Moss Landing
5 statements across 2 episodes · 3 bullish · 2 bearish · 2 people on the record · first statement May 20, 2025 by Tristan Doherty · across every show →
Everything said about Moss Landing, oldest first
May 20, 2025 negative
Doherty: Moss Landing fire spread after water suppression system failed
“What we do know is that mid-afternoon, January 16th, one of those modules went into thermal runaway. What we don't know yet is we don't have an official sort of answer on is for some reason that water system didn't work correctly. And that thermal runaway spre…”
May 20, 2025 positive
May 20, 2025 positive
Doherty: Worst-case failure in modern storage is losing a single container
“What you think about in terms of safety, you think about worst case scenarios. And now the worst case scenario is simply that you lose a container. Maybe, maybe the next container over gets a little Couple scorch marks on it, but typically right now, the worst…”
Oct 15, 2025 positive
Storage industry shifting from NMC to LFP chemistry to reduce fire risk
“You know, on the technology side, the industry has been moving away from NMC chemistry, which was the type of battery chemistry, lithium ion battery chemistry used at Moss Landing, towards LFP chemistry, which has a lower fire risk of thermal runaway.”
Oct 15, 2025 negative
Moss Landing battery fire caused $400M in insurance losses
“You know, the event resulted in about four hundred million dollars in insurance losses, and thankfully no one was hurt, but that was a striking event where the project was built to fire codes of the time, and it still burned to the ground.”