagandist.

Tech tip - the host mic is not sounding right. I think the level is low and he's getting picked up on the guest mic. When the host is talking, you may need to drop the level of the guest mic. Something is not right.

Incredibly informative discussion. Excellent guest.

The chance for a national carbon tax probably just was shot down in the recent election. While I think a minimal one is needed we're not likely to get it.

I appreciate you taking the time to simply and thoroughly explain concepts for those of us new to the space!

Great interview, however I think you guys miss the elephant in the room concerning next chemistry dominating, which to me seems to be lithium sulfur, which is already getting built Factory in Nevada and can scale up and they say production costs down to $50 per kilowatt hour and 300 watts per kilogram of energy density. These stats will overtake even lfp and they plan to ramp starting in 2027.

15:00 'demand response' - instead price control - only charge my EV if the electricity price is low. ( I set what I consider 'low' ) In Australia, even when the wholesale price > $1.00 KWHr, I can only sell to the grid at $0.05 KWHr - need to get the government's head out of their .....

I dont want "active demand" where ai get robned if I turn the heat on during the day. I want cheap electricity available 24/7. We used to have that when the country ran on coal.

38:11 You should ask the Chinese Communist Party.Because CCP plans to double its battery production capacity in 2025 compared to 2024. With 3 new Type batteries in mass production. 1.Semi solid state battery like in NIO cars 2.Silicon Carbon Battery . As in the latest Android phones 3.and Sodium ion Battery

European countries can make any battery prototype. But only the Chinese government wants subsidies Factory construction to batteries On a mass scale . In 2020 there are 24 planned sodium battery factories . But only 20 were built and all in China.Meanwhile, the remaining 4 in Europe and the United States are hampered by funding ,High energy costs and regulations. In china , renewable energy gets full support from the state .

This was very much worth the watch. Thanks, and a very well informed and intelligent guest.

Batteries are saving nothing, we have more batteries than ever, in every device conceivable! It makes no sense, constantly creating new throw away devices that need batteries! Why are we not using manpower if it’s so important to use less power?

Excellent questions, precisely and clearly answered.

Na-Ion....

A bit to go to affect the 38 gigatons anually emitted.

good chat guys. keep the info coming.

@modoenergy, in the 50MWh example, is the price per MWh always just set by the most expensive generator, regardless of how much actual generation occurs by each type? If the demand was 21 MWh, and wind covered 20 MWh, would the price still be 2/MWh, even though only 1 MWh was generated by nuclear?

Music is really distracting, cant really here the voice

Music too loud and distracting ... but very good content

interesting content, but music is too loud and very distracting.