Gridstor

6 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Jan 22, 2025 by Chris Taylor · said 14 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Lara Pierpoint (12), Chris Taylor (1)

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2025 14 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Gridstor, oldest first

Jan 22, 2025 bearish
Prediction Not checkable as stated
Robust domestic US battery supply chains won't be viable until late 2026
“So we are looking to focus our supply, de-risk our supply chain so that we have robust U.S. Supply options, but those are not likely to be viable until late 26 or early 27, realistically.”
Chris Taylor Jan 22, 2025 ▶ 29:31 Pioneering one of the first IRA tax credit transfers
Jan 22, 2025 positive
Disclosure
Taylor: Gridstor executed an IRA tax credit transfer with J.P. Morgan
“There's got a ton of lawyers involved and accountants on every side and a lot of sort of reassuring of people, but it's a pretty straightforward process, and at the end, we got that done with J.P. Morgan, which is Fantastic is they're probably the biggest play…”
Chris Taylor Jan 22, 2025 ▶ 18:36 Pioneering one of the first IRA tax credit transfers
Jan 22, 2025 positive
What-if
Financing unproven battery tech without a Tesla-level balance sheet is nearly impossible
“If we were using an unproven technology or a company that didn't have much of a balance sheet or a track record, I think that would have made this much more difficult, if not impossible.”
Chris Taylor Jan 22, 2025 ▶ 7:25 Pioneering one of the first IRA tax credit transfers
Jan 22, 2025 neutral
Disclosure
Gridstor is rushing Chinese equipment deliveries to beat incoming tariff deadlines
“And we're talking to manufacturers in China about, you know, moving equipment prior to tariffs getting imposed. We're talking to manufacturers about buying U.S. Equipment as soon as it's available, and we're talking to Other parties about buying from parties, …”
Chris Taylor Jan 22, 2025 ▶ 29:44 Pioneering one of the first IRA tax credit transfers
Jan 22, 2025 positive
Assertion Supported
Taylor: Gridstor Was Among First to Transfer IRA Tax Credits
“We were one of the first, if not the first project to be able to effectuate a transfer of the new tax credits that are available under the Inflation Reduction Act, which is kind of an in the weeds, wonky finance thing, but critically important to taking these …”
Chris Taylor Jan 22, 2025 ▶ 2:25 Pioneering one of the first IRA tax credit transfers
Jan 22, 2025 positive
Assertion Not checkable as stated
Gridstor installed a Tesla Megapack every 2.5 minutes at construction peak
“I think we were installing a mega pack every two and a half minutes at the peak of construction. It's pretty incredible. That's how fast they were able to load them on. Maybe it was every five minutes, but they were able to like pick them off this truck with a…”
Chris Taylor Jan 22, 2025 ▶ 16:02 Pioneering one of the first IRA tax credit transfers
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