hardware CapEx
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 14, 2025 by Landon Mossberg · across every show →
Everything said about hardware CapEx, oldest first
Aug 14, 2025 neutral
Hardware is only one-third of total grid battery project costs
“Today, you know, the cost of the hardware is probably only about a third of the total project cost. O&M, so all operating and maintenance, including Like, degradation maintenance, aux power, RTE losses, that is about another third of the total cost, NPV'd at, …”