This episode originally aired on The Interchange.Back in 2016, Mateo Jaramillo left Tesla, where he was leading the stationary energy storage business, and started looking for a new challenge to tackle. He took on long-duration energy storage -- not long duration like 8 hours or 12 hours, but days or weeks or more. In 2017 he came on the show to talk about i ... Show More
Aug 18
America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?
Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to kn ... Show More
1h 9m
Aug 5
Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.
US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consumers are feeling the strain, and they want politicians and regulators to do someth ... Show More
1h 8m
Jul 2024
First Time Founders with Ed Elson – This Founder Raised $900M to Power the Grid
Ed speaks with Mateo Jaramillo, Co-Founder and CEO of Form Energy, an energy storage and manufacturing company. They discuss how his experience at divinity school led him to start the company, what his experience working at Tesla was like, and why innovation in energy storage is ... Show More
48m 6s
Apr 2022
Redefining Energy Storage
When the sun stays out for a few extra hours in summer, where do we store the excess energy? This is one of the biggest challenges facing the renewable energy industry. When looking at countries like Norway, which is currently powered by 50% renewable energy, mostly coming from H ... Show More
1h 1m
Jan 2025
Re-imagining the energy grid ... through batteries (Two Indicators)
When it comes to solar and wind power, renewable energy has always had a caveat: it can only run when the wind blows or the sun shines.The idea of a battery was floated around to make renewables available 24/7. For years, it existed as an expensive, little-used technology. Then i ... Show More
17m 49s
Feb 2025
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Didn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there.
This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.
In this ... Show More
47m 45s
Apr 2025
What’s next for the battery storage boom? [partner content]
The U.S. storage market is experiencing hockey-stick growth, with multiple gigawatts being installed quarterly. But new policy uncertainties around tariffs and the Inflation Reduction Act are threatening this momentum. But Jeff Waters, the CEO of Powin, remains optimistic. "This ... Show More
20m 4s