The Reality Behind Wind, Solar, and Battery Power
ENERGY PROCUREMENT / REAL-TIME ENERGY ANALYTICS / UTILITY INFRASTRUCTURE

The Reality Behind Wind, Solar, and Battery Power

"However beautiful the strategy, you should occasionally look at the results." – Unknown

In the ongoing discussions around climate change and energy solutions, wind and solar power are often seen as the key to a sustainable energy future. The belief is that by building enough wind and solar farms and adding sufficient battery storage, we can meet the world's energy needs without harming the planet.

But can wind, solar, and batteries alone realistically meet these demands, and at what cost to the environment?

The reality is that while renewable technologies are essential, they have limitations that need to be considered—both in terms of physics and environmental impacts.

The Limits of Wind and Solar

All energy sources are bound by physical limits. For solar panels, the theoretical maximum efficiency of converting sunlight into electricity is around 33%, known as the Shockley–Queisser limit. Current commercial solar panels typically operate between 18% and 22%, with the most advanced reaching up to 26% efficiency (ar5iv)(Solar Edition)(Wikipedia). While some improvements are possible, we are approaching the ceiling of what current solar technology can achieve.

Wind power faces similar constraints. The Betz Limit dictates that wind turbines can only capture up to 60% of the wind’s kinetic energy, with modern turbines reaching about 45% efficiency (ScienceABC). These limits are inherent, and while wind and solar technologies will continue to improve, they are nearing their practical limits.

Moreover, wind and solar energy are intermittent and they only generate power when the sun shines or the wind blows. This mismatch between generation and demand creates significant challenges for integrating them into the grid at scale.

The Battery Challenge

Batteries are frequently touted as the solution for storing energy when renewables aren’t producing. However, the challenge is the immense scale of storage needed. Tesla’s Gigafactory, one of the largest battery factories in the world, would take over 500 years to produce enough batteries to store just one day’s worth of U.S. electricity consumption (ScienceABC)(Solar Edition). This highlights the economic and physical scale of the storage problem.

According to a report by the U.S. Department of Energy (DOE), current battery storage solutions are not yet capable of addressing the demand for grid-scale storage. The costs of battery storage, while dropping, remain too high for widespread adoption (Solar Edition).

The Environmental Impact of "Clean" Energy

Renewable energy is often praised for its environmental benefits, but the process of manufacturing, deploying, and disposing of these technologies has significant impacts. For instance, producing a single electric vehicle battery requires extracting and processing over 250 tons of earth (Solar Edition).

Building a typical 100-megawatt wind farm requires 30,000 tons of iron ore, 50,000 tons of concrete, and 900 tons of non-recyclable plastics for the blades (ar5iv). Solar farms, on the other hand, require even more resources which equates to around 150% more steel, cement, and glass to generate the same amount of energy as wind farms (Solar Edition).

The extraction of rare earth minerals, such as cobalt, lithium, and dysprosium, needed for these technologies, poses another significant environmental challenge. According to the International Renewable Energy Agency (IRENA), to meet global renewable energy targets, mining for these materials would need to increase by as much as 200-2,000% (ScienceABC). This presents a serious threat to ecologically sensitive areas and raises concerns about labor practices in countries where these materials are mined.

Short Lifespans and Growing Waste

Renewable energy technologies such as wind turbines, solar panels, and batteries have relatively short operational lifespans, which is estimated to be around 20-25 years (ScienceABC). Once they reach the end of their useful life, they add to a growing waste problem. IRENA estimates that by 2050, discarded solar panels alone could generate double the amount of today's global plastic waste, with wind turbines and batteries adding millions of tons more waste (ar5iv).

A Balanced Energy Strategy

Considering these limitations, it’s important to rethink our energy strategy. Hydrocarbons, such as oil, natural gas, and coal, remain crucial to meeting the world’s energy demands. Advances in technology are making the extraction and use of these fuels more efficient and environmentally responsible (ar5iv).

For example, a single oil well costs about the same as a large wind turbine but produces 10 times more energy (ScienceABC). Storing energy from hydrocarbons is also far cheaper. Storing a barrel of oil costs less than 50 cents, while storing the same amount of energy in batteries would cost approximately $200 (ar5iv).

A Gradual, Technologically Driven Transition

The energy transition is not something that can happen with the flip of a switch. It is a complex, time-consuming process that requires significant technological advancements and infrastructure improvements. Believing that we can immediately switch to renewable energy sources without addressing the challenges of intermittency, energy storage, and material resource limitations is not only impractical but also overlooks the necessary bridging solutions. Technologies such as natural gas, nuclear, and advanced grid management systems are critical during this transition, serving as essential components while renewable technologies continue to evolve. A balanced energy strategy, grounded in reality rather than ideology, will allow for a smoother, more reliable transition to a cleaner and more sustainable future.

- ENERGY NINJA


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Ralph Rodriguez, LEED AP OM is the Energy Ninja and Legend Energy Advisors manages:

  1. Over $2 Billion in commodity risk for our clients, including daily nominations and balancing of natural gas.
  2. Real-time Energy Analytics (PUE) in some of the most energy intense industries in N. America.
  3. Utility & Energy Infrastructure Advisory at a level that is different than traditional advisors, consultants, and engineers.

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Heinz Schernikau

Chairman of Supervisory Board at HMS Bergbau AG

1 个月

Very good summary, thanks! Let’s try to convince political decision makers to stop the economy killing policy, which is called ?green“

Ben Tan ??

Nuclear & climate advocates | Founder & MD @ Cyber Future (Au) | Cyber Security Services

1 个月

Australia is trying to prove this can work. Let’s see in the years ahead.

Jeffrey Moerdler

Real Estate and Communications Partner at Mintz Levin and former Commissioner at Port Authority of New York and New Jersey

2 个月

Great article my friend.

Lars Schernikau

Energy Economist, Entrepreneur, Commodity Trader, Author, Investor & Strategic Advisor (also trade finance, sustainability, and tech) - ex BCG / INSEAD

2 个月

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