Despite the Mizuno breakthrough, assuming it is real – the commercial baseline
power game has changed drastically in the past few years - all over the World.
Who woulda’ thunk it?
This PV story from last year and others like it - predicted the cost of solar
panels to drop below 25 cents per watt capacity by 2022 and the cost of
electricity to under 2 cents per kilowatt-hr for grid operators.
https://www.pv-magazine.com/2018/05/25/the-path-to-us0-015-kwh-solar-power-and-lower/
Actually – that prediction has already happened - way ahead of schedule and a
further drop is ongoing. Solar and wind are the lowest cost power option for
the grid now - and coal is deader than N Kelsey’s nuts, as they say … while
that despicable zombie - ITER should be even shuttered immediately in a sane
world. Why not close ALL of the wasteful hot fusion boondoggles and use the
cash to finance a few more Gigafactories instead? Batteries will rule for
some time especially if the Tesla/Maxwell hookup bears fruit.
Where does this ongoing sea-change in power cost leave LENR?
In two words: portable power. This market is not too shabby - even if you can
only get low penetration.
Automobiles and aerospace look to be the major emerging markets for LENR - and
the grid will further embrace wind and solar. Even home space heating will
probably move to heat pumps powered by Solar/wind electricity. The price of
palladium will skyrocket. These dynamics seem to be locked in place for the
next decade.
But hey… that reality is far from a bad thing – even for the LENR proponent.
Portable power is a trillion dollar market, and even if batteries charged by
solar/wind prevail in that market – there many excellent market niche’s for
LENR to thrive…
… assuming Mizuno is correct.
