Robert Roth
1 min readOct 4, 2024

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Ok. My take is simple. There is a $10 trillion market opportunity to replace fossil fuel. The capitalist spending money on R&D for cheaper better solar, wind grid batteries and EV batteries are rewarded by continuously growing sales and profit. Government investment is accelerating the pace with research labs and seed funding.

An example from EV batteries is Lyten. It is shipping batteries with one the cost, 2 times the energy density and 100% material logistics from US and EU. So they are on track to high volume production in 2025.

There are many examples in wind solar and grid batteries where cost drop by 90% over 10 years.

So yes the pace of growth is dependent on better cheaper products.

Note climate change is a nudge not a prime driver. The main force is profit from winning market share from fossil fuel industry .

At least that is my point of view.

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Robert Roth
Robert Roth

Written by Robert Roth

Retired Intel Electrical Engineer, 70's US Navy Officer Nuclear Power Program, Graduate studies in Business UC Berkeley, BSEE U of Fla.

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