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battery capacity

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 5, 2023 by Stephen Lacey · across every show →

Everything said about battery capacity, oldest first

Apr 5, 2023 positive
Assertion Supported
Lacey: US solar tripled and wind grew 60% over five years
“In the last five years, we've tripled the amount of solar capacity connected to America's grid. Wind capacity has grown 60% in that time frame, and in just the last year alone, battery capacity has doubled.”
Stephen Lacey Apr 5, 2023 ▶ 0:08 What’s driving a surge in renewables opposition?
Feb 8, 2024 bearish
Prediction Held up
Sekine: Global battery manufacturing overcapacity will worsen through 2025
“If we are to simply look at the overall capacity that's expected to come online based on company announcements between now and 2025, that factor that I mentioned three X of battery capacity relative to demand today or in 2023, that actually becomes worse over …”
Yayoi Sekine Feb 8, 2024 ▶ 11:10 Pricing and tech trends shaping the global battery storage market
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