Base Power co-founder Zach Schendel explains the regulatory and physical infrastructure constraints limiting utility-scale battery deployments.
Opinion
Schendel: The energy industry lacks a disruptive equivalent to SpaceX or Anduril
“I think the energy industry is actually in a pretty similar spot That the aerospace industry or the defense industry was in, in, in the last decade. The difference is that the energy industry doesn't have a SpaceX and it doesn't have an Android role. And we st…”
Assertion Not checkable as stated
Base Power cuts home battery installation times from months to weeks
“So today, if you go buy a home battery it's probably gonna take you two to six months to get that battery on your home. We can get a battery on a home. You know, it varies by permitting requirements from the local municipality, but on the order of two to four …”
Prediction Not checkable as stated
Base claims it will be America's fastest battery developer by summer 2025
“By the summer we'll be deploying at twice the rate. So we'll be the fastest battery developer in the country in, in, in the next, you know, three months.”
Disclosure
Base Power vertically integrates hardware, software, operations, and direct-to-homeowner sales
“We develop battery technology. We deploy the hardware. We own it. We operate it. We sell power directly to homeowners. We install the batteries ourselves. We do the field service and operations and kind of everything, all parts of the stack to build out a flee…”
Prediction Not checkable as stated
Schendel: Texas power grid is a canary in the coal mine for America
“That said, we think that Texas in a lot of ways is the canary in the coal mine for the rest of the country. And as a lot of the rest of the country moves into a load profile that looks a lot more like Texas, the demand for batteries in those states will go up …”
Prediction Open · timeframe Apr 2030
Schendel: Solar and wind plus storage will structurally undercut fossil fuels
“Well, actually the marginal cost of wind and solar plus storage is just going to be lower than the marginal cost of coal and natural gas.”