#277 The Battery That Lost the EV Race but Could Save the Grid | Antonio Baclig (Inlyte Energy)
FEB 11, 202663 MIN
#277 The Battery That Lost the EV Race but Could Save the Grid | Antonio Baclig (Inlyte Energy)
FEB 11, 202663 MIN
Description
<p><strong>00:00</strong> – Intro: Recording in-person at 9Zero in San Francisco.</p><p><strong>02:45</strong> – Antonio’s Background: From Stanford PhD to Flow Batteries.</p><p><strong>06:00</strong> – The History: What is the "Zebra Battery" and why did it fail in EVs?</p><p><strong>10:15</strong> – The Chemistry: How Sodium, Iron, and Salt work together.</p><p><strong>12:30</strong> – The Economics: Why $1/kWh material cost changes everything.</p><p><strong>17:00</strong> – Safety First: No thermal runaway and safer than Lithium-Ion.</p><p><strong>22:00</strong> – Manufacturing Strategy: Leveraging existing UK talent and factories.</p><p><strong>28:00</strong> – The "Bankability" Challenge: Proving a "new" old technology.</p><p><strong>34:00</strong> – Commercialization: Who buys these batteries? (Utilities vs Developers).</p><p><strong>41:00</strong> – The Grid Reality: Why "Non-Wires Alternatives" are the immediate market.</p><p><strong>46:00</strong> – Founder Advice: How to hire A-players for a hardware startup.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>