Bloomberg New Energy Finance has released a new report about the used-EV-battery landscape, and it’s intriguing, because of the opportunities and also because of its divergence from Tesla’s point of view.
One particular prediction is that, in 2025, there will be 29 GWh of used batteries from EVs available, and that about 10 GWh could be utilized for stationary storage. Tesla CTO JB Straubel, on the other hand, has stated that using used EV batteries for stationary storage doesn’t pencil out in as good a way as you’d presume, and he doesn’t see a future for this market (at least, for Tesla’s batteries).
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