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原始链接: https://news.ycombinator.com/item?id=40891252

太阳能电池板的价格大幅下降。 然而,区分产生的能量和储存的能量至关重要。 “太阳日”的概念定义了太阳能电池板的生产时间,这一概念至关重要。 配备 6kW 太阳能电池板的典型家庭每天发电量约为 30kWh,但由于效率损失和环境因素,只有 5-6kW 能有效到达房屋。 在加州,接入电网就意味着依赖电力公司的采购政策。 通过足够的本地存储积累多余的能源,人们可以独立于这些公司运营,这是许多人希望在不久的将来实现的目标。 在进步和成本增加的推动下,全球电池生产可能会导致供应过剩,从而导致价格进一步下跌。 锂通常用于电池,曾经很稀缺,但智利、玻利维亚和澳大利亚等国已经出现了丰富的资源。 在各种电池技术中,钠离子电池无需锂,在车辆和电网存储应用中都显示出前景。

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原文


Yes, and conflate "totals" with proven reserves while failing to mention that people aren't really actively looking for more reserve as aggressively. But this is a PR piece for the University for which the standard problem is to magnify both the problems it avoid as well as the impact it produces.

But at its core, an anode free battery has a lot of desirable properties which make this engineer feat notable. Perhaps the most important is that the materials are readily available in a number of countries which could source their own raw materials to produce batteries. They also do not fail exothermically[sp?] when cell integrity is breached, that makes them a better battery for cars than the current Lithium ones.

So the next bridge to cross (and one so many battery breakthroughs fall down on) is what is the cost to produce batteries at scale. If, as we read yesterday they can get them down to $1/kWh then you'll be seeing a whole lot of these.



Solar panels have indeed become much cheaper, although it is important to distinguish between energy "provided" and energy "stored." Which why the combination is so important. It is often great to look at solar in terms of a "solar day" which is defined as the hours during which the panels deliver peak capacity. On my house, there is about 6kW of solar panels, and under optimum productions they produce for 5 hours in a day, so a total of 30kWh. What gets to the house or the grid is reduced by efficiency losses and the difference between performance under "standard test conditions"[1] and what is actually their environment. My house reliably produces just over 5kW at its peak or about 25kWh in a solar day.

In California, if you are tied to the grid as my system is, you are still at the mercy for how much the power company will credit you for power you generate vs charge you for power you consume. That has been a source of argument hear for the last 20 years. With sufficient local storage, you can completely disconnect from the grid and that removes this pricing power of the power company over your energy production. Something I hope to do within the next 5 years.

[1] This is sort of the MPG equivalent rating for solar panels, good for comparing panels to other panels but bad for guessing how much power they will produce for you.



Two months ago I got 6.8kW installed on my house for $13,000CAD. Some of that was DIY, but I just bought the whole system retail.

So just under $2 CAD/kW installed and running - inverter, licensed electrician and permits, everything. (That's under $1.50 USD/kW)

The panels are now cheaper than when I bought them too :)



Where did you get the kit from?

I've been considering it, and I figured $2 CAD/kW is the 10-year break even point for me, which would be amazing since you can get a 10 year interest free loan for it.



I googled around for a while, and found pioneersolarenergy.com. Super helpful, good shipping price, etc.

As well as the 10 year interest free loan check if your province has any rebates. The "Greener Homes" grant gave me $5k (So I only have $8k on the loan). It just made 1000 kWh in June, I'm super happy.



Are the figures wrong, 20 parts per million of the Earth’s crust, compared to sodium, which makes up 20,000 parts per million? If not, surely sodium will be easier to obtain, in the long run.



Bloomberg NEF is actually making the point that we're heading for battery oversupply next year: https://about.bnef.com/blog/china-already-makes-as-many-batt...

Not just by a little bit, but by a huge margin. They are predicting prices will come down and that especially new, costly batteries will have a hard time competing with the more established manufacturers dropping their prices.

We'll make more batteries in the next few years than we have ever made. Production is growing from slightly below 1 twh/per year to multiple terawatt hours per year. Bloomberg NEF puts demand for next year around 1.6 twh/y and is tracking 7.9 twh/y of investments related to new factories. Not all of those will get built but that's a lot of capacity and lithium demand. Yet prices are dropping, as you pointed out. That's because there's plenty of lithium and we don't have a shortage anymore.

Despite a lot of lithium being in places like Chile and Bolivia, Australia is actually the top producer of it. Chile is about to loose its number 2 position to China: https://www.visualcapitalist.com/ranked-the-worlds-largest-l...

All this is of course before you start considering battery chemistries that don't use lithium. Sodium ion is looking pretty good right now. No lithium, cobalt, nickel, etc. And used for some cheap cars and grid storage already. Especially for grid storage, lithium based batteries aren't necessarily the most obvious thing to use.



If the "oversupply" does occur, it would likely be temporary due to limits on the quantity that can be deployed per year. Grids in the US at least have very long interconnection queues. The technical and regulatory challenges that are limiting the deployments are being worked on.



If you're the one making claims its on you to provide sources. If you're just saying things and putting question marks on the end people are going to treat it the same way they treat newspaper headlines, which is to say any headline ending in a question mark probably has an answer of no.



It was clearly a combative "question", and entirely orthogonal to the topic under discussion, which was the accuracy of the claims about the scarcity of lithium.

It would have been entirely within the guidelines of polite discussion (and the site) to point out that scarcity isn't the only deciding factor, but the OP never made any assertions to that effect.



I don't know much about electricity but surely an anode is necessary for electrons to flow?

Sayeth Wikipedia, "Instead, it creates a metal anode the first time it is charged."

Ok. I'm still not entirely clear on it but it makes some kinda sense.



Yea, it also confused me - "anode-free" suggests there is no anode, and to best of my understanding a battery needs two electrodes so there will be a circuit for the current to flow. The full Wikipedia quote is: "An anode-free battery (AFB) is one that is manufactured without an anode. Instead, it creates a metal anode the first time it is charged."

It's sort of like "serverless" ;)



I think the way to understand it is that there isn't a special layer in the battery foil for making the anode. It's all chemically the same.

I mean, with the server-less analogy, it is sort of like the fact that you don't manage the creation and destruction of the VM, someone (something) is though.



Serverless has become "you provide a function that handles request/response, we run and scale it on our infra"

You essentially only handle business logic, not the "serving" part of the server, but IMO it's not a buzzword. I'm not a huge fan of it personally because I want control and fear lock-in, but there's real meaning behind it, no?



The anode is the part of the battery that ions flow to when charging the battery. To save weight as much as possible, you can imagine a case where the anode is only the ions that moved to the anode. This is what "anode-free" means. When the battery has charge, there will be some sodium metal as the anode. When the battery is fully discharged, there will be no anode, because the sodium has moved into the cathode.



The other thing is how is that a benefit?

Why should I be excited that "it creates its metal anode the first time it is charged"?

I mean this question in ELI5-fashion not in a disparaging one.



The two replies here don’t really get at _how_ it’s better: it’s because you don’t have material in the battery that exists simply to be an anode. In effect, it’s more efficient by weight.



Na4MnCr(PO4)3

Chromium is 5 times more abundant than Lithium in earth crust (0.01% vs 0.002%). Better, but not that much ?

"Regular" sodium-ion batteries with prussian blue has, it seems, the great advantage of not using any scarce elements. It would be nice to have a comparison between this solid state chemistry and the regular one.



The difference in their geochemistry is substantial so even if chromium isn't technically that much more abundant, it's significantly easier to mine.

The Gibbs free energy of formation for chromium oxides and chromite is much more negative than for lithium-bearing minerals so Cr compounds are thermodynamically favored to precipitate out of melts and solutions, forming minerals with high concentrations that then get pushed up by other processes. Li+, with its lone valence electron, just doesn't form strong bonds or highly stable mineral phases in comparison. On top of that the diffusion coefficients for Cr species in magmas and rocks are generally orders of magnitude lower than for Li. Cr gets locked into crystal structures early and stays put, while Li keeps migrating and diffusing in the form of water soluble minerals. There's also a whole biogeochemical cycle for Cr involving microbes that can concentrate it in sediments.



This is why I've been interested in the Graphene Aluminum batteries from GMG for so long. They are producing graphene in bulk without having to mine it. Aluminum is already extremely abundant as well.

I'm very optimistic because these solve so many battery issues at the same time, heat, rapid charge, sourcing.



Oh wow this is great technology. (Also surprised that it's driven by the UQ/rio-tinto. Hopefully GMG will learn from the failures of Tritium on the business side of things (as they are from similar stock))



Chromates are very rare in natural minerals and they’re mostly an industrial intermediate compound. Chromite is the common mineral converted to metal chromium for incorporation into alloys so the chromates are limited to the factory. Most other Cr bearing minerals contain chromium oxides.

Other industrial lithium intermediates are also toxic, as is the concentrated brine it’s often extracted from. Since it’s concentration is so low, most lithium extraction is pretty nasty.



Chromium mining is crucial for the steel production industry because chromium is a key ingredient in the production of stainless steel. We've been hunting and mining it for a LONG time now. Stainless is important to so many preexisting industries, such as new construction, automotive, aerospace, and household appliances. Consequently, there have been shortages in the availability and mining of chromium and this has directly impacted the production capacity and quality of stainless steel in the recent market. Seems solid-state battery production will be in competition with these industries and I would hedge a bet that Stainless Prices will go high in the coming decades as a reflection of the pinch on chromium.



AFAIK there's no stainless steel without chromium. There are alternatives, like galvanizing or powdercoating.

I think if the price of chromium spiked enough, you'd just see more things move on to different materials. More aluminum, titanium, brass, bronze, etc. There are a lot of things made of stainless that don't necessarily have to be, simply because it's cheap and good enough.



During WWII Germany had limited access to chromium and cobalt so they developed alternative metallurgy for their engines etc. I know they nickel plated their cylinder bores. I’m sure there’s more detail available somewhere.



Yes, through electrochemical means. It's not super energy efficient though, it'd be much better to not put it into steel in the first place if you want to make batteries out of it.



I went on a ride through the internet and saw some figures that lithium production would need to increase by 40X by 2040.

But that's still only 7.2 million tons/year.

I feel like the where are we going to get the lithium and but what about the environmental costs arguments to be kind of weak when you look at actual production numbers and compare the costs with other resources we consume.



Lithium has atomic number 3 and, along with Hydrogen and Helium, was present (at a much lower level) in the early universe. The Earth's crust contains about 20-70 parts per million (ppm) of lithium. It may be tedious to extract, but it is not like we will ever run out.



Research deals with theory. Not everything in research is immediately practical. Lots of engineering, tweaking, and testing goes into market-ready products. This announcement is an achievement for science, not a consumer-ready product.



From the article: it was tested only to 100 cycles.

So this is experimental and a product version won't be available for a year or (likely) longer. And as products naturally niche into longevity, weight, capacity, and other categories, those metrics will become relevant at that point. Until then, it's just experimental results with metrics relevant to previous experimental results.



"demonstrates a new sodium battery architecture with stable cycling for several hundred cycles" So nowhere near enough for grid storage (depending on their definition of "stable".)

The plot shows ~400 Whr/kg and ~800 Whr/L densities. For grid storage that is fine.

The paper https://www.nature.com/articles/s41560-024-01569-9 is unfortunately behind a paywall.

We will see. Battery technologies live or die on whether the nasty, complicated surface reactions are truly reversible over discharge cycles at the sizes needed to be practical...



400 Whr/kg is competing for the highest energy density applications that can run on rechargeable batteries. Things that fly. Cars. Not grid storage.

I mean if it was otherwise suitable for grid storage it's not a downside obviously, but at those energy densities it can be inferior in terms of cost and/or cycle life and still be commercially viable in other significant markets.

Not to mention this is research, it doesn't have to directly result in a commercially viable product.



  Lithium extraction is also environmentally damaging, whether from the … brine extraction that pumps massive amounts of water to the surface to dry.
That’s a bit of a stretch. Pumping water to the surface of a dry lakebed far from most life and letting it evaporate is pretty low on the environmental impact scale from mining. I wonder how that compares to sodium extraction.


I thought the issue with evaporative brine projects was mainly the water use in generally water scarce areas. There are direct extraction technologies that are better. Sodium you can just let the ocean evaporate in ponds, although this destroys wetlands (see for example a bunch of these around the SF Bay, some being restored to their native state).



It's a publication from a research group on a new approach they're working on. The more interesting question if there are any aspects of this that could make it unexpectedly easier to translate to the real world lol. The abstract ends with "This cell architecture serves as a future direction for other battery chemistries to enable low-cost, high-energy-density and fast-charging batteries" - it's important fundamental research and exploration.

At some point universities should really rethink how they do PR around research - at the least try and tamp down on headlines that read like something out of some grifter startup instead of a research lab



pretty cool...but when it comes to batteries what matters is scale and total cost. it doesnt matter if the elements are cheaper, are you introducing a product that is significantly better or cheaper that the current status quo (see the rise of LFP)?

can you use existing factories and manufacturing techniques or do you need to invent or build those. we've started hearing about solid state batteries about 15 years ago and we still dont have any at a big enough scale. if solid state batteries do takeoff it will probably takeoff first in electric aviation and supercars which can hide the cost due to a more expensive products and the need for higher density



Good the abundance of sodium and its stable state is going to give us a huge potential for power storage. I have so many potentially spicy pillows in my house I'll be glad to have it swapped for sodium any day.



Great, yet another new battery revelation that will never come to market. Why is this? Why do we constantly hear of these amazing, technical advances, but yet we never see any of it come to market?

- Lithium-Sulfur Batteries

- Solid-State Batteries

- Sodium-Ion Batteries

- Aluminum-Ion Batteries

- Silicon Anode Batteries

- Magnesium-Ion Batteries

- Lithium-Air Batteries

- Zinc-Air Batteries

- Flow Batteries

- Graphene-Based Batteries



Some discoveries founder in the stage of figure out how to go from a science experiment to a process to manufacture actual batteries. Sometimes there are technical or economic issues that prevent commercialization.

Most of the research on this has only started in the last 10 years or so and it does take time to work out the kinks.

Even within the common Lithium-ion batteries, there have been constant improvements but it’s easy to miss the changes over time.

“Eternally five years away? No, batteries are improving under your nose” https://arstechnica.com/science/2021/05/eternally-five-years...



They have ? Tesla has made aggressive price cuts in the last year or so .

Yes, partly it was to simulate demand, but they can only afford to do so because of their costs going down.

Tesla has not been spending on a lot of new models recently , but they have been spending heavily on making them cheaper and better.

Rivian, ford GM and every other non Chinese car manufacturer has been loosing money per car expect Tesla for a reason



Umm, a good number of those have hit the market.

Graphene anodes are pretty bog standard at this point in LiPo batteries.

Magnesium doping has also found its way into high density NMC batteries.

Sodium-ion batteries are currently being manufactured by CATL and in the ramping up phase.

You aren't seeing them because the chemistry of these batteries is usually only called "lithium ion" or "Sodium Ion" the various other chemicals are thrown into a soup of special sauce to raise battery density, cycle life, charge speed, etc.



Does this comment have a purpose?

If they're still rolling out new manufacturing lines, they are clearly still kicking and have investors who believe they have a viable product.

Did they have to move on from one technology? I mean I've never heard of them before but if you say so, that's not really that surprising with how fast with battery technology is evolving.



If you're only interested in technologies ready for imminent public distribution, you should probably ignore coverage about early research and check out press releases from battery manufacturers. If that's not good enough... try amazon?



One thing to note is that "coming to market" means being able to compete in the market.

And this is tough. There are only so many market niches, and if some competing technologies turn out to be better your product has no place.

This is the tragedy of engineering: most technologies, even technologies that "work", end up failing, because in any niche there can be only one winner. I'm sure if you've worked on new technologies you've experienced this, perhaps on every technology you've ever worked on.



because the need for them has spiked resulting in an unprecendented level of R&D going into them in recent years? And R&D into tons of different approaches is a good thing, actually? And because it's frankly a young field of research? This is a publication from academia - of course they're trying new things! That's the entire point! That's their job!

The incessant press releases suck but PR people gonna PR.



One reason seems to be that lithium-ion batteries are nowhere near as expensive and difficult to manufacture as advocates of the other battery technologies seem to want us to believe. Basically, the other batteries don't come to market because there is no market.

And as the other poster suggests, quite a bit of R&D does make it into existing devices in one form or another. All of these technologies are worth exploring, but the notion that replacing present lithium battery tech is super urgent is not actually correct.



Propaganda ? Someone has an agenda. /s

TBH, there are a lot of "news" with conditional: might, could etc. The sad thing is that they generate (spam) discussions on HN.

But hey, after all, maybe that's their purpose.



Because the market is made up of selfish human beings. First they don't care for long term environmental consequences. If that is not enough, then they use fossil because their enemies are using, and not using it means getting destroyed today.



One will hope this becomes commercially successful and the dirty process of creating and building lithium batteries goes away completely. Hope we become less dependent on China and other countries with shady labor practices (ie, child labor, minimal to no safety regulations).



Yeah I've seen too many of these overhyped academic announcements that never make it commercially because they overlooked some small but critical aspect of manufacturing. Production is HARD

Disclaimer: I really hope these batteries make it.

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