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Musk has set the pot boiling

Fri, 05/22/2015 - 10:58 -- Anonymous

It’s funny how us lesser beings can pursue a technical topic till we’re blue in the face and no one seems to take any notice. Electrical Energy Storage is just one such topic.

I feel passionately about this because I was inspired to launch BEST magazine nearly 13 years ago based on what I’d heard from the great and the good from the US Electricity Storage Associations’ meetings at the end of the last century… people like Phil Symonds, Garth Corey, Brad Roberts and others could see the future and it made sense to me as a journalist covering the battery field.

It seems a long time ago and many people have put in huge amounts of effort to achieve… well not as much as we’d hoped for. Then a technology Rock Star like Elon Musk speaks and the world changes. Now every news hack across the globe is writing about energy storage and with luck it won’t go away.

Musk’s announcement is self-serving but it helps all battery makers and all chemistries, including good old lead-acid.

The much-hyped Tesla Giga factory in Nevada needs a rapid ramp up in output if the battery pack cost reductions Musk hopes for in his electric car programme is to happen.

Diversification into domestic electricity storage could help and with a much-mentioned US$800m in orders, well it’s a start.

Of course, it also means a rapid ramp-up for the whole of Tesla’s supply chain— more separator, more electrolyte, more electrode foils— in short, a massive increase in risk for all concerned. It’s what the USA has been good at in the past— in terms of technology— when a goal is set and the resources marshalled accordingly. But lithium-ion is not the only choice. Lead-acid still has a future in this market, if it gets its marketing right and the whole of the supply, installation and finance chain. Musk is doing the battery industry a favour but how many of you will capitalise on it?

We’ll see if that’s happening. I’ll be reporting from the Electricity Storage Association’s event in Dallas this week and more importantly from the Intersolar show in Munich in early June. We’ll be picking up on the best. If you want to tell the world what you’re doing… ESPL is a key route for doing it. Contact me.