Conversation

Lithium chemistry seems like a bad solution at scale. Green hydrogen seems cleanest overall but it can… explode I guess.
5
10
I think dynamic balancing (eg German wind + Spanish solar in European super grid) as opposed to local baseload substitution will be a big deal. Baseload is a bad mental model unless you’re running a lot of steady heavy industry. In which case nuclear is the best substitute.
2
11
In consumer and office type load environments I think BTM storage is better than grid-scale. Manage variability at last mile rather than collocated with generation. I suspect has good thoughts on all this
2
3
Also something bothers me about the solution being yet another centralized aggregation of storage type solution. In many process industries there are important "efficiencies of concentration" that I'm not sure exist in electric storage.
2
1
Show replies