Where the X10 lands in the market is critical, not irrelevant. Just saying that my estimate is that it needs to be around $80/kWh or lower. I explained why I think that. That’s so far below their current production costs that talking about 10% less ZnBr or 400% more stacks inside a box, seems like tinkering. when I said I don’t know where it will actually land, I would still be surprised if it was close. And if it does, then it’ll come with a load of other problems - like if they’re that cheap, you need to sell them and transport them by the shipload to make any reasonable revenue, and they’re very heavy. I just can’t see it happening.
So I think they need revenue streams that don’t depend on ZnBr - I’m happy to accept that the ones I mentioned will never fly, but that doesn’t convince me the X10 will.
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