[LDES-technology] FYI

[Sarah Kurtz]

Not clear that there is much new in this, but it is a thoughtful and thorough analysis and will be a good report to be able to reference.
Maybe the next time we meet we should talk about what has changed since we started this project.  There are more demonstration projects, but I think Energy Vault is doing more lithium batteries than gravity storage and Highview and Quidnet have both pulled back.  Hydrostor has a plant planned in California, so that might be headed somewhere impressive. From my vantage point, lithium batteries are expanding as fast as the supply chain will allow and hydrogen has huge support. Beyond those two, there are MANY who are potentially poised to grow, but none stands out from the pack as a clear winner.  Maybe Dan has identified a winner!?
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