Battery booms and the rise of flexibility [partner content]

Battery booms and the rise of flexibility [partner content]

Battery markets have a pattern: They boom, capital floods in, prices collapse, and then the cycle starts again. So as storage becomes more important than ever, how do we maximize revenue and deliver needed flexibility? In this episode, Stephen Lacey speaks with Sean McEvoy, chief product officer and head of commercial at GridBeyond North America, about how that cycle is playing out across global power markets — and what happens when batteries stop being scarce. As markets saturate, the source of value begins to shift. It’s no longer just about building assets. It’s about how precisely you can forecast, optimize, and trade them. GridBeyond sits between energy assets and energy markets, using AI to coordinate everything from industrial loads to battery fleets. It is increasingly bringing that model to data centers. These facilities are driving a surge in electricity demand, but they also introduce a new tension. The grid increasingly needs flexible loads, but data centers are built for reliability, not interruption. The result is a wave of new approaches, from behind-the-meter batteries to “bring your own capacity” strategies that pair infrastructure with grid support. Learn more about how GridBeyond develops AI software that helps businesses unlock flexibility in their energy systems.

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Surprising trends in global electricity generation

Surprising trends in global electricity generation

While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation. In this episode, Shayle speaks to Nic Fulghum, senior energy ...

4 Kesä 44min

Building inference data centers on the high seas

Building inference data centers on the high seas

Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Pantha...

28 Touko 48min

A blueprint for scalable fusion power

A blueprint for scalable fusion power

For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new chapter...

21 Touko 40min

Inside the global fertilizer crunch

Inside the global fertilizer crunch

While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market...

14 Touko 36min

Cracking the code on autonomous trucking

Cracking the code on autonomous trucking

Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Robotics thinks it has cracked the code with a new de...

7 Touko 43min

How AI is modernizing EPCs

How AI is modernizing EPCs

As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this...

30 Huhti 34min

Inside Google’s massive AI capex (live)

Inside Google’s massive AI capex (live)

As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175 bi...

23 Huhti 35min

How Base Power plans to use its fresh $1B [re-published]

How Base Power plans to use its fresh $1B [re-published]

[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a ⁠$1 billion series C⁠, giving the residential battery c...

16 Huhti 39min

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