LFP batteries

4 statements across 4 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Oct 5, 2023 by Dr. Greg Thiel · across every show →

Everything said about LFP batteries, oldest first

Oct 5, 2023 neutral
Assertion Supported
Thiel: LFP grid battery installed costs are currently $200-$300/kWh
“Yeah, that might be anywhere from a half to a third of where things are today. So, you know, 200 to 300 dollars per kilowatt hour installed.”
Dr. Greg Thiel Oct 5, 2023 ▶ 34:03 Climate tech startups need strong techno-economic analysis (TEA)
Feb 8, 2024
Assertion Supported
Kann: LFP battery market share surged from 5% to 42% since 2019
“LFP went from five percent of EV batteries in 2019, not that long ago, to 42%. In twenty-twenty-three.”
Shayle Kann Feb 8, 2024 ▶ 41:02 2024 trends: batteries, transferable tax credits, and the cost of capital
Apr 23, 2025
Assertion Supported
Waters: LFP battery costs fell nearly 50% in two years
“So the cost for, you know, LFP batteries have come down nearly 50% over the course of the last year or two.”
Jeff Waters Apr 23, 2025 ▶ 7:12 What’s next for the battery storage boom? [partner content]
Jul 24, 2025 bullish
Opinion
Repurposing used LFP batteries for grid storage remains economically viable
“The economics are different for LFP, but they still solve. The metals values are lower. The cycle life is different. The degradation is different. The energy value is different, but it still makes sense to deploy them on the grid used LFP packs.”
Colin Campbell Jul 24, 2025 ▶ 23:16 Repurposing EV batteries for grid storage
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