Schroeder: EV manufacturing scale will drive down grid battery costs
Dave Schroeder · When will batteries take over the world? · Mar 17, 2022 · at 38:44
Dave Schroeder (CTO, Volta Energy Technologies) discusses how the cost curve of grid-scale energy storage will follow electric vehicle battery adoption.
0:00 / 0:17exact quote · 17.2s
720p mp4 · rendered on demand · StarZero watermark
“And my hypothesis is, the same thing is going to give you a grid battery because those Not early adopters, but earlier than the grid EV manufacturers are going to wring the cost out of it, and utility industry will be the beneficiary there.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Dave Schroeder
Schroeder: EVs have fewer fires per vehicle than ICE cars
“There are still a lot fewer of them on a per EV basis than there are internal combustion engine vehicle fires on a per ICE basis.”
Schroeder: Investors Must Treat Lithium-Ion Winning as the Null Hypothesis
“And I think, you know, so as an investor in the space, we always try to disprove this hypothesis, but I think the null hypothesis has to be lithium ion wins. And, you know, then you have to see if you can come up with ways that that's not the case, but you hav…”
Schroeder: Flow batteries match lithium-ion costs at 8 to 10 hours
“And usually you get something that looks like lithium ion cost when you're getting around eight to 10 hours.”
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.”