Not entirely. California now handles its peak using solar+storage quite effectively.
https://blog.gridstatus.io/caiso-solar-storage-spring-2025/
It's not entirely 1:1. CA has about 20GW of solar production, and the solar+storage together completely replace about 5GW of fossil capacity.
(But don't discount wind. Wind+solar combine pretty well, and if you throw that in, you'll see that CA is actually replacing about 10GW of fossil capacity with solar+storage+wind. That's _capacity_, not production, so that's 8GW of avoided plant construction.)
We still need more progress in storage, for sure, but the trajectory has been good so far. Storage prices have continued to drop and given the lag of construction times, we should expect online storage to continue to improve for at least several years. Another bit of battery coming online should let CA take that from 5 to 7GW of replaced peak capacity from solar+storage.
Exactly my point. Solar and Wind being intermittent require additional expense of grid storage which other forms of energy do not need.
So to scale, for each GW of solar, you’ll need a GW of storage plus the energy reserve to take through the night. Can’t rely on wind here as that’s also intermittent.
And grid storage is energy intensive and sets up twisted incentives for those playing to get rich with energy arbitrage. Think solar farm generators owning their own grid storage and reducing solar output to sell at higher $ from storage. Because, with intermittent sources pricing has to be more dynamic.
And why is dynamic pricing a bad thing? It aligns the incentives well.
Totally. Our local electric supplier just introduced it as an option and I love it - admitting that none of us here are normal people, I reprogrammed my thermostats to be a degree warmer during peak times, shifted when we run dishes and laundry, and I run some of the compute load off of UPS. (And I have a little solar). I'm saving about $30/month on my power bill with it. It's cool.
> twisted incentives for those playing to get rich with energy arbitrage
You're saying energy arbitrage doesn't happen right now?
> Think solar farm generators owning their own grid storage and reducing solar output to sell at higher $ from storage
If enough generators do that they'll drive down the price of power at night and increase the price of power in the daytime. This will incentivize the opposite behavior.