I think sodium ion batteries will be the game changer in utility storage, like good-density (200 Wh/kg) LFP will for mass EV/PHEV electrification (sodium ion will help there too in hybrid batteries).
If we get sodium ion grid storage, another 50% drop in wind/solar utility LCOE, and residential solar gets on par with natural gas LCOE, and good-density LFP batteries deliver 100 mile PHEVs and 250-300 mile EVs in 10 years, then we might actually have a cslim hance of handling global warming
It isn't a solved problem, but there is already industrial scale deployments happening, and what that means is there is a massive market to chase and the ball is rolling fast. It's not like fusion where we are waiting on tech hurdles before the economics are even tackled.
Gas plants will have to do for flexing, much better than coal. It's not like politically they'll all get shutdown (I mean, they should or get a two year warning, but that won't happen).
I think residential solar should be vastly more subsidized. That way the solar that does get made doesn't have as much transmission losses through the grid, it gets used directly, but maybe I'm wrong about that.
I would also like a good synthetic fuels strategy that isn't a creep marketing conspiracy to keep fossil fuels business running (hydrogen "green/blue/gray" color BS falls into this category), that could handle aviation, long haul shipping, and home heating at at least carbon neutrality.
