31 | FBNA, Macro Shifts in Market/Policy/45X, Season 2 kickoff — with Russ Weed, President of CleanTech Strategies

📈 Are Flow Batteries poised to break out in North America? How do AI and data centers compare to electric utilities in their priorities? What is FBNA and how can I attend? Kicking off Season 2 of Beyond Lithium, returning guest Russ Weed (President, CleanTech Strategies) sits down with Nate Kirchhofer (CEO, BioZen Batteries) to unpack how the policy winds have shifted, why private demand from data & AI centers is reshaping storage, and what that means for commercialization. They spotlight the inaugural Flow Batteries North America (FBNA) conference 27-29 October in Chicago: what it is, who it’s for, and why it’s arriving at exactly the right moment.

Russ previews the FBNA program: keynote from the Illinois Commerce Commission chair, three real-world case studies, sessions on use cases, controls/software, bankability, supply chain, an address from Flow Batteries Europe, and a finale on data/AI center applications. Expect a practical, commercialization-first vibe—not just lab talk—including a special video from Dr. Maria Skyllas-Kazacos on the history of the vanadium flow battery, plus an in-person tour of a nearby flow battery facility.

The conversation zooms out to the macro picture: the 45X production tax credit and the IRA’s treatment of energy storage (including standalone eligibility) have kept momentum intact—even as solar/wind face new cliffs—paving the way for a North American supply chain for Flow Batteries. Russ makes the case for proven tolling agreements and revisits the classic cost-schedule-performance triangle: utilities tend to optimize for cost + performance, while data/AI centers prioritize schedule + performance—an opening for flow batteries to scale and drive costs down. If you’re building, buying, or financing long-duration storage, this episode is your roadmap. And Chicago is your next stop.

[Recorded 13 October 2025]