LCOE from Lazards is starting to wrap in grid storage costs. The numbers show that armageddon, if it hasn't arrived for other power generation, is imminent: bu

LCOE from Lazards is starting to wrap in grid storage costs. The numbers show that armageddon, if it hasn't arrived for other power generation, is imminent: bundled unsubsidized solar/wind + storage is falling under natural gas turbine. That is without sodium ion batteries coming into mass production that are 40% of the cost of Lithium ion and 20-30% less than even LFP chemistries. Without mass scale perovskites. Sodium Ion and LFP are roadmapped for continued 20-30% density gains in the coming years. Coming down the pipe after that? Sulfur techs that might improve capacities 100-300% with no cobalt/nickel issues, solid state configurations, etc. Yes, who knows how many cloudy days or windless skies the storage holds compared to leveling, but what is apparent is that the intermittence concern is going to simply not be a major factor. Yes it requires a LOT of grid development (and IMO we should be heavily encouraging, financing, and subsidizing home solar generation and storage by a factor of ten than we currently do). This isn't a 10 year out trend. It's the here and now, and it's not the current invading horde (solar/wind being comprehensively cheaper than natural gas combined cycle with the issue of intermittency), there are waves of even stronger hordes coming to invade traditional power generation (solar/wind being cheaper and cheaper and cheaper, and storage being cheaper and cheaper and cheaper). Factories are currently not running on batteries and the like, but... costs are costs. If a factory needs a lot of power, will it pick a natural gas turbine that is 2x more expensive right now and 4-5x as expensive in ten years, or nuclear that is currently 6x as expensive (and no SMR availiability anyway) and 12-20x as expensive in ten years? Or will the factory adapt production to dirt dirt dirt cheap power production with some unreliability? Alternative energy is a HUGE economic battering ram. If a factory is paying 4x the cost for its energy, it's not going to compete. If a data center is paying 4x the cost for electricity, it will be shut down and moved to a place with more reliable alternative energy production (desert, some mountain valley with sustained winds, etc).