by Julian Spector
May 12, 2020

News broke last Thursday that mysterious but well-funded startup Form Energy had succeeded in landing the first paid utility contract for a novel storage technology that shifts wind power over not hours, but days.

The discussions that ensued, on #energytwitter and offline, made clear that this news raised more questions than I could answer in the initial coverage. There’s more to explain in terms of the technology itself, what the unprecedented power-to-energy ratio means in practice, what the business model would look like and what such a...