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AukeHoekstra Profile picture
@AukeHoekstra
Jan 27, 2022 • 6 tweets • 5 min read • Read on X
Scrolly
Solar PV is picking up steam again!

2018 and 2019 where timid with just 9% growth per year. But 2020, 2021 and 2022* (*expected) pick up the pace again with 22%, 27% and 25%. That is close to the average over 1977-2022 of 32% yearly growth.
about.bnef.com/blog/solar-10-…

🧵
I would like to add that @solar_chase is openly calling her team "cowards" (tongue in cheek) for being conservative. She's claiming 2021 will probably still go up (maybe even to 200 GW).

I think their prognosis for 2022-2030 is probably also conservative again.
Maybe I can remind people that I've been saying and illustrating this since 2007 by pointing out the difference between reality and the "not predictions" of the IEA. But everybody falls victim to this conservatism in order to be taken seriously.
My best guess echoes the mantra of @MLiebreich (founder of @BloombergNEF): "trrrrrust the learning curve". And that is nowhere near to stopping, even though many people expect that (see pictures).
techtricity.substack.com/p/breaking-dow…
link.springer.com/article/10.100…
The price of PV modules is just a part of the picture by the way. A proper way to look at such learning curves also includes: installation; sector coupling (heat/industry) and storage for when the sun doesn't shine (batteries/P2X).
See e.g. @ChristianOnRE sciencedirect.com/science/articl…
But I think we will see growth of solar PV at rates of ~25% for a while yet.

I don't know yet how it will transform our energy system (hence my work with NEONresearch.nl, Zenmo.com and @TUeindhoven) but I'm sure the transformation will be radical and swift!

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More from @AukeHoekstra

AukeHoekstra Profile picture
Jul 28
Some are angry about the "anti-Christian depiction of the last supper" at the Olympic Opening ceremony. (@elonmusk and @realDonaldTrump among others)

A Dutch art historian explains it's not the last supper but a Dutch painting of the Olympic gods.
And I explain what I loved.
🧵
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Original Dutch thread here. I just translated it.


@WSchoonenberg shows that the "tableau vivant" (living painting) is depicting "The Feast of the Gods" by Jan van Bijlert, from 1635.
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The heathen Gods have gathered on mount Olympus for a feast. Sun god Apollo is recognizable by his halo, Bacchus (Dionysus) by the grapes, Neptune (Poseidon) by his trident, Diana (Artemis) by the moon, Venus (Aphrodite) by Cupid.


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Read 19 tweets
AukeHoekstra Profile picture
Jul 9
With new batteries solar and wind are not only faster and cleaner, but also cheaper.

I'm estimating:
$0.08/kWh for PV+batteries
$0.07/kWh for wind+batteries

@skorusARK gives a good overview of current wisdom, but strongly declining battery prices change EVERYTHING
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I've recently written about how I was surprised I missed the enormous consequences of price reductions in batteries.

LFP cells are now $50/kWh and last 10 000 cycles.
That's $0.005 per kWh.

Say we double that to pack the cells and you are at $0.01/kWh.aukehoekstra.substack.com/p/batteries-ho…
If you add batteries to solar PV, not all energy has to flow through batteries. But let's keep it at $0.01 and add that to the price of solar. That makes PV (and wind) SUPER cheap!

Batteries must be discounted more quickly you say?
Read 10 tweets
AukeHoekstra Profile picture
Jun 20
Cheap stationary batteries will pave the way for wind and solar in cheap and resilient energy grids. Unfortunately the @IEA is mispredicting it (again).

Thread based on a free substack article I just wrote.
aukehoekstra.substack.com/p/batteries-li…
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Many of my followers know this picture: it visualizes how the IEA underestimates solar. Now I see basically the same problem in their new battery report.

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The IEAs new battery report gives a lot of great info on batteries but also two predictions taken from their authoritative world energy outlook:
1) STEPS which is basically business as usual
2) NZE (Net Zero Emissions) which is aspirational
iea.org/reports/batter…
Read 11 tweets
AukeHoekstra Profile picture
Jun 16
Batteries: how cheap can they get?

I used the Sunday afternoot to describe how I think that dirt cheap batteries will completely transform our electricity grid, paving the way for solar and wind and replacing grid reinforcements with grid buffers
aukehoekstra.substack.com/p/batteries-ho…
This is something I'm working on for different government and grid operator projects, but I never realized just how cheap sodium batteries could become and how much of a game changer that will be.

So I used my Sunday evening to write this and would love your feedback!
First I look at the learning curve and then we see it is extremely predictable: every doubling of production has reduced prices by around 25%.

It's even steeper and more predictable than solar panels, the poster child of this type of learning curve.
(More details on substack.) Image
Read 15 tweets
AukeHoekstra Profile picture
Jun 5
Aaaand we have another winner of the "EVs and renewables can never happen because of material scarcety" sweepstake. I thought @pwrhungry was more serious. Let me explain why this is misleading bollox.
First of all, notice how his argument is mainly that Vaclav Smil says this and HE is an authority.

Why bother to write a substack that basically parrots someone else?

Because you don't really understand it yourself and needed to write another substack maybe?
I'm a bit tired of this because Bryce abuses Smil the same way most people who are against renewables abuse him. They emphasize this is a serious and revered figure that knows numbers. They make it about the messenger, not the argument.
Read 14 tweets
AukeHoekstra Profile picture
Jun 1
I wholeheartedly agree with @MazzucatoM that we should better evaluate tech companies contributions.

But the focus on energy use makes a mountain out of a molehill while we have bigger fish to fry.

I see computing as both a huge opportunity and an existential threat.
🧵
For me the focus on *how much electricity* an industry uses usually indicates an outdated focus.

We have to get rid of fossil fuels and the mantra is "electrify everything". Because electricity is the form of energy that is usually more efficient and that is greening rapidly.
Many people still can't wrap their heads around the fact that electricity from wind and solar is getting clean, abundant and relatively cheap while we have more than enough materials to make it happen.

IF you focus on datacenter electricity use...
focus on how green it is.
Read 15 tweets

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