Jaramillo: Form Energy's batteries could have discharged continuously during Winter Storm Uri
Mateo Jaramillo · Form Energy's manufacturing breakthrough · Jul 1, 2026 · at 12:22
Form Energy CEO Matteo Jaramillo discusses multi-day reliability use cases and references the February 2021 Texas grid collapse during Winter Storm Uri.
0:00 / 0:04exact quote · 4.2s
720p mp4 · rendered on demand · StarZero watermark
“If we had been there, we would have just discharged flat out, right, for those four days, and there you go.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Mateo Jaramillo
Jaramillo: Electrochemistry is not solved until manufactured at relevant scale and cost
“In fact, those are in many ways the same problem. Like, and you can't say that you've solved the electrochemistry until you're making it at a relevant scale You know, relevant throughput, with relevant yields, with relevant costs. Like, that's when you know yo…”
Jaramillo: Lithium-ion cannot solve long-duration storage due to costs
“We saw what happened with lithium-ion, and we saw the progress that it is making, has made, and will continue to make, and yet, we saw a very large opportunity still in the market, and that was to address something that lithium-ion just was not addressing, can…”
Jaramillo: Form Energy targets roughly $20/kWh system costs
“The trick is building a device and delivering a system that keeps you as close to that entitled cost as possible, and for us, that will be roughly 20 dollars a kilowatt hour. We think we can go below that, but that, that's sort of the first target that we've g…”
Jaramillo: Form Energy is targeting a $20/kWh all-in system cost
“The goal, as we said, from the very beginning of the company, we always were targeting something that would be 20 dollars a kilowatt hour all in at the system level. And that we feel is still very much the entitlement there that we're headed towards.”
Jaramillo: Iron-air raw materials cost under $1/kWh versus $30/kWh for lithium
“You're starting with a raw cost of materials that's less than a dollar per kilowatt hour, right? This is as compared to, let's say, unprocessed minerals for lithium mine that sitting on a table is, you know, 30 bucks a kilowatt hour, something like that.”
Jaramillo: A 100-hour battery at $20/kWh drastically lowers grid portfolio costs
“What popped out of that analysis was very clearly, if you can make a battery for a hundred, for 20 dollars a kilowatt hour, you get the hundred hours and you have a very entitled place to bring a ton of value to the grid. It is differentiated. It enhances the …”