A123 Systems announced recently that it was ending its rocky relationship with Chrysler, and then quickly mitigated the blow by announcing a big order from AES. A123's break with Chrysler did not come as a surprise. A123 had been deemphasizing its Chrysler relationship in our discussions with the co...
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Analyst Insight | March 31, 2021
Just over a year ago, the World Health Organization (WHO) officially declared a global pandemic. At the time, there was a great deal of uncertainty about how COVID‑19 would impact the energy industry. Almost 12 months later, we witnessed a 20% drop in oil demand, a 5% reduction in electricity ... Not part of subscription
Case Study | April 02, 2021
Eos Energy is one of the few long‑duration energy storage developers directly going after Li‑ion stationary storage, claiming lower costs and higher safety. Li‑ion batteries regularly hold 98% to 99% market share in regions utilizing stationary storage. Opportunities for long‑duration energy storage... Not part of subscription
News Commentary | November 29, 2021
Previously, Johnson Matthey (JM) had pursued commercialization of lithium‑nickel oxide cathodes, investing roughly $200 million in research and development to date. In an abrupt move, JM announced it would exit the battery business, citing two key reasons. First and foremost, being competitive with ... Not part of subscription