This blog post is all over the place. The 2030 price projections are taken from extrapolations of Lithium battery costs, but he’s assuming Sodium chemistry batteries will take over and become ubiquitous at rock bottom prices. The first Sodium batteries barely became available within the past year.
He’s also treating batteries like the only component of the system. The associated charging, inverter, and physical structure components aren’t going to follow the same downward curve. Those are fixed costs on top of the battery itself.
Finally, there’s a lot of vague futurist writing mixed in, from congratulating himself on predicting in 2017 that EV trucks would be a thing some day to something about the blockchain for coordinating power grids:
> I think this is also an area where distributed ledgers with low energy requirements (so not Proof of Work but Proof of Stake) could shine by creating an ‘trustless’ system (meaning the system justs works, also if there is no ‘trusted’ party that plays the boss).
This statement doesn’t even make sense when you read it. He defines “an [sic] ‘trustless’ system” as meaning a system that “just works” which suggests to me that he doesn’t really know what he’s talking about but has been led to believe that blockchain is the future for everything.
Fun read, but I didn’t get much out of this article other than “prices are going down”