Batteries

“We think that there's a generational kind of paradigm shift happening in the energy industry, where the last five decades of energy were defined by coal and then Natural gas as the marginal megawatt. And the next five decades will be defined by solar batteries…”

“Poles and wires move energy through space, and batteries move energy through time.”

“We think residential solar grows exponentially from here even without tax incentives. For the first time, it's very economic with where electricity prices are likely to go to install solar, especially when it accompanies batteries, which make it much more make…”

“Ah, the third one is batteries, which India still does not have any production capacity. I know they're all coming up, but as of now, every cell that used in India is imported from outside.”

“We're going to put a lot of batteries behind the meter at data centers. Like, I'm pretty convinced that that's going to happen.”

“They're not the answer. They are supplemental energy that can help, and they're kind of filling a gap until, you know, more jet generation comes online, and depends on what form of that jet generation can be.”

“We are seeing data centers like, you know, and even retail Energy providers who are coming to a utility hand in hand and saying, look, we want to put a data center here. I'm the retail energy provider. I'm going to provide this data center with energy. I neede…”

“Batteries are totally outsourced both technologically and from lithium to China.”

“A couple of years ago, we transitioned Intercut from a market that relies heavily on ancillary services to support batteries, and that was very robust. We built into that. That market was overwhelmed with supply, and then when you move out of the sort of small…”

“You can completely power Earth with solar panels and batteries and there's no shortage of anything.”

“Same thing with batteries. They're guaranteeing their product for 15, maybe 20 years, although their product may be in the field for a maximum of three or five years.”

“Batteries move energy through time, right? Poles and wires move energy through space.”

“On the hardware side, we're designing and manufacturing our own batteries.”

“The main, main cap against, like, us all having, like, face glasses, you know, things like that is, like, batteries are not good enough, right? And the power dissipation with the batteries, like, it's terrible, so you have to do, make all these compromises.”

“So last year more than 90% of new energy in the U.S. Came from solar, wind, and batteries. So we're already heavily transitioned to solar. In the first two months of this year, 98% of our new energy came from solar and wind.”

“Well, the Chinese basically in certain sectors like solar and cars and batteries, they give away free land, free labor, free capital. Sometimes it's slave labor in some cases. So that's not like, that's not free trade. And then even with all that, then they se…”

“If you take all the batteries in the United States, you could store five minutes of power.”

“Lithium, you know, needs to four X in the next, in terms of production capacity in the next 10 years, roughly, in order for the, ah, batteries that we want to build to be built.”

“Hydrogen is a hundred times higher specific energy than today's batteries is three times higher specific energy than jet fuel.”

“Nukes are probably five or 10 or more years out. New gas generation. You can't get a new gas generator for probably four or six years at the very shortest. And so the most immediate and economical solution is really that those renewables and batteries.”

“Yes, I think we'll see a lot of batteries at data centers. I think we'll see a lot of batteries on the grid next to data centers. I think we'll see a lot of batteries That are on the grid far away from data centers. I think we're just going to see a lot of bat…”

“To build, you know, to build a future that is powered by batteries and AI, by mid-century, we will need to mine, over the next 25 years, more copper than has been mined so far in all of human history.”

“To, you know, to get to a high penetration of battery powered devices that we need a tenfold increase in lithium production relative to today.”

“Yes, we have the data centers and the better models, but China, you know, has the batteries, right? They have like that. That's one area where they have leapfrogged us and whether it's electric vehicles or robotics or drones, like we need to have our own batte…”

“Eventually batteries and nuclear Will be the base load, and it won't be natural gas, but it's being shipped elsewhere in the world, and where it's going to is needed for base load, because they need that, that base load power, or it's replacing coal, which is …”

“In the greatest hits album of electrochemistry, you'd have a lot of tracks focused on batteries, for sure, and for good reason. But there are deeper cuts, too, and some new music with pretty extraordinary potential. Anyway, think tracks on cement and steel and…”

“That said, I think that load growth will probably increase under Trump. If he's successful in everything he wants to do, he will, if we onshore manufacturing and do all these things that will drive up load growth, that will drive up the need for batteries.”

“The biggest, biggest single line item cost in an electric vehicle is, is the batteries, and a lot of the drivetrain, you know, power conversion equipment, motors, and so forth, are really, really efficient, and so it could be tempting to kind of, if you're loo…”

“In battery world, nothing exists in a vacuum. So you can't create a novel material and then be done with it. You have to figure out not only the material, but then its interaction with all the other materials, which are also in flux. And that's part of what ma…”

“There's like a 10 X difference in the value per kilo of the good between batteries and solar. So it's still a lot more efficient and effective and faster to ship solar around the world than it is with batteries.”

“I think batteries are going to be as big in industry, if not bigger, than solar in a lot of ways because of their impact on automotive.”

“No, batteries for our own products which is not to say the technology couldn't be used in other things, but we don't want to be a very large manufacturer of batteries. That's not our aim. We want to make the batteries we need.”

“These materials, once they're kind of deployed, they will be redeployed in some fashion with not perfect recovery, but to the point where the ongoing resource requirement is just, is not that challenging.”

“I think the second thing is indeed to what extent we keep underestimating the speed at which solar and batteries to some extent also wind, but to a less extent have achieved cost savings and actually are deployed.”

“So the first wave of cost down for solar and batteries was actually largely driven by R&D. These were advances in cell chemistries increases in efficiencies, and so on. It really drove the cost down. But already in the last decade for both of these technologie…”

“And so if you make a simplifying assumption, which is that no one is backfeeding anything into the grid. Right? Right? That the batteries you know, basically use case here is to make your home go off grid. Right? Sort of an energy efficiency play. So your home…”

“We have 400,000 megawatts of batteries in interconnection queues.”

“So the question is, is how do we have a battery that it gets us a 300 mile range that can be charged in five minutes that has zero danger of exploding, right? And that's probably Impossible, completely, but understanding how and why they explode is something r…”

“If you look today at the best type of batteries, the best cathodes in the world, that is Chinese technology.”

“So, so, in a perfectly efficient market, recycling is just a tolling operation, where it is, will exist to an extent that it can keep its costs neutral, and every time there's an advance that lowers the cost of recycling, there will be a year or two where that…”

“Increasingly as batteries enter the grid, which as you've noted from the chart, it's not that significant penetration yet. It will start to be able to cycle over sort of a daily timeframe. So, as I mentioned earlier, taking energy from the middle of the day an…”

“Now, the problem with batteries is they can't solve these sort of longer duration spells. So I mentioned this case where if your grid has a huge wind component, it might be not windy for weeks. Unlikely, but it's possible. Batteries are not very good at storin…”

“In the lead for 21st century energy, you know, it'll take 10 years, but just like we got there with oil and gas through technologies like fracking, we should get there in batteries through technologies like silicon anodes and others.”

“They have not had a liquid market, really. They're not a lot of big, huge OEMs just churning, churning out batteries, and there will be as a result. Of all of this funding, and I think that will change the equation, too, because in addition to interconnection,…”

“So one good example of this is some new induction stoves that are being brought to market, which have a bank of batteries where the warming drawer would ordinarily be. They also plug into the wall so they can also run off a 120 volts, replace a gas stove and t…”

“But a few points in efficiency, Might actually matter a lot at the system level, because every kilowatt hour that you waste in the drivetrain is a kilowatt hour that you have to store in your battery, and that's a really, really expensive kilowatt hour to stor…”

“It's an entire new paradigm in aviation, because when you buy an airplane, it's worst performance will be on its first day. And every year when you put new batteries into that, you get better performance.”

“We design our batteries to be replaced every 3000 cycles, which given our utilization is about every 3000 hours. So that could be. Two years, three years, four years, depending on how you're going to use the airplane.”

“In fact, rather than making 40% of batteries, like Obama envisioned, we now make Just over five percent.”

“Over the next 10 years, we'll have storage systems that enable us to do long-term storage”

“Batteries for residential solar systems are becoming standard offers in Europe and in the U.S., Frankly, some of the sales proposals are of indifferent veracity, and the current software isn't up to economically optimizing when batteries charge and discharge.”

“Honestly, the great thing about this is that there's very little technology development that needs to happen. You know, there's been, And batteries are already kind of where they need to be at. PV is where it needs to be at, the electronics, all of that.”

“California has about five gigawatt hours worth of batteries, almost all of which have come, come in the last 36 months, and essentially kept California from going into rolling blackouts in the recent heat wave.”

“And so, when I see geothermal in the media as a lithium play, really, I mean, if you look at it, if you back up and look at that, what you're thinking is, oh, ok, good, we'll use this clean, awesome, ubiquitous, baseload energy source to mine lithium to make b…”

“All, all of the companies are going towards that template where the car company now is going to be, in the future, the determinant of exactly what it, what those batteries are composed of.”

“It happened in solar. It then happened in wind. It's happening in batteries. It'll happen in electrolyzers.”

“The problem is that electricity is cheap and batteries are operated intermittently, so making money on storage can be tricky if you don't have a lot of renewables that Produce significant price volatility.”

“You can get batteries that, that can charge at 10 C or even faster. So 10 C would be 10 times its full capacity in an hour. So that would be, you know, a six minute zero to a hundred percent state of charge.”

“People have been working at it for a long time, but I think we're getting close to where some of these silicon dominant anode materials will start to become prevalent.”

“I definitely am not a believer in a single holy grail of batteries that, that solves all problems. I think it's, you know, it's going to be a number of solutions to solve different application cases”