"It’s the largest microgrid in North America and it’s the largest second-energy storage site in the world. So that’s like you said at the top, it’s a 12-megawatt AC, 63-megawatt-hour grid supporting about 2 or 3 megawatts of data centers and run by solar. So all the energy comes from another 12 megawatts of solar."
Sure, so while not supplying power to a city, they are proving this is viable. Just because it's not "turn off the coal plants now" moment doesn't mean this isn't a very good direction. Everyone has to start and grow. I don't understand the whole shit on something because it's not an immediate solve. If these guys waited until 2040 to start the business, well, that'd just be dumb. It essentially sounds like capacity will just continue to increase year over year, maybe around 2040 there will be a huge spike. Doesn't seem like anything is wrong here.
David Roberts
When did automotive batteries become the majority of your input by volume?
Colin Campbell
That is a good question.
David Roberts
Was it recent or was that early on?
Colin Campbell
I would say the transition to EV batteries dominating what we received, it’s been in the last year or 18 months.
David Roberts
So the front edge of a very large wave of batteries has begun to arrive?
Colin Campbell
Yeah, the wave is out there, it’s coming. The waters have finally started to arrive at the beach here.