seekingalpha.com/article/4324035-ener...

Er wordt altijd veel geschreeuwd over hoe kool en gas altijd nodig zal zijn omdat zon- en wind- nooit een volledige oplossing kan bieden. Het zou het electriciteitsnet destabiliseren. Het is te onberekenbaar etc etc.

Nou lees ik echter in een artikel die de stijging van Tesla probeert te verklaren het volgende:

South Australia is, of course, the State which commissioned the world's largest battery with Tesla at the Hornsdale Power Reserve. This is going to be enlarged (behind a paywall) still further in 2020. With their partners Neoen, Tesla will be supplying a further 50 MW/64.5 MWH in the first half of this year. It is not certain whether this will be with Powerpacks as in Phase 1 or with the new Megapacks. The economic benefits of this is a no-brainer. Phase 1 cost A$66 million (US$45 million) and savings in the first year alone were A$50 million (US$34 million).

The VPP (virtual power plant) strategy of Tesla promises to reap even greater dividends for Tesla and for the community. Their VPP in South Australia aims to encompass 50,000 solar-powered homes with a Powerwall battery in each home. This is being installed in 3 phases. Last October only 900 homes had been linked up. Yet this 2% of capacity enabled the system to back up the Queensland Kogan Creek coal powered power station when it failed.

As South Australia Minister for Energy & Mining Dan van Holst Pellekaan stated:

"Although the VPP is in its early days, it is already demonstrating how it can provide the network support traditionally performed by large conventional generators".

Even the previously sceptical National Liberal Government, often castigated for its close ties to the fossil fuel sector in Australia, has become a keen supporter of the project.

When completed the VPP will generate 250 MW of solar energy and store 650 MWh of back-up energy. The Logan Creek failure incident was a striking example of the bleak future for gas powered and coal fired power stations in the new energy world. These will become economic "stranded assets" quite quickly. The State of South Australia has targeted for its energy needs to be based on 100% renewables sometime in the 2030s.

Wat verder googlen kwam ik o.a. tegen:
www.theguardian.com/technology/2018/s...

Het lijkt er dus op dat men op dit moment electriciteits-opslag oplossingen bied. Die ook nog eens heel winstgevend zijn en daarnaast juist meer stabiliteit weet te geven in gebieden waar dat niet zo goed geregeld is als hier.

Of het de stijging van Tesla kan verklaren vind ik moeilijk in te schatten. Maar het lijkt dat de technologische ontwikkelingen sneller gaan dan gedacht. Want als groene energie ook gewoon economisch goedkoper is dan kool en gas, dan zal het snel gedaan zijn natuurlijk.