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1. I am rooting for wind and solar generation but I am skeptical that sodium ion battery production could ramp from today’s pilots to the >100 TWh needed for g
by crmd 1y ago
1. I am rooting for wind and solar generation but I am skeptical that sodium ion battery production could ramp from today’s pilots to the >100 TWh needed for grid-scale alone in less than 20 years. There is also the issue of transmission network buildout.
2. You’re right about generation vs delivery. I just checked and almost 2/3 of my $750 bill from last month was for delivery vs supply. Appreciate the reminder!
- adrr 1y agoYou can make sodium batteries on existing lithium ion production lines. CATL and BYD says you don't need reinvent the factory and they will use their existing lines.