Скачать или смотреть Batteries Just Broke the Math: The Storage Shortage That’s About to Hit Everyone

Battery storage was sold as the missing piece that would make renewable energy reliable. But when you look at the numbers, the math completely breaks down. In this hard-hitting investigative documentary, we expose the global battery storage shortage that’s quietly forming — and why it threatens the entire energy transition.

Despite $50 billion a year in investment, today’s grid-scale batteries fall short on materials, manufacturing capacity, cost, reliability, and basic physics. Lithium, cobalt, and nickel supply chains are already strained, factories can’t scale fast enough, and real-world degradation destroys the promised economics. Even worse, batteries provide only hours of backup in a system that needs days or weeks of reliability.

Governments are betting national energy systems on “assumed breakthroughs” that engineers know may never arrive. As storage fails to scale, utilities quietly fall back on fossil fuels, prices rise, and blackouts become normalized. This isn’t anti-renewable — it’s a reality check the public was never given.