energy storage

“For reference, we have a total of less than two gigawatt hours of energy storage in the US overall.”

“I mean, there's probably more going on. From a technology standpoint in energy storage than maybe any other space in energy tech or climate tech, because it crosses over. I mean, we're going to talk about a bunch of technologies to store energy on the grid. Bu…”

“The problem with lithium ion is that The cost scales pretty directly with the duration. So if you want four hours of energy storage, it's great. But if you want 40 hours of energy storage, it's very expensive.”

“Now, demand has also skyrocketed, right, with the carbon capture, with the storage, with all of these new technologies. So I think the imbalance continues, but, you know, both demand and supply are increasing.”

“And traditionally bidding in conventional assets like thermal plants has been relatively straightforward, but energy storage creates a whole host of challenges for market bidding, because at the end of the day, energy storage is a use limited asset.”

“With space-based solar power. This is really offering you a weather independent, 24 seven source of clean power. That's coming from an inexhaustible resource. And you basically solve the problem of intermittency without the need for storage.”

“Storage is probably the biggest component that's unlocking value in the microgrid and distributed energy space right now. So that plays an outsized role in terms of, you know, economic value, grid participation, things like that.”

“I've, you know, watched and talked to dozens of companies and founders, and I think Oftentimes making the same mistake as they were trying to commercialize some kind of better mousetrap for energy storage, which is they underestimated the pace at which the cos…”

“The largest source by far of energy storage that we have today is in the form of gas storage.”

“The only way we're going to get anywhere in the U.S. Market with storage is by partnering with the Chinese.”