Interesting video.... and if he can do it (no real data given, just general stuff) then the people who are betting Tesla as the grid battery maker are going to be very disappointed...
Yes, unfortunately no real substance there.
However, it seems reasonable to me that there could be better options for battery storage than some form of LION. LION is popular for mobile applications accuse it is relatively small/light for the power. But those aren't that important for grid storage. Cheap, reliable, and easy is more important for the grid, so maybe this battery, or the flow battery or something is a better match.
Doesn't sound like any Holy Grail to me, but I dunno. Hmmm, let's look at a personal level, how cheap would a battery need to be? Does this simplified math provide perspective?
Average home uses ~900kWh/month, so 30 kWh/day. Assume $0.10/kWh for ez math, and assume this battery can last 20 years. Over 20 years, we would spend:
0.1 ⋅ 30 ⋅ 365 ⋅ 20 = $21,900 on electricity. (not counting inflation, etc, but this is also offset by opportunity cost on battery investment).
So lets keep the cost increase to less than doubling our bill, just for reference. We would need a 30 kWh battery to cover one day, but we probably need more for seasonal use, let's say 100 kWh for more ez math. Hmmm, so even as high as @ $219/kWh, it would 'only' double our electricity cost. And that is where LION should be soon if it isn't already?
So if they can get cost down to say $50/kWh, that's a $5,000 investment (plus inverters) with a roughly 25% increase to a bill? But inverters probably double that? Plus installation costs? The key is 20 year life.
Since solar in most areas has a long payback period w/o subsidies, adding 25%~50% to the cost really hurts. Does my perspective make a little bit of sense (I realize it's quite a SWAG).
-ERD50