The Ledger
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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.”
Schroeder: 'Range anxiety' is a product deficiency, not a customer flaw
“So I think it really should be looked at as a product deficiency. And not as a customer deficiency. I don't think that's helpful. I don't think it's helpful to people who want EV adoption to happen.”
Schroeder: Silicon-dominant battery anodes will soon become prevalent
“People have been working at it for a long time, but I think we're getting close to where some of these silicon dominant anode materials will start to become prevalent.”
Schroeder: EV market will use multiple battery chemistries, not one holy grail
“I definitely am not a believer in a single holy grail of batteries that, that solves all problems. I think it's, you know, it's going to be a number of solutions to solve different application cases”
Schroeder: Critics conflate lithium-ion economic costs with technical limits
“And so I always kind of cringe when I hear people say things like lithium mine can't do long duration or can't do durations more than four hours. Everyone who has a cell phone knows That lithium ion can do 24 hours, because we've all forgotten to plug one in f…”
Schroeder: Long-duration battery economics fail when unused capacity goes unmonetized
“And it's really not that they cost so much, right? It's that you don't get value out of the 23rd hour of storage that you have installed if you don't use it every day.”
Schroeder: Car buyers demand vehicles meeting nearly 100% of needs
“I think consumers don't buy vehicles that meet their needs most of the time, or even 90% of the time. They buy a vehicle that meets nearly a hundred percent of their needs.”
Schroeder: Fast charging infrastructure matters more for long trips than extra range
“I think you have to have you have to have fast charging capability and the infrastructure for that to really enable the, you know, longer trip to go visit family, coast to coast sort of travel. To have those things happen, you need more than just a couple hund…”
Schroeder: EV industry must achieve megawatt charging capability for long trips
“I think that is where we have to go. We have to get to a point where we have megawatt charging capability.”
Schroeder: LFP batteries are the logical choice for delivery vehicles
“Lithium iron phosphate based batteries seem to be the logical choice today for those applications, and, you know, there's growing business for that.”
Schroeder: EVs reduce lifecycle emissions even factoring in battery manufacturing
“You know, the first proposition is we need to get EV adoption up because it does actually reduce greenhouse gas emissions, even if you consider the energy that's embedded in production of the battery itself.”
Schroeder: Battery cost pressure naturally aligns with reducing manufacturing emissions
“Energy use drives cost and this is a really competitive business, so there's a huge incentive for squeezing the energy out of battery manufacturing because people want to squeeze the cost out.”
Schroeder: EV manufacturing scale will drive down grid battery costs
“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.”
Schroeder: Flow batteries typically have around 65% AC round-trip efficiency
“Generally, they have round trip AC to AC efficiency in the 65% range, which I don't know if that sounds good or bad to you.”
Schroeder: Thermal storage cost crosses lithium-ion at 8 to 10 hours
“And unfortunately, at least from what I've seen, round trip efficiency kind of looks like flow battery round trip efficiency. And, you know, where the crossover with lithium ion costs, you know, in that eight to 10 hour range, Kind of looks similar too.”
Schroeder: Grid-connected EVs will offset some dedicated grid storage demand
“We are inherently going to be putting huge amounts of lithium ion on the grid in the form of, you know, EVs. And so I think at least for demand response, there's something there, right? There's some offset that, you know, to other storage that would be needed,…”
Schroeder: EV batteries will not solve extended renewable generation lulls
“I don't think that solves long periods of no wind, no solar, but it certainly has to help for lots of things.”
Schroeder: Wireless fast charging is coming and will drive adoption
“Wireless charging and wireless fast charging are coming, and I think those will help drive adoption.”
Schroeder: Global EV market share doubled in 2021 to around 9%
“Market share globally for EVs doubled last year. It's up to around nine percent”
Schroeder: Batteries charging at 10C in six minutes already exist
“You can get batteries that, that can charge at 10 C or even faster. So 10 C would be 10 times its full capacity in an hour. So that would be, you know, a six minute zero to a hundred percent state of charge.”
Schroeder: Cathodes represent the single largest expense in batteries
“So cost reductions, the cat, the cathode is the biggest single expense in the battery, so dropping its cost is, is meaningful.”