“it wasn’t as if those running the Texas energy system’s various fiefdoms—the grid, the power plants, the natural gas–production facilities—hadn’t been warned about the dangers of severe weather. Hell may not freeze over, but history suggests that Texas’s energy system does—and with some frequency. In 1989, in 2003, and in 2011, the state experienced, to varying degrees, simultaneous shutdowns of power plants and parts of its natural gas–producing infrastructure, as significant swaths of both of those critical systems were incapacitated by arctic temperatures, triggering blackouts.
The frigid weather during the first four days of February 2011 knocked off enough power generation throughout ERCOT—about 29,000 megawatts of capacity—that ERCOT initiated blackouts affecting about 3.2 million customers, according to a voluminous postmortem of the failure produced in August 2011 by the Federal Energy Regulatory Commission and the North American Electric Reliability Corp. That report suggested the state add teeth to its effort to gird its energy infrastructure for wintry weather. Among its policy recommendations was that in states in the Southwest, including Texas, legislatures require power companies to submit winterization plans and give their public-utility commissions the authority to require senior executives of power companies to sign off on those plans and the authority “to impose penalties for non-compliance.” Magness, the ERCOT chief, said that in the wake of the 2011 report he and others met with Texas power generators to suggest that they better winterize their facilities. He was asking, not telling. “It wasn’t a conversation like, `I’m your regulator and you have to do this,’” he recalled. “It was sharing those best practices.””
“Under the deregulation scheme passed by the Legislature more than two decades ago, Texas has a market design that allows generators to make money only by selling juice—not for investing in equipment that could help produce extra power in the event of an emergency. Critics contend that this approach, part and parcel of Texas’s aversion to regulation, makes the state’s energy system less reliable, even as it boosts profits for some market participants. Based on their biographies on the ERCOT website, at least eleven of the fifteen ERCOT board members have current or prior ties to the energy industry.”
“Texas lawmakers, as they investigate what went wrong this past week, ought to explore weatherization mandates.”
“better weatherizing power infrastructure, like inducing electricity producers to invest in extra generating capacity, likely would raise Texans’s electricity rates. “Is it worth the cost to consumers?” he asked. I asked him if ERCOT had any answer to that question. “I am not aware,” he said, “that we have ever conducted a real cost-benefit analysis on that topic.””
“the electricity blackout and frozen pipes in Texas had significantly curtailed the state’s production of oil and natural gas. IHS estimated that nearly 20 percent of natural-gas production, and perhaps an equal or greater percentage of oil production, in the continental U.S. in the first half of February had been shut in—and that the Permian Basin, the big oil-producing region that sits largely in West Texas, accounted for the biggest share of that production drop.
A couple of hours later, the governor, who earlier in the week had called for top ERCOT leaders to resign, issued an announcement. Years after Texas officials had been advised to do so, Abbott said he would ask the Legislature to mandate the winterization of power plants across the state—and to “ensure the necessary funding” for it.”
“For residents of the Lone Star State, the problem stems from both a record spike in electricity demand in a place that rarely gets this cold, as well as an unexpected drop in the supply of energy from natural gas, coal, wind, nuclear, and solar sources besieged by cold and ice.
This combination of shortfalls has forced power grid operators to conduct rolling blackouts, where power is shut off to different areas for a limited period of time. Local utilities are asking customers to conserve power and set their thermostats lower. For some customers, these blackouts aren’t rolling, instead stretching on for an unknown duration. On Tuesday afternoon, grid operators told Texas legislators that outages could last for days and that they weren’t sure when the power outages would end.”
“Ordinarily, ERCOT plans for winter to be much warmer and anticipates a lower energy demand. Power providers often schedule downtime and maintenance during the winter months to prepare for the massive annual surge in electricity demand in the hot Texas summer. The state’s ample wind and solar energy resources are also diminished in the winter, so ERCOT doesn’t depend on them to meet much of the demand they anticipate.
However, the cold itself posed a direct challenge to the power sources that the state was counting on. Wind turbines iced up. Coal piles froze.
The biggest shortfall in energy production stemmed from natural gas. Gas pipelines were blocked with ice or their compressors lost power. Much of the gas that was available was prioritized for heating homes and businesses rather than generating electricity. That’s helpful for people who use gas for heating but less so for those who use electric furnaces.”
“The Texas blackouts may also be a symptom of a lack of proper upkeep. “The ERCOT grid has collapsed in exactly the same manner as the old Soviet Union,” Ed Hirs, an energy fellow in the department of economics at the University of Houston, told the Houston Chronicle. “It limped along on underinvestment and neglect until it finally broke under predictable circumstances.””
“Most of the shortfall in electric power generation during the current cold snap is the result of natural gas and coal powered plants going offline.”
“Of the 34 gigawatts generation capacity forced offline, Schauer estimates that about 27 gigawatts of coal, nuclear, and gas capacity is unavailable in part because the cold has driven up demand for natural gas for heating. “That’s the bigger problem,” he told Bloomberg News. The pipeline system is not able to deliver enough natural gas to supply both higher demand for home heating and power generation.
In fact, similar state-wide power outages previously occurred in February 2011 when wind and solar power constituted less than 4 percent of Texas’ generation capacity. The Federal Energy Regulatory Commission’s report on the 2011 weather event noted that 193 generating units failed, resulting in rolling power outages that affected 3.2 million customers. Most of the outages in 2011 occurred as a result of frozen sensors and valves and natural gas shortages. The same problems with insufficiently winterized equipment appear to be happening now.
With respect to the current episode, about half of Texas’ wind turbines did freeze up. However, the Electric Reliability Council of Texas, a power grid operator, generally calculates that the turbines will generate only about 19 to 43 percent of their maximum output during the winter months. It is worth noting that winds from the storm were boosting power production from the unfrozen coastal wind turbines and thus offsetting some of the other power generation losses.
Maintaining electric power grid reliability while integrating ever more renewable power supplies is not a simple problem, but that does not seem to be the main issue with the current outages in Texas.”
“The main problem facing renewable energy is that the biggest sources, wind and solar, are variable. Whereas fossil fuel power plants that run on coal and gas are “dispatchable” — they can be turned on and off on demand — wind and solar come and go with, well, the wind and sun.
Building an electricity system around wind and solar thus means filling in the gaps, finding sources, technologies, and practices that can jump in when wind and solar fall short (say, at night). And the electricity system needs to be extremely secure and robust, because decarbonizing means electrifying everything, moving transportation and heat over to electricity, which will substantially raise total electricity demand.
The big disputes in the clean energy world thus tend to be about how far wind, solar, and batteries can get on their own — 50 percent of total power demand? 80 percent? 100?) and what sources should be used to supplement them. (See this much-cited 2018 paper in the journal Joule on the need for “firm, low-carbon resources.”)
The answer currently favored by renewable energy advocates is more energy storage, but at least for now, storage remains far too expensive and limited to do the full job. The other top possibilities for “firming” electricity supply — nuclear power or fossil power with carbon capture and sequestration — have their own issues and passionate constituencies for and against.
Geothermal power, if it can be made to reliably and economically work in hotter, drier, and deeper rock, is a perfect complement to wind and solar. It is renewable and inexhaustible. It can run as baseload power around the clock, including at night, or “load follow” to complement renewables’ fluctuations. It is available almost everywhere in the world, a reliable source of domestic energy and jobs that, because it is largely underground, is resilient to most weather (and human) disasters. It can operate without pollution or greenhouse gases. The same source that makes the electricity can also be used to fuel district heating systems that decarbonize the building sector.
It checks all the boxes.”
“Tapping into it, though, turns out to be pretty tricky.”
“The Republican Supreme Court power grab after Justice Ruth Bader Ginsburg’s death should be shocking, given the naked hypocrisy involved. The only reason it isn’t is that we’ve come to expect this from Republicans — and not just under Trump.
Republicans shut down the government in the 1990s and impeached President Bill Clinton over far less than what Trump has done in office. Under Obama, they fanned the flames of birtherism, held the global economy hostage to force spending cuts, and elevated obstructionism to the level of governing principle.
At the state level, they have rewritten electoral rules to block Democrats from voting and seized power from Democratic governors after they have won elections. Just this week, Florida Gov. Ron DeSantis proposed a bill that would effectively criminalize anti-police violence protests — and protect drivers who ran over protesters with their cars.
This kind of radicalism is not at all normal — at least, when compared to center-right parties in other advanced democracies.
Experts on comparative politics say the GOP is an extremist outlier, no longer belonging in the same conversation with “normal” right-wing parties like Canada’s Conservative Party (CPC) or Germany’s Christian Democratic Party (CDU). Instead, it more closely resembles more extreme right parties — like Viktor Orbán’s Fidesz in Hungary or Recep Tayyip Erdogan’s AKP in Turkey — that have actively worked to dismantle democracy in their own countries.”
“Over the past decade and a half, Republicans have shown disdain for procedural fairness and a willingness to put the pursuit of power over democratic principles. They have implemented measures that make it harder for racial minorities to vote, render votes from Democratic-leaning constituencies irrelevant, and relentlessly blocked Democratic efforts to conduct normal functions of government.”
“For Republicans, the process of moving toward anti-democracy has taken decades rather than a single election. There was never a single unified GOP plan to lock out Democrats, akin to the way that Fidesz intentionally remade the Hungarian political system after winning the country’s 2010 election. There is no authoritarian plot behind the GOP’s recent maneuvers, and no secret plan to end elections or declare martial law.
What there is, instead, is systematic disinterest in behaving according to the democratic rules of the game. The GOP views the Democrats as so illegitimate and dangerous that they are willing to employ virtually any tactic that they can think of in order to entrench their own advantage. This is perhaps the party’s core animating ideology, at every level: we must win because the Democrats cannot be given power.”
“To a first approximation, the question of whether renewables will be able to get to 100 percent reduces to the question of whether storage will get cheap enough. With cheap-enough storage, we can add a ton of it to the grid and absorb just about any fluctuations.
But how cheap is cheap enough?
That question is the subject of a fascinating recent bit of research out of an MIT lab run by researcher Jessika Trancik (I’ve written about Trancik’s work before), just released in the journal Joule.
To spoil the ending: The answer is $20 per kilowatt hour in energy capacity costs. That’s how cheap storage would have to get for renewables to get to 100 percent. That’s around a 90 percent drop from today’s costs. While that is entirely within the realm of the possible, there is wide disagreement over when it might happen; few expect it by 2030.”
“It’s important to test renewable energy over longer time spans. In addition to daily and weekly fluctuations in solar and wind, there can be yearly or even multi-year fluctuations. And indeed, by looking back over 20 years, the team found several rare events in which wind and solar were both unusually low for an unusually long time. These rare events represent a spike in the amount of storage needed. Planning for them substantially increases the cost of a pure-renewables system.”
“these researchers set an extremely high bar: a system with all-renewable energy, with flexibility handled entirely by storage, adequate to meet demand at every hour of every day for 20 years.
Soften any of these restraints even a little and the cost target that storage must meet rises to something far more tractable.
First and most notably, loosen the amount of time that the system must meet demand and things get much easier for storage. And a 100 percent EAF is a little crazy anyway; the existing power system is not up and available 100 percent of the time. There are brownouts and blackouts, after all. No power system is 100 percent reliable.
Trancik’s team found that if the EAF target is lowered from 100 to 95 percent, the cost target that storage must hit rises to $150/kWh. (More specifically, lowering the EAF reduced the total cost of energy storage by 25 percent for the first tier of storage technologies and 48 percent for the second tier.) That’s a much more tractable number, within reach of existing technologies.
Why does lowering the EAF so little ease the pressure on storage so much? The explanation is in those rare meteorological events of extended low wind and sun. They don’t happen often over a 20-year span, but building enough storage to deal with them when they do happen makes the last few percent of EAF exponentially more expensive. To lower the EAF to 95 percent is to say, “something else can handle those rare events.””
“the team is modeling a system in which storage is doing almost all the flexibility work. In fact, there are other sources of grid flexibility. My favorite candidate for flexibility dark horse is “load flexibility,” demand-side programs that can shift energy consumption around in time. Another source of flexibility is enhanced long-distance transmission, to carry renewable energy from regions that produce it to regions that need it. Another is dispatchable renewables like run-of-the-river hydro and advanced geothermal.
All of those sources of flexibility will grow and help to smooth out renewables. Storage won’t have to do all the work on its own. That, too, should ease the price pressure.”
“a renewables+storage system also gets easier if renewables get cheaper. The numbers that Trancik’s team use for renewables are quite conservative. (For instance, $1/Watt solar costs are already being beat routinely in the US.) If renewable energy continues to defy expectations and plunge in cost, it would become cheaper and easier to oversize renewables and curtail the excess energy. That in turn would ease pressure on storage.”
“the headline $20/kWh cost target for energy storage is almost certainly more stringent than what will be required in the real world. Even the $150/kWh target required for an EAF of 95 percent is likely too stringent. In the real world, storage will be assisted by other forms of grid flexibility like long-distance transmission, load flexibility, and microgrids, along with regulatory and legislative reforms. And renewables will probably continue to get cheaper faster than anyone predicts.
So let’s call the target $150-$200, or thereabouts. Can storage hit that?”
“There are two key characteristics of a storage technology: power capacity and energy capacity. Roughly speaking, power capacity refers to how fast you can get energy out of it, measured in kW; energy capacity refers to how much energy you can store in it, measured in kWh. Each is priced separately, power capacity costs and energy capacity costs. The latter is the number we’ve been using for targets”
“It expects, by 2030, “a drop in the total installed cost for Li-ion batteries for stationary applications to between USD 145 per kilowatt-hour (kWh) and USD 480/kWh, depending on battery chemistry.” Hey, $145 is well within our target range!
Nonetheless, lithium-ion batteries are limited. Researchers generally treat the raw materials costs of a storage technology as the lower possible bound of its total costs. Manufacturing and transportation costs can be lowered with scale, but materials costs are stubborn, and the materials involved in Li-ion batteries alone are costly enough that they will likely never hit $20/kWh. In the $150 range, though — that’s doable.”
“How about flow batteries? “The two main flow battery technologies — vanadium redox flow and zinc bromine flow — had total installation costs in 2016 of between USD 315 and USD 1,680/kWh,” IRENA reports. “By 2030, the cost is expected to come down to between USD 108 and USD 576/kWh.” Yes, $108 is well within our target range. (Note that there are flow battery companies already claiming to beat that.)
High-temperature sodium sulphur (NaS) and sodium nickel chloride batteries have been around for a while, but they are also expected to get much cheaper. “Cost reductions of up to 75% could be achieved by 2030, with NaS battery installation cost decreasing to between USD 120 and USD 330/kWh,” says IRENA. “In parallel, the energy installation cost of the sodium nickel chloride high-temperature battery could fall from the current USD 315 to USD 490/kWh to between USD 130 and USD 200/kWh by 2030.” Again, at the lower end, well within our target range.
CAES costs are extremely site-specific, as they depend on a reservoir in which to pump the air. “The typical installation cost is estimated to be approximately USD 50/kWh,” says IRENA, “possibly dropping to USD 40/kWh if an existing reservoir is available.”
Then there are thermal-storage options, like the increasingly popular option of storing electricity as heat in molten salt, with claims of energy capacity costs as low as $50/kWh.”
“Storage is rapidly evolving, diversifying, and falling in cost, to the point that wind and solar power plants coupled with storage are beginning to compete directly with fossil fuel power plants on cost. That’s only going to accelerate as both renewables and storage get cheaper. Providing all of US power, all day every day, will require oversizing renewables and installing an enormous amount of storage, but if they get cheap enough, that’s what we’ll do.
To put that more plainly: A US energy grid run entirely on renewable energy (at least 95 percent of the time), leaning primarily on energy storage to provide grid flexibility, may be more realistic, and closer to hand, than conventional wisdom has it.”
“The US does not actually have a national grid. Our grid is instead split into three regions — the western interconnection, the eastern interconnection, and, uh, Texas — that largely operate independently and exchange very little power.”
“this is a barrier preventing all sorts of efficiencies.”
“87 percent of the nation’s total wind energy potential and 56 percent of its utility-scale solar potential, but are only projected to account for 30 percent of the nation’s energy demand in 2050.”
“The way to balance this out — to make sure that every region is producing as much renewable energy as possible and that the energy is put to good use — is to connect these regions with high-voltage transmission lines. The more each region can import and export electricity, the more it can balance its own fluctuations in supply and demand with its neighbors’ and maximize the use of renewable energy.”
“Clack and his co-authors also found that weaving the regionally divided power system into a single national system would save consumers around $47.2 billion a year through increased efficiency and cheaper renewable energy.”
“The best way to build resiliency against these events, which are increasing in frequency due to climate change, is to connect the regions of the country into a single national grid, so that regions facing difficulty can draw power from neighbors who aren’t.”
“investment into a national grid would create thousands of construction and maintenance jobs.”
“It’s pretty hard to find any important issue that he hasn’t switched positions on at some point or another when it was convenient for him. Whether it’s abortion or campaign spending or many other issues, he just switches like a chameleon when he needs to and I hadn’t really realized how many times he’s done this and how easily he did it.”
“I interviewed one of McConnell’s biographers, Alec MacGillis, and he pointed to the same thing: There’s just no consistent commitment to anything in McConnell’s political life except for winning the next election.”
““When somebody is the president of the United States, the authority is total,” Trump said at one point. “And that’s the way it’s gotta be. It’s total.”
Trump’s claim is false — governors have broad authority to close schools and businesses in their states.”
“The irony is that while Trump claims to have dictatorial power, state governors keep calling on him to do more to provide them with the medical supplies they need to make sure each Covid patient can receive adequate medical care. Characteristically, Trump on Monday lied about this state of affairs by claiming “nobody is asking for ventilators.” (Maryland’s Republican governor, Larry Hogan — chair of the National Governors Association — said on Sunday’s installment of This Week that “to say that everybody is completely happy and we have everything we need is not quite accurate.”)”
“conveying truthful information is not the point of these briefings. Instead, Trump’s objective is to reframe problems as the result of unfair media coverage and feed red meat to his base by sparring with reporters. On Monday, Trump attacked two female reporters — Paula Reid of CBS and Kaitlan Collins of CNN — when they dared to ask him questions about the government’s slow coronavirus response and his dictatorial statements, respectively.
“You are so disgraceful,” Trump admonished Reid at one point. “You know you’re a fake.””