energy storage

8 statements across 7 episodes · 4 bullish · 0 bearish · 8 people on the record · first statement Dec 22, 2021 by Eric Wesoff · across every show →

Everything said about energy storage, oldest first

Dec 22, 2021 neutral
Assertion Supported
Wesoff: Tesla is an EV company with a clean energy hobby
“However, the automotive leg is 95% of the company, and the energy storage and the solar are only five percent of the company. So his initial vision, Tesla is an EV company with a hobbyist Business in solar and energy storage.”
Eric Wesoff Dec 22, 2021 ▶ 13:33 Elon Musk is person of the year. What's his Tesla legacy?
May 22, 2023 positive
Insight
Ramanathan: Mature renewable industries built political support for U.S. industrial policy
“I think one of the advantages we have today is that we have more solar and wind and energy storage installed. You know, the industries are more mature, and I think that has caught, that has built the political support for industrial policy.”
Shalini Ramanathan May 22, 2023 ▶ 9:18 How will we power all those green factories?
Jul 12, 2023 neutral
Insight
Jaramillo: Deploying hundreds of gigawatts of grid storage requires government involvement
“Anything at that scale that you're talking about, it doesn't matter what duration you're picking there for long duration, at that scale, you know, hundreds of gigawatts, there's no realm in which having something That large show up on the grid does not involve…”
Mateo Jaramillo Jul 12, 2023 ▶ 27:18 A groundbreaking battery nears industrial scale
Dec 22, 2023 bullish
Assertion Supported
St. John: California battery storage grew tenfold in three years
“From 20 20, when we had some issues with the grid, we had 503 megawatts Online. In 2023, as of last count, this is September, we had 5000 megawatts of energy storage online in California. I mean, in just three years, we've had a tenfold, nearly tenfold increas…”
Jeff St. John Dec 22, 2023 ▶ 16:25 The storylines of the energy transition in 2023
Mar 26, 2025 bullish
Prediction Open · timeframe Mar 2028
Dan Shugar predicts energy storage duration will hit six hours soon
“We've seen energy storage, you know, go from one hours to two hours to four hours. You know, are we going to be six hours in a few years? Probably.”
Dan Shugar Mar 26, 2025 ▶ 27:49 Nextracker's blueprint for 100 gigawatts of solar trackers
Dec 17, 2025 neutral
Assertion Supported
Pumped hydro accounts for 90% of global energy storage capacity
“Most of the energy storage in the world, about 90% of all energy storage globally, is pumped hydro, which requires a mountain, a ton of water, and usually a whole lot of permitting.”
Lara Pierpoint Dec 17, 2025 ▶ 1:06 Sage Geosystems' bet on underground energy storage
Dec 17, 2025
Insight
Turning solar into 24-hour power requires a 16-hour storage discharge duration
“If you're trying to turn solar into 24 hour, you need a 16 hour discharge duration, basically to produce power, you know, between the time the sun goes down to the time the sun comes back up.”
Cindy Taff Dec 17, 2025 ▶ 5:24 Sage Geosystems' bet on underground energy storage
Aug 12, 2026 bullish
Assertion Supported
Jurowicz: Nuclear is the only power source enabling decades of fuel stockpiling
“You can actually safe harbor and stockpile years, even decades, of a nation's worth of fuel and energy in the form of uranium and nuclear fuel. You can't do that with any other power generation technology. You can't do that with gas. You can't do that with coa…”
Jake Jurowicz Aug 12, 2026 ▶ 7:52 Did someone just figure out how to project finance nuclear?
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