jhm
Well-Known Member
I love how the first two quarters of 2023 surpassed the total for 2022. Would love to see H1 2024 surpass 2023.
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I love how the first two quarters of 2023 surpassed the total for 2022. Would love to see H1 2024 surpass 2023.
Robotaxis need to stay on the road. Personal cars plugged in 23 hours/day at home and work are perfect for stabilizing the grid. We just need 20-50x more of them.My theory is that batteries aren't needed and even V2G isn't needed, just many Robotaxis. They will dominate the grid and selecting when they are charged will smooth the grid.
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You need to run high capital cost equipment like Electrolyzers 24x7, or close to it. Stationary batteries have the same problem -- decent ROI in some cases if cycled daily, but ridiculously expensive when only used 20-30 times a year. That's why it makes so much sense to use cars, they still provide value even on days the grid doesn't need them.I have often thought of electrolyzers playing this sort of role. We'll need green hydrogen (and derivatives) for certain uses beyond the grid. Just consuming seasonal excesses (above ordinary grid demand) creates demand for RE overcapacity.
Yeah, the "DC-coupled battery expansion units" is interesting. I wonder when that will be available and how much it will cost to add an additional unit down the road.So this post seems to confirm that they intend to have a setup where you have one PW3, and then just add extra battery packs to it, not whole additional PW3s:
I read recently the US added ~27 GWh utility scale storage in 2023. Tesla global Megapack + Powerwall was 14.7 GWh. Other data indicates Powerwall is only ~15% of that. If all Megapacks are sold in the US Tesla's US utility scale market share could be a bit over 40%. If half are exported it cuts their US share to about 20%. I'd guess they export some, but nowhere near half, and have about 1/3rd of the US utility scale market.Hello friends, do we have a comparable chart for 2023 for energy storage from other companies like BYD or CATL?
I'd be happy even with a global chart that combines them all.
And the supervisor of the Tesla crew at my house moaned about the weight of the old Powerwalls. I wish they'd sell 50 and 100 kWh home batteries that sit on a concrete pad and are brought in with a forklift.
I have a 3 ton HP so all I want is the cheapest Powerwall that can support my heat pump.And the supervisor of the Tesla crew at my house moaned about the weight of the old Powerwalls. I wish they'd sell 50 and 100 kWh home batteries that sit on a concrete pad and are brought in with a forklift.
EIA said ~6.4GW of dedicate battery storage _power_ so depending on supported C-rates it could be about that.I read recently the US added ~27 GWh utility scale storage in 2023. Tesla global Megapack + Powerwall was 14.7 GWh. Other data indicates Powerwall is only ~15% of that. If all Megapacks are sold in the US Tesla's US utility scale market share could be a bit over 40%. If half are exported it cuts their US share to about 20%. I'd guess they export some, but nowhere near half, and have about 1/3rd of the US utility scale market.