battery costs

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 30, 2026 by Tim Hade · across every show →

Everything said about battery costs, oldest first

Jul 30, 2026 positive
Assertion Supported
Hade: Battery storage hardware costs dropped 30% to 40% over 18 months
“So at the pack level over the last 18 months, battery costs are down like 40%, depending on sort of what analysis you look at. And at the system level, maybe like 30% is the right way to think about it. So the cost of, you know, an actual system that you deplo…”
Tim Hade Jul 30, 2026 ▶ 22:52 The commercial battery comeback
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