Ice Thermal Energy Storage landscape
The Solar dilemma
Energy Storage Market Size

Current cost of BTM ESS

$950 per kWh

(Q4 2017) 


Lets start with California

15 GW for CA only
The Nantucket case study (How to invest $3M instead of $75M)
(How to invest $3M instead of $75M)
You can't add more solar
without adding storage
Axiom A round ($7.6M) was led by Shell
Calmac was acquired by Trane

So what is the cumulative  US peak demand? 770 GW (!!)

35-45% of the electricity demand at times of peak demand is driven by cooling systems requirements.
The US DOE shows that: Total power rate of operational energy storage systems:  
195105 MW (1726 projects)

The US DOE shows that:
Total power rate of operational Ice TES (Thermal Energy Storage) systems worldwide: 103 MW (130 projects)
Energy demand for cooling is about to double until 2050 (link)
Image result for shell
Shell (among other giants) is moving strongly towards involvement in the distributed energy arena (link)

78% of the world population lives beneath latitudes 45˚N to 30˚ South, which mean that their peak demand is heavily subjected to cooling demands through mid-days of the summer season
Lets try to check the ratio between CA peak demand (50 GW) to the forecasted storage needs (15 GW) - 30%

The total needed storage for the US market is 30% of 770 GW or

0.3*771=231 GW

Energy efficiency of ice making might surprise you (Source)

Which is about 1000 GWh for the US market at 2030-40

How much storage is needed for the whole US market till 2030-40?

Today Capex cost
1 kWh =  $950 
1 MWh = $950K
1 GWh = $950M
Estimated market size of
$250B for 1000 GWh
at 2030-2040
The economics of Energy storage
Estimated future CapEx cost
1 kWh =  $250 
1 MWh = $250K
1 GWh = $250M
CESA 2017 report
Competitive landscape

CLazard 2018 projection BTM commercial ESS At $630 per kWh