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https://freedium.cfd/https://medium.com/the-future-is-electric/dirt-cheap-batteries-allow-truck-charging-with-low-grid-disruption-3e6cd6328a82>
"Battery prices have continued to plummet, frankly faster than even battery
optimists such as myself dreamed of. We're seeing commercial, scaled, price
points that we didn't expect to see until 2030 or later. That has big
implications for electric trucking.
In 2022, a kilowatthour of battery capacity cost US$159. In 2023, $136. At the
beginning of 2024, batteries were available for $95 per kWh. And recently CATL
announced that it would be shipping batteries at a price point of $56 per kWh
at the end of 2024. It's reasonable to assume that $30 per kWh is likely by
2030 and that it's a conservative projection.
Most reports on megawatt scale charging for trucks have been focusing on
maximum potential power requirements. A 2022 white paper by RMI, the National
Grid, CalStart, Stable and Geotab, for example, analysed Geotab data for
trucking in New York and Massachusetts. It's fine, but it focused on peak power
demand for charging stations and assumed no battery buffering was available.
Given significant variance of traffic loads at most locations, that means it
was not looking for the average power, but the maximum power. For over a
quarter of the 71 sites reviewed, the study found that 5 MW of grid power
electricity was required. That's enough to charge five Tesla Semis or Daimler
equivalent Class 8 trucks at once.
This is a problem as multi-megawatt grid connections can take years, while
sub-megawatt connections take months in most places, per studies like this one
from the Department of Energy. That amount of power is a big infrastructure
project. But what if battery buffers were cheap?"
Cheers,
*** Xanni ***
--
mailto:xanni@xanadu.net Andrew Pam
http://xanadu.com.au/ Chief Scientist, Xanadu
https://glasswings.com.au/ Partner, Glass Wings
https://sericyb.com.au/ Manager, Serious Cybernetics
