logo
episode-header-image
Feb 2024
33m 33s

Pricing and tech trends shaping the glob...

Latitude Media
About this episode
The storage market is full of surprises. Last year, global storage installations were a third higher than expected, driven mostly by Chinese policy to attach batteries to renewables.  Meanwhile, a ramp-up in manufacturing is causing oversupply – and a potential shakeout for smaller battery makers. By 2030, the world could see 1.8 terawatt-hours of storage ca ... Show More
Up next
Aug 26
The microbial solution to our massive copper shortfall
To build the physical infrastructure of the clean energy transition — from wind turbines and grid stabilization to massive new AI data centers — the world needs more copper between now and 2050 than humanity has produced in its entire history. But new copper mines take anywhere f ... Show More
47m 7s
Aug 12
Did someone just figure out how to project finance nuclear?
For decades, the promise of new nuclear power in the West has been stifled not by the technology itself, but by the “construction problem.” Massive, multi-billion dollar mega-projects plagued by schedule creep and labor shortages have made nuclear a financial non-starter for comm ... Show More
48m 50s
Jul 29
The missing capital for climate startups: more debt
Climate tech companies are often forced to rely on expensive equity to bridge the gap between government grant awards and the cash needed to get projects off the ground. But for founders building the physical infrastructure of the clean energy transition, dilutive capital isn't a ... Show More
44m 27s
Recommended Episodes
Mar 2025
Flexible, fast-responding and reliable – the growth of energy storage seems unstoppable. What could possibly go wrong?
Charge when it’s cheap, when energy is abundant, and discharge when the energy is needed. The role of energy storage will be critical to the transition to low-carbon technologies. It’s an exciting time in the industry, with spectacular growth in battery storage markets in the US ... Show More
57 m
Aug 2023
103. Battery chemistry: China against the World - Aug23
As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is. In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of ... Show More
31m 10s
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
Jul 2022
The Carbon Copy: Get ready for the battery recycling boom
On the Carbon Copy podcast this week: It’s been over three months since Russia’s invasion of Ukraine sent shockwaves into global oil markets, causing supply constraints and skyrocketing prices. The conflict has complicated the flow of energy at a time when supply chains were alre ... Show More
21m 16s
Sep 2025
Ep317: Tariffs and the Future of Battery Storage
Dan Finn-Foley, director of energy storage market intelligence at Clean Energy Associates, discusses the impact of tariffs, shifting supply chains and emerging technologies on the US battery storage market. 
26m 38s
Jun 2022
The emerging market for energy storage
Oil and gas prices have risen sharply after Russia’s invasion of Ukraine, and as a result many countries have signalled a move towards more renewable energy. One of the challenges for the future will be how to store energy produced by wind and solar power so it can be used at the ... Show More
17m 29s
Oct 2025
Ep318: TDK Ventures on Emerging Energy Tech
Nicolas Sauvage, president of TDK Ventures, discusses how AI-driven energy demand, emerging battery technologies like sodium-ion and shifting geopolitical dynamics are shaping the future of energy storage and deep tech investing. 
32m 22s
Sep 2025
Ep314: Navigating cost, risk and regulation in energy storage
Chris McKissack, CEO of Fullmark Energy, shares insights on the evolving energy storage market, discussing cost trends, operational complexity, regulatory shifts and how Fullmark is positioning itself to meet rising demand across key US power markets. 
27m 40s
May 2025
Powering Ahead: The Future of US Renewable Investment
Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ... Show More
36m 52s
Sep 2023
The push to dominate the battery supply chain
<p>As the world transitions away from fossil fuels and the electric vehicle market grows, competition to control a piece of a new source of energy is brewing. From rival carmakers to raw materials miners, different groups are racing to carve out their spots in the supply chain of ... Show More
17m 14s