battery.mom presents
The Long Sunrise
From the first fire to cheap solar — half a million years, and the century that changes it. Every number sourced. Every prediction dated.
Fire — Half a Million Years of Tending
the hearth — a fire pit, anywhere on Earth
It begins with a fire that dies if no one feeds it. For half a million years, that was all the power we had.
A human body uses about a hundred watts — roughly a bright light bulb. That was our limit: our own muscles, then animals, then wind and falling water. For hundreds of generations, that limit barely changed.
How much energy you had shaped everything — how long you lived, what you could build, whether night belonged to you. Light was not a small comfort. Light was wealth.
power used by one human body — about a bright light bulb
of work to buy one hour of reading light — at an early fire (Nordhaus)
more light from one hour of work today — than in ancient Babylon
Combustion — Borrowed Sunlight
the hearth — the mill towns — Manchester 1850, Pittsburgh 1920, Shenzhen 1995
Then we learned to burn old sunlight.
Coal, oil, and gas are sunlight that fell on plants long before people existed — buried underground, then burned a million times faster than it formed. In about two hundred years, energy use per person rose roughly ten times. The small fire became a furnace. The same picture appeared on three continents: smoke over the roofs, and under the smoke, people living better than anyone before them.
The cost showed up in the air. Carbon dioxide is now 432 parts per million, and still rising. Even so, rich countries began to need less energy per person. In the United States the peak was 1979; use has fallen 15–20% since, while the economy doubled. What people wanted was never the fuel itself. It was cold food, a bright page, a heavy load moved. Getting more life from less fuel is progress too.
more energy per person, in two centuries
carbon dioxide in the air today — still rising
US energy use per person peaked — the economy has doubled since
The False Dawn
the hearth — three broken promises, then one close to home
“Too cheap to meter,” they said of nuclear power in 1954.
It did not work out that way. The more nuclear plants the world built, the more each one cost — about three times higher as more were built (Grubler, 2010). The cost of sending a kilogram into space stayed flat for forty years. Concorde was sold as the future of flight. It ended in a museum.
A closer heartbreak: Vietnam in 2020. In one year the country added about 9 GW of rooftop solar — among the fastest build-outs anywhere. Then the payment that rewarded solar power ended. The boom stopped almost overnight. Panels sat underused. Installers lost their work.
Hold onto this when the next chapters feel certain. Fast growth is not a guarantee. Things we stamp out in factories, again and again, tend to get cheaper. Huge one-of-a-kind projects, built on site under thick rules, often do not. Nothing later in this story happens by itself.
Same chart, two outcomes
Vertical axis is cost — high at the top, cheap at the bottom. Horizontal is time, as more was built. Not to scale; the shape is the lesson.
- Solar panels — ~20% cheaper each time output doubled
- Batteries — ~18–19% cheaper per doubling
- LED lights — same pattern — factory-made, repeated
- Nuclear plants — cost rose ~3× as more were built
- Space launch — price froze ~40 years (1970–2010)
- Concorde — the “future of flight” → museum
The Sun, Direct — The Measured Revolution
the hearth — rooftops, everywhere at once
First light. From here, we stop guessing. We measure.
A solar panel cost $76 per watt in 1977. In 2025 it costs about nine cents. A battery pack cost $7,500 per kilowatt-hour in 1991. By late 2025 the pack price was $108 (BNEF) — and the cheapest packs near $50. At those prices a roof is not only shelter. It can make electricity.
The first terawatt of solar took about 68 years. The third took about 1.3 years.
In 2025 the world added 647 GW of solar. The new electricity that came with it was the largest one-year jump from any power source in history. For the first time, wind and solar together made more of the world’s electricity than coal.
Here is the hard truth — and why batteries matter. When midday solar is very cheap and very common, the grid can have more power than it needs at noon. Prices fall. Sometimes power is almost worthless for an hour. Batteries solve that. They store the cheap midday power and use it after dark. That is why large grid batteries added about 300 GWh in 2025 — up 51% in one year — from home wall units to huge battery farms on every continent.
China installed 93 GW of solar in a single month of 2025 — about a hundred panels every second. In Pakistan, families and shops imported more than 27 GW of panels on their own, about half the country’s peak demand, with no national plan. When power costs nine cents a watt, people do not wait for permission.
price per watt of solar panel, 1977 → 2025
solar added worldwide in 2025 — largest yearly jump in power ever recorded
battery pack price, Dec 2025 — down from $7,500 in 1991 (BNEF)
grid batteries added in 2025 — +51% from the year before
Learning rates: ~20.2% per doubling (solar) · ~18–19% per doubling (battery)
The Compounding Century — Energy, Intelligence, Orbit
the hearth — a gigafactory floor, then a satellite bus
Cheap energy runs more computers. More computers train smarter software. Smarter software helps design better machines — including machines that make energy cheaper. That loop is real. What follows marks fact and hope clearly.
What we can measure: data centers used about 485 TWh of electricity in 2025, and may reach about 950 TWh by 2030. Big technology companies spent more than $400 billion in 2025 — more than the world spent finding and drilling oil and gas. Building computers and AI now outspends the hunt for new fossil fuel. Power and chips pull each other: chips need power; power investment follows the chips.
What is still hard: clever software is not the same as clever hands. Battery and car factory lines are highly automated. Most building sites still run on people with tools. Machines learned to write and calculate before they learned to work well in dust, rain, and half-finished rooms.
The loop has already left the ground. In orbit, a solar panel can collect five to eight times more energy than a typical panel on Earth. Collect — not send home. A satellite can only get rid of heat by radiating it into space, which is slow. NASA’s 2024 study found that beaming space solar down to Earth would cost 12 to 80 times more than making power on the ground. So the near-term idea is simple: use that power in space.
We will use far more energy than we do today. That is not an accident. That is the goal. When energy is abundant, it stops being the hard limit on what we can attempt. It does not mean energy is free.
electricity used by data centers, 2025 → 2030
Big Tech spending, 2025 — more than global oil & gas drilling
cost to launch 1 kg: Shuttle → Starship goal — Falcon 9 today: about $2,700
- Nov 2025Starcloud-1 flies the first NVIDIA H100 computer chip to orbit.
- Dec 2025The first language model is trained in space.
- FiledSpaceX asks permission for a network of data-center satellites.
- Early 2027Google’s Project Suncatcher plans to launch test AI chips with Planet.
The future often starts as a short list of things that already happened.
The Swarm — A Dream at the Edge of Dawn
the hearth — a dream — clearly labeled as one
— informed speculation · undated by design —
Before morning, one last look up. What follows is a dream — and we label it as one.
If machines ever build more machines in space — and none of that exists yet — solar collectors could slowly gather around the sun over centuries. Daylight becomes something people build, not only something they wait for. A full ring of collectors around the star. About twenty trillion times the power we use today.
We put no year on this. It depends on ideas we have not proven. Physics still draws a ceiling, and it is worth seeing once:
A human body
Roughly 100 watts of heat. The original hearth.
One hour of sunlight on Earth ≈ one year of civilization’s energy use.
Then, morning.
The Work
the hearth — your roof
Cheap solar and batteries are real. Getting them onto a roof, into a car, or onto a grid still takes permits, installers, money, and time. None of that is automatic.
Building cells is not the bottleneck
1.59 TWh produced · factory capacity above 4 TWh
Factories already make more batteries than the market absorbs. The lag is use — cars, homes, and storage projects that buy and install them.
Grids and permits lag
~2.3 TW waiting to connect · median wait over 4 years
Many projects sit finished or ready while wires and paperwork catch up. That delay now blocks more progress than panel prices do.
Installed cost varies wildly for the same hardware
~$2.8/W in the US · ~$1/W in Australia
Same panels. Different labor, financing, and rules. That gap is where households and local policy decide the pace.
Predictions
Nine dated predictions. Two of them bet against ideas we like. Wrong answers stay listed.
It still ends with a fire someone tends. On a good day, that fire is a rooftop.