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!
You 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.
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!