That's a electric car battery, optimized for mobility: fast charge & low self-discharge, maximum density allowed by the projected lifetime, custom form factor,

That's a electric car battery, optimized for mobility: fast charge & low self-discharge, maximum density allowed by the projected lifetime, custom form factor, heat and cold resistant, vibration resistant and mechanically sturdy etc. When you think of an application like grid connected energy storage, most of those performance metrics are irrelevant, and the only thing that really matters is cell cost per total energy stored and delivered during its lifetime. We will likely see something over-engineered and simplified to maximize cycle count and minimize cost, leading to a much larger raw material consumption, at the expense of density - the cell is not going anywhere. So the ability to use dirty cheap ingredients is a game changer for the grid storage market.