I think his super capacitor thing and the lithium talk down is not very solid.
But the point he is making is that the 80% renewable (that's what I remember from the piece) by 2030 is not possible with current storage capabilities and growth path. It's only 5 years...
And storage for grid is NOT a solved problem. Storage in any good quantity is not a solved problem, see the r&d investment mentioned earlier..
IF the storage that we have now is both technically sufficient AND so at reasonable cost, we're good. But it's not. As evidenced by the roll out that lags behind what is needed for the stages to actually work, and by the fact that people who know better than two arguing physicists are doing r&d, starting companies, and investing.
Anything that's being prototyped now won't make a dent towards the goal at 2030.
Google seems to think the goal is 70% renewables by 2030, and 100% 'carbon free' by 2040. (that is, the 100% 2040 goal includes contributions from legacy nukes).
The future is clean electricity. Learn how NYSERDA is driving renewable energy development for a resilient, clean energy future.
www.nyserda.ny.gov
Also, it appears that NYS was 30% renewable (mostly hydro) in 2022. And 25% nukes.
So the effort is
nominally to add roughly 40% solar and wind energy to the NYS grid in 8 years. (But only 40-25%=15% if the 2030 goalposts are moved to 'carbon free' rather than renewable, to match the 2040 goals).
Given growth in deployment and falling costs, most of that installation will be in the final few years.
So, the stated 40% goal would be large by 2030, but it would actually put the state within spitting distance of the 2040 goal (which requires 45% renewables + whatever nuke retirements happenn before then).
Reading this, it seems very likely that the
goalposts will be moved., to 70% carbon free by 2030, and 100% carbon free by 2040. This will require 15-20% Solar and Wind additions by 2030, and 40-45% SWB by 2040.
The storage needs for this plan are modest before 2030, because adding 15-20% solar and wind requires little storage, especially if some of that is high CF offshore. Shipping in more hydro from out of state also drops the solar fraction needed.
You can cry foul if you want, but this is how public policy goals work, like the famous phasing out of incandescents. An ambitious goal is set, and if it is met, then great. If not, then move the goalposts. When CFL uptake lagged, the govt didn't make us all sit in the dark.
As it is, it seems that in 2022 NYS was already 55% carbon free electricity. A plan to increase that to 70% by 2030 ( a measly 15%) would not be sexy. So it was stated in this goofy way to increase renewables by a huge fraction. But the policy goal is to get to 100% carbon free by 2040. And that only requires 45% SWB be added in the next 16 years. This SWB adoption rate is conservative relative to RMI and Seba projections.
16 years is a long time. 16 years ago, there were no lithium powered EVs, nor grid batteries at all. And honestly, if the 2030 goals are met in 2034 and the 2040 goals in 2045... I would still call that a success.
All of the above, ofc ignores the effect of 'electrify everything', which will grow electrical demand and require a lot more SWB that 15% before 2030 and 45% by 2040. But I personally doubt that homeowners and industry will do much electrification before 2030, and its unclear how much by 2040. On the other hand, it also omits improvements to efficiency reducing demand.