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by dontparticipate
1277 days ago
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The net metering subsidy just didn't make sense anymore. Solar is "cheap" now and the next step of decarbonization is storage. From a carbon perspective, net metering was basically paying homeowners to provide useless power to the grid (at the bottom of the duck curve) but be able to cash it in when they actually needed it around 7 pm. This meant generating useless solar power and in exchange for letting burning a ton of natural gas when you actually needed the power. The next step is pairing solar with residential and grid scale storage. Personally, with how intermittent production can be now, the grid should be more like AWS. Allow for per minute billing and rates that fluctuate for some customers. If you can pair storage with solar (or even just storage if you could buy low sell high off the grid), that would be the next big step in the renewable revolution. Net metering always had to die for the next step (storage) to happen. With the electric car mandate coming into 2035 so that millions of homes will own a giant battery this will eventually be even more important. |
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It's only really seems useless during one month in the summer. During the rest of the year it looks like it would continue to have an impact. Today, for example, California never dipped below 10GW of natural gas production even while it had 13GW of solar all throughout the middle of the day. That's still an appreciable gap.
This doesn't even consider imported energy, or the potential misplaced environmental costs of any one particular source.
> The next step is pairing solar with residential and grid scale storage.
This looks to be entirely true. The state is barely cracking +/- 2GW with it's storage system, even though it has demands ranging from 25GW to 50GW. It's either that or we're at the next evolutionary step of "grid tied storage."
> Net metering always had to die for the next step (storage) to happen.
It's wonderful the compromises we get to make when 80% of the market is controlled by three entities.
> With the electric car mandate coming into 2035 so that millions of homes will own a giant battery this will eventually be even more important.
The worldwide market was 10 million in 2022, with just over 500 thousand units in the US overall. California has 17 million private vehicles and 12 million trucks. I think you'd be much better off just building stationary batteries and tying them to the grid, in particular, due to limitations of current technology and worldwide production capacity.