The Ledger
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Jaramillo: Iron-Air Raw Materials Cost Under $1/kWh vs $30–$35 for Lithium-Ion
“One quick point of reference, you know, lithium ion active materials. So you pull the active materials out of the ground, you put them on the table, it's maybe 30, 35 dollars a kilowatt hour, unprocessed, right? Not turned into a cell at all. For us, it's less…”
Jaramillo: Electric industry is seeing first demand growth in 40 years
“We are in a growth moment for the electric industry, which is not what it had been for the last 40 years, roughly.”
Jaramillo: Georgia Power updated its resource plan early due to load growth
“The load growth is coming on so quickly that that Georgia Power has gone back to their regular to update their integrated resource plan two years early because they see the need to build out much more capacity even sooner than what they had anticipated”