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Cake day: March 22nd, 2026

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  • Exactly.

    The whole reason why lithium is such a good material for cathodes in car batteries is because of its very low mass per cation. So for a Lithium Iron Phosphate battery, the the cathode material is LiFePO4, where the Lithium itself is only 4.4% of the overall mass of the cathode.

    So it’s important to remember that although the lithium constitutes a small amount of the total mass of a battery, that swings both ways so that not much is actually needed to build the next battery out of recycled materials.



  • Also, I’d push back against the subtext that work experience gives skills. Plenty of people work a job for 10 years without having the adjacent job skills to be able to progress in that career or jump to another.

    Critical thinking skills are the most important thing, and it’s possible to get a 4-year degree without actually picking them up or strengthening your skill sets in that area. But it’s also possible to work for 5 years without developing critical thinking skills, either.

    In the end, no matter what you do with your time, only a small percentage of your effort is going into improving yourself. The people at work are trying to get stuff done for their employer, and the people at school are trying to get through the curriculum. It’s possible to do the work while the employer/school or even yourself cheats you out of the real long term benefits of actually learning during that time frame.


  • they could have bought a <$25k used EV last year and saved $4k with the EV tax rebate.

    The people who were in the market for a car last year are by and large not the same people who are in the market today.

    Plus let’s not forget, the actual EVs on the used market 12 months ago were different than today’s. Someone looking to buy a 3-year-old car today has to look for something originally sold in 2023, whereas 12 months ago they were looking at 2022 vehicles, with fewer models available and significantly fewer vehicles actually manufactured and sold.



  • There really was a huge increase in the number of EV models available between model years 2018 and 2023.

    So now, when you’re looking to buy a 3-year-old car, you have so many more EV options to choose from even compared to just 2 years ago.

    You can choose different form factors (small cars, sedans, wagon/crossover/small SUVs, medium SUVs, literal pickup trucks), and basically any price tier from economy to ultra luxury high end.

    Not every ecological niche was filled in the past 5 years, and some still need a bit more competition, but even with some pullback over the last year there are still plenty of new EVs hitting new categories (e.g., true three-row SUVs and minivans) that will feed into tomorrow’s used market.

    And not every model will survive. The future of all-electric full size pickups looks pretty grim. Some entire companies might not survive the EV transition (looking at you, Honda). But overall, the used market will fill out with what was hitting the new market 5-10 years ago, and we’ll start to see a lot of consumer preferences start showing what the future of cars will look like.






  • Grid scale storage is actively being worked on.

    Chemical batteries, like rechargeable lithium ion batteries, are a big part of it. Sodium ion batteries and iron air batteries are coming up, as well.

    Somewhat related are rechargeable fuel cells and flow batteries, that similarly store chemical energy that can support two-way charge/discharge cycles.

    Gravity storage, like pumping water up into a reservoir and then using it to drive turbines on the way down, or elaborate elevator shaft type systems, can store some energy but require lots of land and material, or require very specific geographic features not commonly found.

    Kinetic energy storage, turning lots of heavy flywheels and then recapturing that momentum to produce electricity when needed, is also on the grid (and kinda mimics the rotational inertia of the turbines traditionally synced across the grid).

    Some other storage technologies include capacitors, pressurized gas containers, and thermal heat storage with molten salt that can be used to make steam to drive turbines on demand.

    But all of these solutions are difficult to scale up to the point where they make a significant difference in addressing the mismatch between supply and demand at different times of day. We gotta do all of it, and right now the most cost effective solution is chemical batteries, so that’s been growing at an exponential rate.



  • A gravity storage system that stores about 100 MWh and outputs about 25 MW is much, much larger than the 65 battery containers they’d replace. It stores basically 4 hours worth of energy in what appears to be a large steel and concrete structure 150 m tall (the equivalent height as a 30-40 story building) on a 100m x 100m footprint.

    If we’re talking about storing a terawatt hour, then we’d be talking about about 10,000 of these gravity storage systems needing to be built. That’s what I mean by existing technology not really meeting the scale requirements of the problem.

    Gravity storage systems all basically suffer from this problem. Water-based solutions need to be sited on favorable geography to have large scale (otherwise water itself isn’t dense enough to compete with concrete and stone and sand).

    Meanwhile, storing the same 100 MWh of energy in containerized lithium batteries would basically require a 4x6 stack of 40-foot shipping containers that each can store 4MWh.

    We can get there on storage, but we’re talking about decades of planning and implementation, across all technologies, before we can even credibly reach storage representing one whole day’s electricity usage. How many man hours of labor does that engineering and planning and building represent? How much steel, energy, and machinery would these projects use up?

    Anyone who talks about this stuff without recognizing the scale involved is basically not serious about solving it. It’s an engineering problem that exists independently of money (and it’s also a money problem, but that part will probably pay for itself because of how valuable a solution to this problem would be).


  • We have the storage technologies, the only thing missing is money.

    When discussing large public projects whose scale is larger than anything before seen, the money is mainly an accounting placeholder for the real resources that need to be expended.

    Grid scale storage has been expanding at an exponential pace, but the sheer magnitude of the materials and engineering work that needs to be done to make a dent is pretty huge.

    Bloomberg projects that total cumulative installed capacity should hit 2 Terawatt hours by 2035, noting that would represent 8x the number for 2025. But when you compare those numbers to just how much electricity is produced or consumed, with 22,000 TWh per year, we’re talking about demand periods measured in minutes, not even hours, much less days.

    At scales large enough to make enough of a dent to show up in global energy stats, we need to recognize that even infinite money would run into the real resource constraints of how much capacity we as a species have for pulling minerals out of the ground, processing them into useful materials, and engineering them to be useful energy storage solutions (whether pumped hydro or other gravitational systems, compressed air, flywheels, or whatever battery or fuel cell chemistries can store energy in an efficient way).

    We have some technologies, but need things to improve significantly before storage can actually meet the needs for power that meets demand at any given moment in time. In the meantime, matching supply and demand in real time is a true engineering challenge, not just a monetary challenge.