The 2,200 GWh of batteries produced in 2025 amounts to a bit under 3 days of California's average 750GWh daily electricity consumption, not 4 days. And more broadly, I'm not sure how pointing out that a year's worth of global battery production amounts to just 3 days of one US state's electricity demand is supposed to demonstrate that battery storage is feasible.
To put this in perspective, global daily electricity demand is 60,000 GWh. Of the ~2,200 GWh of batteries produced in 2025, only ~300 GWh was used for grid storage. Most of it went to EVs.
Battery production costs are already dominated by the cost of anode and cathode material. The bottleneck is resource extraction. And the nature of scaling resource extraction is that the easiest-to-exploit reserves are extracted first, and increasing producing involves reaching for the more and more difficult to access reserves.
Even if production continues to rise, any serious investment into battery grid storage will delay EV adoption as batteries are diverted to grid storage instead of EVs.
It was pointing out that the comment making off-the-wall requirements of battery storage was already not aware of the order of magnitude of existing batteries.
You don't know the exact
> To put this in perspective, global daily electricity demand is 60,000 GWh. Of the ~2,200 GWh of batteries produced in 2025, only ~300 GWh was used for grid storage. Most of it went to EVs.
What's your implication here? If you are trying to say this means that batteries can never scale, it's certainly not making that point. Even the distinction between grid and EVs is immaterial, because where do EVs get their power? The grid. That's all flexible demand, that can be shifted a huge amount.
> Battery production costs are already dominated by the cost of anode and cathode material. The bottleneck is resource extraction. And the nature of scaling resource extraction is that the easiest-to-exploit reserves are extracted first, and increasing producing involves reaching for the more and more difficult to access reserves.
The implication seems to be that batteries will get more expensive at some point. Perhaps. Or more chemistries will be discovered or used. Lithium got very expensive for a short while, then cheap. The cure for high prices is high prices, because unlike oil there are tons of substitutions available for all aspects of batteries.
Unlike oil, we are in the early days of discovery for battery materials, because we never looked for them before. Just recently fracking in the southeast quarter of the US turned out to be producing a fair amount of lithium, which nobody had bothered to even investigate before.
Batteries are a new technology, not an old technology like oil, and the dynamics are far different. One can't simply recycle reasoning that applies in oil without examining the first princiles.
> Even if production continues to rise, any serious investment into battery grid storage will delay EV adoption as batteries are diverted to grid storage instead of EVs.
"Even if" is a preposterous thing to say, of course it will!
EVs are higher value destination for grid batteries, so more batteries will go towards that right now. And as long as there might be "diversion" as you say, there is need for more production capacity, and production capacity will expand.
Such as? Is your proposal that we use lead acid batteries instead of lithium based batteries? Those have much shorter lifespans, which drives up cost. Sodium batteries? 9 GWh of sodium batteries were shipped in 2025.
To be blunt, you're just hand waving away the massive disparity in scale between battery production and the storage demands of a predominantly wind and solar grid.
We’re seeing the Cambrian explosion of battery technology. From early BEVs utilizing the highest performance to even deliver a viable product to a plethora of options depending on your use case.
https://www.pv-magazine.com/2026/02/25/google-to-deploy-worl...
Wasting trillions of tax money and decades of opportunity cost on new built nuclear handouts is extremely shortsighted.
Of course, there's no guarantee that any of those fission ideas will actually pan out. Likewise with these battery chemistries. Investing loads of money into intermittent sources with just the hope that some future battery chemistry will solve storage at grid scale is not what I'd call a wise plan.
https://www.eia.gov/todayinenergy/detail.php?id=67205
Anybody who over the past few decades has been saying that we could not deploy batteries on a massive scale needs to reevaluate their bad assumptions, because they are wrong, and moreover we should not trust any of their current assessments until they can reconcile what they got wrong. The tech curves of batteries have been clear for decades, this tech development should not have been unexpected.
* The USA uses 12,000 GWh of electricity per day
* The world uses 60,000 GWh of electricity per day.
* Global battery production in 2025 was ~1,600 GWh, of which 300 GWh was used for grid storage [1].
At our present production rates, it'll take 100 years to provision 12 hours worth of storage at 300 GWh per year. Batter production is set to increase to 6.8 TWh per year [2], but only 12% of that is predicted to go to grid storage, or about 800 GWh per year. Even at 2035 rates, we're looking at 37 years of production to fill 12 hours of storage (12 hour of electricity storage for 2025 electricity demand rates, which will be higher in 2035).
Yes, batteries are being deployed at a massive scale today. But electricity generation is on an even more massive scale that dwarfs battery production rates.
1. https://source.benchmarkminerals.com/article/global-lithium-...
2. https://www.mckinsey.com/features/mckinsey-center-for-future...
Mmmhmm, grid scale deployment is not grid scale now? You are redefining terms, which means you don't work in the field and are not at all familiar with the field, yet you make broad and sweep proclamations of incredulity that have no factual backing, and we are supposed to trust you purely on judgement?
You cite last year's deployment rate, without noting a massive increase in planned deployments for this year. You neglect to cite the year before it, which was much smaller. You looking at a puck headed to the goal, under a continuous accelerant force, and saying, "the puck is here, therefore it will never hit the goal." That's a ridiculous thing to assert, because you don't hold that afactual standard for any other technology, just batteries, yet seem to understand that all other technologies have continually changing amounts of producition.
BTW, your link is "demand" and disagrees with most other sources.
> At our present production rates
That kind of says it all, doesn't it? You think that present production rates are indicative of future production rates, which is an insane statement.
If nuclear has 0 GW new this year, how do you think it could ever get to 2GW/year, right?
You have no reasons for these strange beliefs that defy data and trends, you just assert incredulity. It's completely irrational.
I'm not expecting readers to trust me purely on judgement, I'm expecting them to do the math and realize that battery storage deployment and electricity demand are multiple orders of magnitude off, even with the projected increases in battery projection.
> That kind of says it all, doesn't it? You think that present production rates are indicative of future production rates, which is an insane statement.
Again, I did cite the projected production figures for 2035. Did you miss that part?
Battery technology seems like a proven technology to me?
What's the annual production figures for iron air batteries, flow batteries, etc.? Sodium batteries are at 9 GWh delivered in 2025. Google tells me that flow battery capacity is 500 MWh to 1 GWh, but doesn't provide any figures on actual production deliveries (production capacity is not the same as actual delivered production). There are no iron air battery facilities currently in production, with the earliest plant trying to open in 2028 with 500 MWh per year annual production.
None of your suggestions are remotely close to operating at grid scale, and there is zero guarantee that any of them will prove more feasible than lithium based battery chemistry.
Meanwhile, the statement that "fusion has been achieved in a lab" is optimism and wishful thinking beyond words. What energy return did that get? What was the cost? When will there be GE of generation, mic less basic safety engineering?
Those who advocate against the shipping reality of batteries, and moreover assume that they will get more expensive, are not using numerical thinking and are not thinking like scientists, engineers, or technologists. They are merely rooting for a tech like a sports team. Nuclear does not need any more fans, it needs engineers and scientists that can achieve some sort of radical breakthrough that makes it a desirable tech.
You're inventing a straw man that's easier for you to attack.
No goalposts are being moved. My point was, and still is, that batteries do not presently scale sufficiently to make a predominantly wind and solar grid feasible, and our current projections even a decade out do not see them scale to that point either.
We don't know if some breakthrough in battery chemistry will make it scale. Could such a breakthrough transpire? Sure. But will it happen? We don't know. And thus we should not gamble massive infrastructure spending on the assumption that this breakthrough will happen.
What’s the source on this? I just googled it, and the sources I see are saying 5TWh by 2036, with increasing supply chain risks over time…
https://finance.yahoo.com/news/global-lithium-ion-battery-ca...
https://www.iea.org/commentaries/global-battery-markets-are-...
I heard the projection on a podcast from a battery builder (maybe Form Energy's CEO?) in 2021 that we were at 200-300 GWh in 2021, and would have 2-3 TWh 2026, and 20-30 TWh in 2031. His "naive" prediction was correct, all the other projections have been flat wrong.
Another example, sci fi author Ramez Naam in 2020 reviewed his prior projections from 2011 and 2015 here:
https://www.rameznaam.com/p/solars-future-is-insanely-cheap-...