Best of LinkedIn: Electrification & Battery Technology CW 24/ 25

Show notes

We curate most relevant posts about Electrification & Battery Technology on LinkedIn and regularly share key takeaways. We at Frenus supports automotive suppliers with building feature-by-feature competitive intelligence that shows exactly how their product stacks up against the competition. You can find more info here: https://www.frenus.com/usecases/product-feature-benchmarking-and-sales-battle-cards-know-exactly-where-you-win-where-you-lose-and-why

This edition provides a comprehensive update on the rapidly maturing electric vehicle (EV) infrastructure sector, highlighting significant shifts toward heavy-duty fleet electrification and megawatt charging solutions. They detail the critical role of government-backed grants and smart energy management in overcoming current grid capacity bottlenecks, particularly within the UK and European markets. Professional discussions emphasize the transition of vehicles into flexible energy assets through bidirectional charging (V2G) and the emergence of interoperability standards to improve user experience. Innovative hardware developments, such as solid-state batteries and integrated DC chargers, are showcased alongside evidence of retailers leveraging charging stations to increase property value and customer footfall. This edition also addresses operational hurdles, including infrastructure security, cybersecurity risks, and the necessity for proactive maintenance to ensure network reliability. Ultimately, the collection illustrates a global move from early-stage adoption toward a professionalized, integrated energy ecosystem essential for decarbonizing transport.

This podcast was created via Google Notebook LM

Show transcript

00:00:00: brought to you by Thomas Allgaier and Frennus.

00:00:02: This edition highlights key LinkedIn posts on electrification in battery technology, in weeks twenty five and twenty six.

00:00:09: Frenness is a BDB market research company that supports automotive suppliers with building feature-by-feature competitive intelligence That shows exactly how their product stacks up against the competition.

00:00:20: You can find more info in the description.

00:00:22: So usually when we talk about infrastructure there's this expectation of like simple binary mechanics,

00:00:29: right?

00:00:29: Like old school plumbing.

00:00:30: Exactly you turn the tap water flows You plug a device into a wall outlet and electricity flows.

00:00:36: it's clean It's visible And that either Well, functionally working or it's completely broken.

00:00:41: Yeah and I mean its a comforting mental model right?

00:00:44: We expect our modern infrastructure to just behave with the exact same predictable reliability as this century old utility grid.

00:00:50: But the moment you step into actual operational reality of next generation mobility And electric vehicle charging in particular That simple plumbing metaphor falls apart entirely.

00:00:59: Oh!

00:00:59: Completely

00:01:00: We're looking at a landscape that is just incredibly complex.

00:01:04: It's this fragile ecosystem of competing software protocols, sensitive chemical architectures and super vulnerable hardware.

00:01:13: Yeah, and I think our mission today for this deep dive is to figure out if the EV industry is actually building the robust infrastructure of the future or just creating incredibly complex fragile digital plumbing that's basically destined to break

00:01:27: down.

00:01:28: That is ultimate tension right now.

00:01:30: so we've gone through the absolute sharpest insights shared across LinkedIn by mobility industry professionals during calendar weeks twenty-five.

00:01:38: And honestly, the recurring theme isn't really about the raw technology anymore.

00:01:43: Right It's much more about the brutal friction of actually deploying that technology into the real world at

00:01:49: scale.

00:01:49: Exactly So we're bringing you a completely fluff-free analysis Of the trends dominating this space right now.

00:01:55: We are talking charging reliability metrics The bottleneck of heavy duty fleet electrification The thermal realities of battery back fast charging and the commercial puzzle of bidirectional energy.

00:02:07: Lots to come.

00:02:07: Where should we start?

00:02:08: Let's unpack the reliability issue first because The focus for mobility professionals has distinctly shifted.

00:02:14: I mean nobody is just celebrating planting new chargers in the ground anymore.

00:02:18: No, not at all this year.

00:02:19: panic now.

00:02:20: it centered around Just keeping the existing ones operational

00:02:23: right and the metrics We've traditionally relied on to measure that operational success.

00:02:28: they're proving To be completely inadequate.

00:02:31: Lucas Shreer shared a fantastic insight about this on LinkedIn.

00:02:35: Oh yeah, Lucas's post was great.

00:02:36: He pointed out that focusing on technical uptime is just it totally flawed industry standard.

00:02:42: Yeah

00:02:42: because the network providers will boast like at ninety-nine percent of time

00:02:46: right.

00:02:46: but Lucas argues The industry desperately needs a user centric metric.

00:02:50: instead he calls It be charging success rate or CSR

00:02:55: which honestly highlights A massive disconnect and how the hardware reports its own health.

00:03:00: Because a charger can have a ninety-nine percent technical uptime, meaning its internal computer is running the screen on and it's pinging to central server.

00:03:08: But if payment gateway suffers latency spike... The driver gets nothing!

00:03:12: Exactly.

00:03:13: or digital handshake between car software and charger just times out?

00:03:17: Right from networks perspective the Charger was totally up but users' perspectives were complete failure.

00:03:25: High Technical Availability simply does not equal successful charge.

00:03:30: And that silent failure creates an absolutely unsustainable support burden, because when the complex chain of power electronics and telecom routing in back-end software breaks down for even a millisecond what happens?

00:03:43: The driver inevitably calls customer support.

00:03:45: Yeah...and

00:03:46: then you end up with human operators trying to troubleshoot incredibly dense software stacks over phone call which is a nightmare!

00:03:54: But there is some good news here.

00:03:55: Bradford Christ highlighted a post about how Electric Era is tackling this exact bottleneck

00:04:00: yet with their Chargime AI voice assistant?

00:04:03: Yes,

00:04:03: because so many of these failures are just software timeouts or user errors.

00:04:07: on perfectly healthy hardware.

00:04:08: This AI has now autonomously resolving over eighty percent of driver support calls.

00:04:13: That's huge number

00:04:14: I know, right?

00:04:15: It's answering those calls and diagnosing the digital handshake issues in under three seconds.

00:04:20: Wow!

00:04:21: Um...it is a highly effective application of artificial intelligence.

00:04:24: it basically acts as instant triage resetting sessions or clearing digital lockups without any human intervention

00:04:31: which was great.

00:04:33: but while AI is patching over software friction on front end there are much darker operational reality emerging at back-end.

00:04:41: uh

00:04:41: oh what happening here.

00:04:43: While Gaginbad raised a pretty serious warning about cybersecurity in this space, he specifically noted that bad actors are figuring out how to remotely manipulate a charger's broadcasted status.

00:04:54: Wait you mean like spoofing the network?

00:04:56: Tricking the app into showing an available charger is broken or vice versa.

00:05:00: Exactly That!

00:05:01: They're manipulating back end communication.

00:05:03: so perfectly functional idle chargers displays as faulted on public networks maps.

00:05:10: Digital vandalism basically.

00:05:12: Yeah, but the implications for routing are massive.

00:05:14: right if vehicle navigation systems and user apps think a station is dead They just route cars away from it

00:05:21: exactly.

00:05:21: so It doesn't just destroy customer trust.

00:05:24: it actively starves The charging operator of revenue.

00:05:28: their functioning hardware Is essentially cloaked?

00:05:31: From the public

00:05:32: And restoring that trust is incredibly difficult.

00:05:34: I mean, if you drive to a station with five percent battery left in the app lied to you.

00:05:38: You're going to permanently avoid that network?

00:05:41: Oh absolutely.

00:05:42: But the threats aren't just digital either.

00:05:44: Kate Kudoli highlighted A severe physical equivalent.

00:05:47: That's actually occurring In Italy right now

00:05:50: Like Physical Vandalism.

00:05:52: We've all seen reports of thieves cutting external charging cables to sell the raw copper,

00:05:56: right?

00:05:57: But she noted a highly organized wave of professional vandalism.

00:06:01: These groups are actually bypassing.

00:06:03: The external cables entirely.

00:06:05: wait really What are they targeting them?

00:06:07: They are breaking into the main cabinets to steal the expensive high-voltage power stacks Right out of the ultra fast chargers.

00:06:14: Oh wow

00:06:15: which is a completely different tier of crime.

00:06:17: I mean cutting a cable was basically a crime of opportunity.

00:06:20: Extracting internal power stacks requires serious technical knowledge.

00:06:24: Yeah, and specialized tools plus an understanding of high voltage safety.

00:06:29: Right they're targeting the core power electronics because their far more valuable in black market than just raw copper

00:06:36: Exactly!

00:06:37: And replacing entire internal power stack can leave a fast charging station offline for months while waiting supply chain replacements.

00:06:45: Okay so let me push back here.

00:06:47: If we are layering all this complex software and AI to fix reliability, aren't we just introducing entirely new digital points of failure?

00:06:56: I mean yes technology is definitely a double-edged sword here but it's totally necessary to scale.

00:07:01: And the hardware companies?

00:07:04: At the Power Two Drive event in Munich, Torsten Freitag showcased a new system from KIPA.

00:07:09: They've actually integrated an AI-powered monitoring system directly into hardware designed specifically to predict and prevent physical

00:07:17: theft."

00:07:17: That's fascinating!

00:07:18: How does it even do that?

00:07:19: It monitors internal impedance and physical access vectors to detect a theft attempt before components are removed.

00:07:28: And if public charging networks are struggling with this layered complexity, you know software timeouts cyber spoofing and professional physical dismantling It perfectly explains the pivot.

00:07:42: We're seeing in the commercial logistics sector

00:07:44: Oh for sure heavy-duty truck fleets Are looking at the vulnerability of public infrastructure?

00:07:48: Just deciding to build their own private walled gardens

00:07:52: exactly.

00:07:53: but by moving to private depots they are hitting an entirely different incredibly rigid physical limitation.

00:08:00: Yeah, they are slamming right into the reality of grid physics.

00:08:03: Conrad Eikhoff posted an incredibly grounded analysis about this exact fleet electrification bottleneck.

00:08:10: I

00:08:10: read that he pointed out that The barrier to electrifying logistics isn't the electric truck itself anymore Right?

00:08:16: It's not the truck and it is Not even battery technology inside the truck.

00:08:19: The absolute bottleneck Is local grid connection

00:08:23: And the math on this is just staggering.

00:08:25: If a logistics company wants to electrify fifty to a hundred long haul trucks and charge them overnight at their depot, they need the localized power equivalent of small town.

00:08:36: A literal small-town?

00:08:37: And you cannot simply call up the local utility provider and demand a Small Towns Worth Of Power capacity by next quarter... Right!

00:08:44: They'd

00:08:44: laugh you off the phone.

00:08:45: Exactly The Utility has to assess substations, analyze grid inertia ,and often lay brand new high voltage transmission lines.

00:08:54: Upgrading that grid connection takes months ...And in many jurisdictions years of permitting, not to mention millions in capital expenditure.

00:09:02: But commercial logistics operates on razor thin margins and strict timelines.

00:09:07: they literally cannot wait years for utility upgrade.

00:09:10: No They can't which is why Matias Speicher shared a brilliant stopgap solution For this exact friction point from DRIVE.

00:09:17: Oh the mobile battery containers.

00:09:18: Yes

00:09:19: It's essentially a mobile high capacity battery container.

00:09:22: You can drop This massive energy storage unit into an SME Logistics yard using A standard roll off truck.

00:09:27: So it just trickles power continuously from their existing weak grid connection all day and night, storing it up.

00:09:34: Exactly!

00:09:35: Which completely bypasses the need for an immediate utility upgrade.

00:09:39: When trucks return to depot The mobile battery dumps that stored energy into vehicles at ultra-fast speeds.

00:09:46: That's a genius buffer.

00:09:48: It allows the fleet to launch their electric operations immediately while that massive multi-year utility permitting process happens in the background.

00:09:55: Yeah, it's brilliant!

00:09:56: But if you extrapolate that out as Kristoff Wade and Inna Wetztein Schneigelberger noted from The Power To Drive Floor... ...the very definition of a logistics site is completely changing.

00:10:07: Have so?

00:10:08: Well they pointed out that depots can no longer just be parking lots where you happen to plug into truck.

00:10:13: They're being forced to evolve into deeply integrated intelligent energy.

00:10:17: Right, they basically have to operate like localized microgrids.

00:10:20: Exactly!

00:10:21: A modern depot must balance on-site solar generation massive stationary battery storage and incredibly intelligent load management software.

00:10:33: And if you want to understand what that looks like when it's fully realized at scale, Sayed Hasib Hassan shared his visit to China's largest electric truck charging site in Baishuang.

00:10:43: Oh I saw those numbers!

00:10:44: The scale completely breaks the Western mental model.

00:10:47: It really does.

00:10:48: We are talking about a hundred and twenty six dedicated heavy trucks bots powered by over fifty one megawatts of Huawei infrastructure.

00:10:56: Fifty-one megawatths concentrated on single commercial footprint is just massive.

00:11:00: That requires thermal management and energy routing on a truly industrial scale.

00:11:05: It

00:11:05: does, but Hassan pointed out the underlying economics that actually justify it high fleet density combined with highly predictable repetitive routes.

00:11:13: And that is the key variable right there because if those heavy trucks are just doing predictable two hundred to three hundred kilometer Industrial loops like hauling material from a line to a port in coming right back.

00:11:25: The utilization rate of those chargers is practically two hundred and forty-seven.

00:11:28: Right, And that high utilization amortizes the massive upfront capital expenditure Of the fifty one megawatt infrastructure...

00:11:35: ...and the broader market adoption just follows That infrastructure deployment.

00:11:40: Roberto Diesel shared data showing China's heavy truck new energy vehicle penetration.

00:11:46: The NAV rate recently hit fifty three point nine percent in a single month.

00:11:50: Wow, they are vastly exceeding their own twenty-thirty government targets right now.

00:11:55: Over half of all new heavy trucks sold in a month.

00:11:58: being electric is just a violent speed of transition.

00:12:00: but this brings us to critical inflection point I think.

00:12:04: What's that?

00:12:05: Well if massive centralized depot with fifty one megawatts is the ideal what happens everyone else?

00:12:11: For the thousands of locations where the grid simply cannot support that kind of localized draw, and were utility upgrades are impossible.

00:12:18: The industry has to deploy decentralized solutions.

00:12:21: right

00:12:21: if you can't bring massive grid energy to the charger You have to bring the battery to the energy

00:12:26: exactly.

00:12:27: And this introduces our third thing.

00:12:29: The major industry pivot toward battery energy storage systems, or BES and next-gen cell tech.

00:12:35: Yeah Sidney Malewski highlighted Onara Kamal's architecture at Electric Fish which takes this concept to its logical conclusion...

00:12:42: De-coupling from the grid entirely right?

00:12:44: Exactly!

00:12:44: They are building battery buffered charging units that entirely decouple the ultra fast charging speed from grid limitations.

00:12:51: Like the depot solution it draws a low continuous load From a weak public grid

00:12:56: Which actually strengthens local grid stability rather than stressing it with unpredictable massive spikes when a car plugs in, the theory is practically flawless.

00:13:06: The theory is yes but Jack C provided a deeply sobering reality check from the field regarding these BAS units.

00:13:13: Yeah...the brutal reality of hardware.

00:13:15: He noted that this mobile and stationary battery systems are experiencing alarming failure rates.

00:13:21: They're often breaking down after just a single summer of commercial operation.

00:13:24: Just one summer, and what caught my attention is that the root cause isn't even just high ambient temperature on hot summer day.

00:13:31: Oh

00:13:31: interesting!

00:13:32: What IS THE REAL KILLER then?

00:13:33: The ambient temperatures actually manageable—the silent killer in these massive storage systems are internal temperature differentials.

00:13:40: Ahhhh... the gap between cells.

00:13:42: Right… A dashboard might show an average battery pack temperature which looks perfectly safe.

00:13:46: But inside that massive physical enclosure, if there is an eight to ten degree Celsius temperature gap between the cells on the hot outer edge and the cells trapped in the cooler center.

00:13:58: The chemistry destabilizes

00:14:00: because a hotter lithium ion cell has lower internal resistance, so it charges faster and degrades significantly faster than a colder neighboring cell in the exact same path.

00:14:10: Exactly!

00:14:11: And that thermal imbalance creates voltage drift which eventually forces the battery management system to trigger a sudden protective shutdown.

00:14:19: Wow So this thermal reality is basically forcing industry into highly expensive engineering pivot Cheap.

00:14:25: ambient air cooling systems are proving totally inadequate for high cycle commercial BES units.

00:14:30: Yeah,

00:14:30: manufacturers are having to re-engineer these massive containers with complex liquid cooling channels just to maintain tight thermal uniformity across thousands of cells which really raises a fundamental issue about the sheer chemical violence we're subjecting these cells.

00:14:45: I mean, we expect these batteries to sit in baking parking lots absorb continuous trickle charges and then instantly dump massive amounts of fast charging current into vehicles.

00:14:55: It

00:14:55: is a brutal operating environment which perfectly explains why the race-to-commercialized next generation chemistry is so frantic right now!

00:15:03: Everyone wants a more resilient cell... An anabranard highlighted a major milestone here noting that Stellantis & Factorial are successfully testing solid state batteries on public roads.

00:15:15: Yeah, and they are hitting an energy density of three hundred seventy five watt hours per kilogram.

00:15:20: Three hundred seventy-five Watt Hours Per Kilogram is a transformational leap over current commercial lithium ion cells.

00:15:27: I mean it alters the fundamental physics of the vehicle.

00:15:30: automakers can either drastically increase the range or significantly shrink The battery pack stripping hundreds Of pounds out of the vehicles.

00:15:36: weight true

00:15:38: But as Klaus Ridloff pointed out the real war for solid state dominance has moved entirely Out of the chemistry lab

00:15:44: right.

00:15:45: Hitting three seventy five in a controlled lab test is great, but the actual bottleneck Is the brutal mechanical engineering required to mass produce them.

00:15:53: The manufacturing trade-offs are severe.

00:15:56: To build a solid state battery you replace the liquid electrolyte with a solid material Generally choosing between two pathways sulfides or oxides

00:16:06: and both have huge drawbacks

00:16:07: right?

00:16:07: Yeah Sulphides offer phenomenal ionic conductivity, meaning they charge incredibly fast but are chemically reactive.

00:16:15: The moment a sulfide electrolyte is exposed to ambient humidity in the manufacturing plant it reacts to generate hydrogen-sulfide gas.

00:16:23: Wait...toxic gas?

00:16:24: Highly toxic!

00:16:25: Wow so if material creates toxic gas when it touches normal air you can't just retrofit an existing battery plant.

00:16:31: You'd have build massive ultra dry clean rooms with extreme dehumidification systems

00:16:36: Exactly.

00:16:37: And the capital expenditure required just to maintain that factory environment would completely destroy the profit margins on the cell.

00:16:43: So, the industry must be looking at the alternative to avoid that toxicity Right

00:16:47: which brings us to outside electrolytes.

00:16:49: Yep They are chemically stable and totally safe to process in normal factory air But they possess a fatal mechanical flaw.

00:17:01: So think about the brittle nature of a ceramic plate.

00:17:04: Now imagine trying to process micrometer thin sheets of that ceramic through high speed, roll-to-roll manufacturing equipment.

00:17:12: It would just shatter.

00:17:12: you end up with catastrophic micro cracking across the entire production line.

00:17:17: so The winner this all estate race isn't the company with the best theoretical chemistry at all.

00:17:22: It's the company that figures out mechanical engineering to process brittle ceramics at high speeds, or chemical engineering to stabilize sulfides without requiring billion-dollar dry rooms.

00:17:32: It is a profound manufacturing bottleneck, but you know while the industry wrestles with the complexities of manufacturing massive industrial batteries and next-gen solid state cells there's an entirely different energy resource being largely ignored.

00:17:46: Oh!

00:17:46: You mean millions of highly advanced perfectly functional batteries currently sitting idle in residential driveways?

00:17:52: Exactly which transitions us perfectly to our final theme bi-directional charging specifically vehicle-to-home.

00:18:02: Yeah, we are finally seeing major automotive players pivot from treating the EV as just a car to treating it is a mobile energy asset.

00:18:13: Michael Greenberg highlighted that BMW.

00:18:14: you've just hit their two millionth EV milestone.

00:18:18: but they paired that announcement with these strategic pivots into vehicle-to-home integration

00:18:23: Shifting value of the car itself to software orchestrating the energy Precisely

00:18:27: and economic incentives for this orchestration becoming too large.

00:18:32: Farazee mapped out the commercial mathematics for UK fleets utilizing V-to-G.

00:18:37: Oh, they're revenue stacking right?

00:18:38: Yeah

00:18:38: by stacking different revenue streams like buying cheap off peak power avoiding expensive peak energy tariffs and providing frequency response back to the grid a fleet operator can yield between three hundred four four hundred pounds per vehicle per year.

00:18:51: That

00:18:52: is massive And I actually want to break down that Frequency Response aspect first.

00:18:55: second because it's vital The Power Grid has to maintain A very strict frequency To remain stable.

00:19:00: When millions of people increase their power usage simultaneously, demand spikes and the grid frequency physically sags.

00:19:08: Traditionally utility companies pay a fortune to keep fossil fuel peaker plants on standby To fire up and stabilize that demand.

00:19:16: But

00:19:16: apart plugged in EV fleet can accomplish The exact same thing

00:19:20: And they can do it in milliseconds!

00:19:26: thousands of plugged in delivery vans simultaneously.

00:19:29: So the vehicles act as a massive distributed shock absorber for the grid, they inject just enough power to stabilize the frequency without the utility ever needing to fire up a gas plant

00:19:39: exactly and The fleet owner gets paid a premium from providing that instant responsiveness.

00:19:44: so if you multiply four hundred pounds by A fleet of five hundred delivery Vans You were generating massive secondary revenue while the trucks are literally just parked overnight.

00:19:52: Yeah It's a huge opportunity.

00:19:55: V-to-G deployed everywhere.

00:19:57: Ali Abdelatif made a sharp observation walk in the floor at Power Two Drive, he physically counted seventeen different V-To-G ready chargers on display from various manufacturers.

00:20:07: Right!

00:20:07: The engineering is done...the hardware solved and literally sitting on the shelf

00:20:11: Exactly!!

00:20:11: The hardware's no longer the friction point..The bottlenecks are now entirely regulatory & commercial.

00:20:18: Great operators are largely unprepared to handle decentralized energy injection at scale

00:20:23: And we still lack unified standards, plus most consumer utility tariffs.

00:20:28: just don't actively reward users for providing that energy flexibility yet.

00:20:33: Which brings up a brilliant critique by Gregor Eckhart regarding the software dynamics at play here.

00:20:38: He pointed out a massive contradiction in how the industry approaches standardization.

00:20:42: Oh!

00:20:43: The open standards versus closed ecosystems debate.

00:20:45: Right.

00:20:46: Everyone champions Open Standards For the foundational communication layers.

00:20:50: For example, ISO-one.

00:20:51: five one eighteen is the underlying digital handshake that allows any brand of car to negotiate power delivery directly with any brand charger.

00:20:59: Right it acts as a universal translator ensuring interoperability at hardware level which commoditizes physical connection and drives down costs.

00:21:07: But As Eckhard noted The commercial optimization layer-like, the application software that actually trades the energy and captures at four hundred pounds of value is being aggressively locked down into proprietary bundles.

00:21:20: It's

00:21:21: so frustrating!

00:21:22: it's like buying a universal TV remote.

00:21:24: they can technically connect to any television in the world but the manufacturer forces you use their proprietary clunky subscription based app.

00:21:34: just change volume.

00:21:35: That is a perfect analogy.

00:21:37: It's a classic technology land grab.

00:21:40: Standardize the low-margin hardware so adoption scales quickly, but monopolize software interface where all high margin revenue generated.

00:21:47: Exactly!

00:21:49: But despite these commercial turf wars we are finally seeing real consumer deployment.

00:21:54: Giovanni Palazzo recently presented the Volkswagen Groups first actual VG to G customer offer through LA.

00:22:00: So bi-directional energy is finally moving out of the pilot phase and into consumer driveways.

00:22:05: It's an incredible shift in how we interact with energy, but I know you have a final provocative thought on this entire transition that reframes a lot of what we've discussed today...

00:22:13: ...I do yeah!

00:22:13: it comes from Matthias Weecher keynote at The Munich Charging Night And challenges core assumption about the entire energy transition.

00:22:21: Let us hear it

00:22:22: Well business models for vehicle to grid and massive commercial battery storage all rely on the assumption that energy flexibility, you know... The ability to store cheap power and discharge it when demand is high will remain a highly valuable service.

00:22:37: Right!

00:22:37: That's the whole business case.

00:22:39: But Weecher poses a fascinating counter-scenario.

00:22:42: What if battery deployments scale so rapidly across millions of cars in homes?

00:22:47: ...that Energy Flexibility becomes a completely oversupplied mass commodity?

00:22:52: Oh wow That completely inverts the economics.

00:22:55: If every single driveway and commercial depot has massive battery storage, The grid will never experience those dramatic peaks in demand.

00:23:02: Exactly!

00:23:03: And if there are no peaks nobody is going to pay you a premium for your stored energy... ...the premium relies entirely on scarcity.

00:23:09: If flexibility is everywhere its market value approaches zero.

00:23:14: But he raised an even more disruptive point regarding the physical infrastructure itself.

00:23:20: We are currently spending billions of dollars globally to deploy manual charging stations.

00:23:25: Right, cables that require a human being to physically extract them and plug them into a port?

00:23:29: Yes!

00:23:30: So as the automotive industry rapidly advances toward fully autonomous vehicles... ...a glaring physical bottleneck emerges.

00:23:38: Wait I see where you're going with this.

00:23:39: When a self-driving fleet returns to a depot without any human drivers Who is going to physically plug in the heavy liquid-cooled cables?

00:23:47: Exactly.

00:23:48: We are pouring immense capital into infrastructure that requires manual human intervention.

00:23:54: Are we building a global charging network today, That will be rendered physically obsolete on day one of The Autonomous

00:24:00: Era?".

00:24:00: That's a phenomenal question for you all over!

00:24:03: We might literally build the world's most advanced, expensive and thoroughly monitored plumbing system For society.

00:24:09: it about stop using pipes entirely.

00:24:12: If you enjoyed this episode, new episodes drop every two weeks.

00:24:15: Also check out our other editions on future mobility and market evolution next-gen vehicle intelligence And commercial fleet insights.

00:24:22: Thank You so much for joining us as we untangle This incredibly complex ecosystem.

00:24:27: keep questioning the infrastructure around you and don't forget to subscribe So you never miss a deep dive.

00:24:32: catch ya next time.

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