Eos Energy Storage Never Fails to Impress

I brought an associate to make a brief presentation to my friends at Eos Energy Storage yesterday.  As I’ve mentioned, Eos represents a breakthrough in zinc-air batteries that will soon culminate in electrical storage at $160 / kilowatt-hour, about one-third of what we’re paying now for lithium-ion.  Eos chairman Michael Oster, its president Steve Hellman, and I have become “fast friends” by virtue of the interest I’ve taken in the company and its work, and the efforts I’ve taken to find them an appropriate set of strategic partners.

These people routinely impress me in ways that go far beyond their brilliance as battery chemists, materials scientists, etc.  As Michael was showing my colleague and me around the plant yesterday, we walked by a room separated from the main part of the facility, with one gentleman hard at work with a great deal of high-tech equipment.  “He looks particularly intent,” I noticed.  “What’s he doing?” 

“Trying to prove the rest of us wrong,” Michael smiled.  “We think what we’re doing with zinc-air is the best available approach right now.  He’s looking for alternatives that will make what we’re doing here obsolete.  If he comes up with something, I want to know it and jump on it before the rest of the world finds out.  That’s why he’s in a room by himself; I don’t want his thinking contaminated by what the others are doing and thinking.” 

I hate to sound like a weirdo, but I find that to be startlingly beautiful.  It’s looking for truth, not agreement.  It’s refusal to fall in love with yourself and your ideas, but actively working to disconfirm what you believe, rather than looking for evidence that corroborates what you already believe. 

“That’s the mark of a high-integrity person, as well as a strong company,” I responded.  “How many of us challenge our beliefs, rather than surrounding ourselves with ideas that make us feel good by aligning with what we already think?”

 

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3 comments on “Eos Energy Storage Never Fails to Impress
  1. Gary Tulie says:

    I agree with you that there’s great potential in Eos Energy Storage. Very high energy density, long life, high cycle efficiency, and no shortage of Zinc!

    If Eos can make a profit selling their battery at $160 per kWh then it can completely completely change the market for both static and vehicular battery applications and open the door to many more solar power and wind projects in parts of the world without a reliable strong power grid.

  2. Andrew T Fielding says:

    To really push cost effective storage, a robust market for ancillary services must be created and/or a fee based system akin to FIT. As we hopefully integrate more wind & solar we will need these services in the form of frequency modulation, black start power and local stand by power. Most of the gains seen in the solar industry were “helped” along by high European FIT’s and NJ robust (previously) SREC market!

  3. Mihai Grumazescu says:

    Craig,

    You know my opinion on zinc-air batteries from my previous comments when you first brought to our attention Eos’ technology.
    I would look to this story from a different angle. It seems to me very strange to see a company which didn’t reach yet the commercialization stage of its main product that is looking for alternatives.I would say they actually know they will not be able to sell zinc-air batteries except for niche markets and they pay that guy to save their a.. in front of investors.Hopefully he will come up with something safer.
    Nature’s laws cannot be changed with money or politics.