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EDITORIAL




            Paul Crompton • paul@energystoragejournal.com


           Storage in the black as supply


           changes pushes it beyond


           just the ‘Green’ choice




           Are we at the tipping point of energy storage       technology to market. The company straddles
           deployment? It’s a question that will depend on     the long and short-duration stationary storage
           where you live. Caught in the bubble of energy      — although, as the firm’s David Bradwell
           storage reporting, it’s easy to think the whole     told us, their long-term goal is grid-scale
           world is on board with deploying renewables         applications. So more a competitor of VRFB
           and storage — be it electrochemical, pumped         than lithium for those peak-shifting services.
           hydro or one of the many alternative                While new technologies and the teenagers of
           chemistries making its way from the laboratory      the storage industry — namely lithium and
           bench to commercialization.
                                                               flow batteries — get the media attention and
           In 2017, the US president Donald Trump              column space, a trip to The Smarter E Europe
           temporarily pricked that bubble when                conference and exhibition (see page 38) gave
           he withdrew his nation from the Paris               a different picture of the industry. Lead acid
           agreement, thumbing his nose to the other           is alive and kicking — as our chat with Exide
           global powerhouses committed to reducing            Technologies’ Tim Vargo on page 43 shows.
           greenhouse emissions. But as our cover story        The point was driven home walking the
           explores, individual US states are marching to      exhibition halls in Munich, past stands
           their own decarbonization drumbeat — with           featuring the chemistry for everything from SLI
           renewables penetration increases and gigawatts      to grid-scale applications. One company told us
           of planned energy storage.                          they were now producing variants on the lead
                                                               design depending on application requirements.
           Everything from power costs to security of          The chemistry is undoubtedly going strong, but
           supply — just think of the 80MW of lithium          a bigger PR push by lead companies is needed
           storage deployed in the aftermath of the Aliso      to change public and market opinions on the
           Canyon gas leak in 2015 — are persuading            granddaddy of the electrochemical industry —
           states to follow in California’s renewable jet      especially as safety concerns following lithium
           stream. From standards to tariffs to legislation,   ion fires in the US and South Korea continue to
           states from the east to west coasts are realizing   rise.
           the benefits of integrating storage in the power
           roadmaps.                                           Of course, lead’s big claim is its recyclability. But
                                                               as our feature on page 46 testifies, lithium
           A vast majority, around 90%, of the major,          battery recycling has always been done. China is
           MW+ storage projects are lithium ion.               one step ahead of the west. Companies in the
           Economies of scale, proven real world testing       country are even paying for batteries as demand
           and delivering grid services are the big reasons.   for those key materials — lithium, cobalt and
                                                               nickel — be the world’s biggest cell makers
           But there are many start-ups pushing new
           technologies, such as Ambi on page 52.              grows daily. It is, perhaps, the final piece of the
                                                               jigsaw that could see lithium ion dominate the
           The company is aiming to bring its liquid metal     storage markets for decades to come.


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