Best of LinkedIn: Electrification & Battery Technology CW 12/ 13

00:00:00: Brought to you by Thomas Algeier and Frennis, this edition highlights key LinkedIn posts on electrification in battery technology in weeks twelve-thirteen.

00:00:09: Frenis is a BtoB 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.

00:00:21: You can find more info In The Description.

00:00:23: Alright, welcome everyone to today's deep dive.

00:00:26: Yeah

00:00:26: Welcome and you know I want you.

00:00:28: just imagine something for a second.

00:00:30: Imagine buying a brand new electric delivery truck right?

00:00:33: You calculate your operational savings down to the penny you pull up to Your facility And then

00:00:37: you realize you can't actually turn the chargers on

00:00:39: exactly because your local power grid Just won't let you plug it in.

00:00:43: that is Exactly The kind of Reality check we're exploring Today.

00:00:47: Right

00:00:47: Because We are cutting way past all That theoretical Hype Of Electrification Today and slamming right into operational reality.

00:00:54: Yeah, so we've been curating these top insights from mobility professionals over the last two weeks specifically calendar Weeks twelve and thirteen And our mission here is to unpack the smartest strategies that are currently circulating in the industry because

00:01:07: The conversation honestly it's fundamentally shifted.

00:01:11: yeah when you look at the posts from these past couple of weeks Nobody is really debating whether the transition is happening anymore?

00:01:18: no not at all.

00:01:19: the entire focus for professionals right now is just on the how.

00:01:24: You know, How do we build this?

00:01:25: How Do We pay For it?

00:01:26: and really most importantly, how do we integrate these megawatt scale power demands into systems that were built decades ago for Just a fraction of This load?

00:01:39: so let's

00:01:39: start Right there at That physical bottleneck because I think A lot Of people outside The weeds of This industry They just Assume EV Charging Is like a Hardware Procurement Issue.

00:01:48: Oh

00:01:48: Absolutely.

00:01:49: They think you just buy a charger, you bolt it to the concrete and boom problem solved.

00:01:53: Right.

00:01:54: but looking at a really great insight from Tom Van Grinsven recently that is entirely the wrong target.

00:02:00: The public fast charging stations.

00:02:02: they actually aren't where their rollouts are failing.

00:02:04: No!

00:02:04: Their feeling were cars actually sleep.

00:02:06: Yeah Tom points out that real graveyard for EV rollout's Is in home And workplace.

00:02:13: Because I mean A company might breeze through pilot program with say Five cars, right?

00:02:18: Sure.

00:02:19: Five is easy

00:02:20: But the second they try to electrify a fleet of one hundred employee vehicles.

00:02:24: The operational complexity just totally explodes.

00:02:27: I mean you have employees taking vehicles home who need a system for fair energy reimbursement.

00:02:32: You have workplace parking lots with these really strict electrical switchboard limits

00:02:38: Right and suddenly your finance department is throwing up red flags everywhere

00:02:41: Exactly because They are looking at this massive unforeseen capital expenditure just to upgrade the building's electrical panel.

00:02:49: It's like, I was thinking about this is buying high-end commercial espresso machine for your office but you completely forget to check if you have plumbing

00:02:58: or strong enough electrical circuit even turn thing on exactly.

00:03:01: so wait If a company has bleed and cash trying to upgrade switchboards Just give employees place to plug in.

00:03:08: What's alternative here?

00:03:09: Do they halt roll out entirely?

00:03:11: well

00:03:12: No, this is where Tom introduces the concept of charging as a service or clip.

00:03:17: So instead of the company buying all the hardware and acting as their own utility companies which

00:03:21: they don't want to do right

00:03:23: They shift the entire burden to an operational expense.

00:03:26: He uses what he calls?

00:03:27: A five-C cast scorecard To evaluate if a project is actually going to survive.

00:03:32: okay.

00:03:32: Five C What are the seas?

00:03:33: so you have to look at capex.

00:03:34: avoided tracking consumption for fair reimbursement managing The physical constraints of the site establishing confidence through like guaranteed uptime, improving it can scale from you know ten chargers to a thousand.

00:03:48: Wow!

00:03:48: Okay.

00:03:49: so if you don't map out those five C's before you break ground... You just hit a financial wall?

00:03:54: ...you really do

00:03:55: okay but let's be real for a second.

00:03:57: If the physical constraints of workplace parking lot are that severe Why not just bypass the switchboard problem entirely?

00:04:05: Like, why not install one or two of those ultra-fast DC chargers in the lot and have employees rotate their cars throughout day like a regular gas station.

00:04:15: So why do we keep throwing fast chargers at that problem?

00:04:18: It's logical question but it fundamentally misunderstands how electric vehicle batteries actually work.

00:04:24: Oh

00:04:25: really?!

00:04:25: Maxim Lugio shared some brilliant data to answer exactly.

00:04:29: why shouldn't be doing so?

00:04:30: You're basically trying to apply a highway solution to a parking problem.

00:04:33: Right, right.

00:04:34: Maxine's core rule is that charging power must match parking duration.

00:04:39: DC fast chargers you know the massive fifty-to three hundred and fifty kilowatt units.

00:04:43: those are designed purely for urgent trips so

00:04:45: they're for the highway not the office park.

00:04:46: exactly.

00:04:47: AC chargers which are much slower trickling it at like seven to twenty two kilowatts.

00:04:51: Those were for everyday parking.

00:04:53: when a car sits in an office for eight hours throwing dc power at It Is Not Just um inefficient It's actually destructive.

00:05:01: Wait, destructive how?

00:05:02: Like are we talking about physical damage to the vehicle?

00:05:05: Yes specifically to the cell chemistry.

00:05:08: Maxime highlighted this geotab study that analyzed over twenty two thousand EVs.

00:05:13: That is a huge sample size

00:05:14: it is and found.

00:05:16: on average batteries degrade at about two point three percent per year.

00:05:20: but mechanism behind degradation heavily influenced by you charge car.

00:05:26: Okay.

00:05:26: so what's split?

00:05:27: While vehicles that primarily use slow AC charging, they only degrade about one point five percent a year.

00:05:32: That's pretty

00:05:33: manageable!

00:05:33: But

00:05:33: vehicles subjected to frequent high-powered DC charging their degradation spikes up to three percent annually.

00:05:40: Wow so what is actually happening inside the battery when you plug into a fast charger versus a slow one like mechanically?

00:05:47: It really comes down to heat and electrochemical stress.

00:05:50: When you push massive amounts of direct current into a battery, You are literally forcing lithium ions across the separator at really violent rate.

00:05:59: Ouch!

00:05:59: Yeah And that generates immense internal heat which degrades chemical structure over time.

00:06:04: So from hardware longevity standpoint?

00:06:07: You definitely want AC for daily dwell time.

00:06:10: A hundred percent Plus.

00:06:11: Maxine points out.

00:06:12: DC charging hardware and associated energy tariffs can cost like Fifteen to twenty percent more per kilowatt hour anyway.

00:06:20: All right, so AC charging protects the battery chemistry and saves money.

00:06:25: But that brings us right back to the macro problem doesn't it?

00:06:28: You still need to pull all that electricity from the local grid

00:06:31: you do.

00:06:32: And I saw Miko Sumola had a really blunt assessment of this.

00:06:36: He noted that local grid constraints kill more projects than lack of budget, lack of planning permission or lack of customer demand

00:06:43: combined.".

00:06:44: It's the number one killer!

00:06:45: Yeah

00:06:45: so if the utility says your building doesn't have the capacity what do you do?

00:06:50: Are you just stuck waiting five years for the utility to run a new transmission

00:06:53: line?".

00:06:53: Not if you engineer your way around the bottleneck... Miko outlined four practical workarounds basically paralyzed by these crib limits.

00:07:02: Okay, let's hear

00:07:02: them.

00:07:03: first

00:07:03: you can install battery energy storage systems.

00:07:06: so BAS You trickle charge a stationary battery slowly overnight when power is cheap and then dunk that Power into the cars during the day.

00:07:15: Oh nice.

00:07:16: So your completely decoupling your charging spikes from the grids capacity.

00:07:20: exactly Yeah Your buffering it.

00:07:22: That makes total sense.

00:07:23: What are the other three?

00:07:24: Second Is dynamic load management.

00:07:27: Third is using multiple smaller grid connections instead of waiting for one massive commercial hookup.

00:07:32: And fourth, phase deployment.

00:07:35: So building only what the grid can handle today but designing a conduit so you can scale it later.

00:07:40: I really want to drill down on that second one dynamic load management because i hear that term constantly in industry.

00:07:47: But how does actually work and practice?

00:07:49: Okay imagine smart electrical panel acts as traffic cop.

00:07:54: Instead of assuming all fifty chargers in the parking lot are going to draw a hundred percent power simultaneously, The software monitors real-time energy draws from the actual office building.

00:08:03: Okay so it sees what this building is doing?

00:08:06: Right!

00:08:06: So if its really hot afternoon and buildings massive air conditioning units kick on... ...the software instantly throttles down into the parking lots.

00:08:15: Oh wow!

00:08:15: Yeah cars charge slower for maybe an hour but you never trip the main breaker Which means you don't need to pay the utility millions To upgrade your connection.

00:08:24: That's

00:08:24: brilliant!

00:08:25: It is essentially tricking The grid into thinking You have a smaller footprint than actually do Just through software orchestration

00:08:32: Exactly.

00:08:32: And that reality of having to creatively engineer around these massive physical limitations that was echoed in a post we saw by Gelberg Rodriguez.

00:08:42: He was talking about the first megawatt charging system sessions out in California...

00:08:47: Oh yeah, The MCS Sessions!

00:08:48: Yeah and they are literally trenching the concrete laying mass of wire in real time while actual technological standards still being debated by automakers.

00:08:57: And right there is defining characteristic mobility infrastructure.

00:09:01: Right now you just have to build complex physical systems under extreme uncertainty.

00:09:06: Because there are no finalized cut sheets?

00:09:08: No, there aren't and as Gelberg observed if you wait for the technology to be perfectly standardized before you pour the concrete You're going to be half a decade behind-the-market Right!

00:09:18: So we are laying massive cables in the dark.

00:09:21: We're tweaking software to throttle loads And fighting finance over capital expenditures.

00:09:27: But let's look at what happens when all that heavy lifting is actually done, right?

00:09:32: And a driver actually pulls up to a public plug.

00:09:35: Which as whole other headache

00:09:37: Because from the insights we're seeing The hardware has only half of battle here.

00:09:41: If user experience broken This entire multi-billion dollar infrastructure effort Just stalls out

00:09:48: It does.

00:09:49: Seamlessly transitioning here The software in UX layer Is currently ultimate friction point for mass adoption.

00:09:55: Yeah, Bradford Chris had a really fascinating take on this recently regarding Tesla opening up its supercharger network to non-Tesla vehicles.

00:10:02: Which is huge deal!

00:10:03: On paper it sounds like a massive win for everyone.

00:10:06: I mean Tesla has the most reliable hardware and highest uptime in industry.

00:10:10: but Bradford pointed out that for a Non-TESLA driver The experience Is A UX Nightmare.

00:10:15: Oh completely.

00:10:15: He shared story about an EV Native Driver Like someone who actually knows This Industry inside & Out Getting Completely Stranded.

00:10:23: And why?

00:10:24: because the digital and physical handshakes are fundamentally misaligned.

00:10:29: Tesla designed this beautiful, seamless closed-loop system right?

00:10:34: The car...the charger in the billing software were all built by the same engineers to speak the exact same language.

00:10:40: You just plug it in And It Works

00:10:42: Right.

00:10:42: But opening that up introduces massive cognitive overload.

00:10:46: Yeah, Bradford mentioned that the serial numbers on The Physical Stalls didn't even match what the app was showing.

00:10:52: And then The Physical Adapter required this bizarre sequence of button presses and pulls.

00:10:57: That felt like a secret

00:10:58: handshake!

00:10:59: Yeah, a secret hand shake you have to guess...

00:11:01: ...and the digital routing was totally fragmented.

00:11:03: I mean imagine YOU the listener right?

00:11:05: Yeah Imagine your very first road trip in an UEV.

00:11:08: You pull up with a depleted battery.. ..And you can get the charger to initiate because you don't know the trick to seeding the adapter.

00:11:14: Those are exactly the kinds of negative experiences that end up as dinner party horror stories, right?

00:11:19: They destroy adoption.

00:11:20: Exactly!

00:11:21: But

00:11:22: The Friction isn't just digital or physical it's financial.

00:11:26: Matthias Speicher brought a brilliant point about how current pricing models actually alienating drivers.

00:11:33: Alienating them

00:11:33: how?

00:11:34: He specifically called out charging subscriptions.

00:11:38: he argues they don't build brand loyalty at all.

00:11:41: They are essentially, in his words, penalty avoidance

00:11:44: traps.

00:11:44: Penalty avoidance?

00:11:46: Break that down for me!

00:11:47: Why would someone subscribe if they aren't getting actual value?

00:11:51: Well it comes down to how charge porn operators.

00:11:53: the CPOs handle their massive fixed costs To distribute their financial risk... ...they really want guaranteed monthly recurring revenue.

00:12:02: So they push subscriptions

00:12:04: Right.

00:12:04: everyone loves a subscription model

00:12:05: But to force drivers into those subscriptions they set the base ad hoc charging price punishingly high.

00:12:12: So from the driver's perspective, you aren't subscribing because the app is great or the stations are super premium.

00:12:18: You're subscribing simply to avoid getting ripped off at the terminal if you just swipe a credit card.

00:12:22: Wow

00:12:23: And Matthias rightly points out that building a business model on customer resentment does not scale.

00:12:28: It creates subscription fatigue instantly.

00:12:30: I mean, you literally need a spreadsheet and three different apps just to drive across the country without going bankrupt!

00:12:36: Yeah...

00:12:37: But regulators are finally stepping in.

00:12:39: Jens Rohmer posted about a major enforcement shift in Germany regarding the AFIR pricing transparency rules.

00:12:46: Yes.

00:12:47: AFI dictates that pricing must be clearly and transparently displayed to the consumer before a session even begins

00:12:54: Which seems like common sense.

00:12:56: It does, but for a long time there were no real teeth to the regulation.

00:13:00: But Jens noted that Germany just closed at loophole introducing A one hundred thousand euro fine For CPOs who violate these transparency rules.

00:13:09: Wow!

00:13:09: One hundred thousand euros per violation is a serious stick.

00:13:12: Ah...but

00:13:13: um How did simply displaying price solve deeper issue of getting ripped off?

00:13:18: Because it exposes hidden roaming markups.

00:13:20: Currently driver might use third party mobility service provider app to activate a charger.

00:13:25: Right!

00:13:26: The physical station might have public wholesale price of say, forty-nine cents per kilowatt hour but the app acts as middleman and bills driver seventy one cents.

00:13:34: That markup is brutal.

00:13:35: By forcing holistic public pricing architecture right at terminal regulators are shifting power dynamics.

00:13:42: drivers can finally see gap between base cost energy in massive mark up applied by software layer.

00:13:49: And to give you the listener an idea of just how wild these baseline pricing disparities are right now, Nikkie Denadio shared a statistic that is genuinely shocking.

00:14:00: Oh this one is

00:14:01: crazy!

00:14:01: Fast charging in EV in the UK Is currently hovering around eighty-two cents per kilowatt hour.

00:14:07: In Finland it's thirty eight cents.

00:14:09: It is more than double the price for exact same physical utility.

00:14:12: At eighty two cents You're basically paying diesel money To run an EV which completely shatters the economic incentive for the average consumer to even make this switch.

00:14:21: It does, and you know if eighty-two cents per kilowatt hour makes a daily commuter wince consider the impact on a massive commercial logistics company.

00:14:28: Oh man

00:14:29: Yeah If we want talk about operational costs and diesel money We really have to pivot into that heavy duty sector.

00:14:34: Let's do it because is where scale of challenge comes in focus.

00:14:39: Johannes Mathews shared breakdown European road energy usage.

00:14:43: Heavy commercial trucks make up a tiny fraction of the

00:14:59: vehicles on The energy throughput required to move.

00:15:04: forty tons of cargo at highway speeds is just astronomical compared to a standard delivery van.

00:15:10: So here's my question, if we just establish that public electricity can be incredibly expensive how do the economics of electrifying massive energy hungry semi truck actually pencil out?

00:15:21: Doesn't the cost of electricity wipeout business case for fleet operator entirely?

00:15:25: See you would think so but it doesn't!

00:15:28: because of the sheer mechanical efficiency of the electric drivetrain.

00:15:31: Okay, explain that

00:15:32: Frederick Zohm shared the results of a real-world test That perfectly illustrates this.

00:15:38: they took a no n e t g x electric truck and ran it on A standard three hundred forty three kilometer route in Bavaria And they ran it directly against a highly optimized diesel counterpart.

00:15:49: head to head

00:15:50: ahead The electric truck completed throughout using just sixty six euros an eighty cents worth of energy.

00:15:56: The diesel truck costs two hundred and twenty six euros.

00:15:59: Wait, sixty-six

00:16:00: euros compared to two hundred twenty six even with commercial electricity rates.

00:16:04: how is the gap that wide?

00:16:06: Because a combustion engine loses the vast majority of its energy to heat and friction.

00:16:12: only about thirty to forty percent of the energy in a gallon of diesel actually turns the wheels right.

00:16:16: but an electric motor is over ninety percent efficient.

00:16:19: almost every electron goes into forward momentum.

00:16:21: So even if the electricity isn't exactly cheap, The mechanical efficiency is so vastly superior that the total cost of ownership.

00:16:28: TCO heavily favors electric truck.

00:16:31: You save so much on daily operational costs That you rapidly pay back higher up front purchase price And governments are definitely waking to that leverage point.

00:16:41: We saw posts from Steven George and Jason Delvard Discussing this massive new policy in the UK billion-pound package aimed directly at commercial fleets.

00:16:52: It's just huge!

00:16:53: it really is, it offers up to eighty one thousand pounds off the purchase of a heavy truck.

00:16:58: but more importantly it covers up to seventy percent of the funding for depot charging infrastructure which

00:17:04: is the exact right target.

00:17:06: because if those heavy trucks use the most energy and they park predictably overnight in private depots subsidizing... so what

00:17:14: do?

00:17:16: they are forced to rely on the public charging network.

00:17:21: And as we literally just discussed, The Public Network is fraught with fragmented UX broken hardware and incredibly high prices sometimes hitting that eighty two cents a kilowatt hour mark?

00:17:32: It's dual penalty.

00:17:34: it drains the company's operational budget But worse, it destroys worker productivity.

00:17:38: Time is money!

00:17:40: Right if an electrician has to spend four hours a week hunting for working curbside charger and waiting the battery to fill that's four hours of lost revenue generating labor.

00:17:50: Paul basically argues until policy addresses real world curbsides solutions for van drivers we're only solving half the commercial puzzle.

00:17:58: Yeah, that's a massive blind spot.

00:18:01: So to solve for these commercial heavyweights whether it is a depot truck or curbside van we need vehicles that can store massive amounts of energy charge efficiently and survive a grueling daily cycle

00:18:11: which means

00:18:15: Exactly!

00:18:16: And Manjamikage posted this really brilliant retrospective on the rise of LFP batteries, lithium-iron phosphate.

00:18:23: Oh...this is a classic case study in how an entire industry's engineering consensus can get it completely wrong.

00:18:29: Totally Back in twenty-twenty The European battery industry was singularly obsessed with NMC chemistry.

00:18:36: Nickel manganese cobalt.

00:18:39: NMC has high energy density, meaning you get more range per pound of battery.

00:18:43: Right

00:18:44: which sounds like the most important thing.

00:18:45: And because that one metric European engineers largely dismissed LFP chemistry as inferior.

00:18:51: They thought it was cheap and heavy.

00:18:52: But wait Europe has some of this strictest automotive engineering standards in the world.

00:18:57: How did an entire continent miss the potential of LFP?

00:19:00: Like what metric were they blinded by?

00:19:02: there are blinded By the spreadsheet metric of energy density at a single cell level.

00:19:07: Namaja pointed out that while NMC won on density, LFP was vastly superior in almost every other holistic category.

00:19:14: Had a significantly longer cycle life meaning it could be charged and discharged thousands more times before degrading

00:19:19: which is exactly what a commercial fleet needs

00:19:21: Exactly!

00:19:22: It also lacked volatile expensive metals like cobalt making the supply chain cheaper and more secure.

00:19:28: And crucially...it was far more thermally stable.

00:19:32: It is much, much harder to trigger a fire in an LFP battery.

00:19:35: But how did they overcome the density issue?

00:19:38: Because LFP's fundamentally heavier if you put it into car wouldn't lose a massive amount of range

00:19:43: You would!

00:19:44: If didn't change architecture of the pack itself.

00:19:47: because LFP so thermally stable?

00:19:49: engineers need not surround cells with heavy bokeh protective modules like NMC.

00:19:55: They pioneered cell-to-pack technology Instead of putting cells inside modules and modules inside a pack, which weighs a ton in physical space.

00:20:03: They packed the raw LFP cells tightly together directly into the frame.

00:20:07: That is so smart!

00:20:08: that spatial efficiency recovered huge amount energy density gap.

00:20:13: And today LFP dominates over sixty percent global market because competitors looked at holistic system value while Europe was just fixated on single parameter.

00:20:22: That's wild.

00:20:23: And speaking of that safety margin you mentioned, Neza Lipsina made a point that really stuck with me.

00:20:28: She reviews battery-safety concepts and she noted that battery failures don't just happen randomly on the highway.

00:20:34: The spark is essentially lit years earlier at the design stage

00:20:38: Because hardware engineers often aren't asked the right questions!

00:20:42: She points out that a battery system can pass every single regulatory test in the lab... ...and still fail catastrophically in real world.

00:20:50: Right,

00:20:50: tests are neatly defined parameters.

00:20:52: Reality is messy!

00:20:54: Exactly if engineers don't ask the worst-case scenario questions during the initial architectural design phase like how will this pack react to a localized short circuit while parked over really hot asphalt?

00:21:06: They bake hidden vulnerabilities directly into hardware.

00:21:09: It's all about how these systems integrate into the unpredictable real world.

00:21:13: And perhaps, the most radical real-world integration happening right now is bidirectional charging?

00:21:18: Oh

00:21:18: absolutely!

00:21:19: Christian Zammett highlighted that this not just a neat party trick where your car can keep you fridge running during blackout... it IS A FUNDAMENTAL SHIFT IN ECONOMIC VALUE.

00:21:27: Exactly With bi-directional charging EVs cease to be modes of transportation.

00:21:33: They become mobile energy assets.

00:21:36: Think about it.

00:21:36: You have a massive highly durable LFP battery just sitting in your driveway.

00:21:41: It can draw power from the grid when wind and solar make electricity cheap, and push power back into your home or sell it back to the grid When demand peaks and prices spike.

00:21:51: But Christian points out this creates a massive strategic battle.

00:21:55: The profit pool is moving up the stack

00:21:57: Right From physical electrons To algorithms managing the charging to customer interface.

00:22:02: And winner of that value isn't necessarily going be the automaker who bends sheet metal.

00:22:07: No, the winner will be the aggregator.

00:22:09: The software platform that controls the orchestration of that energy.

00:22:13: if automakers don't figure out the software layer they're going to be relegated to providing low-margin hardware while utilities and software companies capture all the recurring energy revenue

00:22:23: which brings us To a fascinating macroeconomic driver Of this entire transition.

00:22:28: yeah And before we dive into This final point it is crucial to state clearly for you the listener that we are not taking a political stance here?

00:22:38: Yes, absolutely.

00:22:38: We're completely impartial here!

00:22:40: We are simply reporting an observation made by Aurelian DeMoe and Remco Samuels regarding how geopolitical events are actively reshaping political support for electrification.

00:22:50: Right Because Aurelian and Armco noted that historically, EV adoption was largely viewed through a partisan lens.

00:22:56: It was championed as green climate initiative which often alienated conservative policymakers.

00:23:02: Right

00:23:03: But the ongoing conflict in Middle East intentions with Iran are fundamentally shifting their narrative.

00:23:08: They're observing conservative politicians pivoting to actively support EV adoption Not for environmental reasons but national security and energy independence.

00:23:19: That's a massive framing shift.

00:23:21: It

00:23:21: really is.

00:23:21: when the country's transport sector is deeply dependent on imported oil Any geopolitical shock immediately destabilizes?

00:23:28: The local economy sure but if you electrify the transport sector and run it on domestically generated power whether that solar wind or nuclear You insulate your economy from global oil volatility, it reframes the electric vehicle From a symbol of environmentalism into a strategic tool for national sovereignty.

00:23:48: It is a profound shift.

00:23:50: And it really highlights how interconnected this all is.

00:23:53: A local utility denying a grid connection impacts the software needed to manage a charger, which impacts the economics of a local delivery fleet, which relies on the chemistry of an LFP battery, which ultimately ties back to global geopolitical sovereignty.

00:24:08: It's all connected.

00:24:09: and if we connect all these dots... ...it leaves us with rather provocative thought for you to mull over.

00:24:13: Okay let's hear it.

00:24:14: We've talked about the incredible cycle life of modern batteries.

00:24:17: Yeah turning vehicles into mobile power plants.

00:24:21: If an EV battery can outlast the physical chassis of a car and it could actively generate revenue by stabilizing the local grid, how long is until we stop buying cars primarily for mobility?

00:24:34: And start buying them primarily as personal energy trading assets that just happen to also drive us through the grocery store!

00:24:39: That's wild thought.

00:24:40: to leave on….

00:24:41: The Car As A Revenue Generating Power Plant In Your Garage.

00:24:45: If you enjoyed this episode, new episodes drop every two weeks.

00:24:48: Also check out our other editions on future mobility and market evolution.

00:24:52: next gen vehicle intelligence in commercial fleet insights.

00:24:55: Thank You so much for joining us On This Deep Dive.

00:24:57: Don't forget to subscribe And we will see you Next Time.