autonomy_droneArs Technica· 2026. 6. 4. 오전 11:00:458.0

이용된 Waymo 로보택시 배터리가 전력망의 백업 저장소가 되다

Thousands of electric vehicles in Waymo’s autonomous robotaxi fleet may eventually give up their used batteries for a very different purpose—contributing up to hundreds of megawatt-hours of stationary energy storage to local power grids. That prospect comes from a “strategic supply agreement” announced by Waymo and B2U Storage Solutions on June 4. B2U has been repurposing thousands of used batteries from various electric vehicles by installing them in large stationary energy storage projects. Such energy storage facilities can capture excess renewable energy during low demand periods and release such energy when local power grids are experiencing peak demand periods. “Our business is getting the full residual value out of electric vehicle batteries after they’re no longer suitable for automotive use,” Freeman Hall, CEO of B2U Storage Solution, told Ars. “Waymo puts a lot of miles on EVs and their model is expanding rapidly, and so we’re just very pleased and honored to be able to work with them.” The agreement would allow B2U to repurpose Waymo batteries that become available at the end of a vehicle’s lifespan, along with obtaining used batteries that are being swapped out from operational vehicles. Waymo’s “proactive maintenance” for its autonomous vehicles includes identifying opportunities to “refresh the battery to improve efficiency overall for our fleet,” Adam Lenz, head of sustainability and environment at Waymo, told Ars. “That’s when we look to these second-life applications, because there’s still a lot of life left in the battery,” he said. Waymo did not specify the average mileage at which it swaps out batteries or retires vehicles from service. But Waymo robotaxis drive around much more each day than the typical EV, which means the Waymo fleet is likely to experience faster usage-related degradation of battery capacity over time. The company confirmed to Ars that “some of these vehicles have now been serving riders for years and have mileage beyond what a normal consumer drives.”

💡 AI 분석: waymo의 사용 끝난 전기차 배터리 재활용 전략은 전력 저장 시장에서 유동적인 자원 확보를 통한 경쟁 우위를 확립하는 신규 수익 모델을 시사하며, 이는 전기차 산업과 에너지 인프라 간 윤리적 경계를 모호하게 만든다.
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