Why is the EV battery revolution still stuck on the runway?
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I have a confession to make: my past predictions about Vehicle-to-Grid (V2G) and Vehicle-to-Everything (V2X) technology have been way too optimistic.
Theoretically, the opportunity is massive. We have gigawatt-hours of batteries on wheels sitting idle in driveways more than 95% of the time. In fact, right now in the United States, there are over 250,000 bidirectional-capable GM electric vehicles on the road. At 10 kW of export capacity each, that is 25 megawatts of nameplate capacity sitting on wheels at a time when data centers are fighting over every single kilowatt of grid capacity.
So, why are personal EVs still completely locked out of the grid-scale energy transition?
In my latest episode, I dive deep into the real-world barriers holding this technology back—and the simple truth of what utilities are doing wrong.
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