Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️
@bert_gilfoyle • 6,249 subscribers
I talk about batteries and clean energy a lot. Personally managing alpha to Valhalla. Internet rando. Not financial advice. 🌊
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He’s not being precise with his language in my view, but the CEO of NextEra is talking about $EOSE here. NextEra has not been satisfied with Li-ion BESS and have been looking to move on with a multi-year plan. In the past few years NextEra has helped Eos design their cubes so they could be installed and cold commissioned efficiently in the field. And, they recently put that to the test. Last summer they installed a 75 cube system at Torrecillas in Texas to pair batteries with wind and solar. It was cold commissioned in 7 days with 1 hour from truck to completion. NextEra have plans to add Eos batteries to additional sites in Oregon, Wisconsin and North Dakota to firm renewables, and have a 4 GWh off-take agreement with Eos. For whatever reason, the Torrecillas system is still not hot commissioned. These initial systems will presumably inform NextEra’s buy decisions on that off-take agreement going forward. Things in the utility industry take excruciatingly long. Glaciers took centuries to build up. Then from sudden glacial outburst floods (jokulhaups) they carved mountain passes, gulleys and deep U-shaped valleys in days or hours. Slowly, then suddenly. The waiting is the hard part.
Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️26,906 views • 8 months ago
Acyn The right hand at Fox is not talking to the left. We absolutely have the technology for long-duration energy storage, and it’s being manufactured right here int the U.S. Paired with solar and wind it can provide 90+% Equivalent Load Carrying Capacity.
Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️24,994 views • 10 months ago
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