Jaramillo: Displacing lithium-ion for intraday storage up to 12 hours is unlikely
Mateo Jaramillo · What do you do with a 100-hour battery? · Dec 14, 2023 · at 11:40
Mateo Jaramillo, CEO of Form Energy, explains why EV manufacturing tailwinds make lithium-ion nearly impossible for emerging battery chemistries to displace in intraday grid applications.
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“Displacing lithium ion is going to be really hard. I mean, the grid markets are sort of the tail on the dog of the automotive markets right now driving the production of lithium ion at scale. And so, so the industry that we're in, the electric industry gets to benefit from that massive scale. And there is no other sort of chemistry or technology that, that benefits from the same tailwinds, essentially. So it's really hard to see how that happens precisely. Now, there's always, you know, I'm a technologist, optimist at heart, so I like to believe that, you know, new, great technologies will show up in some interesting ways. But I also think it's a really tall task to think that, you know, brand new technology from a standing stop, essentially, today is going to be displacing lithium ion, you know, across the board for anything up to, you know, 10 or 12 hours.”
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