So, I’m really hopeful that sodium batteries are going to come down in cost quickly, but if you can find a provider like Base Power or similar where it’s heavily subsidized, there’s a small upfront fee, and they can provide you the economic benefits until sodium batteries reach favorable economic success criteria, that’s a shim until you can replace that with sodium batteries you own outright at a favorable price. You’d have to model what you can get today with a sodium chemistry versus what you can get on offer from one of these battery service providers.
It’s fundamentally a modeling exercise in the forward economic returns curve in the context of your energy needs. Lithium battery lease today as a power purchase agreement (potentially), and then swapping out for a purchased and owned sodium battery pack when the cost hits the right price. It’s always harder to predict the future the further out you attempt to predict, and this technology state of the art is moving very rapidly.
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So, I’m really hopeful that sodium batteries are going to come down in cost quickly, but if you can find a provider like Base Power or similar where it’s heavily subsidized, there’s a small upfront fee, and they can provide you the economic benefits until sodium batteries reach favorable economic success criteria, that’s a shim until you can replace that with sodium batteries you own outright at a favorable price. You’d have to model what you can get today with a sodium chemistry versus what you can get on offer from one of these battery service providers.
It’s fundamentally a modeling exercise in the forward economic returns curve in the context of your energy needs. Lithium battery lease today as a power purchase agreement (potentially), and then swapping out for a purchased and owned sodium battery pack when the cost hits the right price. It’s always harder to predict the future the further out you attempt to predict, and this technology state of the art is moving very rapidly.