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#renewables

61 posts44 participants7 posts today

China battery exports were 144GWh in the first 5 months of 2025 (of which only 3.4 GWh were destined for the USA). So we are probably looking at exports of 350GWh in 2025.

Year on year growth was 436%. It won't take many of those before they are exporting 1TWh / year.

A steady price of < USD 40/kWh by 2030 is looking pretty plausible right now.

I think it is clear now that no governments will prioritise combatting climate change over _any_ other policy driver (except maybe DEI). The 2010's were an aberration.

All we can really hope for now is that China's quest for manufacturing dominance along with their, and the Global South's desire for fast electrification and energy independence will align to serendipitously do something usefull for the climate.

If the USA feds withhold #renewables from the planet, willing states and those pesky canuks will do the workaround! #CanadianSolar’s e-STORAGE arm built this project, the first of three #RecurrentEnergy projects with APS (#Arizona's largest utility), and will keep it running under a long-term agreement.
@electrek
electrek.co/2025/07/07/arizona

Electrek · Arizona brings a huge grid battery online ahead of peak demandBy Michelle Lewis
Replied in thread

@jchyip

One of the great things about #solar and #bess in the global south is that they are cheap and scale from domestic right up to large grid scale installations. So they offer an practical ladder from households through mini grids, grids of grids, and on to national infrastructure in easy steps with power delivered to people at each step.