could this be a good bye to 123 or a good buy to 123? it seems to me that they have many good products on the market, Id rather they would have been alti Are there any other large grid scale suppliers? It seems the regional grid operators are just begining to see the benefit of lithium ion batteries? anybody have any thoughts?
The initial tariff proposals for Pay For Performance are dut to FERC in 4 weeks with implementation 6 months later. This will increase the discussion on who my benefit from grid storage.
AXPW wants to get involved with their cheap product. I don't think it has the cycle life necessary, but will admit I don't know as much about them. Think they may be better suited as a UPS than performing FR on the grid.
Xtreme Power has a very interesting product and has had interest from multiple major players.
You know A123 has had a relationship with AES. I would like to see some data from their facilities. AES is technology agnostic and will use whoever is the best value at the time. A123 sold product for little or no profit and probably a loss to get initial contracts.
ALTI has the absolute best specs I have seen for grid storage with the combination of higher temperature extremes tolerated and high cycle life. It is a real head-scratcher to me why they haven't gotten more sales. The price must not be there. Grid storage isn't as reliant on weight and size constraints so cheaper can usually beat "better".
Toshiba and some of the other big boys could also compete favorably due to their pricing from mass production.
Still uncertainty on what PFP will mean for potential revenue on the grid, but we are getting closer to some more input.