batteries

“Passenger transportation, for example, is clearly going to be the domain of electrochemistry, i.e. Batteries.”

“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 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.”

“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.”

“The problem is that electricity is cheap and batteries are operated intermittently, so making money on storage can be tricky if you don't have a lot of renewables that Produce significant price volatility.”

“All, all of the companies are going towards that template where the car company now is going to be, in the future, the determinant of exactly what it, what those batteries are composed of.”

“And so, when I see geothermal in the media as a lithium play, really, I mean, if you look at it, if you back up and look at that, what you're thinking is, oh, ok, good, we'll use this clean, awesome, ubiquitous, baseload energy source to mine lithium to make b…”

“California has about five gigawatt hours worth of batteries, almost all of which have come, come in the last 36 months, and essentially kept California from going into rolling blackouts in the recent heat wave.”

“Honestly, the great thing about this is that there's very little technology development that needs to happen. You know, there's been, And batteries are already kind of where they need to be at. PV is where it needs to be at, the electronics, all of that.”

“Batteries for residential solar systems are becoming standard offers in Europe and in the U.S., Frankly, some of the sales proposals are of indifferent veracity, and the current software isn't up to economically optimizing when batteries charge and discharge.”

“But a few points in efficiency, Might actually matter a lot at the system level, because every kilowatt hour that you waste in the drivetrain is a kilowatt hour that you have to store in your battery, and that's a really, really expensive kilowatt hour to stor…”

“So one good example of this is some new induction stoves that are being brought to market, which have a bank of batteries where the warming drawer would ordinarily be. They also plug into the wall so they can also run off a 120 volts, replace a gas stove and t…”

“So, so, in a perfectly efficient market, recycling is just a tolling operation, where it is, will exist to an extent that it can keep its costs neutral, and every time there's an advance that lowers the cost of recycling, there will be a year or two where that…”

“So the question is, is how do we have a battery that it gets us a 300 mile range that can be charged in five minutes that has zero danger of exploding, right? And that's probably Impossible, completely, but understanding how and why they explode is something r…”

“If you look today at the best type of batteries, the best cathodes in the world, that is Chinese technology.”

“And so if you make a simplifying assumption, which is that no one is backfeeding anything into the grid. Right? Right? That the batteries you know, basically use case here is to make your home go off grid. Right? Sort of an energy efficiency play. So your home…”

“We have 400,000 megawatts of batteries in interconnection queues.”

“These materials, once they're kind of deployed, they will be redeployed in some fashion with not perfect recovery, but to the point where the ongoing resource requirement is just, is not that challenging.”

“There's like a 10 X difference in the value per kilo of the good between batteries and solar. So it's still a lot more efficient and effective and faster to ship solar around the world than it is with batteries.”

“In battery world, nothing exists in a vacuum. So you can't create a novel material and then be done with it. You have to figure out not only the material, but then its interaction with all the other materials, which are also in flux. And that's part of what ma…”

“The biggest, biggest single line item cost in an electric vehicle is, is the batteries, and a lot of the drivetrain, you know, power conversion equipment, motors, and so forth, are really, really efficient, and so it could be tempting to kind of, if you're loo…”

“In the greatest hits album of electrochemistry, you'd have a lot of tracks focused on batteries, for sure, and for good reason. But there are deeper cuts, too, and some new music with pretty extraordinary potential. Anyway, think tracks on cement and steel and…”

“Nukes are probably five or 10 or more years out. New gas generation. You can't get a new gas generator for probably four or six years at the very shortest. And so the most immediate and economical solution is really that those renewables and batteries.”

“Yes, I think we'll see a lot of batteries at data centers. I think we'll see a lot of batteries on the grid next to data centers. I think we'll see a lot of batteries That are on the grid far away from data centers. I think we're just going to see a lot of bat…”

“On the hardware side, we're designing and manufacturing our own batteries.”

“Same thing with batteries. They're guaranteeing their product for 15, maybe 20 years, although their product may be in the field for a maximum of three or five years.”

“A couple of years ago, we transitioned Intercut from a market that relies heavily on ancillary services to support batteries, and that was very robust. We built into that. That market was overwhelmed with supply, and then when you move out of the sort of small…”

“We are seeing data centers like, you know, and even retail Energy providers who are coming to a utility hand in hand and saying, look, we want to put a data center here. I'm the retail energy provider. I'm going to provide this data center with energy. I neede…”

“They're not the answer. They are supplemental energy that can help, and they're kind of filling a gap until, you know, more jet generation comes online, and depends on what form of that jet generation can be.”

“We're going to put a lot of batteries behind the meter at data centers. Like, I'm pretty convinced that that's going to happen.”