sodium batteries

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 23, 2022 by Shayle Kann · across every show →

Everything said about sodium batteries, oldest first

Jun 23, 2022 bullish
Prediction Not checkable as stated
Kann: Supply crunch creates opening for alternative grid battery chemistries
“And I think this is creating an opening For a bunch of alternative chemistries, flow batteries, sodium batteries, zinc-based batteries, metal air batteries, a bunch of other technologies that, that do look really interesting on paper and have specs that lithiu…”
Shayle Kann Jun 23, 2022 ▶ 18:56 Which tech is overhyped, underhyped and just right?
Feb 8, 2024 neutral
Prediction Not checkable as stated
Bullard: Battery chemistries will segment by use case rather than one dominating
“In batteries, I think we will see a world where you've got some separation based on use cases. You know, there will be the NMC batteries that get used for hypercars and for aviation. And maybe the LFP battery becomes much more common for your sort of bulge bra…”
Nat Bullard Feb 8, 2024 ▶ 42:22 2024 trends: batteries, transferable tax credits, and the cost of capital
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