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
Jul 15
The ‘brutal reality’ of scaling low-carbon fertilizer
Nitrogen fertilizer is essential for global food security, yet its production is a hyper-centralized, fossil-fuel-intensive process that accounts for 5 to 7% of global greenhouse gas emissions. As geopolitical instability threatens traditional supply chains, the vulnerability of ... Show More
42m 42s
Jun 17
Why the climate tech ‘missing middle’ is a massive opportunity
If you’re building a consumer software startup, your investors may expect you to project hockey stick-style growth. But if you’re building the physical infrastructure of the clean energy transition, you’re likely in a very different position. Frank O’Sullivan, Managing Director a ... Show More
45m 31s
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
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