Factor This!® Episode 70: Battery bubble or boom? It’s complicated

Battery storage is booming in the U.S., and for good reason. So much intermittent renewable energy on the grid demands flexible resources to fill gaps. And, short of reverting back to fossil fuels, batteries are the best answer to support the energy transition.
Investors have poured billions of dollars into battery storage development to cash in, largely based on speculative opportunities. But there's one problem: markets have been slow to evolve, leading to an uptick in consolidation and growing uncertainty about the path ahead.
A battery bubble may be forming. What happens if it pops?
Episode 70 of the Factor This! podcast answers that question by taking an intimate look at the two top battery markets in the U.S. — California and Texas — and their diverging trajectories.
That's all next on Factor This!