thermal storage
5 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Mar 17, 2022 by Dave Schroeder · across every show →
Everything said about thermal storage, oldest first
Mar 17, 2022 negative
Schroeder: Thermal storage IP cannot stop rivals using alternative cycles
“They might have intellectual property that prevents someone from directly copying what they're doing, but they can't stop all of these other people who could generate nominally the same performance from pursuing what they're pursuing.”
Jul 1, 2022 positive
Kann: Energy Impact Partners invests in thermal storage company Rondo Energy
“We are not investors in pumped hydro storage in the moment. We are not investors in compressed air energy storage. We are investors in a company that does thermal storage, storage as heat, albeit not molten salt. So we're investors in a company called Rondo En…”
Dec 8, 2022 negative
O'Donnell: No business case for thermal storage beyond 20 hours
“And that says that we don't see a business reason for very, for storage beyond about 20 hours of storage. That if you have about 20 hours of storage, You know, there's going to be about 10 or 12% of annual energy that you're going to get from something else.”
May 25, 2023 neutral
Lubershane: The grid will require three distinct storage tranches and technologies
“I think we're going to end up with sort of three tranches of storage in the grid, which are going to be filled by at least three different technology categories. The first is those short duration, you know, peak of the peak applications that lithium ion is, is…”