battery wars: is tesla setting up a house of cards?

Is Tesla\'s new battery storage product the \"Holy Stone\" needed to integrate renewable energy and improve reliability and cost?
The effectiveness of the grid?
That\'s not what it looks like.
In fact, it could be a second product line for a dollar.
Companies that are losing serious problems with their continued competitive advantage.
Despite the sleek look of Powerwall, Tesla\'s \"new\" product uses 15-year-
Old technology: same Lithium
Originally designed for ion batteries that power phones, laptops and electric cars.
Tesla\'s innovation-if you can call it that-lies in the packaging and management of these complex systems, as well as the ability to invest $5 billion in \"Gigabit cars, this will reduce costs through economies of scale.
But that doesn\'t mean Tesla\'s battery technology.
Neither the grid nor the competitive battery technology that can weaken its competitive position --
And a lot of shareholder value.
The fact is, Tesla is competing in an increasingly crowded space dominated by existing lithium --
Ion battery manufacturers like big Asian manufacturers don\'t think \"Gigabit batteries\" are newsworthy and are threatened by emerging technologies that may soon make Tesla\'s batteries (
And business plan)obsolete.
Eos Energy Storage, Ambri, Aquion, and Alevo are companies that expand the competitive battery chemistry field, which offers potential real innovation, and they are all gnashing teeth in order to get Tesla out of business.
First of all, let\'s focus on the cost.
Tesla\'s lithium battery
Ion home batteries are priced at $350 per kilowatt hour, while its larger batteries are likely to cost nearly $250 per kilowatt hour.
While these figures have shocked the market because they are much lower than other existing batteries, they are still too expensive for those who want to save a little money on utility bills.
Zachary Shahan of Clean technica also made a reasonable analysis of Tesla\'s \"lifetime price\" with competing products.
Musk himself admitted this last week at the company\'s earnings call, noting: \"[battery]
With few exceptions, America\'s economy is more expensive than utilities, \"Musk said.
\"If anyone wants to ride a bike every day
Grid, it will be better than on-grid.
This does not mean that people will not buy it.
Some people want to leave-
The grid is in principle, or they just want to be independent.
\"So, obviously, there are some problems with the cost of Tesla\'s residential batteries.
But what about its commercial batteries?
As I mentioned in January, analysts at Citibank said in a note to investors last year that the cost of battery storage needs to drop to around $200/kWh, can be considered to be a national power ecosystem
Tesla said that each battery can store up to 10 KW of the power, which can theoretically be connected in series to create megawatts.
The ability to scale, if needed, gives them the ability to power a small town overnight.
Priced at $250/kWh, it may attract the attention of some large utility companies and can be used to replace power plants that provide peak power on the days when demand is highest.
However, Tesla\'s 100kWh battery pack is still small and can be used as a backup for any large batteryscaled utility.
Integrate and aggregate these commercial-scale products to a large number
Megawatt assets required for utilities.
All the lines, pipes, electrical protection and interconnect needed to install and connect so many battery systems in one location can be very expensive;
In addition, fire and safety will increase the additional cost of the project.
On the automotive side, Tesla has recently had to add a titanium body under Shield and aluminum deflection plate to prevent debris from piercing the battery pack and causing a fire on the S-type car.
These increases do not reduce the price of the car, and you can bet that with this technology, Tesla\'s grid storage concept will face many of the same challenges.
Tesla is not the only one. volume lithium-
Ion players on the market;
In fact, they are a little late in the game.
Samsung and BYD are the largest battery manufacturers in Asia and currently represent low
Cost suppliers in the industry.
Although there are some problems with the quality and reliability of the battery, of course there are also problems with razor thin (If not No.
The profits of these battery manufacturing, people just need to look at the solar industry, can see the huge impact of China and Asia\'s networked supply chain and production power, and this impact on world prices.
So Tesla\'s $5 billion Gigabit plant, with all its cost savings and economies of scale, could be closed before it opens its doors.
But the biggest risk to teslaisn\'tin Asia;
Instead, it\'s in its own backyard, where companies are exploring alternative battery technologies and driving real innovation. All old-
Technology, lithium
Ion batteries, including those produced in Asia, suffered the same.
Limit the discharge cycle life like Tesla.
The economy is limited because you can only charge the battery many times before replacing it.
At the moment, this number seems to be around 1,000 cycles. A new U. S.
The Alevo-based manufacturer claims to have solved the problem with the new spin of the old lithium
Ion battery chemistry
Alevo\'s battery uses lithium iron phosphate and graphite, combined with some sort of \"inorganic electrolyte,\" what Jostein Eikeland, the company\'s founder and Norwegian entrepreneur, calls the company\'s \"secret sauce\"
\"The battery can be recycled more than 40,000 times, and it is very durable and cost-effective for utilities that want to make the grid --
Horizontal Solar power is a reality in the United States.
Still, Alevo has a lot of work to do to achieve its stated goals as the company is just building manufacturing capacity and has barely deployed any commercial battery systems.
Eos Energy Storage, another emerging company, is a new idea.
For most of the past decade, it has been developing zinc hybrid cathode batteries and is now selling what it claims to be the lowest cost battery storage solution on the market.
The $160/kWh eos Aurora battery is a container 1 MW/4MWh DC battery system, provides 4 hours of continuous discharge and full charge for more than 15 years of service life or 5,000 days/
This price and performance makes it look economical to store energy on the grid, and allows Eos batteries to replace the most expensive peak generation for utilities with a balanced energy cost.
The company is currently testing the beta system with Con Edison in New York and GDF Suez, the world\'s largest independent power producer, and will test its first commercial-scale system in California later this year with Pacific Gas and Power.
However, although the system has not yet been commercially deployed, it has aroused great interest in powercommunity.
In fact, according to a person familiar with the matter, although Tesla is promoting the demand for its residential products is about 500MWh, Eos\'s global sales channels exceed the demand of 3Big players -
Including Toshiba, Gamesa Electric, Dynapower, etc-
The person said the Eos battery has been registered for integration.
It\'s hard to predict who will win the grid-
Store war at this point.
At the beginning, we may see a lot of companies, each with different technologies.
But while Tesla may win some early battles, it won\'t win a war armed with lithium because of its gorgeous marketing --ion batteries.
Real innovation is needed to take battery storage to a new level, so it\'s better for investors to bet on smaller, more innovative companies like Alevo and Eos on the battlefield.