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> one of the top contenders to watch is Form energy, which has a rust-based battery. Form is still in the cell prototyping stage, as best I can tell - maybe n
by KennyBlanken 5y ago
> one of the top contenders to watch is Form energy, which has a rust-based battery.
Form is still in the cell prototyping stage, as best I can tell - maybe not even that. There's zero information on their website about where they are in the development process or really anything substantial about their design.
ESS on the other hand has a design they've had out testing in the field for a couple years ( https://essinc.com/ess-inc-to-deliver-two-energy-warehouse-systems-in-germany/ https://essinc.com/ess-inc-to-deliver-two-energy-warehouse-s... is one such location) and has been shipping actual product: https://www.businesswire.com/news/home/20211115006337/en/ESS-Inc.-Announces-Third-Quarter-2021-Financial-Results https://www.businesswire.com/news/home/20211115006337/en/ESS... and they've been pretty open about their design, though some of their old whitepapers have been removed from the site.
Competition in the market is certainly a good thing, but Form needs to do more than just have a shiny website, a screengrab of a zoom employee meeting, and a blog with 'industry insight' posts (because they have nothing to show for tech/product.)
- epistasis 5y agoAgreed that Form has lots of hype, but that's one thing that can be needed in addition to working tech. Utility decision makers are not the best at adding new tech to the grid or dealing with innovation. Having some big industry names and the support of the business press that the utility execs and shareholders read is it's own form of currency when dealing with such archaic businesses.
- KennyBlanken 5y agoIn addition to working tech. Form has no working tech, as evidenced by the total absence of any mention of it. No specs, no pictures, no test installations, no whitepapers, nothing.