stationary storage

3 statements across 3 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 23, 2022 by Shayle Kann · across every show →

Everything said about stationary storage, oldest first

Jun 23, 2022 neutral
Insight
Kann: Battery OEMs will always prioritize EVs over stationary grid storage
“Battery OEMs, all things equal, will pick EVs over stationary storage, because they're going to sell way more batteries into electric vehicles than they are into the grid. So if they have to pick and choose and they're limited in supply stationary storage is g…”
Shayle Kann Jun 23, 2022 ▶ 18:02 Which tech is overhyped, underhyped and just right?
Jul 21, 2022 bearish
Opinion
Jaffe: Second-life EV batteries struggle economically against sub-$100/kWh new cells
“A million mile car brings up the possibility of repurposing that battery pack once the car no longer functions, repurposing that battery pack for stationary storage. But I'm very skeptical about that proposition. You, at that point, you've got an old device th…”
Sam Jaffe Jul 21, 2022 ▶ 43:49 Seeking the holy grail of batteries
Sep 29, 2022 neutral
Prediction Not checkable as stated
Jaffe: North America will import many stationary storage batteries from China
“We're gonna be importing a lot of batteries from China for stationary storage applications.”
Sam Jaffe Sep 29, 2022 ▶ 33:45 Is the Inflation Reduction Act a win for EVs and batteries?
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