Synthetic gasoline promises neutral emissions—but the math doesn’t work

E-fuels sound like a panacea, but there's not enough spare electricity to make them.

Ars Technica

@dagb #efuel that uses variable renewable power that we already have is just a shell game for increasing fossil fuel use. Unless it uses newly added VR energy, it can not be green.

So green #efuel intrinsically uses an #energy supply that we do not yet have. It must, in order to be green.

@BruceMcF We should stress energy effiency for #transport and other purposes. #efuel is not efficient.

@dagb The question is how effective it is for its core use case. At the extremley high capital cost of batteries for 4 cycles/year seasonal storage, efficiency wouldn't matter.

In a pedal to the metal low carbon transition, sometimes we will have to prioritize emissions reduction efficiency over energy efficiency.

So we should start w/the strongest use cases, not the weakest. ...

@dagb The logic of using abundant energy inefficiently but effectively does require that abundance: we should never apply that logic to biofuels, but we might apply it to wind energy & solar energy, where in many regions we can readily harvest more than is required for current uses.
...

@dagb

However, #efuels intrinsically cannot be the SOLE consumer of the "otherwise-redundant or non-economic" VRE ... the economics only work for it consuming a firmed share of that generation. (eg, steady consumption for 20hrs a day and turned off during the ducks belly).

As the cost of firming per kWh rises, there will be a point where some of that energy must go into some storage where the capital cost of the flow capacity is much lower, so it can be used as a flexible demand.

@BruceMcF This would not be nearly enough to cover any substantial demand. Also i am wondering what the 4 cycles/per seasonal storage which clearly is not a use case for batteries. Batteries will be used to flex power supply from energy sources we can't regulate on a very short term (hours).

@dagb The first choice for hourly storage down to spinning reserve may be pumped hydro, perhaps fixed cathode/anode batteries in the daily task alongside thermal, flow batteries and molten metal coming into the frame for weekly, and possibly seasonal, storage.

The stack on newly added generation would be:
[ efuel ]*
[ molten metal / flow batteries ]
[ fixed cathode/anode batteries ]
... with falling cost per kW capacity as you go down the priority & rising incremental cost per kWh capacity.
{*}

@dagb
{* Each contingent on the value of the energy storage being sufficient to help bring that quantity of new generation capacity online. So the ceiling on efuel may be the firm energy share of a VRE portfolio, but the effective demand for that efuel might not support the use of the entire firm energy share, making it more of a sideline to ongoing energy storage to meet seasonal energy peak demands.}