Germany has too many solar panels, pushed energy prices into negative territory
markets.businessinsider.com
markets.businessinsider.com
https://x.com/BM_Visser/status/1793536590821617769
160h with negative energy this year only (last year 71h on this date), Germany and Spain have around 140. Those water electrolyzers can't come soon enough
It can even happen on cloudy windy weekend days because of the massive wind farms
I thought about it, and to me it seems that ① having everything ready at the same time was not possible and ② PV ready first is the smallest problem.
Consider some of the alternatives. What would you think of your politicians if they built a bunch of batteries that lost money for years because of a lack of zero-cost midday PV? Or if they built lots of nuclear power that then turned out to be so expensive that big power users found it better to install their own PV and reschedule their power use around PV availability?
While increasing solar is certainly a success, falling short in wind, hastily getting out of nuclear years ago, heavily using coal, failing to even install a high capacity power line from the north to south to bring wind energy to where it's needed...Nimby-ism everywhere. Local state politicians that do nothing but populism aka Nimby-ism on a state level. Explosion of bureaucracy. You mention "getting everything ready". This just implies seeing the big picture and having a plan. Knowing our political system I have my doubts because it feels like it's too static and, if at all, rather reactive than active.
I'm sorry, sometimes I get taken away by negativity because of all of this and I forget to look at the bright (and sunny) side.
Having a lot of solar is good.
We can export it to neighbors and it motivates other actors in the market to invest in getting this cheap sun energy which creates more pressure on dirty energy.
That we don't life in a planed market is obvious otherwise all those things would not be necessary but we don't life in a perfect market
How is energy company going to pay for grid maintenance, wages and general passives, when energy price is negative? This all looks like 1 step before bankruptcy of energy companies.
Keeping a coal or gas plant on standby is not that expensive and you still saved a ton of fuel.
This evening batteries in California peaked at 6.3GW. Last year they were peaking at 2.3GW in the evening. I think that means is they installed 15GWH worth of batteries last year. That's close to 0.4KWH per person.
The whole economic landscape of solar and batteries has changed radically in the last 4 years.
I think it's 40kwh per kg to make hydrogen. Ammonia is 17.6% hydrogen by weight.
So you need 7kwh/kg to make ammonia. At $40/MWH
Cost is $280/ton.
This source (I can't vouch for) range is $303/ton to $1058
https://www.spglobal.com/commodityinsights/en/market-insight...
Looking more, appears that ammonia producers are already building out electrolysis plants. You don't hear about this because the companies that do this don't care what the public thinks about anything.
https://ammoniaenergy.org/articles/technology-status-ammonia...
Hence ammonia manufacturers really don't like being dependent on natural gas.
Buying solar to run a electrolysis plant has the benefit that the cost is fixed. Because it's all secured loans with low fixed interest rates. And the supply is guaranteed.
[1] https://en.m.wikipedia.org/wiki/Bertha_Benz#First_cross-coun...
I think you are trying to insinuate that electric cars are decades away from today. The first electric car was built decades _ago_. Electric cars are mainstream today. So I suppose you can argue that it is a similar timeline, we are just decades after Bertha Benz' famous drive.
> Globally, around 1-in-4 new cars sold were electric in 2023. In Norway, this share was over 90%, and in China, it was almost 40%.
Well over a century ago, in fact. For quite a while early on, they were more popular than internal combustion cars.
Unlike North America, most people in Europe live in apartment buildings not single family homes. The streets sides in my city are full of parked ICE cars like in most of Europe, but very few EVs, and even those are either company cars with chargers at the office or wealthy people from the suburbs with chargers at home. Where are the plebs without a house charger supposed to charge while at home? Via Starlink?
In my area with a lot of 4 story buildings every one of them has one.
And yes it's not just the laws it's often also old people being against it like in my case. What helped were laws.
Also, does really every single 4-story building in Munich have charring spots for every parking spot in the basement meaning every car owner has a parking spot with charging? Even the older buildings?
Plenty of capable people haven't done it yet at all.
My garage holds probably 60 cars and I'm the only electric
Alternative take: "If I wanted a giant, irreparable, disposable, spyware-ridden smartphone on wheels, ..."
The onboard computer on my ev is the same system as on non ev fords
Now contrast that with basically any non-EV car whose tank capacity in average is 50-55 litres which is 10x less weight than the battery pack of the EV car. With pessimistic consumption of 7l per 100km you will have almost double the range of the 90th percentile EV vehicle or ~700 km. You will have none of the attached risks of the battery management (catching fire, deteriorating the capacity, replacing the pack in a few years) and you can top your fuel within minutes and literally anywhere.
The media have done a great job at convincing people of these myths.
* EVs are much less likely to catch fire than ICE cars: https://www.autocar.co.uk/car-news/electric-cars/how-much-fi...
* Deteriorating capacity and replacing the battery after a few years? Most batteries have long warranties. 8 years is standard here. If we look at NMC batteries lasting 1,000 cycles then that would be 400,000 km in your example. LFP is 2 - 3x this.
* Filling up in a few minutes? I don’t miss that at all. I charge at home. Time spent: 0 minutes.
I talked about that person who is afraid of ev being a 'smartphone'
First of my assumption is that solid state will win out. No burning (it's already not really an issue, millions of evs are driving around), fast charging also in winter, cheaper.
A ev is only an electric engine (closed off) and a battery also closed off.
Not that we’re there now, most places, but I think not requiring cars is a better goal than requiring them and putting a million chargers all over every city.
So "if you live in an apartment, you're in a city" is an incorrect statement.
If there’s an apartment in the middle of a field… well, then there’s lots of room for chargers, I guess.
They are both roof systems
There also basically always is more supply than demand because customers value reliability (possibly more so at times where demand is high)
What’s different here is that, for solar panels and wind power, the marginal costs of producing electricity are zero, that solar panel ownership is way more distributed, and that supply varies with the weather.
The main question for both cases though is whether the investment makes sense in the long-term.
This process has just started but needs to go much further. There are currently 1.4 million electric cars in Germany. If they charged @11KW during the day, they would draw 15.4GW, or roughly the equivalent of 3 Gravelines [1] nuclear power plants running in reverse.
However, most Germans pay the same for electricity throughout the day, so instead they charge when they arrive at home after work and Germany needs to cover 3 Gravelines worth of energy with wind, hydro, coal, and gas instead.
If consumers could charge with solar for 20 cents per kWh during the day or with brown coal for 80 cents per kWh in the evening, many would alter their usage.
[1] https://en.wikipedia.org/wiki/Gravelines_Nuclear_Power_Stati...
I know Nordics do this already, it would be about time for the rest of Europe to follow suit.
It's always about the jobs.
The challenge on top is the replacement of coal after the exit from nuclear power. The anti-nuclear stance of many people and politicians in (West-)Germany is from the 1970s and the 1980s, especially when PershingII missles were installed in Germany. People of many other countries had no contact with nuclear weapons, stored somewhere in the wilderness. In Germany a nuclear missle facility was near to many people (I grew up next to a PershingII depot). Chernobyl didn't start the anti-nuclear stance but later accelerated it. So decades later Germany got out of nuclear energy.
Which now poses the problem of getting out of coal.
Solar when the sun is shining, windmills when the wind is blowing, batteries, hydro, and maybe 1 backup nat. gas plant when somehow all of that is out and you need to ramp up.
Looks like some more wind and a lot of batteries is what's left.
And solar is predictable per day good enough that you can compensate the short intervals with gas and batteries.
The current leaders in the Netherlands also want to start projects for new nuclear power plants. The Netherlands is also over producing apparently. Surely, they also should be investing in massive battery plants instead of new nuclear reactors.
Imagine the maintenance costs of protecting the nuclear reactors when the global warming flooding starts in these low lands.
There's no replacement for a nuclear plant yet for this purpose until a very large breakthrough is made. The only realistic large scale storage at this level is a dam and since the tech is old, most places in the developed world where one can be built has one already.
In summer they have plenty of energy that they don't know what to do with it and in winter they depend on France to not burn too much coal just to keep the lights on despite not even transitioning heating yet.
Reality: 72 Euro/MWh https://euenergy.live/country.php?a2=DE
According to [1], the installed battery capacity in Germany went from 6.7GWh in 2022 to 12GWH in 2023.
Given the growth and falling cost of battery storage, I expect that more and more solar will stored during the day and consumed in the evening, pushing out coal and gas.
[1] https://www.ees-europe.com/trend-paper/storage-market-boomin...
The press and the agitprop industry goons hired by the fossil fuel companies can gloom and doom all they want but it's all over.
https://www.weforum.org/agenda/2023/01/renewable-energy-stor...
The EU has battery tech research, also