So I really hope these guys will succeed where I can't even get it to work on paper, sometimes scale really is a requirement to make something work and this could very well be one of those.
So I really hope these guys will succeed where I can't even get it to work on paper, sometimes scale really is a requirement to make something work and this could very well be one of those.
Then your storage model becomes "a cloudy week" rather than "a whole season", and the storage scale changes significantly.
The difference between net zero across the year and 95% unlikely to need the grid on solar and batteries is a staggering difference, about 10x the panels and battery storage. But the equation changes drastically depending on local weather patterns and the solar irradiance difference from summer to winter.
BTW keeping your house connected to the mains costs $10-20 / mo, even if you consume nothing. Connection cost is one-time, but likely several thousand.
Or an EV. I only need enough instant battery capacity to last a couple hours. That would handle the vast majority of outages I ever experience, all by itself. If it looks like it is going to be longer, I grab the cable from the transfer switch and plug it into my Lightning. That would get me through a hypothetical week long outage.
I think the current consensus is that transmission to solve for regional solar differences is not cost effective. At least in the US, most places have plentiful land available nearby and it costs way less to overbuild the solar for winter than it does to try and bring it from some place with more plentiful sunlight.
Optimize the angle for the Winter. The Summer will do well enough anyways.
However the mounting systems, solar charger controllers, and inverters are mostly not.
The bulk of the cost of panels now isn't the panels themselves, but all the supporting infrastructure.
The seasonal variation can be as high as seven to one, so the total install has to be very very cheap to support a 700-1000% over build.
Though if you are on a grid that allows it, you might want to send summer power back into the grid for credits
Micro inverters or mppt with inverters.
With micro inverters you cannot over provision the panels in a useful way, each panel or pair of panels has a micro inverter.
The mppt plus inverter system you absolutely can do that... but it scales poorly. Shading of a single panel effects the entire string, so the more panels you add to over provision the worse that effect gets.
So yes but actually no.
Edit: turns out there are products for mptt strings called power optimizers that seem to help with this very thing I hypothesized.. at least one company offering them is SolarEdge
There's no free lunch here.
Honestly I'm pretty skeptical of residential rooftop solar - it's not even close to the solution, it's just a cost optimization we shouldn't actually need.
Storing a half-day's worth of electricity, and powering stuff from a solar panel at daytime, would likely let my apartment stop consuming external electric power in the summer.
Assuming my apartment consumes no more than 15 kWh during the hottest days (according to the meter), a moderate 8 kWh battery, and $1000 worth of solar panels, would suffice, given the room and a permission to mount the solar panels somewhere.
Maybe I'm failing to follow the intended argument here, but I do not see what is expensive about this. Houses are hollow; they do not weigh all that much. Dirt is cheap, especially when sourced locally.
> A typical site is a factory, power plant, or town with a large earthen mound at the edge. The mound might be the size of a house for a smaller factory, and up to many football fields for a large power plant. Surrounding the earthen mound will be high-density, low-profile solar arrays.
I agree that trying to give every suburban house its own rock pile would not be very practical.
I know. See my original comment at the top.
I’m also off grid, also suffer in the winter (although a spot of hydro power is going to alleviate that somewhat), and have also thought about thermal storage - I actually calculated that a 20ft container filled with sand could give us thousands of kWh, as long as the sand could get up to ~600C.
At that temperature you of course have to think about making really damned sure no water gets in there, but it makes the volume of material more manageable. Would still work with resistive heating, energy out would be trickier but not impossible to engineer something that wouldn’t explode.
As an investor - what RoIC do you want to see when doing initial analysis
(for example, $10M capex per system, with 10,000 systems TAM )