He is wrong on the price of electricity by a factor of 100. The LCOE of solar and Bess is below cost of coal in China already ie around $0.04-0.05/kwh. Recently UAE signed a contract for 1 Gwh 24 hour solar and BESS supply for 10 years at around $6 billion which is approximately $0.07/kwh but after 10 years the solar and batteries will still be working at 85-90% capacity cost 0.
I cant say about planes but as far as ocean freight shipping goes we are very close to the tipping point. Battery prices have already reached a point where it is cheaper to go battery electric for small voyages.
A bit later, he claims the lifetime cost of a vehicle is $345/kwh. It’s unclear if that’s capacity (an SUV with a $100kwh battery costs $34.5K new, which is the low end of retail pricing, and actually great news), or energy costs (that SUV will cost $34.5M over its lifetime, assuming 1000 charge cycles), which is clearly off by a factor of >100.
Either way, he concludes the time to payoff of switching to the planes is 2/3rds their expected lifetimes. I didn’t get far enough to find out what that’s versus, but most airlines would happily roll over to a new technology that “only” reduced their fleet costs by 33%.
For comparison, the 737 MAX reduced fuel costs by 14% and is still selling despite all the safety issues.
Edit: My 33% math is a bit off. It assumes the fuel costs dominate. Still, payoff before end of life is still saving money.