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I wonder if co-located batteries will help this? If you can put them between the wind or solar and the inverters you are using the same grid connection as the RE project, and if appropriately sized,can even have more RE capacity for the same grid connection, which will get used a larger fraction of the time. It seems to me the correct location for near term batteries is there, as it would help the bottleneck in projects more than anywhere else. Of course only batteries of the realistic storage technologies likely work co-located.

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Thanks for writing this up.

Seems like the obvious answer to decarbonization is nuclear power. If new plants took a big share of baseload and helped kill coal and eventually more gas, it'd be much easier to have enough renewables + storage than if the goal is to replace everything and have baseload by based on these intermittent technologies.

Much better to use a good part of that supply of batteries to electrify transportation, instead of using so many batteries for stationary storage that EVs are now more expensive and the transition takes longer.

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Hi Sarah! Important topic, thanks for focusing on it. Note that "they" estimate that around 3x as many wH of li-ion will be deployed with wheels around it as without over the next decade, and load-shifting is already happening. Electrolyzers are, per the ACESP project you tweet about, scaling rapidly. Generally, I think "excess" renewables is a problem markets are extremely well suited to solve—latent value will draw entrepreneurs. We still have to do it, though ...

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