Sharon Mustri

data + environment •

I research the material supply chains needed to make energy storage happen @BloombergNEF, views my own

[Sharon Mustri @SharonMustri]

@INEMexico @ConsulMexNuy Todavia tienen espacios en la sede de NY?

[James Frith @JamesTFrith]

The impact of a 40% rise in battery prices, from an average cell price of $101/kWh in 2021:

Cell Price: $141/kWh (🔺$40/kWh)

50kWh Battery Pack: $8,600 (🔺$2,000)

100kWh Battery Pack: $17,200 (🔺$4,000)

🔋📈

https://t.co/WCa2hD0bu6

#battchat

[Melanie Lynskey @melanielynskey]

I am calling in live from my car, which is parked next to the playground, because neither my toddler nor I have any time management skills. Wish me luck!

[EMP at Berkeley Lab @BerkeleyLabEMP]

Hybrid power plants (generation + batteries) are trendy, but are not all created equal. We looked at various configurations around the country to see which approaches deliver the highest value.

https://t.co/C7ZKxNY9R3

[KSL NewsRadio @kslnewsradio]

When deputies asked how he was able to take over the situation, the Marine vet said, "The Marine Corps taught me not to [mess] around.”

[James Frith @JamesTFrith]

North America's battery industry is on fire!

@BritishvoltUK - 60GWh, Canada
Stromvolt - 10GWh, Canada
@Toyota - est. 30-40GWh, U.S.
@Stellantis / LG ES - 40GWh, U.S.
Stellantis / Samsung SDI - ??GWh, U.S.

>140GWh of capacity announcements, 508GWh needed by 2030.

#Battchat

[James Frith @JamesTFrith]

Great to see that @VulcanEnergyRes will supply lithium to @UmicoreGroup as part of a long-term offtake agreement.

More great news for the European sustainable battery supply chain.

#battchat

[Julia Attwood @jp_attwood]

BNEF clients can read the full report here: https://t.co/mHr4RIoBMo

[Julia Attwood @jp_attwood]

The carbon prices needed to make #netzero *primary* #aluminum work are pretty modest. #Recycled aluminum is a different story. Low #emissions = small denominator = high carbon price. But if we look at the green premium needed for the actual cost difference, it’s only 5%.

[Alex Grant @biglithium]

CTO of @AlbemarleCorp says to @SecGranholm today that he would like some help with direct lithium extraction technology development because he would like to fully utilize lower grade domestic resources.

[Sharon Mustri @SharonMustri]

Hear @jp_attwood, @PerkinsDanaM
and I bash and bolster all the pathways to green aluminum. We even consider -briefly- taking airplanes out of the sky.
https://t.co/BSMtop1OI6

[Sophie Purdom @SophiePurdom]

friday thought: supply chains are now climate tech ⚒🚂🏭🚢

[Sharon Mustri @SharonMustri]

There are already paths to net-zero in industry - @jp_attwood @meredith_annex and the G7 will show us which ones they are betting on
https://t.co/pyG2WBJu3m

[Kwasi Ampofo @kdampofo]

In 2020, @BloombergNEF ranked the top 25 countries across the lithium-ion battery supply chain. @VisualCap used the rankings for raw materials only to develop this insightful infographic. China tops. How can other countries improve their ranking? #battchat https://t.co/H4jXhhbNbZ

[Colin Mckerracher @colinmckerrache]

My latest piece on @hyper_drive looks at how a battery manufacturing cluster is emerging in the Nordics, and what it means for industrial policy and supply chains in the future. https://t.co/AWVrVBDUqc

[James Frith @JamesTFrith]

SKI and LG ES reach a deal on ITC ruling. This was never guaranteed, but was the most likely outcome.

Over 60 days both sides have tried to play their hand and influence the Biden gov. This is the best outcome for both companies and for EVs in the US.

https://t.co/9Joig5PqZd

[Shayle Kann @shaylekann]

Short version: deep decarbonization likely means doubling electricity demand (and generation) over the next ~30 years.

Which is a lot...but we did it once before, from 1975-2005.

[Josh Lederman @thejoshlederman]

Big news for offshore wind: Vineyard Wind just got its final environmental review from @Interior today, clearing path for likely approval in coming months.
Would power 400k MA homes & be 1st commercial-scale offshore wind project in US

https://t.co/CgisBjB49h (1/2)

[James Frith @JamesTFrith]

Why is there so much interest in solid-state cells?

Cost and performance are the two big factors. @HussainAsim of @QuantumScapeCo does a great job of explaining just this in an interview with @BloombergNEF recorded two weeks ago.

#Battchat

https://t.co/J7HpOqTYNo