The Battery

“So the battery is you know, 40, 50 times less energy dense on a mass basis than the jet fuel.”

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

“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.”

“It was like a couple of percent of systems had a battery attached in the middle of twenty-twenty-three, and now like almost 25% do.”

“They did the NEMM three point O piece, but there's no transparent way of getting paid for your battery piece.”

“I think we're just at a point now where people recognize that what's really of value to the electric utility company is dispatchability. Right? It's not the generation of power on rooftops. It's the battery that's actually in the home.”

“As I did this the first time, I mean, more than 10 years ago, it was half a million dollar five engineers working a full year to figure out how big a battery, a PV system should be for demand, charge management, all that stuff, right?”

“Not, not the cells, right? Those have gotten really cheap, but the full systems need to get cheaper if they're going to be really cost-effective resources. That probably means some portion of the battery, like the cells, at least for a while longer, is coming …”

“So there was a, there was an ARPA-E program a couple years ago that was called One K. It was supposed to get, you know, it was looking for a thousand watt hour per kilogram battery, which would be, you know, what is that? Like three X the best on the market. B…”