The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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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: 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: 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: 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: 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.”