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14 results for “battery technology”
Concept5 mentions across episodes
technology
Topic3 mentions across episodes
technology
Topic2 mentions across episodes
battery technology
...in battery technology and battery manufacturing.
11:59 / 13:08
from transcript11:59 – 13:08
...technology direction has actually been pushing towards larger, safer battery cells, which we can ride the tailwind of from a safety perspective to start. Additionally, there's a number of relevant industry standards that we're going to be abiding by
44:11 / 45:17
from transcript44:11 – 45:17
...technology is getting a lot better. And I keep seeing stats about how, again, in some markets like Texas and California, especially during high stress periods, you increasingly see grid level batteries playing an important part of the mix in supplyin
20:14 / 21:17
from transcript20:14 – 21:17
...chemistry for a long time. Interestingly, for a long time, it was really just NMC chemistries that were getting built at production scale. And the Chinese made a bet on LFP much quicker than the Koreans did. And so now companies like Samsung and and
47:41 / 49:03
from transcript47:41 – 49:03
...a big battery in there. They know about these big battery factories. Teach us about the history of batteries, how they work, concerns we have. Is there a constraint on how many of them we could make? And if so, what are the raw materials that constra
46:26 / 47:30
from transcript46:26 – 47:30
...and battery manufacturing. By the way, if China decides that whatever your company is doing that's using batteries doesn't align with what they like or they wanna punish you, being cut off from being able to buy batteries from China is incredibly pun
12:32 / 13:52
from transcript12:32 – 13:52
...phone battery if it if it goes off. In this case, it's it's different. Additionally, the lithium iron phosphate technology has actually advanced to such a point because the cells are so so much safer.
43:29 / 44:36
from transcript43:29 – 44:36
...a, one hour battery. That's actually a medium voltage battery energy storage system. That's something that we've deployed. You know, there's a lot of other use cases for batteries. I'll give you another example. We're actually working with, Elon's fo
1:53:07 / 1:54:15
from transcript1:53:07 – 1:54:15
...battery and be into the profit on each one of those installs. Yeah. The idea is that as we develop new generations of the technology, our cost to deploy the marginal asset goes down, the payback shorten, and our returns go up, and then we pass those
5:47 / 7:04
from transcript5:47 – 7:04
we may go into the cell business as we further vertically integrate. And if we do that, the reason we do it is so that we can drive cost down further for the customer. Right? Further the vertically integrate, take cost out, drive cost down for the co
8:56 / 10:01
from transcript8:56 – 10:01
...the larger battery manufacturers. How do batteries play into all this currently? There's a bunch of different ways batteries play into it. I think, you know, you you sort of need batteries in these low voltage UPS systems that sort of, you know, help
1:51:44 / 1:52:45
from transcript1:51:44 – 1:52:45
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