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Hip, hip hooray for my old friend Sheldon Kimber and Intersect Power for their front page profile in the Wall Street Journal by Amrith Ramkumar. Important notes: - the author concludes with a smart observation, the industry's heavy reliance on lithium (my insert: Chinese sourced finished batteries and/or Chinese sourced battery materials) will break as US sourced non-lithium alternatives mature and are a better fit for maximizing value to owners and the community (Enzinc, Noon Energy, florrent, Renewell Energy, Relectrify and more) - clean economy developers and traditional energy finance are actively working together to win (good start but much more needed, Morgan Stanley Infrastructure Partners Deutsche Bank HPS Investment Partners, LLC Cerberus Capital Management) - the Inflation Reduction Act aligns financial interests - this wise use of tax payer revenue unlocks massive deployment of energy storage + solar - having vast amounts of large and small scale energy storage in an interconnected grid environment supports hardening the grid from falling down during increasingly frequent extreme weather events - ultimately with continued high volume deployment and operation of solar and/or wind + energy storage + balanced in the gaps with decarbonized natural gas (Modern Hydrogen), energy customers will have lower energy rates Kudos also to rPlus Energies, Eos Energy Enterprises, Inc. Arno Harris NICO JOHNSON 🎙️ Mothusi Pahl Chris Graves Michael Burz Jaime Agustines John Benedict Capucao Harshavardhana Gourineni Joshua Phitoussi Jason Holt Jake Pflaum, CFA Amanda Bamberger Logan Grizzel Anagh Tiwary Jeff Renaud Jim Morgenson Michael Firenze Brett Olsher Kemp Gregory Stefan Seiberth Stefan Streckfus Jose LaSalle
Senior engineering executive with track record of innovation
5moAlso check out CEC Long Duration Energy Storage report stating that for discharge times >8 hours other chemistries are better than lithium based batteries which are OK for <4 hours.