Ember, a London-based energy think tank, has reported that falling battery costs combined with Mexico’s solar potential could supply 90% of the country’s electricity demand. The report stated that this level of generation could be achieved through solar and storage while maintaining only 6% excess supply. According to Ember, Mexico was projected to reach 45% clean electricity by 2030 with 36 GW of solar capacity and 30 GWh of storage. This expansion was expected to reduce gas imports by 20% and generate annual savings of $1.6 billion. Ember also said that a more ambitious pathway could involve 165 GW of solar and 500 GWh of storage. Under such a scenario, Mexico could eliminate reliance on US gas imports and raise the clean electricity share to 82%. The report emphasized that solar costs were 38% higher and storage nearly double global averages, making deployment 50% more expensive, while political, regulatory, and equity barriers added further challenges.
Ember links battery cost declines to Mexico’s solar expansion
With battery costs falling, Ember said Mexico could install 165 GW solar and 500 GWh storage, eliminate US gas imports, and increase clean electricity share to 82%.
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