Jeff Waters

5 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Apr 23, 2025 by Jeff Waters · across every show →

On the record as a speaker too: Jeff Waters's record, appearances and statements → this page counts the times other people say the name.

Everything said about Jeff Waters, oldest first

Apr 23, 2025 bullish

Prediction Open · timeframe Apr 2027

Waters: LFP chemistry will remain dominant in battery storage as costs fall

“LFP will, I think, remain dominant in that timeframe, just because you're going to see the cost curves continue to drive down.”

Jeff Waters Apr 23, 2025 ▶ 15:57 What’s next for the battery storage boom? [partner content]

Apr 23, 2025 bullish

Prediction Not checkable as stated

Waters: 8- to 12-hour storage applications will emerge and surpass LFP

“But you will start to see more eight-hour, twelve-hour type applications emerging. And I think as that happens, you'll see other technologies kick into gear that will enable that better than LFP.”

Jeff Waters Apr 23, 2025 ▶ 16:29 What’s next for the battery storage boom? [partner content]

Apr 23, 2025 negative

Prediction Held up

Waters: Tariff Costs and IRA Cuts Will Likely Hit Utility Ratepayers

“And so then what you'll see is anything around tariffs or IRA incentives getting cut will likely get passed on to the rate payers. That's my best guess from what I'm seeing.”

Jeff Waters Apr 23, 2025 ▶ 13:36 What’s next for the battery storage boom? [partner content]

Apr 23, 2025 bullish

Prediction Open · timeframe Apr 2027

Median utility-scale storage projects will hit 2 GWh in two years

“I would expect, if we were to even talk two years from now, I think two gigawatt hours would probably be the size of projects that will be more the median than even the maybe 800 megawatt hour that you have today.”

Jeff Waters Apr 23, 2025 ▶ 15:44 What’s next for the battery storage boom? [partner content]

Apr 23, 2025 negative

Assertion Not checkable as stated

Tariff risk pushed down the supply chain is causing energy storage delays

“And effectively, what's happening now is you're seeing a bit of a push from off-takers to try and push more of the tariff risk onto developers, and developers trying to push it more onto you know, guys like us, like the integrators and the cell suppliers. And …”

Jeff Waters Apr 23, 2025 ▶ 13:01 What’s next for the battery storage boom? [partner content]

Jeff Waters

Everything said about Jeff Waters, oldest first

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