Energy Storage
topic on 6 shows · 22 statements across 20 episodes
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22 statements about Energy Storage, every show
Jurowicz: Nuclear is the only power source enabling decades of fuel stockpiling
“You can actually safe harbor and stockpile years, even decades, of a nation's worth of fuel and energy in the form of uranium and nuclear fuel. You can't do that with any other power generation technology. You can't do that with gas. You can't do that with coa…”
Kamath: Energy bottleneck is storage and transport, not generation
“Energy does not seem to be the problem as much as it is the fungibility, the movability, and the storage of energy today.”
Pumped hydro accounts for 90% of global energy storage capacity
“Most of the energy storage in the world, about 90% of all energy storage globally, is pumped hydro, which requires a mountain, a ton of water, and usually a whole lot of permitting.”
Turning solar into 24-hour power requires a 16-hour storage discharge duration
“If you're trying to turn solar into 24 hour, you need a 16 hour discharge duration, basically to produce power, you know, between the time the sun goes down to the time the sun comes back up.”
Waters: US energy storage success requires partnering with Chinese companies
“The only way we're going to get anywhere in the U.S. Market with storage is by partnering with the Chinese.”
Dan Shugar predicts energy storage duration will hit six hours soon
“We've seen energy storage, you know, go from one hours to two hours to four hours. You know, are we going to be six hours in a few years? Probably.”
Thiel: Natural gas is by far today's largest source of energy storage
“The largest source by far of energy storage that we have today is in the form of gas storage.”
Lubershane: Energy storage startups underestimated lithium-ion cost declines from manufacturing scale
“I've, you know, watched and talked to dozens of companies and founders, and I think Oftentimes making the same mistake as they were trying to commercialize some kind of better mousetrap for energy storage, which is they underestimated the pace at which the cos…”
Hydroelectric dams account for over 90% of current US energy storage
“Previously, in our country, almost all of our energy storage, I think it's like 90 plus percent today, is through hydro, through dams.”
St. John: California battery storage grew tenfold in three years
“From 20 20, when we had some issues with the grid, we had 503 megawatts Online. In 2023, as of last count, this is September, we had 5000 megawatts of energy storage online in California. I mean, in just three years, we've had a tenfold, nearly tenfold increas…”
Hade: Storage is the biggest value driver in microgrids right now
“Storage is probably the biggest component that's unlocking value in the microgrid and distributed energy space right now. So that plays an outsized role in terms of, you know, economic value, grid participation, things like that.”
Vijendran: Space Solar Solves Intermittency Without Requiring Storage
“With space-based solar power. This is really offering you a weather independent, 24 seven source of clean power. That's coming from an inexhaustible resource. And you basically solve the problem of intermittency without the need for storage.”
Jaramillo: Deploying hundreds of gigawatts of grid storage requires government involvement
“Anything at that scale that you're talking about, it doesn't matter what duration you're picking there for long duration, at that scale, you know, hundreds of gigawatts, there's no realm in which having something That large show up on the grid does not involve…”
Madaeni: Energy storage market bidding is far harder than thermal generation
“And traditionally bidding in conventional assets like thermal plants has been relatively straightforward, but energy storage creates a whole host of challenges for market bidding, because at the end of the day, energy storage is a use limited asset.”
Ramanathan: Mature renewable industries built political support for U.S. industrial policy
“I think one of the advantages we have today is that we have more solar and wind and energy storage installed. You know, the industries are more mature, and I think that has caught, that has built the political support for industrial policy.”
Cathie Wood: ARK Invest focuses on five converging innovation platforms
“So we've centered our research and investing around Five innovation platforms genomic sequencing robotics, energy storage, artificial intelligence, and blockchain technology and those are all converging.”
Von Ossen: Tax equity demand skyrocketed with new IRA-eligible technologies
“Now, demand has also skyrocketed, right, with the carbon capture, with the storage, with all of these new technologies. So I think the imbalance continues, but, you know, both demand and supply are increasing.”
Kann: Energy storage has more tech innovation than almost any climate sector
“I mean, there's probably more going on. From a technology standpoint in energy storage than maybe any other space in energy tech or climate tech, because it crosses over. I mean, we're going to talk about a bunch of technologies to store energy on the grid. Bu…”
Kann: Lithium-ion storage cost scales directly with duration, penalizing long-duration use
“The problem with lithium ion is that The cost scales pretty directly with the duration. So if you want four hours of energy storage, it's great. But if you want 40 hours of energy storage, it's very expensive.”
Kann: Total US energy storage deployed today is under two gigawatt-hours
“For reference, we have a total of less than two gigawatt hours of energy storage in the US overall.”
Wesoff: Tesla is an EV company with a clean energy hobby
“However, the automotive leg is 95% of the company, and the energy storage and the solar are only five percent of the company. So his initial vision, Tesla is an EV company with a hobbyist Business in solar and energy storage.”