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NEWS: BYD has launched its next-generation battery energy storage system. It has a unit capacity of 14.5 MWh, the highest globally to date. The energy storage system achieves an ultra-large capacity of 10 MWh within a space equivalent to a 20-foot container, BYD said. For a 1 GWh storage...

384,885 次观看 • 1 年前 •via X (Twitter)

38 条评论

Sawyer Merritt 的头像
Sawyer Merritt1 年前

Source:

Jae Kim 的头像
Jae Kim1 年前

BYD vs MegaBlock comparison

Peter 的头像
Peter1 年前

per GPT5:

Phil Trubey 的头像
Phil Trubey1 年前

You might want to give some context rather than these misleading marketing numbers direct from a breathless press release. They advertise high inverter efficiency whereas Tesla correctly gives system round trip efficiency. BYD’s number is akin to saying you’ve got really efficient transistors. Irrelevant. They boast a huge MWh number, but such a pack cannot be transported conventionally and/or will need to be assembled onsite. Tesla’s system is fully factory assembled and transportable. And so on. Comparing these ESS systems is complex and I don’t fault you for NOT doing the comparison since that’s better left to a true expert in the field (which there are very few), but rather than regurgitate PR numbers, maybe just say that BYD just released their answer to the Tesla Megablock and that there are several companies in this fast growing industry. BTW, Tesla is at a structural disadvantage to BYD and CATL in this industry since these competitors also manufacture battery cells which is by far the biggest cost item in ESS. However, Tesla has just started manufacturing their own cells for ESS (near GF-1 in Nevada), and probably has a lead in ESS systems architecture and software. Tesla will no doubt be leaning on their German Grohman subsidiary to build automation for LFP battery cell factories in Europe and China, which will be needed to compete in the coming years.

Matt Griscom 的头像
Matt Griscom1 年前

China ripped off Tesla, and will sell them with huge subsidies from the Chinese Communist Party. This is bad.

yurboyc-j 的头像
yurboyc-j1 年前

Dude can you stop advertising for BYD.

Sawyer Merritt 的头像
Sawyer Merritt1 年前

@CJ_h04 Me: Posts two pieces of news about BYD. You: cAn yOu StOp AdVeRtIsInG fOr ByD. As my bio has stated for a LONG time, I cover EV/space/tech news.

yurboyc-j 的头像
yurboyc-j1 年前

Fine to make up i will sub to him. This make me bullish for $tsla 🚀🚀

Sawyer Merritt 的头像
Sawyer Merritt1 年前

@CJ_h04 Thanks 😂

Hassan 的头像
Hassan1 年前

Tesla is the only company that matters right now.

Joe Hansen 的头像
Joe Hansen1 年前

If anyone else than China buys this they are idiots! In case of a conflict with China, I’m sure they can switch it off remotely, harming the infrastructure in that country!

Bernie Panders 的头像
Bernie Panders1 年前

So Byd is truly the knockoff Tesla?

Nick Peitsch 的头像
Nick Peitsch1 年前

Wow… this is a full generation ahead of Tesla

Russ 的头像
Russ1 年前

way better than Tesla's offerings

ArtoDad 的头像
ArtoDad1 年前

Is energy density a big concern with energy storage systems? I was under the impression that it was pretty far down the list of things to care about.

TraderJohn 的头像
TraderJohn1 年前

Is BYD going to make a humanoid robot too? Maybe open a diner?

FSD Pilot (Unsupervised) 🛩🇺🇸 的头像
FSD Pilot (Unsupervised) 🛩🇺🇸1 年前

Cool

Howard “Howie” in Washington 的头像
Howard “Howie” in Washington1 年前

Are they state sponsored/subsidized?

ValueAnalyst 的头像
ValueAnalyst1 年前

$TSLA can’t compete with BYD or CATL in batteries

SOUL FUEL INC 的头像
SOUL FUEL INC1 年前

Stop with the China propaganda. It’s always Tesla knock off tech attempting to imply they’re innovative. Plus none of this stuff really gets audited, it’s pumped and then we hear zero adoption or ghost sales.

Janus the Watcher 的头像
Janus the Watcher1 年前

BYD just launched the world’s most powerful storage unit: 14.5 MWh per box, LCOS < $0.014/kWh, 10,000+ cycles. They don’t just sell batteries anymore, they’re building energy sovereignty. The East doesn’t need your grid anymore. The West still needs its permits. 🔋 Storage is the new oil. 🧠 Who owns the energy protocol? → Thoughts? 👇 #JanusProtocol #BYD #EnergyWar

Jesse Peltan 的头像
Jesse Peltan1 年前

2,710 Ah is huge.

DM Trading 的头像
DM Trading1 年前

The comments are hilarious. I genuinely believe that for 80% of Sawyer’s readers this is the first time the penny dropped on Chinese battery manufacturers. It should be no surprise to anyone that if Tesla buys all their batteries from CATL or BYD eventually they can’t compete.

Gordon Campbell 的头像
Gordon Campbell1 年前

I wonder how heavy this will be to gave that much energy density? Could it exceed the weight for shipping and trucking? My understanding was this was a real limiting factor, the shipping unit maximum was something like 80k pounds.

达野 的头像
达野1 年前

I only remember BYD saying their cars can run on two wheels, but in reality, both quality and technology are terrible—don’t believe BYD’s propaganda lies.

CyberJC 的头像
CyberJC1 年前

@grok how does BYD new next-gen battery storage compare with Tesla's new megablocks next gen battery storage?

Tim (Retired Young Now What) 的头像
Tim (Retired Young Now What)1 年前

We have been seeing these amazing battery advancements announced for several years, but nothing ever comes. If BYD can actually bring this to market, it will be a large hurdle for Tesla to overcome.

Janne 的头像
Janne1 年前

@grok since when has BYD been copying what Tesla does?

AjaX 🐦‍🔥 的头像
AjaX 🐦‍🔥1 年前

So, BYD is not gonna stop at just EVs when it comes to competing with Tesla !

Tenit 的头像
Tenit1 年前

BYD just has a serious brainpower advantage over everyone. As of last Dec they have 110 000 engineers working on R&amp;D.

JORDI SOLSONA 的头像
JORDI SOLSONA1 年前

@Grok compare this BYD product with recently launched Tesla block.

Simon P 的头像
Simon P1 年前

It's good to see new battery storage innovations announced. The key is always reliable, large-scale deployment, and Tesla has shown consistent leadership here with the Megapack. It will be interesting to see how these new systems perform in critical grid applications over time.

George 的头像
George1 年前

This is one area i don't mind BYD copying Tesla the more the merrier

Bonnie 的头像
Bonnie1 年前

Does BYD have any different ideas other than copying everything Tesla does? 🤔 Chinese govt pours money in BYD so they can undercut tesla. What do they have in return? Imagine a car spy on people with its cameras is sold worldwide and send datas back to a cunning socialist govt

PauKap Gualnam 的头像
PauKap Gualnam1 年前

RIP $TESLA

afjerry 的头像
afjerry1 年前

This completely blows away Tesla megablock/megapack stats I. A space of a megapack BYD delivers a 50% of a megablock, they are just killing it here.

Don 的头像
Don1 年前

I like megablock more

pro1776 的头像
pro17761 年前

How long till wind towers are profitable without subsidies? I work in a field where we have to do heavy lift repairs and we have a competitor in the area and we stay hooked up. Cranes aren’t cheap…. There’s no way it’s profitable

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Sawyer Merritt

172,732 次观看 • 9 个月前

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Sawyer Merritt

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