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“There are still a lot fewer of them on a per EV basis than there are internal combustion engine vehicle fires on a per ICE basis.”

“And usually you get something that looks like lithium ion cost when you're getting around eight to 10 hours.”

“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”

“You know, the first proposition is we need to get EV adoption up because it does actually reduce greenhouse gas emissions, even if you consider the energy that's embedded in production of the battery itself.”

“And my hypothesis is, the same thing is going to give you a grid battery because those Not early adopters, but earlier than the grid EV manufacturers are going to wring the cost out of it, and utility industry will be the beneficiary there.”

“Generally, they have round trip AC to AC efficiency in the 65% range, which I don't know if that sounds good or bad to you.”

“And unfortunately, at least from what I've seen, round trip efficiency kind of looks like flow battery round trip efficiency. And, you know, where the crossover with lithium ion costs, you know, in that eight to 10 hour range, Kind of looks similar too.”

“We are inherently going to be putting huge amounts of lithium ion on the grid in the form of, you know, EVs. And so I think at least for demand response, there's something there, right? There's some offset that, you know, to other storage that would be needed,…”

“I don't think that solves long periods of no wind, no solar, but it certainly has to help for lots of things.”

“Wireless charging and wireless fast charging are coming, and I think those will help drive adoption.”

“Market share globally for EVs doubled last year. It's up to around nine percent”

“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.”

“So cost reductions, the cat, the cathode is the biggest single expense in the battery, so dropping its cost is, is meaningful.”

“Though I noticed just this week, California installed its first large eight-hour lithium-ion system.”

“Power tool batteries are still at retail about a thousand dollars a kilowatt hour, right? And people are happy to pay it. Maybe not happy, but they do pay it.”