Better batteries
The key to the green energy revolution
From a windswept sea wall on England’s north Kent coast, Marie King points to miles of marshy farmland where there will soon be thousands of solar panels and one of the country’s largest battery installations.
A mile from the village of Graveney’s Norman church, hundreds of shipping containers full of battery cells will help deliver power to the UK grid. It will provide a service essential to managing the increasing use of wind and solar power, the supply of which fluctuates with the weather, and delivering on politicians’ promises of a greener future.
“It’s the scale of this project that worries me,” says King, a retiree. “We’re not against renewable energy — we just think it needs to be in the right place.”
Such battery plants are set to become a familiar sight across the UK and elsewhere. Renewables such as wind and solar are becoming cheaper than fossil fuels in most parts of the world, but they need storage to be a viable, stable source of energy. Last week, UK Prime Minister Boris Johnson vowed to install enough wind turbines to power every home by 2030, but that will require solutions to manage the intermittent supply of energy.
That is where batteries fit in. Lithium-ion batteries, used in mobile phones and Tesla electric cars, are the dominant storage technology and are being installed from California to Australia, and most likely Kent, to help electricity grids manage surging supplies of renewable energy. Elon Musk, Tesla’s chief executive, has said he expects the company’s energy business — including the supply of solar and huge lithium-ion batteries for the grid — to be as big as its car business in the long term.
But along with lithium-ion batteries, cheaper, longer-duration storage technologies — most of which are not yet cost-effective — will be required to fully replace fossil-fuelled power plants and allow for the 100 per cent use of renewable energy.
At the moment, gas-fired power plants bridge the gap from renewables to provide stable supplies of energy for longer than batteries can.
Part of the UK Government’s green industrial revolution launched last week is a £1 billion ($1.91b) energy innovation fund to help commercialise new low-carbon technologies. These include a liquid air battery being built by Highview Power outside Manchester.
Without storage it will be harder for countries to significantly reduce their use of gas and coal-fired power plants and decrease the harmful effects of climate change, from rising sea levels to extreme weather.
From battery technologies that use abundant raw materials to volcanic rocks, tanks full of liquid air and systems that lower weights down abandoned mine shafts, companies are racing to develop the next breakthrough that will unlock large-scale renewable energy by mid-century. It’s a quest backed by several prominent business leaders, including Microsoft founder Bill Gates and SoftBank’s Masayoshi Son.
“If we want full decarbonisation then all these technologies will be required,” says Rory McCarthy, an analyst at energy consultancy Wood Mackenzie. “But the scale of investment you need to make a dent on anything is billions of dollars.”
‘Zero inventory’
Every day, electricity grids must constantly match supply with demand — a feat that becomes much harder when you strip out coal and gas-fired plants that provide a reliable, steady supply of energy. Donald Sadoway, a Canadian chemistry professor at the Massachusetts Institute of Technology, likens the grid to the “world’s largest supply chain, with zero inventory”.
In the first quarter, renewables provided a record 47 per cent of the UK’s electricity. Yet that success created a problem just weeks later when energy demand fell by as much as 20 per cent after the first national coronavirus lockdown in March. The National Grid’s job becomes more difficult when electricity generation from renewables reaches about 50 per cent of the total — it needs the help of big spinning turbines of fossil fuel plants to moderate volatility in the system.
With demand falling, it meant the renewables share of the energy mix went above half and the engineers at theNnational Ggrid control centre were forced to perform a delicate balancing act, part of which involved increasing the use of storage — vindicating, say advocates, expansion of the technology.
It proved to be a test case for how the grid will look in the future, when there is a greater share of renewable energy, says Peter Kavanagh, chief executive of Harmony Energy, which provides power to the grid from six Tesla lithium-ion batteries in Poole on England’s south coast.
“Solar and wind are the cheapest form of generation in multiple countries, but you need that storage to make it work once you have got the renewable penetration to a certain size of your energy mix, like we saw during Covid,” he says. “Covid has. . . proven the business case [for battery storage] five years in advance.”
More than 97 per cent of the world’s storage of generated electricity is done by using the power to pump water up to a high reservoir and then releasing it, which drives a turbine to again create electricity, so-called “pumped hydro”. The reservoir of water acts as a way of storing energy. But these systems are challenged by geography and could be limited by increasing water scarcity in the future.
The advantage of lithium-ion batteries is that they can be placed anywhere and can provide power to the grid very quickly, as they do in electric cars. They can respond in milliseconds and generally provide up to four hours of storage, helping grids deal with sudden outages in electricity generation, but are less cost-effective in the longer term. In the UK, most large-scale lithium-ion batteries provide energy for 30-90 minutes.
And local residents such as King worry about their safety, after a spate of battery fires over the past few years. There were 33 fires at installations in South Korea between 2017 and 2018 alone, and there have been more in the UK and US.
Other approaches
Alternative technologies could enable safer storage of large amounts of energy for longer periods of time, which would allow even greater integration of wind and solar. But they need to be scaled up quickly to meet rising demand and become cost competitive.
In January, the California Energy Commission, the US state’s primary energy policy and planning agency, issued a call for long-duration energy storage — defined as providing energy for more than 10 hours — enough to store a day’s worth of solar energy for overnight use.
One of the winners of the tender was Invinity Energy Systems, a company
that uses large batteries based on vanadium, a raw material used by the steel industry to increase the metal’s strength. These so-called Redox flow batteries — first developed by Nasa in the 1970s — use large tanks of separately charged electrolytes to store energy, which makes it easier to expand capacity than conventional batteries.
Matt Harper, the company’s chief commercial officer, says vanadium batteries can store eight to 10 hours of renewable energy during the day and deploy it during peak demand, or overnight, helping to put a floor under power prices.
They are also “more likely to put out a fire than start one,” he says, because they use a water-based electrolyte. They also last longer than lithium-ion cells, and can go for 30 years.
In the centre of Dalian, northeast China, Rongke Power is building the world’s biggest vanadium battery.
At 800 megawatt-hours, it would be more than three times the size of the world’s largest lithium-ion battery installation in California.
It would help Liaoning province’s electricity grid better integrate wind power.
“We would not be allowed to install a large-scale lithium-ion battery in the city centre, [ due to safety concerns],” says Li Bin, Rongke’s marketing director. “The safety issues in lithium-ion batteries have not been solved.” Yet vanadium prices are highly volatile and surged to US$127 per kilogram in November 2018 before falling to US$25 a kg today, which could have an impact on the cost of production.
MIT’s professor Sadoway believes that technologies need to be based on more abundant materials than those used in lithium-ion and vanadium batteries, such as aluminium, sulphur, calcium and antimony. In 2005 he helped develop a liquid metal battery that uses calcium and antimony and a molten salt electrolyte. The company that developed it, Ambri, was backed from the beginning by Gates, who invested in it after watching Sadoway’s chemistry lectures online.
Ambri’s battery aims to store energy for longer than six hours and Sadoway believes that its cost can go below US$150 a kilowatt-hour when it is deployed at scale, which would make it cheaper than current lithium-ion systems. “We want to undercut lithiumion,” he says.
The company has yet to find a large commercial customer and Sadoway warns about the long timeline for developing new battery chemistries: “This is tough tech, it’s heavy industry, it’s not like writing code,” he says. “This is really hard.”
‘Stone age’ thinking
Others looking for storage options are avoiding batteries altogether and trying natural and physical solutions similar to pumped hydro — which can dispatch energy over a period of 20 hours — but without the need for natural reservoirs.
Outside the German city of Hamburg, a large grey concrete windowless building has the words “Welcome to the new stone age” written on the front in purple letters. The plant is run by Siemens Gamesa, the world’s second-largest wind turbine manufacturer, and uses 1000 tonnes of volcanic rock from Norway to store 130 MWh of energy in the form of heat, providing enough energy for about 3000 German households, or roughly 750 electric cars.
Electricity is used to first heat the volcanic rocks to at least 600C. The energy can be stored for up to a week, but the target is to dispatch power overnight. The system can be installed in coal-fired power plants that are closing and use their turbines, according to Hasan Oezdem, head of innovation projects at Siemens Gamesa.
“You can turn them into giant storage facilities,” he says. “The biggest utilities are looking desperately for a second life option as you can’t sell them — nobody is buying coal-fired power plants. We offer to keep it running with a green purpose.”
On the outskirts of Manchester, a similar project is taking shape at the site of a decommissioned power plant — using vessels of liquid air rather than volcanic rock. Highview Power broke ground on its 250 MWh plant at Trafford Energy Park in November after winning a £10 million grant from the UK Department for Business, Energy and Industrial Strategy.
“Lithium-ion is great technology, but it’s too small for the challenges the grid is seeing,” says Javier Cavada, the company’s chief executive. “The business model of long duration [storage] is to make sure all the wind and solar generation is utilised.”
Falling costs
Despite their various advantages, these technologies will find it hard to beat the manufacturing scale of lithium-ion, which has been driven by the surge of investment in electric cars over the past decade. The price of lithium-ion batteries fell 87 per cent in real terms between 2010 and last year, to about US$156/kWh, according to Bloomberg New Energy Finance.
That price is likely to fall further. Globally, battery installations for grid storage are set to rise to 741 gigawatthours by 2030, most of it lithium-ion, led by the US and China, according to
Wood Mackenzie. One GWh is enough to power 1 million homes for an hour.
In addition, hydrogen, which is produced through the electrolysis of water using electricity, could emerge as a competitive solution for storing energy for longer periods of time.
Hydrogen can be stored in underground caverns or depleted oil and gasfields.
Hive Energy, which is planning the Cleve Hill solar and storage site near Graveney, is deciding which technology to use for its battery but is likely to opt for lithium-ion, the company’s managing director Hugh Brennan says.
“It’s like trying to not buy an iPhone,” he says. “It’s also more profitable to provide short-term energy storage to take advantage of differing power prices.” The company plans to install at least 200 MWh of batteries, he says.
In Graveney, however, placards stand outside the church and alongside the road with pictures of gas masks and the slogan “No solar power plant!”
King and other residents say they are not against the expansion of renewable energy, but they hope that another storage technology will be used for the site.