EV Batteries

topic on 1 show · 8 statements across 6 episodes

Catalyst

8 statements about EV Batteries, every show

CATALYST Prediction Open · timeframe Dec 2026
Redwood Materials expects to deploy gigawatt-hours of repurposed batteries by 2026
“We think we can refurbish and deploy Gigawatt hours. Low single digit gigawatt hours this year, next year.”
Colin Campbell Jul 24, 2025 ▶ 27:34 Repurposing EV batteries for grid storage
CATALYST Disclosure
Redwood repurposes 95% of retired EV batteries for grid storage before recycling
“We don't have to choose, right? So we Typically we'll do both. We will send a battery out to a grid scale energy storage site to provide grid services when that is economically sensible, which is 95% of the time, and then we will go on to recover the metals va…”
Colin Campbell Jul 24, 2025 ▶ 11:00 Repurposing EV batteries for grid storage
CATALYST Assertion Not checkable as stated
Redwood Materials finds retired EV batteries typically lose only 20% capacity
“So from a physical perspective they're usually almost new. And then from an electrical and electrochemical perspective we receive them when a customer might get frustrated with them, typically. So that's something like I've lost 20% of my range, or the acceler…”
Colin Campbell Jul 24, 2025 ▶ 5:18 Repurposing EV batteries for grid storage
CATALYST Opinion
Berdichevsky: Bidirectional EV charging technical hurdles can be readily overcome
“I think the technical limitation can be overcome fairly readily. If the, if there's market signal that there's the value to overcoming that technical limitation.”
Gene Berdichevsky Jul 25, 2024 ▶ 36:09 The EV market’s awkward teenage years
CATALYST Assertion Supported
Kann: LFP battery market share surged from 5% to 42% since 2019
“LFP went from five percent of EV batteries in 2019, not that long ago, to 42%. In twenty-twenty-three.”
Shayle Kann Feb 8, 2024 ▶ 41:02 2024 trends: batteries, transferable tax credits, and the cost of capital
CATALYST Prediction Not checkable as stated
Yeagerson: EV grid value derives from power capacity, not deep cycling
“The value of these batteries is going to be more in the power than in the energy, and it's going to be more in the capacity than in the KWH, right? So you're gonna have, the value is that these things are gonna be available and, you know, maybe sometimes used …”
Ty Yeagerson Aug 31, 2023 ▶ 17:11 Can the V2X dream become reality?
CATALYST Assertion Supported
Jaffe: Average EV battery price is around $140 per kilowatt-hour
“So on a sell basis, our average EV price today for batteries is about a 140 dollars per kilowatt hour. It's gone up significantly because of the increase in the battery materials prices.”
Sam Jaffe Sep 29, 2022 ▶ 22:55 Is the Inflation Reduction Act a win for EVs and batteries?
CATALYST Prediction Not checkable as stated
Jaffe: Vehicle-to-grid integration is the future of EV battery deployment
“What I think is the future is vehicle to grid. And the, if you truly do have a million mile battery, the idea that you can use the Not just to drive it, but as a stationary storage device while it's in the car, becomes a very real prospect.”
Sam Jaffe Jul 21, 2022 ▶ 44:50 Seeking the holy grail of batteries

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