Battle of the batteries: EVs vs grid storage?
Who will ‘win’ the intensifying competition for finite lithium ion batteries, in a world that is hindered by shortages of lithium, graphite, nickel and cobalt in 2022-25? Today’s note argues…
Amprius: silicon anode technology review?
Amprius is commercializing a lithium-ion battery with a near-100% silicon anode, which has 80% higher energy density than conventional lithium and can achieve 80% charge rates within around 6-minutes. The…
Battery degradation: causes, effects & implications?
What causes battery degradation? This 14-page note offers five rules of thumb to maximize the longevity of lithium-ion batteries, in grid-scale storage and electric vehicles. The data suggest hidden upside…
Renewable grids: solar, wind and grid-scale battery sizing?
…sizing, with each 1MW of average load requiring at least 3.5MW of solar and 3.5MW of lithium ion batteries, for a total system cost of at least 18c/kWh. $599.00 – Purchase Checkout…
Grid-scale battery costs: the economics?
…that a LFP lithium ion battery must charge to earn a 10% IRR off $1,200/kW installed capex costs. Other batteries can be compared in the data-file. $749.00 – Purchase Checkout Added to…
Battery degradation: what causes capacity fade?
We have aggregated and cleaned publicly available data into lithium ion battery degradation rates, from an excellent online resource, integrating 7M data-points from Sandia National Laboratory. Our data-file quantifies how…
Commodity prices: metals, materials and chemicals?
…Graphite paste prices, HCl prices, HDPE prices, HF prices, Hot Rolled Steel prices, Hydrogen Peroxide prices, Integrated Circuit prices, LDPE prices, LiPF6 prices, Lithium Carbonate prices, Lithium Metal prices, Manganese…
Electric vehicle: battery life?
…cycles for higher-use commercial vehicles. This means lithium ion batteries may be harder to displace with novel battery chemistries? $299.00 – Purchase Checkout Added to cart Our forecasts in the energy transition…
Solid state batteries: will they change the world?
…in conventional lithium ion batteries with pure lithium anodes, which have 10x higher charge density. How would this change the energy industry? Our conclusions are spelled out on pages 5-11,…
Pumped hydro: generation profile?
…smoothing than lithium-ion batteries. This is borne out by charts in the data-file versus charts in our grid-scale lithium ion battery case study. Data into the charging-discharging by time of…