Ice Thermal Energy Storage landscape
US
Energy Storage Market Size
Forecast

Current cost of BTM ESS

$950 per kWh

(Q4 2017) 

(Source) 

Lets start with California

(Source)
15 GW for CA only
(~60GWh)

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

(Link)
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)
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

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
https://www.lazard.com/media/450338/lazard-levelized-cost-of-storage-version-30.pdf
Estimated future CapEx cost
1 kWh =  $250 
1 MWh = $250K
1 GWh = $250M
Competitive landscape

Lazard 2018 projection BTM commercial ESS At $630 per kWh

 China peak demand forecast growth
OSTI.GOV about CALMAC
A MUST see Webinar
This
2017 US storage review
Can you recycle it???
Climate change is driving cooling demands to the peak
http://iogest.com:3000/dashboard/snapshot/tzVfC9RQo9Dp9p0d5KitweaApQSo5Hr2
https://qz.com/1224296/california-is-taking-a-cooling-off-period-after-generating-too-much-energy-from-the-sun/
https://d3v6gwebjc7bm7.cloudfront.net/event/16/70/23/2/rt/1/documents/resourceList1527266809539/doosanwhtpprutilityintegratedenergystorage9251721527266851332.pdf
https://www.greentechmedia.com/articles/read/ice-energy-got-40-million-from-an-infrastructure-fund-but-aims-for-hundreds#gs.GsY4DiA


https://www.greentechmedia.com/articles/read/axiom-exergy-closes-series-a-for-grocery-store-thermal-storage#gs.vHpwPaw
Investments &Acquisitions
http://www.trane.com/commercial/north-america/us/en/about-us/newsroom/press-releases/trane-acquires-calmac--corporation---a-leading-energy-storage-co.html


You've gotta see this slideshow

Temps rise, records fall: Things to know about the heat wave
https://www.forbes.com/sites/joshuarhodes/2018/07/19/texas-electric-grid-sets-new-system-wide-all-time-peak-demand-record-twice/#6c344fb51521
https://www.nytimes.com/interactive/2018/08/30/climate/how-much-hotter-is-your-hometown.html