Prof Ray Wills

Try bringing coal-fired power to your village by boat or donkey #coal owned by companies #solar belongs to the peeps

@EVCurveFuturist Duration all comes down to economics AEMO is contracting 6 hour batteries now Will move to 8 hour batteries next year These will all be LFP as the price falls

I actually think LFP wins most of the market too. But duration still matters. A 2–4h battery and a 24h battery are very different economic problems. With LFP, longer duration still means adding more cells/modules/inverters. Flow separates power from energy storage, which changes the scaling curve for ultra long duration. Feels less like “winner takes all” and more like layered storage systems emerging.

Switzerland is building a 2.1 GWh flow battery. Enough to power ~210,000 homes for a day, or ~20,000 for 10 days. This isn’t short-term storage. It’s long-duration energy designed to stabilise renewables and replace fossil backup. Filling the gap LFP leaves open. System scales. This is where it gets interesting. Most grid batteries today are LFP. Cheap, fast, and perfect for 2–4 hour windows. Peak shaving, frequency control, short bursts. They’re the first layer. But they don’t scale well with time. Want 10 hours? You’re basically multiplying the battery. Costs stack fast. Flow flips that. 👉 Energy stored in liquid tanks 👉 Want more duration? Build bigger tanks 👉 No meaningful degradation Now the math. 👉 LFP: ~5,000–8,000 cycles, ~10–15 year life 👉 Flow: 20,000+ cycles, ~25–30 year life That’s ~3–4× more lifetime throughput. And it shows up in cost. 👉 LFP LCOE: ~18–28¢/kWh delivered 👉 Flow LCOE: ~11–17¢/kWh delivered Higher upfront, lower lifetime. LFP handles the spikes. Flow handles the depth. This is the depth is where fossil still lives. Night supply, multi-day gaps, low wind periods. This isn’t competing with lithium. It’s completing the system. Solve both layers and the grid changes: 👉 Intermittency stops mattering 👉 Gas peakers lose relevance 👉 Storage becomes infrastructure That’s the story. Not a battery. A system closing its final gap. newatlas.com/energy/switzer…

Germany has over 13.45 GW / 28 GWh BESS + ESS May 2026 2.7 GW / 5.4 GWh utility scale - ESS 76% of Germany's batteries are in homes (BESS) Global energy storage systems (ESS) totalled 275.3 GWh in 2025, a 61.3% increase from 2024 BESS + ESS shipments likely 800 GWh in 2026

@ShangguanJiewen China will go faster Every extra month of the World's 4th Oil Crisis will gain China 3-6 months of extra export growth and increase global share x.com/ProfRayWills/s…

China, by far, remains the world manufacturing superpower. The US is a distant second, and everyone else is behind them over the horizon. Those who make factories, make money. Real, material economic energy creates wealth and prosperity.

@Peter_Fitz @MikeCarlton01 I posted the same solar facts on two social media platforms: One sparked discussion, the other, disinformation. reneweconomy.com.au/i-posted-the-s… @renew_economy

Yup. Something happened to me in month after Musk took over ownership. Not sure if I was shadow-banned or muted or whatever it is, &I don't understand how it works. But I now actively have to search out people like you and @MikeCarlton01. I don't see the you at top of feed as B4

Terrible by design @PerthAirport still worst airport for drop off /pick up in Australia - traffic & conflict built in too much development around precinct no elevation separations between vehicles & passengers so departure / arrival forced conflict and delays for peeps & cars

@AssaadRazzouk China Foundation Effect India's acceleration to be celebrated, but it's enabled by China building the global solar manufacturing ecosystem that made cheap panels universally available India's deployment speed relies on China's manufacturing capability x.com/ProfRayWills/s…

Today, India’s solar and wind deployment per capita is 5.5x higher than China’s was at the same stage of development. India is peaking its coal use a full decade earlier in its development curve than China did >In 2025, India reached a GDP per capita of ~$10,000 (PPP). At that exact same wealth level (around the year 2010), China’s wind and solar generation was only 37 kWh per person. India is already at 205 kWh per person, literally 5.5 times higher >India reached a 5% solar share in its power mix at a GDP per capita level 3 times lower than China’s when it hit the same milestone >India already generates 33% more economic output per unit of energy than China did at the same stage of development

@AukeHoekstra I've recently started referring to "western economists disease": they don't believe what China say they will do in their 5 Year Plans, don't believe the data China reports as to what they actually did, and how much China is already changing the world x.com/ProfRayWills/s…

It's similar to a recent paper I wrote on how battery price developments are continuously underestimated by experts. The left graph shows how expert predictions for prices in 2030 get lower as time goes on. nature.com/articles/s4433…

Interesting new paper documents clearly how the IAEA has been overestimating the growth of nuclear time and time again. It's the inverse of what I've documented for solar and batteries. doi.org/10.1016/j.erss…

What a day! We just wrapped up the first ever climate case to be heard in the High Court of Australia, the country’s apex court. Johnson Legal proudly represented our brave clients Wendy and Tony and other Hunter Valley residents. climateinthecourts.com/high-court-of-…

@leRaffl China will go faster Every extra month of the World's 4th Oil Crisis will shave 6 months off your graph for China* And countries that don't build cars but buy cars from elsewhere (mostly China) will go faster *and nations with major supply of Chinese EVs theconversation.com/is-oil-king-ag…

🇨🇳 China - April 26 - BEV Trajectory 41.8% BEV 19.6% PHEV (of which 5.7%p were EREV) 38.6% ICE Trailing 12 months are: 33.7% BEV 20.6% PHEV (of which 5.3%p were EREV) 45.7% ICE Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Galler…

@AukeHoekstra Yes! And there hasn't been any data in the last decade that would suggest for otherwise for nukes Meanwhile, growth in total generation from now will be almost all from renewables And built by China theconversation.com/is-oil-king-ag…

@solarpapst @BMWE_ @focusonline @AfD @jensspahn Agreed - nukes have been in decline for a long time, despite the optimism Graph below - all growth from now on is just renewables and some more here parliament.vic.gov.au/496298/content… And this post from @AukeHoekstra x.com/AukeHoekstra/s…

Von einer Renaissance der Kernkraft nichts zu sehen, ihr Anteil sinkt weiter auf 8,9% und Erneuerbare boomen: 30,8% der Weltstromversorgung. Fossiler Anteil sinkt auf 57,4%, ab 2026 dürfte sogar der absolute Fossilbeitrag sinken.

More Battery Electric Trucks Take To Australian Roads cleantechnica.com/2026/05/10/mor…

@ryankatzrosene China's clean tech exports - global deployment driving global energy transition - solar and now batteries fastest energy tech adoption in human history x.com/ProfRayWills/s…

The world appears to be very keen to import Chinese solar panels right now (especially the US)

China now biggest player as electric cars surge and ICE-only sales slump in Australia x.com/ProfRayWills/s…

Is oil king again? According to some global analysts, China's clean tech exports were gonna fall and there'd be a slowdown in global deployment Anybody that's awake to the rapid energy transition not surprised Oil crisis made it faster theconversation.com/is-oil-king-ag… @ConversationEDU

If you want to do more than “cope” this winter, think in three layers: what you can change at home, what you can change in your community, and what you demand from politics @ProfRayWills @uwanews Prof @PeterNewmanCUSP @CurtinUni Alan Pears @RMIT

#Winter exposes the weak points in #Australia’s homes: leaky rentals, inefficient heaters, #expensive tariffs and long #car commutes. Here is what you can change.. reneweconomy.com.au/winter-can-bri…

@GeoffreyLean More than that - technically, you can build Li‑ion systems at 12, 24 hours simply by increasing the energy component relative to power (more MWh per MW); the main constraints are CapEx per kWh, financing, and siting A 1GW / 24GWh battery won't be price restricted in 2030

Battery storage can now enable wind and solar to produce continuous power at an economic price, reports an international agency. The old intermittency objection to renewables is losing its validity. euronews.com/2026/05/08/rou…

@johnrhanger Here's some detail - and some excellent graphs Oh, and a linked story! x.com/ProfRayWills/s…

When will EV sales reach 50% of Australia's market? EV share in Australia's market more than triples from 8.1% in April 2024 to 27.6% in April 2026. April 2024: 8.1% April 2025: 9.8% April 2026: 27.6% Chinese EVs are in Australia. 2028? zecar.com/reviews/april-…