Jesse Peltan

@JessePeltan · Dec 13, 2025

Batteries are starting to really show up in the fuel mix. New capacity will be increasingly active, and progressively longer duration.

Jesse Peltan@JessePeltan· Jun 17, 2025

Batteries still have some room to grow in ECRS, but past that this capacity will be primarily focused on arbitrage. Ancillary services keep capacity on the sidelines, but once they're fully saturated, each marginal increase is going to make a significant impact on the fuel mix.

Elon Musk

@elonmusk

Yes

11:11 PM · December 14, 2025 · 81.8K views

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