Auto Storage. Last week it was Ford Energy and today it’s about GM’s sodium ion venture, of course Tesla/BYD (and others) have been around for a long time as well. The reality is that energy storage, as it pertains to us, is very much running in parallel to the auto space. One of those reasons is what I mentioned before, the supply chain of storage cells attaches well with the predictable use in auto manufacturing with the bulky volume of the power space. Everyone outside of the auto space, and the large conglomerate balance sheets, will have a significant disadvantage to play in the upstream segment against the autos in my opinion as the price of the commodity drops.
Storage Points To Hydrogen (Failure). One thing to dig into is the impact to other generation/storage tech that had space in the market with expensive batteries. Hydrogen is one of those segments, where cheap batteries, in my opinion may have already killed the thesis that hydrogen has a role in tomorrow’s energy 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
Best, Yann