Lithium’s wild ride
If you’ve followed global lithium prices over the past few years, you know what a wild ride it’s been. Chinese spot prices shot to record highs in 2022 and then came crashing back down by 2024 — with ...
2 Jan 202536min
Drew Baglino on Tesla’s Master Plan
Editor’s note: For the holiday break, we’re bringing you one of our most popular episodes of the year — a conversation about Tesla’s Master Plan 3 with Drew Baglino, who stepped down as the company’s ...
26 Des 20241h 2min
Scaling low-carbon products with book and claim systems
A mismatch between suppliers and buyers is making it hard to grow the supply of low-carbon products like cement, steel, and sustainable aviation fuel (SAF). If you want to produce a product like SAF, ...
19 Des 202435min
What went wrong at Northvolt?
Northvolt’s ambition was to become a European batterymaker to rival Chinese battery behemoths like CATL and BYD. They wanted to offer a homegrown supply chain to western automakers. But in November, t...
12 Des 202437min
How cyber attacks could threaten the energy transition [partner content]
Security experts often say there are two kinds of companies. “There are those companies that have been hacked, and those that don't know that they are being hacked – especially when we look at the ene...
10 Des 202423min
Explaining the 'Watt-Bit Spread'
Every data center company is after one thing right now: power. Electricity used to be an afterthought in data center construction, but in the AI arms race access to power has become critical because m...
5 Des 202440min
Frontier Forum: Why utilities should go big on VPPs
In the next five years, Arizona Public Service estimates peak demand will grow by 40%. In order to meet that peak, the utility is increasingly turning to demand-side flexibility. A few years ago, APS...
2 Des 202427min
From biowaste to “biogold”
Editor’s note: In honor of all the frying oil used this Thanksgiving, we’re revisiting an episode with Julio Friedmann, chief scientist at Carbon Direct, on the possibilities and perils of using biowa...
28 Nov 202440min
