> Using batteries for the grid requires roughly the same amount of batteries as EV’s do
EVs have much harder constraints. The most obvious is that they need to move around (requiring high energy density, for both mass and volume); they also need to cope with sporadic charging times, and be reasonably fast to charge. It's very hard to compete with the leading Lithium-ion batteries in this space.
Grid storage isn't as constrained. Larger, heavier batteries are fine since they're just going to sit in one place. It's also easier to accomodate awkward/slow charging requirements, since they're always plugged in to the grid, and can be coordinated with other electricity sources/sinks if needed.
This allows different chemistries to compete, based on e.g. price, longevity, safety, etc.
Yep, it’s very possible that wildly different chemistry or even some other method wins. However, using the same battery chemistry in a cheaper form factor is the worst case. Aka if 2.3 Trillion on EV batteries works then the winner must cost less than 2.3 trillion.
EVs have much harder constraints. The most obvious is that they need to move around (requiring high energy density, for both mass and volume); they also need to cope with sporadic charging times, and be reasonably fast to charge. It's very hard to compete with the leading Lithium-ion batteries in this space.
Grid storage isn't as constrained. Larger, heavier batteries are fine since they're just going to sit in one place. It's also easier to accomodate awkward/slow charging requirements, since they're always plugged in to the grid, and can be coordinated with other electricity sources/sinks if needed.
This allows different chemistries to compete, based on e.g. price, longevity, safety, etc.