battery storage
8 statements across 7 episodes · 3 bullish · 4 bearish · 5 people on the record · first statement Jan 13, 2022 by Julian Spector · across every show →
Everything said about battery storage, oldest first
Jan 13, 2022 negative
Jun 15, 2022 bearish
The decade-long trajectory of falling lithium-ion battery prices has halted
“For many years over the last decade or so, there'd been this perception that lithium ion batteries, they just get cheaper over time. You would hear that again and again, this onward march of lower prices as the factories scale up, and that's a huge reason that…”
Jan 19, 2023 negative
Shah: EV charging stations should be legally required to co-locate battery storage
“Like, we should not allow any electric vehicle charging stations to be installed without co-locating batteries at that location. It literally makes no sense, because that, that use case needs batteries to be co-located to minimize grid impacts.”
Mar 28, 2023 negative
Adams: Batteries cannot sustain multi-day grid reliability without dispatchable generators
“Well, you can have enough batteries if you have enough land to do a day or so, but it's the recharging of the batteries the next day that gets you in trouble. That's the same thing the state experienced during the last heat waves the last summer. They said we …”
May 1, 2023 bullish
Jun 1, 2023 bullish
Jun 1, 2023