Sodium Carbonate
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Energy Storage - the next "next big thing" (CleantechVentureCapital-DownUnder?format=xml)
I had a great time at the ESA conference in Charlotte. The energy storage
industry looks, to me, like renewable energy did in 2002. I think people are
starting to understand that in order to meet the RPS targets that many states
have demanded will require massive deployment of storage resources.
However, in other ways, it's not clear that this is like 2002 at all. It's
more like solar in 2004 or fuel cells in 1996. There is so much interest in
different technologies and everyone is trying something new. Just like solar
has concentrating thermal-2-axis fresnel, dish (2-axis parabolic), 1-axis
fresnel, 1-axis parabolic, monocrystalline silicon, polycrystalline silicon,
front contact, back contact, triple junction, CIGS, thin film, concentrating
PV, and many others, and just like fuel cells had companies developing PEM,
phosphoric acid, solid oxide, direct methanol, molten carbonate and alkaline
cells (and others if you start getting into metal air batteries), storage is
seeing the same explosion of choice.
The established players are the battery companies. NJK, in Japan, has been
selling Sodium Sulpher (NaS) for years to firm renewable capacity (due to
policy decisions). Recently IPO'd A123 is moving from its transportation focus
to sell ...