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.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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: 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: 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,…”