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35 - Looking at longer-duration storage with John Perkins (Principal Consultant @ Afry)

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Modeling Lithium Battery Revenues

The industry supply chain is at the moment constrained and we're obviously seeing costs come up as a result of that. I think mostly the industry is talking around short term constraints. So if you believe that storage is going to get cheaper, then it should lead to a sort of a cannibalization of revenue potential through people being able to build lots and lots of cheap storage. But yeah, I mean, who knows? Yeah, and if it's not lithium, then as we said earlier, there's plenty of other technologies that could also be relatively cheap in the future.

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