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
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.
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.
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.