The promise and perils of sodium-ion batteries
Sodium-ion could be the next big thing. Last August, Natron announced a $1.4B factory in North Carolina. Other U.S. companies like Peak Energy, Bedrock Materials, and Acculon Energy are jockeying for ...
20 Feb 202544min
The case for colocating data centers and generation
Sheldon Kimber says the grid is broken — at least for new data centers and other large, industrial loads that need lots of clean power, fast. But the founder and CEO of Intersect Power believes there...
13 Feb 202544min
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Didn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there. This is the second half of our extended conversation with Nat, the former chief content officer at...
6 Feb 202547min
Are utilities ready to fully harness demand flexibility? [partner content]
When it comes to decarbonization planning, utilities tend to focus heavily on the supply side. But they may be overlooking one of their most powerful tools for managing a cleaner grid — demand flexibi...
4 Feb 202530min
2025 trends: aerosols, oil demand, and carbon removal
Out today: Nat Bullard’s 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyo...
30 Jan 202533min
The climate-ag grab bag
Here’s a three-part puzzle for global agriculture: How do you increase calories for a growing population, while zeroing out emissions and minimizing land usage? The stakes are enormous. According to t...
23 Jan 202538min
FOAK tales
First-of-a-kind projects need infrastructure investment, the kind of money that costs less than venture capital and usually comes in the form of deals worth tens or hundreds of millions of dollars. Bu...
16 Jan 202555min
Making DERs work for load growth
To meet AI-driven load growth utilities and big tech companies have been building — or reopening — big power plants. Georgia Power, for example, is planning to expand its fleet of natural gas plants. ...
9 Jan 202538min
