grid storage

5 statements across 3 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Apr 21, 2022 by Kurt House · across every show →

Everything said about grid storage, oldest first

Apr 21, 2022 bullish
Prediction Not checkable as stated
House: Material limitations will not restrict grid storage battery scaling
“So I think for grid storage, it's no problem. I don't think we're going to have material shortcomings. No problem's not quite the right way to say it, but it's, we won't material limitations won't be a serious governor on grid storage applications, or even pot…”
Kurt House Apr 21, 2022 ▶ 38:50 The great rush for battery metals
May 25, 2023 neutral
Opinion
Lubershane: Economically viable CCS will compete directly with grid energy storage
“To the extent CCS becomes, you know, proven and economically viable, I think it serves as a competitive force on, you know, any of these opportunities for grid storage and for energy storage over time, because it, you It's probably the next best alternative.”
Andy Lubershane May 25, 2023 ▶ 56:34 Four ways to store sunlight
Jul 24, 2025 bullish
Insight
Second-life EV batteries require just one to two years to become profitable
“The life of the second life battery on the grid is, it's certainly long enough to be economically valuable, and that, in order to make economic sense, it's really one or two years, hundreds of cycles, low hundreds of cycles.”
Colin Campbell Jul 24, 2025 ▶ 11:59 Repurposing EV batteries for grid storage
Jul 24, 2025 bullish
Insight
Second-life EV batteries excel in four-to-twenty-hour long-duration grid storage
“We can certainly play in the two hour, four hour markets with repurposed EV packs, second life packs. Where we see them really starting to shine, though, is in the longer duration. Markets. So four hour, eight hour, maybe longer, maybe 20 hour. And that's beca…”
Colin Campbell Jul 24, 2025 ▶ 23:52 Repurposing EV batteries for grid storage
Jul 24, 2025 bullish
Prediction Open · timeframe Dec 2026
Redwood Materials expects to deploy gigawatt-hours of repurposed batteries by 2026
“We think we can refurbish and deploy Gigawatt hours. Low single digit gigawatt hours this year, next year.”
Colin Campbell Jul 24, 2025 ▶ 27:34 Repurposing EV batteries for grid storage
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