Another angle is that, as your battery fleet grows, incremental batteries are getting much lower utilization than the first ones, so they're a lot less economic to add (even when you have wind as well as solar to balance seasonality). Batteries cannibalize batteries quite fast.

Does that include the data connectivity? I rented one on vacation once and found that the cameras got triggered constantly by snow and the video over air sucked a (relatively) significant amount of power over multiple nights

Base Power co is doing this in Texas.

If anybody sees this and wants to talk about doing this at C&I scales, follow/ping/message me.

Combine it with railway rights of way and we are cooking (with plasma)

We outchea

It is, but they’re competing against other battery techs that have significant incumbency advantages, and these are meant to be long lived assets, which that take a long time to satisfy financing party/operator risk tolerances, so every bit of speed matters.

And that currently, nobody is incentivized to lead a standardization effort or share their designs, when in reality very few have anything differentiating. Tricky problem

I’ve been speaking with experts for almost a year now in the space, and the lack of unified hardware standards/styles is a massive drain on the startups in the space. Everyone reinventing the wheel.

*knock knock* hello it’s me, your friendly neighborhood defense prime, mind if I search your house please?

How timely!

Mass-Manufacturability of flow seems to be the largest disadvantage compared to traditional cells going forward

Hydrogen is thought of in some of these as an electric proxy to some extent but agree, one of the last real set of tech r&d challenges

Doable, just a trade off between other power control system costs. If you’re reliant on <$0.04 kWhs to make your economics work, every tenth of a cent matters

Tiny/moderate up downs are the issue. Rectifiers and transformers are among the most important components to an electrolyzer system (not the cell stack) and that’s where costs have ballooned, offsetting cell stack manufacturing gains.

Batteries are great, they just add multiple cents per kWh.

Tiny/moderate up downs are the issue. Rectifiers and transformers are among the most important components to an electrolyzer system (not the cell stack) and that’s where costs have ballooned, offsetting cell stack manufacturing gains.

Batteries are great, they just add multiple cents per kWh.

Ramping time has been among the major design challenges for electrolyzer producers to marry with variable production. That’s partially driving the move back to alkaline versus proton exchange, it’s more resilient to variable power

🫡

Banger.

That later category has way more business model risk, is going to be less willing to make long-term commitments, is probably asking for maximum power for the site without tenants to back it up, etc.