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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 görüntüleme • 1 yıl önce •via X (Twitter)

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Sawyer Merritt profil fotoğrafı
Sawyer Merritt1 yıl önce

Source:

Jae Kim profil fotoğrafı
Jae Kim1 yıl önce

BYD vs MegaBlock comparison

Peter profil fotoğrafı
Peter1 yıl önce

per GPT5:

Phil Trubey profil fotoğrafı
Phil Trubey1 yıl önce

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 profil fotoğrafı
Matt Griscom1 yıl önce

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

yurboyc-j profil fotoğrafı
yurboyc-j1 yıl önce

Dude can you stop advertising for BYD.

Sawyer Merritt profil fotoğrafı
Sawyer Merritt1 yıl önce

@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 profil fotoğrafı
yurboyc-j1 yıl önce

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

Sawyer Merritt profil fotoğrafı
Sawyer Merritt1 yıl önce

@CJ_h04 Thanks 😂

Hassan profil fotoğrafı
Hassan1 yıl önce

Tesla is the only company that matters right now.

Joe Hansen profil fotoğrafı
Joe Hansen1 yıl önce

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 profil fotoğrafı
Bernie Panders1 yıl önce

So Byd is truly the knockoff Tesla?

Nick Peitsch profil fotoğrafı
Nick Peitsch1 yıl önce

Wow… this is a full generation ahead of Tesla

Russ profil fotoğrafı
Russ1 yıl önce

way better than Tesla's offerings

ArtoDad profil fotoğrafı
ArtoDad1 yıl önce

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 profil fotoğrafı
TraderJohn1 yıl önce

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

FSD Pilot (Unsupervised) 🛩🇺🇸 profil fotoğrafı
FSD Pilot (Unsupervised) 🛩🇺🇸1 yıl önce

Cool

Howard “Howie” in Washington profil fotoğrafı
Howard “Howie” in Washington1 yıl önce

Are they state sponsored/subsidized?

ValueAnalyst profil fotoğrafı
ValueAnalyst1 yıl önce

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

SOUL FUEL INC profil fotoğrafı
SOUL FUEL INC1 yıl önce

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 profil fotoğrafı
Janus the Watcher1 yıl önce

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 profil fotoğrafı
Jesse Peltan1 yıl önce

2,710 Ah is huge.

DM Trading profil fotoğrafı
DM Trading1 yıl önce

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 profil fotoğrafı
Gordon Campbell1 yıl önce

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 profil fotoğrafı
达野1 yıl önce

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 profil fotoğrafı
CyberJC1 yıl önce

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

Tim (Retired Young Now What) profil fotoğrafı
Tim (Retired Young Now What)1 yıl önce

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 profil fotoğrafı
Janne1 yıl önce

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

AjaX 🐦‍🔥 profil fotoğrafı
AjaX 🐦‍🔥1 yıl önce

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

Tenit profil fotoğrafı
Tenit1 yıl önce

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 profil fotoğrafı
JORDI SOLSONA1 yıl önce

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

Simon P profil fotoğrafı
Simon P1 yıl önce

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 profil fotoğrafı
George1 yıl önce

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

Bonnie profil fotoğrafı
Bonnie1 yıl önce

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 profil fotoğrafı
PauKap Gualnam1 yıl önce

RIP $TESLA

afjerry profil fotoğrafı
afjerry1 yıl önce

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 profil fotoğrafı
Don1 yıl önce

I like megablock more

pro1776 profil fotoğrafı
pro17761 yıl önce

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

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