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Over 10,000 tracking heliostats focus solar energy at the receiver on the 640-foot power tower at the Crescent Dunes Solar Thermal Facility in Nevada. The facility is representative of concentrating solar power modeled in the Annual Technology Baseline. Photo by Dennis Schroeder, NREL.

Article courtesy of NREL.

One of the challenges of aggregating energy data from different sources into studies is knowing whether the data uses consistent assumptions. The Annual Technology Baseline (ATB) resolves this challenge by creating consistent assumptions across all electric generation technology cost and performance data.

The ATB integrates current and projected data for electricity-generation technologies into one user-friendly tool. It is led by the National Renewable Energy Laboratory (NREL), assembled by a team of analysts from the U.S. Department of Energy’s national laboratories and sponsored by the U.S. Department of Energy (DOE). Each year, new data are released, and the 2021 update of the electricity-sector ATB came out in July.

All renewable energy technologies are represented in the ATB. In this Q&A, solar power technology leads and NREL analysts—David Feldman, Chad Augustine, Parthiv Kurup, and Craig Turchi—share their insight on why the ATB is unique and what is new in terms of solar photovoltaics (PV) and concentrating solar power (CSP) in the 2021 update, including new technologies, expanded financial data, and better interoperability with other models.

Does any other resource like the ATB exist?

The ATB was created because there was no existing database with the level of nuance on technology innovation that energy analysts need. As a national laboratory dedicated specifically to renewable energy, NREL partners with Oak Ridge National Laboratory to dive into those nuances for renewable generation technologies. Without the ATB, analysts would have to seek out data in many places and are likely to have inconsistent assumptions.

How does NREL build the data each year?

We compile data from literature and expert surveys, studies, and industry partnerships.

Who are the primary ATB users?

The ATB is for any analyst out there who is trying to model the electric grid, or individual technologies, in the United States or internationally. We get questions from analysts all over the country and the world who want to use this data.

What cost and performance metrics are offered for solar technologies in the ATB?

We report upfront costs, operating costs, system performance, and financing costs for most technologies over a 30-year period. These values are used to calculate a levelized cost of energy (LCOE). Note that, while LCOE is an important metric of comparison between electricity generation technologies, there are other factors, such as the value of the energy, which must also be considered.

Today’s representative CSP technology for the ATB is the molten salt power tower with two-tank thermal energy storage, which drives a Rankine steam cycle. This utilizes molten sodium and potassium nitrate as the heat transfer fluid and the storage media.

How is solar data in the ATB used at NREL?

The solar data goes into NREL’s Standard Scenarios—a suite of forward-looking scenarios of the U.S. power sector to 2050 that are updated annually to support and inform energy analysis—but also any analysis done with the Regional Energy Deployment System (ReEDS) model, as well as many other NREL models.

ReEDS is NREL’s capacity deployment model that is used in many high-impact studies across the laboratory, currently including the Storage Futures Study and upcoming Solar Futures Study.

In the past, solar ATB data has been used in the SunShot 2030, Geothermal Vision Study, and Wind Vision Study. Truly, any sort of big study that NREL does with ReEDS uses ATB as the foundational model input for PV, CSP, and all technologies.

In additional to NREL use, have you seen it used outside of the lab?

Absolutely. Recently, the California Energy Commission and Cal ISO [California System Operator] commissioned modelers to look at the future of their grid. They utilized the ATB for their model inputs to understand impacts of policy with high renewables deployment.

Internationally, organizations like the energy department in Chile have utilized the ATB costs in their scenarios and come to us asking about costs in the market as a validation.

Are there any new features or developments related to solar in the 2021 update?

This year we made the exciting linkage between the ATB and NREL’s System Advisor Model (SAM) so that the costs of the representative CSP plant at the starting point of the projections, or the baseline, are reflected in the SAM model. With this development, people can now dive deep into our assumptions for how we came up with that assessment, down to the number of heliostats. From there, users can change the assumption as they think it should be or customize for their systems like longer storage times or more efficient technologies.

For both PV and CSP, we’ve expanded our resource classes so we have larger representation of how these systems will perform throughout the United States. We also do a better job this year of representing the ongoing operating costs of PV systems, including five new cost categories. That’s a big improvement.

We also added cost and performance metrics for PV-plus-battery storage. Previously, we only had separate PV and battery storage costs, but there is an ever-growing number of PV systems that are coupled with battery storage in the United States. We’re excited to include costs for those systems this year.

What are some trends that you’ve seen over the years in the ATB in terms of cost and performance of solar technologies?

Generally, performance has increased, and cost has decreased, dramatically for PV and overall in CSP. The ATB has shown us there are several paths forward for continued price reduction. In the Standard Scenarios studies, you can see that when price decreases, renewable energy can become a significantly larger share of U.S. electricity generation. When that happens, there is also a lot of opportunity for greater deployment of storage technologies.

Moving forward, how will you continue to improve the ATB?

The DOE recently made a down-selection of what they believe to be the next generation of CSP technologies as part of their Gen3 program, so going forward we would like to see those captured in the ATB with the same fidelity of modeling as the current technologies.

We’d also like to continue to watch the market for PV-plus-battery storage and how those systems are designed and operated to accurately reflect them in the ATB.

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IONNA and Casey’s to bring more fast charging to the US Midwest

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IONNA and Casey’s to bring more fast charging to the US Midwest

Charging network IONNA is partnering with Casey’s, one of the US’s largest convenience store and pizza chains, to bring DC fast charging to EV drivers across the Midwest.

Starting this year, Casey’s customers can plug into IONNA’s 400 kW charging stations while grabbing a slice or stocking up on road-trip essentials. Eight “Rechargeries” are already under construction in six states and are expected to open in 2025:

  • Little Rock, Arkansas
  • Vernon Hills, Illinois
  • McHenry, Illinois
  • Terre Haute, Indiana
  • Parkville, Missouri
  • Kearney, Missouri
  • Blackwell, Oklahoma
  • Waco, Texas

The Casey’s deal pushes IONNA past 900 charging bays in construction or operation — more than double what it had just three months ago. IONNA says the partnership will “expand,” but doesn’t provide specifics.

“This partnership with Casey’s is key to expanding our presence in America’s heartland,” said IONNA CEO Seth Cutler. “With a shared respect and commitment to delivering quality customer experience, we are pleased to add Casey’s to our growing network of partners.”

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IONNA is a joint venture backed by eight of the world’s biggest automakers – BMW, General Motors, Honda, Hyundai, Kia, Mercedes-Benz, Stellantis, and Toyota – working to rapidly scale a DC fast-charging network in the US.

Read more: Wawa is getting ultra-fast EV chargers from IONNA


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Google and Anthropic announce cloud deal worth tens of billions of dollars

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Google and Anthropic announce cloud deal worth tens of billions of dollars

Google, Anthropic agree to cloud deal worth tens of billions of dollars

Anthropic and Google officially announced their cloud partnership Thursday, a deal that gives the artificial intelligence company access to up to one million of Google’s custom-designed Tensor Processing Units, or TPUs.

The deal, which is worth tens of billions of dollars, is the company’s largest TPU commitment yet and is expected to bring well over a gigawatt of AI compute capacity online in 2026.

Industry estimates peg the cost of a 1-gigawatt data center at around $50 billion, with roughly $35 billion of that typically allocated to chips.

While competitors tout even loftier projections — OpenAI’s 33-gigawatt “Stargate” chief among them — Anthropic’s move is a quiet power play rooted in execution, not spectacle.

Founded by former OpenAI researchers, the company has deliberately adopted a slower, steadier ethos, one that is efficient, diversified, and laser-focused on the enterprise market.

Anthropic launches Claude Sonnet 4.5, its latest AI model

A key to Anthropic’s infrastructure strategy is its multi-cloud architecture.

The company’s Claude family of language models runs across Google’s TPUs, Amazon’s custom Trainium chips, and Nvidia’s GPUs, with each platform assigned to specialized workloads like training, inference, and research.

Google said the TPUs offer Anthropic “strong price-performance and efficiency.”

“Anthropic and Google have a longstanding partnership and this latest expansion will help us continue to grow the compute we need to define the frontier of AI,” said Anthropic CFO Krishna Rao in a release.

Anthropic’s ability to spread workloads across vendors lets it fine-tune for price, performance, and power constraints.

According to a person familiar with the company’s infrastructure strategy, every dollar of compute stretches further under this model than those locked into single-vendor architectures.

Google, for its part, is leaning into the partnership.

“Anthropic’s choice to significantly expand its usage of TPUs reflects the strong price-performance and efficiency its teams have seen with TPUs for several years,” said Google Cloud CEO Thomas Kurian in a release, touting the company’s seventh-generation “Ironwood” accelerator as part of a maturing portfolio.

Anthropic takes a page from Palantir as AI battle with OpenAI goes global

Claude’s breakneck revenue growth

Anthropic’s escalating compute demand reflects its explosive business growth.

The company’s annual revenue run rate is now approaching $7 billion, and Claude powers more than 300,000 businesses — a staggering 300× increase over the past two years. The number of large customers, each contributing more than $100,000 in run-rate revenue, has grown nearly sevenfold in the past year.

Claude Code, the company’s agentic coding assistant, generated $500 million in annualized revenue within just two months of launch, which Anthropic claims makes it the “fastest-growing product” in history.

While Google is powering Anthropic’s next phase of compute expansion, Amazon remains its most deeply embedded partner.

The retail and cloud giant has invested $8 billion in Anthropic to date, more than double Google’s confirmed $3 billion in equity.

Still, AWS is considered Anthropic’s chief cloud provider, making its influence structural and not just financial.

Its custom-built supercomputer for Claude, known as Project Rainier, runs on Amazon’s Trainium 2 chips. That shift matters not just for speed, but for cost: Trainium avoids the premium margins of other chips, enabling more compute per dollar spent.

AWS outage ripples across internet, puts pressure on Amazon ahead of earnings

Wall Street is already seeing results.

Rothschild & Co Redburn analyst Alex Haissl estimated that Anthropic added one to two percentage points to AWS’s growth in last year’s fourth quarter and this year’s first, with its contribution expected to exceed five points in the second half of 2025.

Wedbush’s Scott Devitt previously told CNBC that once Claude becomes a default tool for enterprise developers, that usage flows directly into AWS revenue — a dynamic he believes will drive AWS growth for “many, many years.”

Google, meanwhile, continues to play a pivotal role. In January, the company agreed to a new $1 billion investment in Anthropic, adding to its previous $2 billion and 10% equity stake.

Critically, Anthropic’s multicloud approach proved resilient during Monday’s AWS outage, which did not impact Claude thanks to its diversified architecture.

Still, Anthropic isn’t playing favorites. The company maintains control over model weights, pricing, and customer data — and has no exclusivity with any cloud provider. That neutral stance could prove key as competition among hyperscalers intensifies.

WATCH: Anthropic’s Mike Krieger on new model release and the race to build real-world AI agents

Anthropic’s Mike Krieger on new model release and the race to build real-world AI agents

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JB Straubel’s Redwood snags $350M to deploy more US-made battery storage

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JB Straubel’s Redwood snags 0M to deploy more US-made battery storage

Redwood Materials, founded by former Tesla CTO and cofounder JB Straubel, has raised $350 million in new funding to scale its US-made battery storage systems and critical materials operations. The company is ramping up to meet surging demand from AI data centers and the clean energy sector.

The oversubscribed Series E round was led by Eclipse, with participation from NVentures, NVIDIA’s venture capital arm, and other new strategic investors.

As global supplies tighten, the US is racing to secure domestic production of critical materials like lithium, nickel, cobalt, and copper. In July, Redwood and GM signed a non-binding memorandum of understanding to turn new and second-life GM batteries into energy storage systems. Redwood launched a new venture in June called Redwood Energy that repurposes both new and used EV battery packs into fast and cost-effective energy storage systems.

Redwood says large-scale battery storage is the fastest and most scalable way to enable new AI data center rollout while unlocking stranded generation capacity and stabilizing the grid. Battery storage also helps industrial facilities electrify and balance renewable energy output. The company aims to deliver a new generation of affordable, US-built energy storage systems designed to serve the grid, heavy industry, and AI data centers, reducing dependence on imported Lithium Iron Phosphate batteries.

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Redwood will use the new capital to expand energy storage deployments, refining and materials production capacity, and its engineering and operations teams.

Read more: Redwood is repurposing GM’s EV batteries into energy storage


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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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