Stranded | In Depth

[@markp1950]

I've been listening to Tony Seba for years. HE is the one that kept me in Tesla during the tough times. We know in the end we win. You can see his predictions as early as 2010. He predicted that solar would win. He predicted that EVs would win. Watch his videos. These youtubers didn't hear about him. Tony made predictions that sounded crazy, where actually they were often conservative. After listening to his predictions, I always have the feeling that I've been here before. Check Tony's work. So happy to see Tony getting respect. Check his predictions on the cattle industry. Technology is going to create many things cheaper. We are going from the age of extraction to the age of creation. The 2020's are going to have HUGE disruptions. Buckle you seat belt. Near 2025 ALL new cars/trucks/buses will be electric.

[@SageFinance]

I work at the largest coal fired power station in Australia and the solar / renewable penetration in the middle of the day makes coal fired stations wind down to minimum load and basically become unprofitable - our company is heavily looking into grid scale battery storage and green hydrogen long term as there is large demand building from Japan and Korea plus we can produce the hydrogen with cheap solar and hydro renewable energy to make it cost effective. Works ok in Australia because we have lots of cheap solar - some of the cheapest in the world and countries that cannot create their own energy want to import cheap easily transportable green fuel like hydrogen or ammonia to convert. I want Australia to invest in green technology more but our government is dragging its heels which is worrying because a lot of skilled people will be out of a job when fossil plants close maybe including myself - I’m all for renewables and want to work in the industry but the government needs to provide clear direction. I’m trying to diversify my income streams with investing and side hustles like KZbin so in the worst case scenario I don’t lose 100% of my income 🙂

[@janehansen5628]

I hope it works out for you!

[@kevjonas523]

Green hydrogen sounds interesting

[@fredjefferson195]

Hopefully your company goes for more battery storage 👍

[@antonyjohnson5293]

Let’s be honest the Aussie government is pretty useless when it comes to renewable energy 😆

[@erikehlert]

I've read several case articles articles recently about old power plants being converted to solar farms and electricity storage facilities because they are already tied to the grid and have usually a lot of real estate to work with. You would think that such ideas would come with a lot of favorable opinion from the local populations who would rather not see the jobs and tax revenue completely lost. Maybe this is what your company is thinking of doing

[@devonbikefilms]

“And all the naysayers were forced to shut the **** up” that wins the internet for me this week. Great as usual.

[@PM_82]

You can write “ shut the fuck up” , its not tv here

[@RussellFineArt]

Probably the best video you guys have done!! I've worked in the commercial wind and some solar utility industry for the past 14 years and you're spot on. I've run numerous LCOE calculations and wind and solar beat out nat gas, every time. Coal and nuclear aren't bidding anymore as they're too uncompetitive.

[@erikehlert]

If the economics are going south, why are natural gas plants still getting built? In China it's my understanding there still planning on building many many coal plants

[@RussellFineArt]

@@erikehlert China put a freeze on building new coal plants a couple of years ago and have been the largest investor in wind & solar, in the world and fully plans to power their entire country by solar, wind and hydro in the coming decades. And nat. gas building has slowed to a trickle as virtually all new investment and construction has gone to solar, wind and batteries. There is some good attention on small numbers of SMR's for large, metropolitan areas.

[@steveharry8762]

I'm watched this from my solar powered shed. I only have 400 watts but it powers my small fridge, stereo, computer, second monitor and a Tablo.

[@SpeakerKevin]

Energy storage via lifting huge weights is pretty cool.

[@delr853]

Literally the most important video I've seen lately... Thank you.

[@gdnasp6359]

Brilliant video guys. This is one I have sent to my whole family to spread the facts - easy to follow, easy to understand, funny as usual, but so important. It's good to be on the right side of change. Thanks always.

[@jeffhruska8626]

New regulations on wind and solar in Texas. Construction of wind and solar must include battery farms. Wind and solar energy must go to battery and then from battery to grid. No more free lunch no more disruption to grid. Period.

[@ahwhite]

i like how this video directly speaks to the issue with traditional power generation

[@tonydeveyra4611]

Liquid air battery is a pretty ideal battery for Agri voltaic systems in farming regions because the liquid air battery can also produce inert gases like N2 CO2 argon that are useful for food storage and packaging.

[@williamgreene4834]

N2 and CO2 are not inert. They are all useful for food storage though. N2 makes up about 78 percent of the atmosphere so it's the main component gas in an air battery.

[@Kuth70]

I'm just here to listen to Zac say "Shut the f*** up" on repeat.

[@timanderson2351]

That got an immediate Thumbs up from me! ZAC IS NOT PLAYING ANYMORE!

[@shiftvstab]

Lmao, that caught me so off guard

[@BijanJamshidi]

2:03 - YESSS! More savage stuff please. We're all adults here, you can curse and let idiots know they're idiots.

[@amircohen143]

You do know there are families watching this, I hope.

[@BijanJamshidi]

@@amircohen143 I don't think that average child cares about what's going on in this channel.

[@amalirfan]

That ain't true I am a teen XD

[@Likr666]

@@amalirfan Maybe according to the identity card, but obviously not accourding to your knowledge :-) Good luck, in Germany we don't take that much care on using everyday words in the media.

[@GreenTechFusionRenewableEnergy]

Been following Sadow and Ambri for a long time now. Perfect stationary battery storage and can’t wait until they get price parity or better than lithium. They are very expensive right now.

[@Zodiase]

As a Factorio player I feel the unreliability and pain of using solar power unless I have a sh*t ton of accumulators which take up a LOT of space (on top of the space needed by the solar panels) and causes a lot of pollution to mine resources and produce. I go nuclear as much as I can.

[@gsabic]

I used the info in your videos to persuade 3 friends to buy EV and 2 of them to get solar panels, Thank you for the great videos.

[@dr-k1667]

Thank you for sharing this information with your friends. You're lucky to have people who are open to changing their minds.

[@wolfmanwolf4656]

Nice, very interesting information. Didn't know that AMBRI got there battery to work. (Clean) Energy is always that what counts. Keep on going.

[@carljohnson1556]

Zach & Jesse are truly an eye into the future! Carl J.

[@carljohnson1556]

@@Emm2004 Why any thought on that @Kriscz

[@terencecollins4092]

Just a fact update on the Hornsdale Power station, South Australia is small state less than 2 Million people and after closing down their last coal fired power stations they had a massive power failure which caused the state government a lot of grief and embarrassment. They are still maintaining their base load via a big extension cord from their neighboring state (mine). That being said the battery helps balances out the grid and has done so very effectively and has been an economic success with several other Australian states planning installs over the next 12 months. Ive been following Ambri and Donald for several years and its great to see they have completed a commercial install. I hope word gets out quick on the advantages and cost effectiveness of the Ambri batteries as I believe its a much better solution/option than than Lithium Ion (still luv Tesla but)

[@OwenIverson]

It's so crazy that the "storage" problem has been so pervasive. Like, when humans realized that it didn't rain all day every day, we invented "buckets". We invented something that could STORE a valuable resource in case it happened to not be around when we wanted it. I don't get it.

[@ksam7969]

Lobbyists come up with the darndest lies and distractions with a compliant media.

[@yungprototype]

Your comment for the win

[@OwenIverson]

@@NimsQuarlo They could have also skipped right to moisture vaporators.

[@OwenIverson]

@@NimsQuarlo haha no worries! But as David says below, we're privy to a new paradigm that never existed before - grid-scale storage. My comment was tongue-in-cheek, but only kinda. It took a single weirdo to make the case for "we need this, and we need it now". I guess historically no one cared so no one pushed the envelope to develop grid scale storage.

[@OwenIverson]

@@lemongavine weird that you mention this because I've never thought twice about mother and step father working for Gould National Battery back in the 80s. Mind = Blown! Step dad would talk about batteries that you would literally walk inside off - it was crazy!

[@CrypticFoxGaming]

The process of letting the air in the liquid air storage expand to drive the turbine is endothermic. I wonder if they could use that temperature variance to generate additional power as well.

[@timsmith7605]

My wife and I purchased a model Y and recently went on a trip towing a trailer to our cabin when we stopped to charge at a super changing station it was a little bit of a challenge. What would really help especially with the coming cybertruck witch I sure will be doing a lot of towing would be pull thru chargers for people who are towing. What do you think?

[@mircoschonsee9567]

ads end at 0:47

[@truetech4158]

Bring on the era of automation.

[@gr1f1th]

I always liked the idea of compressed air storage. The advancements in heat recuperation has been critical to getting the efficiency up. Adding CO2 capture is an aspect I never thought too much about but that's really cool to have a way to capture as a built in mechanic to the storage.

[@erikehlert]

The CO2 capture would have to avoid reducing process efficiency, or the carbon negative aspect would have to provide credits in order to make the whole process economical

[@TL-xv9of]

Good to have as much alternatives as possible. This will increase competition, and price and an technology will improve over time.

[@einarwennmyr7564]

Great that you acknowledge the great work of Tony Seba! He predicts a number of other disruptions that you can bring up in this channel.

[@gerrycrisostomo6571]

The new battery concepts are so exciting and very promising. They may well be the answer to the future demand for electricity.

[@reggieinsider8816]

Your show is the best

[@buzzofftoxicblog791]

Agree 👍 👍

[@jasonjohnson9810]

As my f250 is broken down I patiently await my future ev truck lol

[@wolfgangpreier9160]

Rermember: Every electric car is a good car. I did not wait patiently. I just bought some. And when there comes abetter one and i can finance it i will switch. Until my last car that i will have to drive myself. The Cybertruck.

[@peterj-s6421]

good man

[@AdventurousJohn]

If you are buying from Lordstown motors, thats about to take a turn for the worse, and if you are looking at a cybertruck, you can follow the factory progress, it's looking like it's at about the %50 stage (but the gigapresses and some of the paint line equipment is going in), and I don't know the status of rivian... but you might want to take an extra dose of patience since I'm thinking mid q4?

[@jasonjohnson9810]

@@AdventurousJohn I bought an 04 f250 for 2k put 3k worth of work has been done to get inspected put a high dollar starter in it just to find the flywheel is bad IM SO SO OVER PETROL ENGINES lol no charging stations in lower adirondacks

[@dr-k1667]

@@jasonjohnson9810 Do you have a garage so that you can charge at home?

[@jamesdubben3687]

Best IEA plot I've ever seen! Now I know.

[@yungprototype]

Lol , now I know too

[@jeffreyh3881]

What are the efficiencies of these different battery technologies (compared to each other)? The compressed air sounds good, but then again so does hydrogen until you look at the efficiency. I don't know the answer, honestly asking

[@kazedcat]

The efficiency does not really matter. According to Tony Seba to get to 100% renewable we need 4X renewable generation capacity against annual demand to provide electricity all year round. There will be a lot of marginal cost electricity produce over demand that can be allocated for storage. What matters is the capital cost of energy storage as long as the capital cost is very low you can match them with renewable generation to provide highly valuable on demand power.

[@Amuzic_Earth]

I saw Prof sadoway talking about one weakness about his battery. Yeah he is incredibly honest. He said they have yet to find out a suitable material for the container to hold the liquid metal. They use a typemof ceramic right now, but those don't have the long life of the actual battery chemistry and as a result the battery as a whole has reduced life. I too think deploying lithium ion for large scale grid storage is a waste of resource. Lithium ion should be in EVs or other applications where energy density matters.Liquid air is the most promising I had found when I first came across it. It's especially scalable because it uses existing refinery parts.

[@davidkendall2272]

We love our Powerwall-2 batteries to complement our 13.2 kWh solar PV system Works like a champ to keep our electricity on after the sun goes down. Absolutely works for us in Edmonds, WA.

[@matthewclark1785]

I think Elon might like the liquid metal battery for grid storage because it would work on Mars :). Not to mention that if Tesla used liquid metal for big grid storage projects that would free up a lot of cells for vehicles and home storage.

[@bjarnehellese589]

Rooftop solar has some really good properties like proximity to where it is needed and wind has really low emissions, but nuclear power is the only energy source that gives stability to the grid, is safe, scalable, has a small amount of recyclable waste, low price of electricity, a small carbon, land and material footprint in addition to that it can be implemented fast.

[@otterylexa4499]

Would be interesting to know what the chief analyst at IEA would say to justify that graph of predictions.

[@turningpoint4238]

They no longer call them predictions and make up all sorts of excuses on why they are always wrong. Basically giving out nice graphs and charts and telling us these are totally wrong but we have to give out numbers like this to keep our masters happy.

[@erikehlert]

"Whoops! My bad. Sorry about that"

[@KJSvitko]

Individuals, financial institutions, banks, pension funds, universities and insurance companies are now divesting from fossil fuels. ESG investing is growing. Investing in new fossil fuels assets makes no "CENTS"

[@samuelbellamy4218]

Power storage with Moving heavy concrete blocks into a tower is pretty cool too and could be built out of waste Boring tunnel rock and dirt.

[@Zodiase]

"a compressed air battery doesn't degrade as you charge and discharge it." Isn't material fatigue a thing that requires replacing parts or running the device at a lower capacity?

[@danmoyer4650]

Um....no it's not. Not in a properly designed system.

[@enzodarro179]

You know what's also disruptive to the POWERWALL business? V2G "now you know"

[@ahk155]

Hey guys, I really appreciate what you're doing. I was just about to send you a link on the report about how wrong the informations on LCOE are misleading the big decision makers and saw your discussion here. Very glad to see this.

[@99beta]

In Ontario we have installed natural gas power plants to offset the fluctuations in wind and solar production. Peak demand is at 8AM and 7PM. Nuclear power supports 50% of minimum baseload and hydro supports 25%. That leaves 25%+ for renewables. Between the peaks is about a 22,000 MWh difference or 7334 Tesla Megapacks. :)

[@allencrider]

That dude's got one hell of a necktie! When you compress air, heat is generated and is lost energy because you cannot hold the heat. Tony Seba is a genius!

[@romandesign26]

Always very informative love that you explore these subjects and that you get into the factors that would help the world create a more sustainable ecosystem. Thank you.

[@harsimranbansal5355]

“I mean their predictions are always wrong but who cares” - Jesse 2021

[@wolfgangpreier9160]

Answer: The world economy - Zack also 2021...

[@doughnationbakery4506]

I am curious about the fact that you lump nuclear in with coal and gas? The new nuclear generations are for more efficient than what is currently being used. Liquid Molten salt reactors are far safer and have the ability to decommission old spent nuclear waste and warheads. I prefer the both and models that include new nuclear in the equation.

[@oedesse]

Love your show - hopefully I will love some day someone as much as you love Tesla :D Greetings from Berlin :)

[@whakjob]

Or, you will find someone to love you like that.

[@rdyer8764]

Man 'o Man, I love that prof's tie!!!

[@maximilianmander2471]

Same people that shortet Tesla in the past now be like: "But when you use Air Batteries, we will all suffocate."

[@JamesBideaux]

I am wondering how much of the energy you put into such a battery will be available when you discharge it, tbh. seems like the main issue.

[@pabs1985]

Omg, Zac going Steven style from Solving The Money Problem. I didn’t see that one coming at all. It was so funny 😂 Awesome content as always, keep it coming.

[@tesla-taxi-millinqld-hq-br7462]

'force to shut the f... up' - love it!

[@thecrazyandthewild]

Thank you, guys! Have a great day!

[@ramblerandy2397]

11:04 Back around 2015 and way, way earlier, I knew that I wanted energy production, industry and transport to be clean, but I had little idea where we were on the road to progress. Enter Tony Seba. His presentations were a revelation to me, and I'm sure others. Although I'd heard about him years before 2015 I had never made the connection to seek out his knowledge. One lecture was all it took. These days I get Tony Seba refreshers off YT. He is uncannily accurate in his predictions. Astonishing.

[@jaf9365]

Welcome All

[@iPhil77]

Recently y’all posted the link to United States energy source: wind etc. The United States has enough energy for the daily usage but not enough of battery storage etc.

[@CarlWithACamera]

What we have here folks, is a classic disruptive inflection point on the horizon.

[@dr-k1667]

Yep!

[@simonhenry7867]

It's obvious IF you know how bad wind turbines are. Even though wind is cheaper than any other form wind farms get around 20% usage. That means battery cost can be 4x to break even

[@dermccul]

Thank you for the positive news.

[@vincentdeleonjr1039]

yea “And all the naysayers were forced to shut the ** up " I agree

[@doubleslitstockexperiment3099]

Great interviews!! Love the info keep it coming guys great job!

[@jamesdhardy]

Thanks guys!

[@jorgecamacho4359]

I just wanna let u know, I watched the video and towards the end I realized I haven’t liked it, so I scrolled back to the beginning to give it a like to support the algorithm! Love all the content you guys put out thank you the widespread coverage

[@alaneasthope2357]

One thing the experts missed off their lifetime calclation was the cost of decommisioning if it's nuclear.

[@DavidWilliams-DSW558]

Is road salt really calcium chlorite? Here in Europe, salt is typically sodium chloride.

[@brothervance1932]

Calcium chloride is a more effective deicer than sodium chloride.

[@coder8i]

Microgrids please

[@JoMiTo83]

Love the looks at a micro and macro level. 👍

[@solomanneil]

TONY SEBA is the man! Another great video.

[@marekspot9314]

2:05 You didn´t, Zac! Oh, you savage! :D

[@dhanvanth2582]

I love all your videos

[@tbone0283]

Love ❤️ this channel!!!!! Boo ya!

[@pebre79]

Get ready for yet more bailouts for holders of these stranded assets

[@DouglasFerrarelli]

Sadly 🙄

[@turningpoint4238]

Yup we live in a wealth protectionist system, not much capitalistic about it.

[@ovadiahdaga7601]

How doe's the embri baterry get heated ???? How much energy do i loos for heating the baterry ??????

[@Ds1950x]

Battery exhibit #4 Redflow

[@apolinariobr]

Best channel on KZbin

[@sunnygea355]

Even South Australia has it’s own battery support but why not here in America do we have it during the recent power outage in Texas

[@simonheath8701]

The real question is what are YOU doing to make sure your pension isnt invested in companies with stranded assets. Its hard to find ETF / finds that invest in non fossil companies. Theres a couple like iShares World fossil screened and Bailie Gifford Positive Change (7.5% in Tesla) & iShares Global Green energy which I own in my portfolio. But I want to get something like FTSE 100 exc fossil and DOW exc fossil. Next option is to do my own index fund with companies directly and find software to do the trades.

[@sr71ramjet44]

I enjoy this channel. Stranded was fascinating. One very important point, only the Tesla batteries are viable for public consumption for the foreseeable future.

[@brokkoliomg6103]

Can someone just briefly tell me what the efficiency is on the presented energy storage techs?

[@daveoatway6126]

The link to Disruptive Investing did not work. I am interested!

[@mateenrahman3372]

Awesome review !

[@jpttech]

Thank you guys, love the information

[@RMTFamily]

Large grid scale storage will not be lithium batteries in the future. There are many "liquid type" batteries out there that can do the job cheaper and longer. Lithium batteries are great for vehicles and can be used as V to G to some degree, or even better just as back up for your home during power outages.

[@garn5341]

Thank you for mentioning that a lot of other smart people are also working on a way to store grid level power other than Elon. Because they were/are. It seems that some only hear, when you comment like that, “You are simply Elon/Tesla lovers/fan boys”, instead of truly listening to the message. Which I am sure was why you choose to word it this way. So good call! Thanks guys.

[@briancunningham483]

The one question I can't get an answer to is if battery storage can handle rapid current, voltage and frequency changes and act the same as a spinning reserve. A flywheel like a spinning generator instantly responds but will inverters. I think we will, at least for the near future, need a spinning reserve.

[@danmoyer4650]

Batteries are controlled by computers and micro-electronics. The slowest of those systems respond in milliseconds. The better ones in microseconds. A "spinning generator" can respond in seconds at best, but more probably minutes.

[@briancunningham483]

@@danmoyer4650 actually a spinning generator has a fly wheel effect and responds instantly to ride through momentary dips and surges that occur in milliseconds. Electronics have trouble responding. Batteried take a certain amount of time to produce higher currents due to chemical actions. Flywheels are often used in data centers to provide instant backup to power loss since UPS systems take milliseconds at gest to come on line or or up.

[@5ervicemonkey]

3:30 Calcium Chloride is road salt? Where? Around here the cheap stuff, sodium chloride is spread by salt trucks. I think the paw-friendly snowmelt salt from the store is calcium chloride. Sure it's cheap abundant material as far as battery manufacturing is concerned but please be accurate. 9:55 "doesn't degrade as you charge and discharge" If you're chilling the air then compressing it I assume there's mechanical refrigeration involved and also an air compressor of some sort. Mechanical equipment degrades. 13:43 stealthy little play on words there.

[@toddm3967]

One problem is people (at least around me) do not want solar farms around them. A few have been built and now there are signs everywhere and advertising against solar farms. I asked some of the people why it's such an issue and what's the downside. Some of the installations make a loud buzzing sound all day, and they don't want to look at them, they paid to be in the country to have country views. People who live next to solar farms have seen their property values drop dramatically and they have been unable to sell their houses. I asked them if they would rather have a coal plant next to them, which of course they don't. I asked what if the solar installs lowered their electric bills, they said they would rather pay more and not have the solar next to them. They don't mind solar, they just don't want it near them.

[@josephj6521]

Do you think natural gas will be around for much longer than coal/petrol/oil? We prefer gas cooking/heating and all restaurants use gas for their cooking. Interesting conundrum. I’m all for no more coal/petrol/oil etc.

[@gbpg2016]

Natural gas will be around for a long time

[@josephj6521]

@@gbpg2016 cool. Thanks.

[@EMichaelBall]

It'll probably become more of a niche thing, for restaurants and legacy heating equipment. Heat pumps can heat homes better than gas: and for home cooking, induction cooks better than gas with all of the fine temperature control. Gas hookups won't be needed for new housing developments.

[@mikebeats7448]

1:04

[@dertythegrower]

Good video Keep em cranking!

[@fiveleafchocolate9025]

Agreed. I have just shared this video with over 1500+ people. Let’s get the word out. Can you make an in-depth video about HOW specifically renewable energy is cheaper than fossil fuels? Also, what’s the lowest cost way to go off grid for a 100amp electric box (in Canada - Ontario)?

[@72milkman]

How can we invest in Ambria?

[@maximilianmander2471]

Car to Grid is the Future. VW plans to do that in the future. I think Tesla doesn't do that, because then who would still buy a Powerwall?

[@danmoyer4650]

People who'd like to charge their car from the Powerwall maybe? They two are not mutually exclusive.

[@cmw3737]

It shouldn't have taken Tesla creating the Hornsdale utility to get this moving but now it is it makes more sense to use alternative batteries for grid storage so the lithium ion can be used in cars where it's needed.

[@miguelberthet6723]

Can you make a video about VW power day. They talk about VtoG. Thanks and keep up with the great work

[@donaldduck5731]

Really informative. I can see repurposed end of life EV batteries contributing massively to grid storage in the future, 10-20 years or so.

[@bobwallace9753]

Time to put the battery fire scare to bed. Almost certainly cells we would use for grid storage would be lithium iron phosphate (LFP). Those cells are non flammable. They will not burn. The chemistries that are flammable are likely to be used in high performance and very long range vehicles where as much energy as possible needs to be stored within the space/weight limits. Tesla is now moving their standard range vehicles to LFP cells.

[@RexAlfieLee]

The real problem that we have to face is bribes. Until bribery is interrupted this will continue. Officials being bribed are often getting to the ends of their careers or have major losses in their lives & now these bribes are welcomed. An interruption into the access to bribe is really needed.

[@mikemccarthy1638]

N.B.: A decade ago, IEA was doing exactly the same repeated miscalculation for OIL.

[@wlhgmk]

The cycle efficiency of liquid batteries should be very good. It depends to quite an extent on the efficiency of the insulation and we have aerogel as a possibility. But what about liquid air. Refrigerators, especially ones that go to very low temperatures eat up power and then you need really good insulation of pretty large tanks to stop heat seeping into the liquid air. Then to get the biggest bang out of the process, you have to put heat into the air when generating.

[@enzodarro179]

What about the very big battery on wheels, lets plug them to the grid V2G