As demand for energy skyrockets amid the rise of AI, one of Tesla’s co-founders is betting on a new solution: giving old EV batteries a second life. JB Straubel, who helped launch Tesla and served as its CTO until 2019, founded Redwood Materials in 2017 to recycle batteries and build a closed-loop supply chain for electric vehicles. Now, Straubel is using EV batteries that still hold usable capacity for grid-scale energy storage. Redwood’s new energy division recently partnered with AI infrastructure company Crusoe to launch its first microgrid, showcasing how repurposed batteries can help power data centers. CNBC visited Redwood’s Nevada operations to see how the company has grown and to learn more about its plans to use second-life batteries to meet the surging energy needs of the AI era
Have batteries just hit their exponential curve??
Battery energy storage is one of the critical keys to the success of the energy transition. That idea was written off by naysayers as pure fantasy not all that long ago, but batteries are now the single largest form of energy storage globally, this year surpassing the mighty pumped hydro for the first time. And batteries are only just hitting the steep part of the exponential growth curve! Even the uber-conservative International Energy Agency has now declared ‘a new phase’ has been entered!
Why the Biggest Battery Company is Betting Against Lithium
Sodium-ion battery technology isn’t exactly new, but something interesting is happening. CATL, the world’s biggest lithium battery manufacturer, says that up to half the market could switch to sodium. That’s right—the biggest name in lithium batteries is betting against lithium. Looks like lithium might need to recharge its reputation. After all, sodium-ion batteries are nearly as good lithium, and salt is much cheaper and easier to access than lithium. So maybe its not surprising that CATL and some other companies are getting ready to manufacture huge numbers of them in preparation for what could be a massive market shift. But is sodium really the future of energy storage, or is it just another battery technology destined to live in lithium-ion’s shadow?
American breakthrough in battery cell design
Sodium-ion chemistry, and just about every other battery technology, is dominated by 4 major Chinese and South Korean manufacturers. But there is a massive amount of research and development going on in Europe and the USA to catch up. Now an American team has identified a key improvement to the production process that may well accelerate that race.
Goldman Sachs says EV Batteries will fall 50% and be cheaper than ICE
Goldman Sachs says EV battery packs will fall 50% and make the cars cheaper than traditional internal combustion engines (ICE). This suggests that electric vehicles should be the same cost as ICE vehicles in about 2026.
RethinkX reveals the shocking exponential growth of battery storage worldwide
RethinkX reveals the shocking exponential growth of battery storage worldwide
China has Made A Water Based Battery: But Does it Live up to the Hype?
Discover the revolutionary water-based battery that could reshape our world. From extending electric vehicle range to safer, eco-friendly power storage, this breakthrough might be the key to future energy solutions.
How Compressed Air Batteries are FINALLY Here
We can’t control the weather (yet). But we can control how we store weather-dependent renewable energy. By making use of salt caves, former mining sites, and depleted gas wells, compressed air energy storage can be an effective understudy when wind or solar aren’t available. It has the potential to offer longer-duration storage that other technologies can’t for a lower capital investment. Can compressed air change the energy storage game? Or is it just a little too niche?
Solid State Batteries Are REALLY Here: Yoshino Power Station
If there’s any doubt that solid state batteries are actually here, well … here’s your proof. You can actually buy this for yourself and get it delivered to your door in a day or two. No, solid state batteries aren’t everywhere and definitely not mass market yet, but they also aren’t vaporware and always five years away. Just like this Yoshino battery, there’s other solid state batteries right on the cusp of ending up in consumer electronics devices near you. But do these early versions live up to the hype? And who is this Yoshino battery really good for?
Microsoft AI analysed 33 million candidates to find material to replace lithium
Through AI, MS is isolating ways to create batteries less expensively, including through a combination of sodium and lithium.
