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Why Batteries Are Changing Faster Than the Industry Expected - Marek Kubik
Episode 1
Published 1 month, 1 week ago
Description
Battery storage costs have fallen by two-thirds since 2022 and the cell chemistry currently dominates the grid barely existed at scale five years ago, and the same disruption could be about to happen again. Meanwhile, the supplier market is fragmenting rather than consolidating and the biggest names today aren't guaranteed to stay on top.Marek Kubik has watched these shifts happen from inside the industry since the early days. He joins Ed to explain why the balance of power in battery storage keeps changing, and what's coming next.They cover
- Why battery storage costs have fallen two-thirds since 2022 - and why that could be about to reverse.
- The real reason CATL's battery market share has dropped from 32% to 20%.
- Why sodium-ion batteries could repeat LFP's rapid takeover of grid-scale storage.
- How battery container design is changing again, from bigger cells to taller stacks.
- The battery duration limit everyone assumed was fixed - until 16-18 hour systems broke it.Want to dig deeper into battery cell chemistry and pricing trends? Ask Ko, Modo Energy's AI analyst: