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The Future?, page-171

  1. 9,117 Posts.
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    Opening rant on Australian Government energy policy

    My personal view is Australia has a lot of gas, and inept government policy has seen that gas exported as LNG. Given energy is a large cost in a number of manufacturing processes, it is idiotic that China is paying less for gas than Australian business is. In WA they have a domgas reservation policy, so no surprise that gas costs for business there are lower than over east, and because of access to gas, it is probably why the likes of Tanqi and Albermale are seeking/building hydroxide facilities in WA. Gas needs in hydroxide producution are here btw for those interested, and they are quite large - Post #: 40107095 .

    Gas can also power power stations and is in effect viewed as a transition fuel to reduced carbon in electricity generation as renewables takeoff. If government wasn't so short term in Australia they may actually grow a brain and do more with Australia's resource endowment than just the dig and export it culture they have. A lot of manufacturing processes from hydroxide to steel making are not labour intensive per se, with the largest cost been energy, and ironically we export gas/thermal coal that they end up using in power generation at a cheaper cost than what Australian's pay for it which is embarrassing. Obviously cannot compete with China in those industries that are more labour intensive, but an absolute bug bear of mine, which I know I should post about in the polictics thread LOL

    Lithium household storage batteries
    Anyway, I digress. My view is we spend a lot of time talking EVs, but there is another market that we don't talk much about, been the household stationary energy storage market particularly as solar on the household roof takes greater hold. That is how I see EV recharging btw, as a number of households with solar panels on the roof actually feed electricity into the grid as they can't use it all, so this excess is what I suspect can be used in the home overtime for your EV recharge in part through storage in lithium batteries in the household stationary market.

    For large scale electricity storage in the stationary energy market, very large MW electricity storage scales I suspect that will be the province of vanadium over time but there will be some MW capacity still the province of lithium as well, but for smaller batteries, particularly at the household level that IMO is the domain of lithium (and that is also the other untapped market for future demand IMO).

    I have commented on the picture below numerous times on what 2000 GWh means in terms of new greenfields producers, but when you look at the picture closely, the energy storage market I believe is understated. Wouldn't be surprised a greater move to energy storage at the household level by consumers as renewable technologies at the household level, like solar on your roof, take off. Wouldn't be surprised either that any excess electricity generated by your solar on the roof, that is stored in a household battery not used to power the house at night is not used in charging your EV either. Anyway just a guess whilst contemplated thoghts over a VB that make no sense LOL.

    https://hotcopper.com.au/data/attachments/2293/2293446-2aa40ab28d5b626f352f4ea21e423a16.jpg


    All IMO.





 
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