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description: Solar learning curves, nuclear renaissance, fusion timelines, battery storage thresholds, grid integration, and the energy cost trajectories that activate every other physical-world industry
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type: moc
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---
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# energy systems
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Energy is the substrate of the physical world. Every manufacturing process, every robot, every space operation, every computation is ultimately energy-limited. Astra tracks energy through the same threshold economics lens applied to space: each cost crossing activates new industries, and the direction (cheap, clean, abundant) is derivable from human needs and physics even when the timing is not.
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The energy transition is undergoing multiple simultaneous phase transitions: solar generation costs have fallen 99% in four decades, battery storage is approaching the $100/kWh dispatchability threshold, nuclear is experiencing a demand-driven renaissance (AI datacenters, SMRs), and fusion remains the highest-stakes loonshot. The meta-pattern: energy transitions follow the same dynamics as launch cost transitions, with knowledge embodiment lag as the dominant timing error.
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## Solar & Renewables
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Solar's learning curve is the most successful cost reduction in energy history — from $76/W in 1977 to ~$0.03/W today. The generation cost problem is largely solved. The remaining challenge is intermittency and grid integration.
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*Claims to be added — domain is new.*
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## Energy Storage
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Battery costs below $100/kWh make renewables dispatchable, fundamentally changing grid economics. Lithium-ion dominates for daily cycling. Long-duration storage (>8 hours, seasonal) remains unsolved at scale.
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*Claims to be added.*
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## Nuclear & Fusion
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Nuclear fission provides firm baseload that renewables cannot — the question is whether construction costs can compete. SMRs may change the cost equation through factory manufacturing. Fusion (CFS, Helion) is the ultimate loonshot — ~$1-3/kg equivalent operating cost for launch infrastructure, limitless clean power for terrestrial grids. Timeline: 2040s at earliest for meaningful grid contribution.
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*Claims to be added.*
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## Grid Integration & System Economics
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The real challenge is not generation but integration — storage, transmission, demand flexibility, and permitting. Energy permitting timelines now exceed construction timelines, creating a governance gap analogous to space governance.
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*Claims to be added.*
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## Cross-Domain Connections
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- [[power is the binding constraint on all space operations because every capability from ISRU to manufacturing to life support is power-limited]] — energy as the root constraint on space development
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- [[Lofstrom loops convert launch economics from a propellant problem to an electricity problem at a theoretical operating cost of roughly 3 dollars per kg]] — the transition from propellant-limited to power-limited launch
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- [[knowledge embodiment lag means technology is available decades before organizations learn to use it optimally creating a productivity paradox]] — the electrification precedent: 30 years from availability to optimal use
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- [[the atoms-to-bits spectrum positions industries between defensible-but-linear and scalable-but-commoditizable with the sweet spot where physical data generation feeds software that scales independently]] — energy data (grid optimization, predictive maintenance) as atoms-to-bits sweet spot
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- [[attractor states provide gravitational reference points for capital allocation during structural industry change]] — energy attractor: cheap clean abundant, derived from physics + human needs
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Topics:
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- [[energy systems]]
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