Resiliency is DERs killer app. I’d like to do a study of how much search traffic from users asking “how can I install a battery in my house?” spikes after wildfires in CA, hurricanes in NY, or big freezes in Texas once again knock out the power grid. This is a now universal problem and overtime, resiliency benefits will lead to more and more users... See more

It comes on top of more visible good news—the IEA said this weak that oil demand around the world is softening because of “surging” sales of electric vehicles. In China, demand for gasoline will peak this year or next and then decline sharply. Britain, where the coal era was born, will close it’s last coal-fired power plant at the end of this month... See more

To achieve clean energy targets, many jurisdictions will have to overbuild renewables, increasing curtailment, or wasting of renewable energy. LDES could reduce or eliminate curtailment, allowing renewables to produce at full capacity whenever the weather is aligned.

Tesla estimates the global transition to sustainable energy requires 300TWh of battery capacity, 1000x the current installed capacity