In the concluding section of the report made available here last month, I hinted at a view on the role of batteries in global energy supply that, in the wake of the announcement from Tesla CEO Elon Musk on 30 April this year, may seem rather at odds with prevailing popular sentiment. I suggested there that, while significant numbers of electricity consumers will likely be motivated to go “off grid” as battery costs reduce, this will entail feedback effects with implications that can reasonably be expected to make for a change trajectory far less linear and predictable than many commentators envisage. Such a view is, of course, entirely consistent with the systemic approach to thinking about energy transitions for which Beyond this Brief Anomaly advocates.
In this post, I introduce the energy transition model I’ve been developing over the past few months, to help make better sense of the physical economic implications of a global energy shift in which wind and PV generation with battery buffering dominate electricity supply. Continue reading