Auto Storage. Final week it was Ford Power and immediately it’s about GM’s sodium ion enterprise, in fact Tesla/BYD (and others) have been round for a very long time as properly. The truth is that vitality storage, because it pertains to us, could be very a lot working in parallel to the auto house. A type of causes is what I discussed earlier than, the availability chain of storage cells attaches properly with the predictable use in auto manufacturing with the cumbersome quantity of the facility house. Everybody exterior of the auto house, and the big conglomerate stability sheets, could have a big drawback to play within the upstream phase towards the autos in my view as the worth of the commodity drops.
Storage Factors To Hydrogen (Failure). One factor to dig into is the influence to different era/storage tech that had house out there with costly batteries. Hydrogen is a kind of segments, the place low-cost batteries, in my view might have already killed the thesis that hydrogen has a task in tomorrow’s vitality system.
- Solar Power World: GM to manufacture sodium-ion battery cells for Peak Energy BESS
- Bloomberg: Solar Passes Coal in Historic Shift for US Electricity Mix
- Axios: Inflation hits 4.2% in May, highest in over 3 years as energy prices soar
- Reuters: Britain offers 700 projects grid connections in major energy investment push
- PV-Tech: JA Solar rebrands to JA in evolution to ‘green energy partner’
- Energy Storage News: SNEC 2026: Energy storage launches and tech spec reveals at China’s biggest clean energy trade show
- Canary Media: Clean energy and efficiency spared in Rhode Island budget process
- PV-Magazine: U.S. government restricts trade with prominent Chinese storage companies
Opinion
Finest, Yann
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