Battery Capacity

“We also have 250 gigawatt hours of additional battery capacity. And you put those two together, and it means that 14% of all the solar generation, the additional solar generation we had globally, can be shifted to different parts of the day.”

“Energy demand because of the bets we're all making is far outpacing increases in battery capacity.”

“If we are to simply look at the overall capacity that's expected to come online based on company announcements between now and 2025, that factor that I mentioned three X of battery capacity relative to demand today or in 2023, that actually becomes worse over …”

“In the last five years, we've tripled the amount of solar capacity connected to America's grid. Wind capacity has grown 60% in that time frame, and in just the last year alone, battery capacity has doubled.”