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#Bess

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forbes.com/sites/kensilverstei

1GW baseload power from solar and batteries. Build should take about 2 years (solar + batteries have excellent project predictability). Cost is $6 billion but with that lead time and confidence, the loan costs will be quite low (even lower if tranches come on line sooner).

With the plummeting costs of BESS particularly I think this will be the first of many.

ForbesMasdar’s Solar-Plus-Battery Project Will Redefine Reliable EnergyMasdar is building the largest solar-plus-battery project worldwide—one that will run 24 hours a day, dispelling the central criticism of wind and solar.

China battery exports were 144GWh in the first 5 months of 2025 (of which only 3.4 GWh were destined for the USA). So we are probably looking at exports of 350GWh in 2025.

Year on year growth was 436%. It won't take many of those before they are exporting 1TWh / year.

A steady price of < USD 40/kWh by 2030 is looking pretty plausible right now.