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
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 Dec 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 Dec 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 Dec 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 Dec 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 Dec 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 Dec 202427min
