Overview
- Waymo and B2U announced a strategic supply agreement on Thursday and B2U has started receiving initial smaller batches of retired Waymo battery packs.
- B2U will integrate those packs into grid-connected storage projects in California and Texas, including its Lancaster site and a planned project in Bexar County, with staged build-outs over months to years.
- Both companies say the partnership could supply hundreds of megawatt-hours of second-life storage over time while Waymo retains discretion on when packs are released as vehicles are refreshed or retired.
- B2U estimates repurposed Waymo packs can deliver a few thousand more charge cycles, roughly five to eight years of service in stationary use, before the cells are sent for final recycling.
- The agreement leverages Waymo’s high-mileage robotaxi fleet to create a predictable second-life battery stream that could lower storage costs, help integrate more solar and wind on local grids, and strengthen Waymo’s charging resilience.