The Long-Duration Storage BreakThrough We Have All Been Waiting For

Super-Long Duration Storage Could Alter the Energy Landscape; Residential Solar Companies Driving Efficiencies - Because They Must

1) MN utility Great River Energy piloting a new storage technology from startup Form Energy, w/ 1MW aqueous air battery system said to be able to deliver 150 hours of continuous power. 150 hours of storage could facilitate a far greater penetration of renewable energy into markets. Critical issue is going to be the commercial and competitive one: Can it compete w/li-ion for the lion's share of value in the shorter duration market, while offering unprecedented value in longer duration one?

2) COVID is spurring adaptation & efficiency. Sunrun and SunPower adjusting very quickly, moving into digital sales, custom-designed software, and remote permitting and site inspection. In an extreme case, SunRun had customer signed up in the morning, we got the permit through, and we installed in the afternoon. That's unprecedented speed.