Podcasts about battery storage

In this episode, Gil Jenkins and Guy Van Syckle speak with John Hensley, Senior Vice President – Markets and Policy Analysis for the American Clean Power Association (ACP). We dig into how clean energy manufacturing is powering a new chapter of economic prosperity, exploring the industry's rapid growth in facilities, the economic impact on communities, workforce development challenges, supply chain progress, the role of the 45X tax credit, and where the industry is headed by 2030.Links: John Hensley LinkedIn America Builds Power: The State of Clean Energy Manufacturing 2026Episode recorded June 26, 2026. Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.

Alan Cooper is co-founder and CEO of ON.energy, a Miami-based company building battery-backed power systems for AI data centers. Its flagship product, AI UPS, sits between the grid and a data center, creating a buffer that isolates the grid from the massive volatility of AI workloads while providing uninterrupted power to the entire campus. In this episode of Inevitable, Cooper explains how a career spanning oil and gas, geothermal, battery storage, and grid services ultimately led to ON.energy's focus on AI infrastructure. He breaks down why gigawatt-scale AI data centers create a fundamentally different challenge for the grid, and how ON.energy's series-connected battery architecture can act as an electrical "firewall" between the grid, onsite generation, and the data center. The conversation explores ON.energy's evolution from a battery storage project developer into a technology company, its proprietary hardware and software stack, and the role of power controls in making massive data center projects more resilient and easier to interconnect. Cooper also discusses the company's path to market, extensive technical validation, business model, and largely bootstrapped approach to growth. Finally, Cooper argues that data centers don't have to be a liability for the grid. With the right infrastructure and regulatory framework, he believes they can become active grid participants—and potentially make the energy system more robust. Episode recorded on August 26, 2026 (Published on September 8, 2026). In this episode, we cover: (0:00) An overview of ON.energy (2:24) Alan's background in oil and gas, geothermal, and battery storage (5:57) Alan's perspective on Venezuela and enhanced oil recovery (10:35) How the 2014 oil crash led to ON.energy (12:25) ON.energy's evolution from battery storage developer to technology company (15:32) Traditional BESS vs. AI UPS (16:15) How AI UPS creates a buffer between the grid and data centers (17:20) Why AI data centers create unique challenges for the grid (20:16) Using AI UPS with onsite generation and off-grid power (21:41) How ON.energy can simplify data center interconnection (23:14) ON.command and the importance of software controls (24:15) ON.energy's proprietary hardware architecture (25:35) Building supply-chain certainty at massive scale (27:25) ON.energy's path from resiliency projects to AI infrastructure (29:03) Battery storage as the "Swiss army knife" of the electric sector (30:01) Technical validation at the Department of Energy's Flatirons Campus (31:56) ON.energy's business model (34:31) Why AI's large-load problem is here to stay (35:52) AI training vs. inference and the future of data center infrastructure (38:12) Why AI infrastructure can create American jobs (39:27) Building ON.energy through bootstrapping and disciplined capital allocation (41:48) Turning data centers into grid assets Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

This is a replay of our conversation with Dr. Shirley Meng from the University of Chicago on battery storage. It's one of our favourite deep dives because batteries touch everything from EV range anxiety to grid scale storage, and even the whole critical minerals conversation.When we recorded this in May 2024, Shirley was predicting real solid state battery platforms by 2027 or 2028, and here we are getting close to that window, so it's worth listening again with that timeline in mind. The fights over re-shoring battery manufacturing, the US-China race, the economics of lithium versus sodium, all of it is just as live today as it was then, or maybe even more so.Episode page and show notes.About Our Guest:Dr. Y. Shirley Meng is a Professor at the Pritzker School of Molecular Engineering at the University of Chicago. She serves as the Chief Scientist of the Argonne Collaborative Center for Energy Storage Science (ACCESS) Argonne National Laboratory. Dr. Meng is the principal investigator of the research group - Laboratory for Energy Storage and Conversion (LESC), that was established at University of California San Diego since 2009. She held the Zable Chair Professor in Energy Technologies at University of California San Diego (UCSD) from 2017-2022.Send us a text (if you'd like a response, please include your email)Follow us on:LinkedInBlueskyX/TwitterInstagramEnergy vs Climate relies on the support of our generous listenersDonate to keep Energy vs Climate goingProduced by Bespoke Podcasts

“You just feel like you're constantly running against a brick wall against industrial interest,” said Ryan Bonney.

Why Sodium? The global transition to renewable energy has accelerated the global development of lithium-ion batteries, but the mining and processing of its materials can be harmful to workers, local communities, and the environment. Sodium has a recently emerged as a potentially cheaper and more environmentally friendly alternative that could revolutionize battery storage systems. Dr. Shirley Meng is one of the scientists leading the way in this field, spearheading the creation of the world's first anode-free sodium solid-state battery. Diving Deeper Dr. Meng's batteries have three key qualities: they are anode-free, sodium based, and solid-state. Though other researchers have developed batteries with similar characteristics, this is the first time all three have been combined. Most batteries consist of three main parts: a cathode, anode, and electrolyte. The cathode is the positive pole, the anode is the negative pole, and the electrolyte is the material between the poles. As explained by the MIT School of Engineering, when a battery is connected to an external circuit, electrons move through the circuit, while simultaneously ions move through the electrolyte. The anode in a standard battery stores ions, while an anode-free battery starts out with no active anode material—the ions come entirely from the cathode. According to laser tech company Laserax, there is one key difference between Lithium-ion Batteries (LIBs) and Solid State Batteries (SSBs): the electrolyte material. In an LIB, this is a liquid, typically liquid salt dissolved in an organic solvent, which is highly flammable. In an SSB, this liquid is replaced by a solid electrolyte. Dr. Meng calls the electrolyte in her team's batteries the “magic salt” because it's primarily made out of sodium chloride - the same chemical as table salt. By supplementing the magic salt with other chemicals like oxygen, yttrium, and zirconia, an ion-conducting electrolyte can be formed. The Pros and Cons Dr. Meng's batteries use sodium in place of the lithium in LIBs. Lithium and other LIB components can only be mined in particular regions, and production - besides being deleterious to the environment - is tightly controlled by a handful of powerful countries. Sodium, on the other hand, is predicted to be about 1200 times more plentiful than lithium in the earth's crust, and can be accessed from other sources like sea water. Anode-free batteries are often lighter, cheaper, and more energy-dense than similarly capable standard batteries. However, they can be harder to manufacture and can have shorter lifetimes. As advances are made by other researchers working on alternate battery structures, these challenges will likely be overcome, as have similar difficulties with LIBs. Dr. Meng's batteries operate best in the lab at low external temperatures, which fills a gap in the battery market in extremely cold climates; however, scalability and widespread use demands that batteries function in a wide temperature range. Solid-state batteries also come with a range of benefits and challenges. Besides being less flammable, they can have faster charging, higher energy capacity, and longer lifetimes compared to LIBs. However, they are susceptible to the formation of dendrites - or, tree-like metallic structures on the anode - which form during charging and can cause short circuits. Solid electrolytes are prone to cracking under mechanical stress, both in manufacturing and use. Like anode-free batteries and other cutting edge battery tech, SSBs have a long way to go in terms of scalability, but show promise in the future of battery development. Dr. Meng's Take Dr. Meng emphasizes that Sodium-ion battery technology is not new - research began back in the 1960s, but was outpaced by lithium-ion research, which at the time showed better results. Additionally, sodium batteries aren't necessarily a replacement for lithium batteries, but rather a complementary technology that many companies will be able to produce without much capital investment. With the combination of these battery technologies, there is potential to moderate the cost of electricity at peak use times. Dr. Meng predicts that sodium-ion batteries may be able to compete with lithium-ion and lead-acid batteries in the next five years, and suggests that until then, costly but compact lithium batteries might be used in mobile applications, like computers, while sodium batteries - which for now are heavier - can be used for stationary purposes, like grid storage. Overall, she feels that it's “critical that all of us… stop temperature rise” - and sodium-ion batteries are a key step in the plan. About our guest Dr. Shirley Meng is the Liew Family Professor in Molecular Engineering at the Pritzker School of Molecular Engineering at the University of Chicago. She is also the Distinguished University Professor and Vice President (Industry) at Nanyang Technological University (NTU), Singapore. She directs the Energy Storage Research Alliance and is the principal investigator of the Laboratory for Energy Storage and Conversion (LESC) at UCSD. Her research focuses primarily on energy storage materials and systems – including rechargeable batteries and grid-scale storage for renewable energy. Resources UChicago, Team Develops Battery Nature Energy, Design principles for enabling an anode-free sodium all-solid-state battery LESC, Recent news Physics Today, Solid State Batteries - Hype, Hopes, and Hurdles Chemical Review, Anode-Free Batteries For a transcript of this episode, visit https://climatebreak.org/the-future-of-battery-storage-with-dr-shirley-meng/

Poland has cut coal's share of power generation from 95% to roughly 55% in a decade, with renewables generating over 30% of the country's power last year. That mismatch is already producing negative prices and turning battery storage into one of the country's biggest investment opportunities.Ed is joined by Tomasz Sęk, Founder and COO of R.Power Renewables, which holds a 1.7GW / 6.3GWh capacity-market-secured storage portfolio, one of the largest in Poland, to unpack how the country's power market is transforming.They cover:- Why coal's inflexibility, not its shrinking market share, is now Poland's biggest driver of negative prices and battery arbitrage.- How Poland's capacity market is evolving as de-rating factors and CapEx fall together, and what that means for the next wave of battery investment.- Why R.Power blends floor-plus-profit-share deals — including its new Axpo agreement — with full-toll contracts to balance risk and upside- How solar PPAs are evolving into Hybrid PPAs, as corporates like Amazon and Cisco look for more flexible, peak-shifted power- How R.Power plans to bring its 1.7GW / 6.3GWh capacity-market-secured portfolio online within 18–24 months, and what's setting the paceWant to go deeper on the Polish power market? Ask Ko, Modo Energy's AI analyst, for the latest on Polish battery revenues, capacity market results, and grid dynamics: https://modoenergy.com/product/ko?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=tomasz_sek&utm_content=ko_signupChapters: 0:00 Introduction 1:08 Poland's Coal-to-Renewables Shift 1:57 Perception vs Reality of Poland's Energy Mix 4:52 Negative Prices and Coal's Inflexibility 5:58 Gas Peakers vs Battery Storage 7:45 Poland's Vertically Integrated Power Market 8:46 Day-Ahead vs Intraday Trading in Poland 9:54 Choosing a Route-to-Market Partner 12:06 Capacity Market Explained 13:21 R.Power's 1.7GW / 6.3GWh Portfolio 13:57 De-Rating Factors and Falling CapEx 17:00 Dunkelflaute and the Case for Gas 17:21 The Axpo Deal: Floor Plus Profit Share 19:51 Solar PPAs and the Rise of Hybrid PPAs 20:26 Multi-Technology PPAs and Peak Shifting 22:00 What's Slowing Poland's BESS Rollout 23:46 Poland's Grid Queue vs Texas and China 24:51 One Regulatory Fix: Faster Auctions 26:50 Poland's Cost Advantage

Poland has cut coal's share of power generation from 95% to roughly 55% in a decade, with renewables generating over 30% of the country's power last year. That mismatch is already producing negative prices and turning battery storage into one of the country's biggest investment opportunities.Ed is joined by Tomasz Sęk, Founder and COO of R.Power Renewables, which holds a 1.7GW / 6.3GWh capacity-market-secured storage portfolio, one of the largest in Poland, to unpack how the country's power market is transforming.They cover:- Why coal's inflexibility, not its shrinking market share, is now Poland's biggest driver of negative prices and battery arbitrage.- How Poland's capacity market is evolving as de-rating factors and CapEx fall together, and what that means for the next wave of battery investment.- Why R.Power blends floor-plus-profit-share deals — including its new Axpo agreement — with full-toll contracts to balance risk and upside- How solar PPAs are evolving into Hybrid PPAs, as corporates like Amazon and Cisco look for more flexible, peak-shifted power- How R.Power plans to bring its 1.7GW / 6.3GWh capacity-market-secured portfolio online within 18–24 months, and what's setting the paceWant to go deeper on the Polish power market? Ask Ko, Modo Energy's AI analyst, for the latest on Polish battery revenues, capacity market results, and grid dynamics.Transcript available hereChapters: 0:00 Introduction 1:08 Poland's Coal-to-Renewables Shift 1:57 Perception vs Reality of Poland's Energy Mix 4:52 Negative Prices and Coal's Inflexibility 5:58 Gas Peakers vs Battery Storage 7:45 Poland's Vertically Integrated Power Market 8:46 Day-Ahead vs Intraday Trading in Poland 9:54 Choosing a Route-to-Market Partner 12:06 Capacity Market Explained 13:21 R.Power's 1.7GW / 6.3GWh Portfolio 13:57 De-Rating Factors and Falling CapEx 17:00 Dunkelflaute and the Case for Gas 17:21 The Axpo Deal: Floor Plus Profit Share 19:51 Solar PPAs and the Rise of Hybrid PPAs 20:26 Multi-Technology PPAs and Peak Shifting 22:00 What's Slowing Poland's BESS Rollout 23:46 Poland's Grid Queue vs Texas and China 24:51 One Regulatory Fix: Faster Auctions 26:50 Poland's Cost Advantage

Battery storage is emerging as one of commercial real estate's fastest-growing asset classes. In this episode, Kathy Fettke explains why investors are pouring billions into Battery Energy Storage Systems (BESS), how data centers are fueling demand, and why industrial land, parking lots, and other underused properties could become valuable energy infrastructure.   Want to learn more about investing in real estate? Visit www.NewsforInvestors.com.   Source: https://www.bisnow.com/national/news/energy/the-nations-battery-energy-storage-boom-brings-investment-opportunities-to-cre-135536

Get in touch - leave me a messageBattery storage is getting cheaper, but the data used to trade and operate it may be badly wrong. When forecasts miss, penalties stack, warranties get messy, and returns can quietly unravel.My guest is Ash Vats of 3E, who works on battery intelligence for utility-scale assets. We look at the gap between what a battery management system reports and what the hardware can actually deliver - a gap with direct consequences for grid reliability, revenue and asset life.We examine why some battery sites show faults before day one, how state-of-charge estimates can be materially wrong, and why operators - not traders alone - need to shape commercial decisions. We also unpack what changes when owners, asset managers and traders stop working from three different versions of the same asset.Listen now to understand what is really limiting battery storage returns, and how better operational intelligence can recover capacity, reduce commercial risk and improve long-term performance.Sign up to Climate Confident+ for deep dive analysis of the major climate and energy stories of the day.Support the showPodcast subscribersI'd like to sincerely thank this podcast's amazing subscribers:Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.

Semih Oztreves of Zenobē Energy Limited joins Tom Heintzman, Vice Chair, Energy & Climate Finance, to explore the pivotal role of battery energy storage systems in enhancing grid resilience, the challenges and opportunities facing developers, and the future outlook for the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

First, after the County's planning commission approved a solar energy and battery storage project, it now heads to the County Board of Supervisors for approval. Also, we'll tell you why time might be running out for nearly 1,000 Afghans in a temporary refugee camp. Next, why is San Diego falling behind in its progress to achieve net zero greenhouse gas emissions by 2025? And, a new night market has brought open-table Mahjong and live music to National City.

A single battery cell can shut down an entire storage plant.It's one of the many operational realities that make battery storage fundamentally different from solar, and one of the reasons software, analytics, and automation are becoming just as important as the batteries themselves.Ty Fenton, Director of Data Analytics at FlexGen, joins Nico Johnson to explore what really happens after a battery project is commissioned. From managing thousands of individual cells to processing enormous volumes of operational data, Ty explains why operating battery storage requires a completely different mindset than operating solar. They also explore how AI data centers are creating new demands for battery storage and why operators are rethinking the role batteries will play in supporting the next generation of digital infrastructure.Expect to learn:

(Jun 22, 2026) The Republican primary for the 21st Congressional District is turning into a test of President Trump's political clout; State officials say large-scale batteries are key to stabilizing the energy grid, but small towns in the Adirondacks are pushing back and passing temporary bans; and we take a look at the schedule for a summer concert series at The Mill in Westport.

(Jun 22, 2026) State officials say large-scale batteries are key to stabilizing the power grid and transitioning to carbon-free electricity. But when battery storage projects have been proposed in the Adirondacks, local residents have been pushing back. Also: The Republican primary for the North Country's congressional district, which is tomorrow, is turning into a test of President Trump's political clout.

Battery energy storage fire safety is one of the most urgent permitting challenges facing solar and storage developers in 2026. Mike Nicholas, Energy Storage Specialist and Fire Consultant at Hiller Companies, brings a rare perspective: he built Kern County's entire BESS permitting program from scratch in 2019, when no national standards existed, and now travels the country helping developers, EPCs, and fire departments get these projects to yes.Kern County has the highest concentration of renewable energy and battery storage in California, including the largest active battery storage project in the world at roughly 3.2 GWh. Mike developed a 32-page submission guideline that standardized the permitting process and became a model other jurisdictions are now replicating. After retiring as a fire captain and assistant fire marshal in 2024, he joined Hiller, which represented about 85% of the battery storage clients that went through Kern County permitting. He now works with the Governor's Office of Business and Economic Development and American Clean Power to build reference documents and videos for fire safety standardization.Here is what you will learn in this conversation about battery energy storage fire safety:Find out why the Moss Landing disaster changed everything. A fire inside an enclosed former power plant building destroyed an estimated 240 megawatts. An outdoor containerized failure, under current standards, would be contained to the enclosure of origin, a fraction of 1% of that loss. You'll understand why the industry is moving hard toward outdoor containerized deployments.Learn what UL 9540A and the new large-scale fire testing (LSFT) requirement in NFPA 855 (2026) actually require, and why they matter to first responders. You'll hear why the test forces a fully populated unit into a worst-case thermal runaway with suppression disabled, and what it means for containing a fire within the enclosure of origin.Understand what a complete Hazard Mitigation Analysis must include. Find out why a generic OEM document will not pass, and what site-specific elements, from failure modes analysis to emergency response plans for construction, commissioning, and decommissioning, are required under NFPA 855.You'll hear Mike's step-by-step account of what should happen from the moment a fire alarm sounds to the moment the incident command is established. Learn why gas meters, IR cameras, and a fire alarm annunciator panel at the static water tank are critical tools for first responders who may be 15 to 20 minutes from the battery yard inside the site.Find out what developers and EPCs get wrong in permitting. Mike explains why early engagement with the fire department, before land use approval, is not optional, and why hiring a registered design professional who knows NFPA 855 is the difference between hitting your financing deadline and chasing it.With BESS developers racing to lock in safe harbor and stay ahead of tightening FEOC and material-assistance thresholds, permitting delays and moratoria are a real threat to project timelines. Mike describes a shift already happening in California: under General Order 167-C, the California Public Utilities Commission now requires ESS operators to file emergency response plans and produce annual testing and maintenance reports, and Kern County has introduced an annual operational permit tied to emergency contact updates. These requirements are likely to spread nationally.Connect with Mike Nicholas Hiller Companies: https://hillerfire.com/ Support the showConnect with Tim  Clean Power Hour  Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email:  CleanPowerHour@gmail.comCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems.  Learn more at www.chintpowersystems.com

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Why battery makers and investors are pivoting from EVs to grid storage for renewable energy in Europe; a look at Lukas Walton-backed S2G investments following its $1 billion; and, the reasons that the world cup is a sportswashing bonanza.To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠.This week's stories:“Battery makers and investors pivot from EVs to grid storage for renewable energy in Europe,” by Danielle Rossingh.“G is for growth after $1 billion raise for Lukas Walton-backed S2G Investments,” by Erik Stein“A ‘sportswashing' bonanza, brought to you by Saudi Aramco,” by Dmitriy Ioselevich

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Why battery makers and investors are pivoting from EVs to grid storage for renewable energy in Europe; a look at Lukas Walton-backed S2G investments following its $1 billion; and, the reasons that the world cup is a sportswashing bonanza.To try ImpactAlpha Edge, ⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠.This week's stories:“⁠Battery makers and investors pivot from EVs to grid storage for renewable energy in Europe⁠,” by Danielle Rossingh.“⁠G is for growth after $1 billion raise for Lukas Walton-backed S2G Investments⁠,” by Erik Stein“⁠A ‘sportswashing' bonanza, brought to you by Saudi Aramco⁠,” by Dmitriy Ioselevich

It's hard to overstate how fast the battery energy storage industry is growing, and the impact that's having on the power sector. In 2025, US utilities and independent developers added 17.75 gigawatts of large-scale battery storage capacity, up 52% from 2024. Multiple forecasts suggest another 100 GW or more of large-scale battery capacity will come online in the US through 2030.   To the extent utilities and power producers can meet the electricity demand projected to surge in coming years, batteries are going to be critical to the solution, supporting data centers, electric vehicles, domestic factories and other sources of increased load.  In this episode, Dan Testa digs into these trends with Noah Roberts, executive director of the Energy Storage Coalition, and Mateo Jaramillo, CEO of Form Energy, a company building and deploying long-duration batteries using innovative iron air technology. 

It's hard to overstate how fast the battery energy storage industry is growing, and the impact that's having on the power sector. In 2025, US utilities and independent developers added 17.75 gigawatts of large-scale battery storage capacity, up 52% from 2024. Multiple forecasts suggest another 100 GW or more of large-scale battery capacity will come online in the US through 2030.   To the extent utilities and power producers can meet the electricity demand projected to surge in coming years, batteries are going to be critical to the solution, supporting data centers, electric vehicles, domestic factories and other sources of increased load.  In this episode, Dan Testa digs into these trends with Noah Roberts, executive director of the Energy Storage Coalition, and Mateo Jaramillo, CEO of Form Energy, a company building and deploying long-duration batteries using innovative iron air technology. 

In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Russell Laplante, Chief Financial Officer of Convergent Energy and Power, one of the leading battery storage developers and operators in the United States. Russ shares his nearly two-decade journey in renewable energy from his Goldman Sachs training program to becoming the first employee at wind startup Own Energy in 2007, through utility-scale solar at Tradewind Energy and Savion, and now leading the financial strategy at Convergent's distributed and utility-scale battery storage platform. The conversation covers Convergent's business model working with commercial and industrial customers on behind-the-meter battery and solar-plus-storage projects, how they save C&I customers up to 40% on their energy bills, and how batteries help utilities defer costly transmission and distribution upgrades. The episode dives deep into the financing of battery storage, including tax equity, portfolio debt financing, partnership flip structures, and why distributed generation requires a fundamentally different capital strategy than utility-scale projects. Russ also shares his perspective on the massive opportunity around data centers, AI-driven load growth, speed to grid, the Big Beautiful Bill, ITC extension for storage, and what Foreign Entity of Concern(“FEOC”) compliance means for the battery supply chain. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $50 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Guest Information Russell Laplante Russell Laplante is the Chief Financial Officer of Convergent Energy and Power, one of the leading battery storage developers and operators in the United States, with over $1 billion deployed and 800 megawatts of projects operational, under construction, or in development. Russ has nearly two decades of experience in renewable energy. He began his career at Goldman Sachs before joining Own Energy in 2007 as its first employee, where he worked hands-on in utility-scale wind development across Kansas, Oklahoma, and Texas. He later joined Tradewind Energy in an origination role before leading M&A for the solar platform that eventually became Savion. After Shell acquired Savion in 2021, Russ served as Chief Investment Officer before joining Convergent in 2025 as CFO. At Convergent, Russ oversees capital markets strategy, debt and tax equity financing, and the company's portfolio approach to distributed energy storage across commercial, industrial, and utility customers. Linkedin: https://www.linkedin.com/in/russell-laplante-cfa-42353510   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Convergent Energy and Power  Website: https://www.convergentep.com Linkedin:  https://www.linkedin.com/company/convergent-energy-power/   Summer Solstice Fundraiser Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let's Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let's Share the Sun team, delegation participants, and event sponsors.  This will be Benoy's third delegation in the past year, and he highlights the importance of meeting beneficiaries firsthand and seeing how solar is transforming lives. Those interested in attending or sponsoring are encouraged to reach out directly or register here:  https://luma.com/jl734ggi   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.

Battery storage is becoming one of the most complicated sales conversations in residential solar.Installers are now navigating different sizing requirements, shifting homeowner expectations, changing utility rate structures, evolving battery chemistries, and a flood of new products entering the market at wildly different price points.And underneath all of it is a harder question:Who can you actually trust to still be standing behind these systems years from now?Sam Buffington, Business Development Manager at Pylontech, joins Nico Johnson for a deeply practical conversation about what installers should actually be paying attention to as batteries become a core part of the residential energy system.Sam has worked across modules, distribution, and storage, and he's even built his own off-grid home by hand. That gives him a rare perspective on how solar-plus-storage systems behave in the real world and where installers most often create long-term problems for themselves.Expect to learn:

Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times its battery fleet. But the real question isn't whether the market is big - it's whether it saturates as battery capacity grows, or scales for years yet.Philipp Man is co-founder and CEO of Terralayr. He joins Ed Porter to unpack the operational reality of building Germany battery storage at scale, the regulatory tension around grid fees, and the contrarian view that Germany's flexibility market is structurally larger than most forecasts suggest.They cover:- Why operating Germany battery storage is harder than capital alone can solve.- Why Germany's TSOs are positive on BESS, why DSOs are nervous and what regulators need to fix.- What the Bundesnetzagentur grid-fee review means for the BESS exemption running to August 2029.- How splitting merchant capacity across multiple optimisers outperforms single-optimiser tolls.- Why flexibility revenues are convex, dominated by tail events, and structurally larger than forecasts predict.Want to track Germany's battery storage pipeline, grid-fee changes, or flexibility market data? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=philipp_man&utm_content=ko_signupTranscript available here: ⏱ CHAPTERS00:00 Introduction01:01 What everyone gets wrong about Germany battery storage04:50 Inside Terralayr's 8 GW pipeline07:00 German grid fees and the 2029 BESS exemption11:00 Why DSOs are nervous about battery storage14:30 Nodal pricing, FCAs and the one-price-zone problem18:30 How layer's virtual battery auction works24:30 Will Germany's BESS market saturate35:30 Markets outside Germany — UK, Spain, Nordics37:00 Advice for new entrants and the coming consolidation40:30 Contrarian view: flexibility revenues are convex`You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.Music licensed via Artlist.

Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times its battery fleet. But the real question isn't whether the market is big - it's whether it saturates as battery capacity grows, or scales for years yet.Philipp Man is co-founder and CEO of Terralayr. He joins Ed Porter to unpack the operational reality of building Germany battery storage at scale, the regulatory tension around grid fees, and the contrarian view that Germany's flexibility market is structurally larger than most forecasts suggest.They cover:- Why operating Germany battery storage is harder than capital alone can solve.- Why Germany's TSOs are positive on BESS, why DSOs are nervous and what regulators need to fix.- What the Bundesnetzagentur grid-fee review means for the BESS exemption running to August 2029.- How splitting merchant capacity across multiple optimisers outperforms single-optimiser tolls.- Why flexibility revenues are convex, dominated by tail events, and structurally larger than forecasts predict.Want to track Germany's battery storage pipeline, grid-fee changes, or flexibility market data? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=philipp_man&utm_content=ko_signupTranscript available here: ⏱ CHAPTERS00:00 Introduction01:01 What everyone gets wrong about Germany battery storage04:50 Inside Terralayr's 8 GW pipeline07:00 German grid fees and the 2029 BESS exemption11:00 Why DSOs are nervous about battery storage14:30 Nodal pricing, FCAs and the one-price-zone problem18:30 How layer's virtual battery auction works24:30 Will Germany's BESS market saturate35:30 Markets outside Germany — UK, Spain, Nordics37:00 Advice for new entrants and the coming consolidation40:30 Contrarian view: flexibility revenues are convex`You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.Music licensed via Artlist.

New Leaf Energy is bypassing Santa Cruz County in its effort to seek approval for a new battery energy storage facility in Watsonville. For Monterey County Supervisor Glenn Church, who represents Moss Landing, that's the worst-case scenario.

Eddy Chiang is Co-founder and CEO of Moment Energy, a company building commercial-scale energy storage systems from repurposed electric vehicle batteries. By testing, certifying, and remanufacturing second-life battery modules, Moment Energy is creating lower-cost alternatives to new lithium-ion storage while extending battery lifespans by decades. In this episode of Inevitable, Chiang explains how a growing wave of retired EV batteries is reshaping the energy storage market—making recycling alone economically unviable. The conversation covers the technical and regulatory challenges of certifying second-life systems, how Moment Energy became the first company to achieve full UL certification, and why safety, not cost, is the real barrier to adoption.  We also explore how distributed battery systems can replace traditional grid upgrades, why hyperscaler demand is accelerating deployment, and how Moment Energy is positioning storage not just as a product, but as long-term infrastructure designed to last 100 years. MCJ is a three-time investor in Moment Energy. The company just closed a $40M Series B co-led by Evok Innovations and the Canadian Growth Fund — with the participation of Amazon, Liberty Mutual, Voyager and our fund.  Episode recorded on April 14, 2026 (Published on May 5, 2026). In this episode, we cover:  (0:00) An overview of Moment Energy (2:47) Moment Energy's market evolution (6:37) What certification means and why it's the hardest part (10:22) Are second-life batteries actually safe? (12:15) Hardware + software: how Moment Energy builds safe systems (15:39) Moment Energy's product: modular, distributed battery systems (19:06) Batteries vs grid upgrades: the core economic tradeoff (25:35) Repurposed batteries and domestic supply chains (29:49) The second life of EV batteries and why most still have value (35:20) Designing battery systems to last 100 years (42:53) Demands for AI, hyperscalers, and distributed storage (47:55) Working with Amazon and scaling deployment Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Developing battery storage in emerging markets isn't a technology problem - it's a regulatory, offtake, and capital problem. The frameworks, offtake structures, and capital mandates weren't built for storage and that gap is exactly where the risk sits.Hassen Bali, co-founder and director at Ion Ventures, joins Ed Porter to discuss what it actually takes to develop battery storage projects across markets at very different stages of maturity, from the UK to Southeast Asia.They cover:- Why battery storage development demands a different approach to solar or wind and why you have to decide your commercial endpoint before you break ground, not after.- How project conversion rates in the UK BESS market have dropped from 30–40% in the early days to roughly 10–15% today, and how that affects pipeline management and investor communications.- Why early-stage BESS markets like Malaysia and the Philippines are still reliant on bilateral offtake and what that means for project bankability.- Why FCA-regulated investors face hard legal barriers to project finance in sub-investment-grade countries and what that means for who can actually back early-stage BESS projects.- Hassen's contrarian view: that reform of merit order and legacy thermal contracts is the most direct lever for accelerating energy transition globally even if it means unwinding agreements that investors consider bulletproof.Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up here.Transcript available here: Chapters:0:00 Introduction0:53 What People Get Wrong About Developing Battery Storage Projects2:41 BESS Project Development Pipeline: How to Manage Investors and Conversion Rates5:58 Why Ion Ventures Expanded Into Southeast Asia7:34 BESS Market Readiness in Malaysia, Philippines, Indonesia and Brunei8:32 Replacing Coal and Diesel: What Southeast Asian Grids Look Like Today11:35 BESS Project Success Rates in Emerging Markets vs the UK12:39 Why Bilateral Offtake Models Dominate Early-Stage BESS Markets15:17 Why Long-Term Contracts Can Actually Help Battery Storage Bankability16:05 Why Country Risk and OECD Classification Block Capital From Emerging BESS Markets21:02 Can Emerging Markets Leapfrog to Grid 2.0? The Telco Analogy Explained22:59 How to Build a Battery Storage Roadmap for a Nascent Grid: Lessons from Bangladesh30:06 How to Avoid Grid Congestion When Scaling Renewables in Emerging Markets32:17 Contrarian View: Should Merit Order Reform Unwind Legacy Thermal Contracts?You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

Developing battery storage in emerging markets isn't a technology problem - it's a regulatory, offtake, and capital problem. The frameworks, offtake structures, and capital mandates weren't built for storage and that gap is exactly where the risk sits.Hassen Bali, co-founder and director at Ion Ventures, joins Ed Porter to discuss what it actually takes to develop battery storage projects across markets at very different stages of maturity, from the UK to Southeast Asia.They cover:- Why battery storage development demands a different approach to solar or wind and why you have to decide your commercial endpoint before you break ground, not after.- How project conversion rates in the UK BESS market have dropped from 30–40% in the early days to roughly 10–15% today, and how that affects pipeline management and investor communications.- Why early-stage BESS markets like Malaysia and the Philippines are still reliant on bilateral offtake and what that means for project bankability.- Why FCA-regulated investors face hard legal barriers to project finance in sub-investment-grade countries and what that means for who can actually back early-stage BESS projects.- Hassen's contrarian view: that reform of merit order and legacy thermal contracts is the most direct lever for accelerating energy transition globally even if it means unwinding agreements that investors consider bulletproof.Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up here.Transcript available here: Chapters:0:00 Introduction0:53 What People Get Wrong About Developing Battery Storage Projects2:41 BESS Project Development Pipeline: How to Manage Investors and Conversion Rates5:58 Why Ion Ventures Expanded Into Southeast Asia7:34 BESS Market Readiness in Malaysia, Philippines, Indonesia and Brunei8:32 Replacing Coal and Diesel: What Southeast Asian Grids Look Like Today11:35 BESS Project Success Rates in Emerging Markets vs the UK12:39 Why Bilateral Offtake Models Dominate Early-Stage BESS Markets15:17 Why Long-Term Contracts Can Actually Help Battery Storage Bankability16:05 Why Country Risk and OECD Classification Block Capital From Emerging BESS Markets21:02 Can Emerging Markets Leapfrog to Grid 2.0? The Telco Analogy Explained22:59 How to Build a Battery Storage Roadmap for a Nascent Grid: Lessons from Bangladesh30:06 How to Avoid Grid Congestion When Scaling Renewables in Emerging Markets32:17 Contrarian View: Should Merit Order Reform Unwind Legacy Thermal Contracts?You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

Russell Reading is joined by clean tech consultant Tristan Dorman to break down why commercial battery storage is surging: covering energy price volatility, grid reliability, falling system costs, and maturing tech. They explore how batteries unlock value through self-consumption of solar, peak shaving, off‑peak arbitrage, and participation in flexibility/capacity markets, plus what businesses should evaluate before investing (including approvals and future load growth). The episode closes with a look ahead at batteries becoming “standard,” rising demand (including from AI/data centers), and improvements in battery chemistry and deployment models.

Spirit Airlines announced its closure after over thirty years of providing budget airfare; its last flight to Los Angeles touched down last night. Residents across the San Gabriel Valley rallied today against a battery storage project in the City of Industry. Former Snapchat buildings on the Venice Boardwalk is now a pop-up art space. Plus, more. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comSupport the show: https://laist.com

The San Benito County Board of Supervisors extends a moratorium on battery energy storage systems. And, advocates fear federal policy will hurt undocumented people with California driver's licenses.

IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; and Marek Handzel, editor of Institutional Real Estate Europe. (04/2026)

IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; and Marek Handzel, editor of Institutional Real Estate Europe. (04/2026)

IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; and Marek Handzel, editor of Institutional Real Estate Europe. (04/2026)

Get in touch - leave me a messageWhat if fossil fuels aren't energy security at all, but exposure dressed up as realism?This war is making that harder and harder to ignore.In this bonus episode of Climate Confident+, I unpack why the US and Israel's war against Iran is forcing a faster rethink of fossil fuels, renewables, EVs, and electrification. This is a solo episode with me, Tom Raftery, and the stakes couldn't be clearer: if your economy, business, or household still depends on fuels whose supply and price are hostage to geopolitics, then your energy security is far shakier than most politicians care to admit.You'll hear why I argue that fossil fuel dependence is not just an emissions problem, but an exposure problem. We dig into how war-driven shocks hit shipping, transport costs, inflation, industrial margins, and policy. And you might be surprised to learn why renewables, storage, grids, and EVs are starting to look less like climate tech talking points and more like strategic infrastructure for decarbonisation, emissions reduction, and real resilience.I also break down the numbers from IRENA and the IEA, including the cost advantage of new renewable power, the scale of clean energy investment, and the growing impact of electric vehicles on oil demand. Plus, I share a personal story from the Iberian blackout that brought home just how practical electrification can be in a crisis.

Battery storage looks simple - a steel box that charges when prices are low and discharges when they're high. But financing a BESS project in Europe means underwriting a trading position: convex revenues, volatile returns, and a growing menu of contractual choices that each shift the risk profile in a different direction.Lisa McDermott, Managing Director and Head of Energy Transition Project Financing at ABN AMRO, has been structuring BESS deals across Europe since 2023*. In this episode, she opens up the credit committee. What gets a project over the line, and what quietly stops it.Covered:- Why battery storage finance is fundamentally different from solar or wind and why contracting it away doesn't change the underlying risk when the contract ends.- From physical tolls to day-ahead swaps, Lisa breaks down which offtake structures are gaining traction in Europe and why the day-ahead swap is the hardest to bank.- Too much merchant exposure, insufficient sponsor equity, weak technical track record and why pushing too many levers at once is the fastest way to stop a deal.- How battery warranties have evolved from 8 to 20 years and why coverage beyond the debt tenor is a bankability requirement, not a nice-to-have.- Germany's grid fee reform has created financing uncertainty at COD, while the Netherlands' congestion model is, counter-intuitively, better for bankability.Want to model battery revenue stacks or stress-test tolling structures for a specific market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=podcast&utm_id=lisa_mcdermottTranscript available here: https://modoenergy.com/transmission-podcast/e2b12f17-f7b4-49d3-9d85-e4cc822695f6────────────────────────────⏱ CHAPTERS0:00 Introduction - Is financing battery storage the same as financing solar?2:32 Why a battery is financing a trader, not an infrastructure asset5:14 Financing across technology types - TRL 8 vs TRL 910:43 What stops a BESS deal in credit committee15:53 Comfort zone: from fully merchant to fully contracted18:43 The growing offtake menu, physical tolls, virtual tolls, and floors24:43 Day-ahead swaps explained and why they introduce basis risk31:59 Gearing: the sliding scale from 30% merchant to 85% fully tolled34:37 European market comparison: Netherlands, France, Italy, Germany40:23 Final question ────────────────────────────You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter — Director EMEA & APAC at Modo Energy.*Correction: The intro incorrectly states that Lisa McDermott has been financing batteries since 2020. She has been doing so since 2023. We apologise for the error.

Battery storage looks simple - a steel box that charges when prices are low and discharges when they're high. But financing a BESS project in Europe means underwriting a trading position: convex revenues, volatile returns, and a growing menu of contractual choices that each shift the risk profile in a different direction.Lisa McDermott, Managing Director and Head of Energy Transition Project Financing at ABN AMRO, has been structuring BESS deals across Europe since 2023*. In this episode, she opens up the credit committee. What gets a project over the line, and what quietly stops it.Covered:- Why battery storage finance is fundamentally different from solar or wind and why contracting it away doesn't change the underlying risk when the contract ends.- From physical tolls to day-ahead swaps, Lisa breaks down which offtake structures are gaining traction in Europe and why the day-ahead swap is the hardest to bank.- Too much merchant exposure, insufficient sponsor equity, weak technical track record and why pushing too many levers at once is the fastest way to stop a deal.- How battery warranties have evolved from 8 to 20 years and why coverage beyond the debt tenor is a bankability requirement, not a nice-to-have.- Germany's grid fee reform has created financing uncertainty at COD, while the Netherlands' congestion model is, counter-intuitively, better for bankability.Want to model battery revenue stacks or stress-test tolling structures for a specific market? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://help.modo.energy/en/articles/13335470-ko-your-ai-analyst?utm_source=podcast_apps&utm_medium=podcast&utm_id=lisa_mcdermottTranscript available here: https://modoenergy.com/transmission-podcast/e2b12f17-f7b4-49d3-9d85-e4cc822695f6────────────────────────────⏱ CHAPTERS0:00 Introduction - Is financing battery storage the same as financing solar?2:32 Why a battery is financing a trader, not an infrastructure asset5:14 Financing across technology types - TRL 8 vs TRL 910:43 What stops a BESS deal in credit committee15:53 Comfort zone: from fully merchant to fully contracted18:43 The growing offtake menu, physical tolls, virtual tolls, and floors24:43 Day-ahead swaps explained and why they introduce basis risk31:59 Gearing: the sliding scale from 30% merchant to 85% fully tolled34:37 European market comparison: Netherlands, France, Italy, Germany40:23 Final question ────────────────────────────You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter — Director EMEA & APAC at Modo Energy.*Correction: The intro incorrectly states that Lisa McDermott has been financing batteries since 2020. She has been doing so since 2023. We apologise for the error.

The battery storage gold rush is over in most major markets. What's replaced it is more complex, more competitive, and if you're not careful with your contracts - potentially more exposed than the merchant era ever was. It is often thought that offtake deals like tolls de-risk a battery project, but that might be one of the biggest misconceptions in BESS right now.The market is maturing fast, but the players who thrive won't be the ones who got in first - they'll be the ones who understood the complexity earliest.Sam Harden is Global Director at Enfinity Global, joins Ed to challenge conventional thinking on BESS contracts, market maturity, and what it actually takes to build and operate storage assets at scale.They cover:- Why BESS tolls redistribute risk rather than remove it and how availability penalties can cost you more than lost merchant revenue.- The MACSE auction in Italy: what 15-year fixed-revenue contracts mean for asset owners, and why the incumbent utility won the majority of the first round.- Whether the battery storage gold rush is truly over and why the market is maturing into an asset class, not saturating.- How Enfinity Global is futureproofing project design for duration augmentation, grid-forming inverters, and services like inertia and voltage control.- Why the biggest bottleneck to Europe's 50GW battery buildout isn't technology or capital - it's qualified people.Want to track BESS revenues, tolling structures, and market dynamics across Europe and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=sam_hardenTranscript available here: https://modoenergy.com/transmission-podcast/3f4cebb7-8b40-4ffb-80dd-717002c5747d────────────────────────────────────────────────────────────⏱ CHAPTERS0:00 Introduction0:50 Are tolls a silver bullet for BESS risk management?5:15 Italy's MACSE auction explained6:05 Is the battery gold rush over?10:30 From scarcity trade to operational excellence13:00 Battery storage as a maturing asset class — good or bad?16:40 How to develop BESS sites for the future19:38 Battery augmentation and energy density gains21:28 Will the battery sector consolidate?25:13 How to position for above-infrastructure returns26:25 Operational risk: what spreadsheets can't capture28:00 Warranties vs. real-world asset management30:13 Supply chain and talent: the hidden bottleneck33:12 One change to accelerate European battery rollout34:49 Wrap-up────────────────────────────────────────────────────────────You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

The battery storage gold rush is over in most major markets. What's replaced it is more complex, more competitive, and if you're not careful with your contracts - potentially more exposed than the merchant era ever was. It is often thought that offtake deals like tolls de-risk a battery project, but that might be one of the biggest misconceptions in BESS right now.The market is maturing fast, but the players who thrive won't be the ones who got in first -they'll be the ones who understood the complexity earliest.Sam Harden is Global Director at Enfinity Global, joins Ed to challenge conventional thinking on BESS contracts, market maturity, and what it actually takes to build and operate storage assets at scale.They cover:- Why BESS tolls redistribute risk rather than remove it and how availability penalties can cost you more than lost merchant revenue.- The MACSE auction in Italy: what 15-year fixed-revenue contracts mean for asset owners, and why the incumbent utility won the majority of the first round.- Whether the battery storage gold rush is truly over and why the market is maturing into an asset class, not saturating.- How Enfinity Global is futureproofing project design for duration augmentation, grid-forming inverters, and services like inertia and voltage control.- Why the biggest bottleneck to Europe's 50GW battery buildout isn't technology or capital - it's qualified people.Want to track BESS revenues, tolling structures, and market dynamics across Europe and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=sam_hardenTranscript available here: https://modoenergy.com/transmission-podcast/3f4cebb7-8b40-4ffb-80dd-717002c5747d────────────────────────────────────────────────────────────⏱ CHAPTERS0:00 Introduction0:50 Are tolls a silver bullet for BESS risk management?5:15 Italy's MACSE auction explained6:05 Is the battery gold rush over?10:30 From scarcity trade to operational excellence13:00 Battery storage as a maturing asset class — good or bad?16:40 How to develop BESS sites for the future19:38 Battery augmentation and energy density gains21:28 Will the battery sector consolidate?25:13 How to position for above-infrastructure returns26:25 Operational risk: what spreadsheets can't capture28:00 Warranties vs. real-world asset management30:13 Supply chain and talent: the hidden bottleneck33:12 One change to accelerate European battery rollout34:49 Wrap-up────────────────────────────────────────────────────────────You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

A lithium-ion battery storage project in Escondido is no longer moving forward. Plus, the official tall ship for the city of Chula Vista will stay docked for now. And, the new push to let voters decide the fate of paid parking at Balboa Park. NBC 7's Dana Williams has these stories and more, including meteorologist Brooke Martell's forecast for Sunday, April 5, 2026. 

Send me a messageWhat if fossil fuels aren't just polluting, but a standing threat to economic stability?This episode makes the case that the energy transition is now as much about security and cost as it is about climate.In this solo Climate Confident+ episode, I dig into a brutal truth too many policymakers and business leaders still avoid: fossil fuels don't merely drive emissions, they drive volatility, fragility, and geopolitical risk. At a moment when war, price shocks, and supply disruption are once again rattling global markets, I unpack why this matters for climate tech, decarbonisation, and the wider energy transition.You'll hear why fossil dependence acts like “instability in a bottle”, and why renewables, storage, EVs, heat pumps, and grid upgrades are increasingly the smarter response, not just environmentally, but economically. We dig into how fuel shocks ripple through inflation, trade, competitiveness, and public finances. And you might be shocked to learn just how much fossil import dependence is still costing countries, businesses, and households, even before you count the pollution, health damage, and wider social harm.This is also a clear-eyed episode. I'm not pretending renewables solve everything by magic. We need grids, storage, flexibility, better policy, and faster deployment. But that's precisely the point: those are infrastructure challenges we can solve. Perpetual exposure to volatile fossil fuels is not a strategy. It's a liability.

South African Investment Conference: Seithati Bolipombo The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Battery storage in Africa is one of the most misunderstood opportunities in global energy. Only 8% of the continent's hydro power has been tapped. In Malawi, just 14% of the population is connected to the grid. Africa needs to add an estimated 100 GW of capacity in the next decade and the fastest way is with renewables and storage. Michael Cupit develops BESS projects in Malawi and Kenya, and he's spent years working inside the gap between how these markets look from the outside and how they actually operate on the ground.In this episode of Transmission, Ed Porter sits down with Michael to break down the real risk picture in Sub-Saharan Africa: why mid-to-high-teen IRRs are the reality, how 20-year capacity payment contracts compare to merchant BESS in Europe, and what it actually takes to get a project from bare earth to operational - a journey that took eight years in Malawi.They cover:The two biggest misconceptions about doing business in AfricaHow South Africa, Malawi, and Kenya's grids differ and where batteries fit in eachThe role of DFIs, MIGA guarantees, and multilateral risk wrappers in making projects bankableChina's declining role in African infrastructure and what's replacing itThe O&M challenge: building operational capability from scratch in frontier marketsWhy winning the argument for renewables means making the commercial case - not just the climate oneWant to track battery storage capacity and market trends across Africa and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=michael_cupitSubscribe on YouTube: https://www.youtube.com/@modoenergy────────────────────────────⏱ CHAPTERS0:00 Introduction1:08 The two biggest misconceptions about Africa4:30 IRRs, risk and contracted vs merchant returns8:00 Why Africa is skipping the fossil fuel grid model9:40 South Africa: load shedding, rooftop solar and grid constraints13:00 Battery use cases: the transmission line problem17:00 Malawi's grid: run-of-river hydro and the diesel spread19:00 Kenya: geothermal, 10 GW buildout and hyperscaler demand22:30 Rare earth mining and the electrification push in Malawi26:30 Financing: DFIs, MIGA, project finance and currency risk31:45 How long does it really take? The 8-year development journey33:10 China's role in African infrastructure - myth vs reality33:45 Engineering talent, local capacity and the O&M challenge36:55 What success looks like in 5 years────────────────────────────You can watch or listen to new episodes every Tuesday.Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

Battery storage in Africa is one of the most misunderstood opportunities in global energy. Only 8% of the continent's hydro power has been tapped. In Malawi, just 14% of the population is connected to the grid. Africa needs to add an estimated 100 GW of capacity in the next decade and the fastest way is with renewables and storage. Michael Cupit develops BESS projects in Malawi and Kenya, and he's spent years working inside the gap between how these markets look from the outside and how they actually operate on the ground.In this episode of Transmission, Ed Porter sits down with Michael to break down the real risk picture in Sub-Saharan Africa: why mid-to-high-teen IRRs are the reality, how 20-year capacity payment contracts compare to merchant BESS in Europe, and what it actually takes to get a project from bare earth to operational - a journey that took eight years in Malawi.They cover:The two biggest misconceptions about doing business in AfricaHow South Africa, Malawi, and Kenya's grids differ and where batteries fit in eachThe role of DFIs, MIGA guarantees, and multilateral risk wrappers in making projects bankableChina's declining role in African infrastructure and what's replacing itThe O&M challenge: building operational capability from scratch in frontier marketsWhy winning the argument for renewables means making the commercial case - not just the climate oneWant to track battery storage capacity and market trends across Africa and beyond? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast_apps&utm_medium=podcast&utm_id=michael_cupitSubscribe on YouTube: https://www.youtube.com/@modoenergy────────────────────────────⏱ CHAPTERS0:00 Introduction1:08 The two biggest misconceptions about Africa4:30 IRRs, risk and contracted vs merchant returns8:00 Why Africa is skipping the fossil fuel grid model9:40 South Africa: load shedding, rooftop solar and grid constraints13:00 Battery use cases: the transmission line problem17:00 Malawi's grid: run-of-river hydro and the diesel spread19:00 Kenya: geothermal, 10 GW buildout and hyperscaler demand22:30 Rare earth mining and the electrification push in Malawi26:30 Financing: DFIs, MIGA, project finance and currency risk31:45 How long does it really take? The 8-year development journey33:10 China's role in African infrastructure - myth vs reality33:45 Engineering talent, local capacity and the O&M challenge36:55 What success looks like in 5 years────────────────────────────You can watch or listen to new episodes every Tuesday.Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.

The goal is to store excess wind and solar energy, reducing reliance on fossil fuels. Learn more at https://www.yaleclimateconnections.org/ 

(Mar 19, 2026) New York State needs more power. Some developers want to build battery storage sites in the Adirondacks, but they're facing pushback. Plus, today's North Country at Work story is about a common profession - sales - and a salesman in Schroon Lake who's selling something pretty uncommon — medical devices for mice and rats. And, local kiddos have a new space to play and learn about the North Country. The Children's Museum in Potsdam recently added a whole new floor. We check out the new interactive activities about daily Amish life, Akwesasne Mohawk music, and community theater. 

Shoot us a Text.Episode #1296: GM and LG retool for energy storage as EV demand cools, VinFast restarts its North Carolina factory with a fraction of the jobs promised, and Nvidia adds four major automakers to its autonomous driving platform.Show Notes with links:GM and LG are retooling their Tennessee Ultium Cells joint venture plant for energy storage batteries, and recalling 700 laid-off workers to make it happen. The facility was originally built to supply EV batteries, but slower-than-expected adoption changed the math.The Ultium Cells joint venture will shift to lithium-iron phosphate battery production starting in Q2, targeting the booming energy storage market.AI data centers are driving massive electricity demand, making grid storage one of the fastest-growing battery opportunities right now."Right now, the demand exceeds supply tremendously, and it's going to continue to exceed it for the next several years." — Kurt Kelty, GM VP of Battery, Propulsion and SustainabilityVinFast is restarting construction on its North Carolina factory after a year-long pause, now targeting a 2028 launch. The original vision has shrunk considerably, and the company's finances aren't making the story any easier to tell.The plant's projected workforce dropped from 7,500 to 1,400 jobs, putting $315M in state and local incentives at serious risk.VinFast must either invest $500M or hit 1,750 jobs by end of 2026, or North Carolina can trigger a site repurchase option.Q4 losses widened 15% year-over-year to $1.3B, even as deliveries more than doubled and full-year revenue doubled as well.North American EV sales are forecast to drop 16% this year, adding headwinds to an already uphill U.S. market entry.VinFast said it "remains focused on executing the project responsibly," but declined to comment on the incentive and job-count implications.At its GTC conference this week, Nvidia revealed that Hyundai, Nissan, BYD, and Geely are building Level 4-capable autonomous vehicles on its Drive Hyperion platform, joining Mercedes, Toyota, and GM.Drive Hyperion is Nvidia's reference architecture for autonomous vehicles, combining its computing platform with cameras, radar, and lidar so automakers aren't starting from scratch.Level 4 autonomy means the vehicle can drive itself in certain conditions with no human intervention required.Nvidia's GPU dominance in gaming and data centers has quietly made it the backbone of the autonomous vehicle industry as well.Today's show is brought to you by HeyGreenlight. HeyGreenlight's Wingman gives your sales and BDC team live, real-time guidance so they consistently say the right things, at the right time, on every call.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

(Mar 18, 2026) Energy storage is becoming an increasingly important part of an electric grid that can help slow the effects of climate change. In the Adirondacks, there's been pushback to battery storage sites, even though they're safer than ever. Also: Saranac Lake voters will cast their ballots today for mayor and two seats on the village board of trustees.

In this episode, Stewart Alsop III sits down with Tom Faye — experimenter, author of The 90 Day Client Acquisition Code, and founder of Carbon Credits Marketplace — to talk about solar energy, off-grid living, and the solarpunk vision of a technology-powered utopia. They cover everything from perovskite solar cells and portable container-based solar systems, to carbon credits, ESG investing, and blockchain verification of clean energy output. The conversation also winds through AI training data, business automation, and the data labeling industry before circling back to some bigger questions about human nature, geopolitics, and what genuine self-reliance looks like in 2025. You can find Tom and his work at Carbon Credits Marketplace on LinkedIn and his energy consumption data visualization is also shared there. His book The 90 Day Client Acquisition Code is available for those looking to explore business automation further.Timestamps00:00 Introduction to Tom Fay and his work01:03 Understanding Solar Punk: Utopian Tech and Culture02:15 Current State of Solar Technology and Storage03:45 Living Off-Grid: Solar, Batteries, and Remote Work06:11 Solar Energy in Africa: Challenges and Opportunities12:21 Powering Communities with Mobile Solar Solutions16:50 The Vision of Solar Punk: Self-Sufficient Communities22:54 Existing Examples: Great Barrier Island and Others26:06 Overfishing, Environmental Challenges, and Technological Solutions28:34 Using Technology to Address Second-Order Environmental Problems36:35 Data, AI, and the Future of Energy Management43:13 Carbon Credits, Blockchain, and ESG Reporting45:27 The Geopolitics of Green Energy and Resource Control46:53 How to Connect with Tom Fay and Future ProjectsKey InsightsSolarpunk represents a genuine near-future possibility, not just an aesthetic. As solar panels and lithium batteries become cheaper and more efficient, the vision of abundant, decentralized clean energy is becoming a practical reality rather than a utopian fantasy.Perovskite solar cells are pushing efficiency roughly 22% beyond conventional panels, and the bigger revolution happening right now is on the storage side — cheaper, higher-capacity batteries are what will truly unlock solar's potential at scale.Africa may leapfrog the West on solar adoption, just as it leapfrogged landlines with mobile phones. People in energy-scarce countries viscerally understand the value of clean power in a way that people in the West, accustomed to reliable grids, simply don't.Portable solar container units — self-contained, deployable systems — already exist and are making off-grid energy viable for farms, mines, remote lodges, and even data centers, with a roughly five-to-one solar-to-load footprint required.Carbon credits generated from verified solar output, tracked via IoT smart meters and stamped on blockchain, represent a long-term business opportunity that survives political shifts because institutional investors and banks operate on independent ESG mandates.AI training data is a present and real economic opportunity, but a shrinking one. The window for humans — especially lawyers, scientists, and specialists — to get paid for their expertise is closing fast as labs pivot toward synthetic data generation.True self-reliance comes down to four things: food, water, power, and transportation. With solar and Starlink, the gap between remote wilderness and connected civilization has essentially collapsed — something unimaginable even a generation ago.

Send me a messageEurope doesn't have a clean energy problem. It has a grid problem.Solar is cheap. Batteries are scaling. Demand is exploding. The system in the middle is cracking.In this episode, I'm joined by Rob Stait, Managing Director of Alight's behind-the-meter business, to unpack why the energy transition is now being held back less by technology and more by infrastructure, regulation, and outdated thinking. Alight develops and owns onsite solar and battery systems for large energy users across Europe, using long-term PPAs to lock in savings, cut emissions, and build resilience.We dig into why waiting for cheaper solar or batteries is often the wrong call, and why businesses that move early gain a structural advantage. You'll hear how behind-the-meter solar and battery storage bypass grid bottlenecks entirely, why blaming renewables for blackouts misses the real issue, and how decentralised generation is reshaping energy security, affordability, and decarbonisation all at once.We also explore the uncomfortable reality facing Europe's grids, the growing role of data centres and electrification, and why microgrids are starting to look less like an edge case and more like the logical endgame of the energy transition. This is a grounded conversation about climate tech that works, emissions reduction that scales, and why net zero will be built through economics as much as policy.