re: Anyone see the new GMC Sierra EV in person yet?

Exactly

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I know at one point a concern was what to do with all the batteries as they die and cannot be recharged. We cant just keep throwing them into a big hole.

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Not really as big an issue with the current BESS tech. You have two types of issues, unit failure and degradation. The vast majority will only deal with degradation because cell and unit level failures are pretty rare. So for 95%+ you just end up with a fully functional unit thats degraded to 50-70% of the original capacity. And what you have is something like 30-50kWh of stranded storage capacity that will still function fine and has value. Companies (like B2U) will buy those and put them in a container and hook them up to existing utility scale generation to either rate arbitrage or increase availability when demand is lower and deploy when it's higher. The biggest reason we don't see much of this yet is because there just haven't been enough BESS units in the secondary market yet so the business case isn't there for anything other than pilots. That's obviously going to change. The coolest part of this is that it will basically create a core type program where when you get a new BESS unit installed you'll get a credit format he sale of the existing one, i assume based off the available capacity since it's sold on a $/kWh basis.

The for the small percentage of failed units that are not salvageable, we'll start to see recycling become more popular.

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