Battery Costs - Transmission (Aaron Wade: Head of Battery Costs at CRU)

[@ArthurDentZaphodBeeb]

Incredibly informative discussion. Excellent guest.

[@pascalboudalier1518]

I'm just an average french dude building my own battery based on 280ah lifepo4 cells, and this content is super interesting

[@capnkirk5528]

This was very much worth the watch. Thanks, and a very well informed and intelligent guest.

[@mickjoebills]

Excellent questions, precisely and clearly answered.

[@stevenjballio]

good chat guys. keep the info coming.

[@mfb424]

$25/kWh is good estimation for LFP cell cost. There are however some disruptive elements coming which can drag that below $10/kWh before 2030’s. Just an example: as BESS segment is going for longer duration the industry can use less refined marerials and even from mine-less sources. Leaching was mentiones for material recovery but those same methods apply to waste from other industries. Meaning we already have in Europe more than 5 TWh worth of cell materials ”wasted” annually. Funny thing is that these same waste flows do not exist in China yet as they do not have similar rigid system for waste control.

[@cyberslim7955]

I've heard current manufacture aim for $20/kWh LFP pack ready in their current manufacturing, otherwise they will not be able to compete long term.

[@lindseyhatfield9017]

very very good run down, was hoping we would get around to Flow Batteries for fixed storage systems.

[@EdPorterModo]

Have a look through some older episodes, both Form and Invinity have been on, plus Zinc too Hope they’re useful

[@JunitafluxcyfatriciaJunita]

European countries can make any battery prototype. But only the Chinese government wants subsidies Factory construction to batteries On a mass scale . In 2020 there are 24 planned sodium battery factories . But only 20 were built and all in China.Meanwhile, the remaining 4 in Europe and the United States are hampered by funding ,High energy costs and regulations. In china , renewable energy gets full support from the state .

[@samwood4733]

At the cost of the environment, ironically.

[@JunitafluxcyfatriciaJunita]

@@samwood4733 Same as fossil fuels. But Battery and solar panels can be recycled. Not the same as oil.

[@mfb424]

And China is actively trying to get more talent in. Compensations offered are ludicrous. 🤯

[@ariisaac5111]

Great interview, however I think you guys miss the elephant in the room concerning next chemistry dominating, which to me seems to be lithium sulfur, which is already getting built Factory in Nevada and can scale up and they say production costs down to $50 per kilowatt hour and 300 watts per kilogram of energy density. These stats will overtake even lfp and they plan to ramp starting in 2027.

[@mfb424]

LiS has still mountains to climb before it has enough trust to lure in few thousand billion dollars as part of the energy system. LFP is now already doing this hard work. So for the best ROI and market size LFP is the only way to go now.

[@Atheist-Libertarian]

When do you think cell cost will reach $25/kWh price point ? In how many years ? And at what price point, Solar + storage will become cheeper than Thermal even at night ? I have herd that, when BESS reaches peice point of $250/kWh and cell cost falls below $30/kWh, Solar will be cheeper than thermal even at night. Is that right ?

[@Rockall57]

Na-Ion....

[@cyberslim7955]

But northvolt was managed by T junk guys. They promised grade A for cars, but as usual nothing but vaporware...