Grid Storage
topic on 2 shows · 7 statements across 4 episodes
WTF is with Nikhil Kamath 
Catalyst
7 statements about Grid Storage, every show
Second-life EV batteries require just one to two years to become profitable
“The life of the second life battery on the grid is, it's certainly long enough to be economically valuable, and that, in order to make economic sense, it's really one or two years, hundreds of cycles, low hundreds of cycles.”
Second-life EV batteries excel in four-to-twenty-hour long-duration grid storage
“We can certainly play in the two hour, four hour markets with repurposed EV packs, second life packs. Where we see them really starting to shine, though, is in the longer duration. Markets. So four hour, eight hour, maybe longer, maybe 20 hour. And that's beca…”
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.”
EV Demand Will Prevent Lithium-Ion Batteries From Scaling for Grid Storage
“I don't think lithium-ion can really work in the grid for whatever its challenges are, and lithium will always get a priority to the vehicles, and again, there's a supply-demand deficit there already.”
Gogri: India will require roughly 200 GWh of grid storage by 2030
“I think India's number is, if I'm not wrong, it's around 200 gigawatt hours by 2030.”
Lubershane: Economically viable CCS will compete directly with grid energy storage
“To the extent CCS becomes, you know, proven and economically viable, I think it serves as a competitive force on, you know, any of these opportunities for grid storage and for energy storage over time, because it, you It's probably the next best alternative.”
House: Material limitations will not restrict grid storage battery scaling
“So I think for grid storage, it's no problem. I don't think we're going to have material shortcomings. No problem's not quite the right way to say it, but it's, we won't material limitations won't be a serious governor on grid storage applications, or even pot…”