Solar and batteries both compounding at ~20-23% per doubling isn’t two coincidences — it’s the same manufacturing-learning-curve logic showing up wherever the physics lets it, which is exactly why the IEA kept getting it wrong by modeling it like a power plant instead of a product.
The battery idea makes sense. I’m less sure about the cost of installing and servicing thousands of systems. That bill could eat a lot of the grid savings.
Solar and batteries both compounding at ~20-23% per doubling isn’t two coincidences — it’s the same manufacturing-learning-curve logic showing up wherever the physics lets it, which is exactly why the IEA kept getting it wrong by modeling it like a power plant instead of a product.
Delivery charges are the margin home batteries capture and utility-scale storage cannot.
do you expect some kind of a breakthrough here or gradual improvement?
Great article!
Hey Erin, so happy to find another woman in the energy sector here! Looking forward to what you post!
Excellent briefing
The battery idea makes sense. I’m less sure about the cost of installing and servicing thousands of systems. That bill could eat a lot of the grid savings.
*Service*, not a commodity!
Exciting time to be alive!