Understanding Advanced Batteries and Energy Storage – Part I – by John Petersen (InvestorIntel – January 3, 2016)


Since I’m the new kid on the InvestorIntel block and most investors don’t have more than a passing familiarity with the advanced battery and energy storage space, my initial articles will focus on core issues and discuss them in manageable chunks. Once I’ve laid a solid foundation, I’ll begin to explore specific technologies and applications in greater detail.

My initial articles will be thought pieces that build a contextual framework for the more detailed analyses that follow.

Since my perspective on the technical, economic and supply chain issues of energy storage, vehicle electrification and alternative energy is often unsettling, I encourage you to give yourself some time to read, think and participate in the discussion. The process won’t always be comforting, but I hope we’ll have a lot of fun together.

Imagination is a battery investor’s worst enemy

In 1883, Thomas Edison said, “The storage battery is one of those peculiar things which appeals to the imagination, and no more perfect thing could be desired by stock swindlers than that very selfsame thing. … Just as soon as a man gets working on the secondary battery it brings out his latent capacity for lying. …”

The targets of Edison’s scorn were stock promoters who claimed they could double the value of their dynamos by charging batteries during the day, when nobody used electric lights, and selling their stored electricity at night. Edison did a masterful job of deconstructing the hype, discussing the technical challenges and related costs, and showing why the cure cost more than the disease.

For the rest of this article, click here: http://investorintel.com/technology-metals-intel/understanding-advanced-batteries-energy-storage-part/

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