The most underreported part of this story is the battery piece at the end. Batteries are beginning to displace natural gas in evening peak hours - that's the exact window where solar critics have long argued renewables fall short. If this trend accelerates (and battery prices are dropping faster than most models predicted), the "intermittency problem" starts looking more like a solvable engineering challenge than a fundamental barrier.
The next milestone to watch: when battery-backed solar becomes cheaper than gas peakers for evening demand across most of Europe. We might be closer than people think.
The next milestone to watch: when battery-backed solar becomes cheaper than gas peakers for evening demand across most of Europe. We might be closer than people think.