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The imminent closure of Duke University’s herbarium sparked an outcry in the natural sciences community. But the loss to climate science could be even worse.

Kathleen Pryer did not watch March Madness this year.
That isn’t unusual in and of itself — Pryer describes herself as “not a basketball person,” though that might still raise a few eyebrows this time of year at Duke University, her place of employment. But the professor of biology has been a bit distracted lately. For the past few months, she’s been on defense, fending off a loss of her own: the pending closure of the school’s herbarium.
A herbarium (or plural, herbaria) is a collection of preserved plants, typically dried and mounted on sheets of rigid paper. The oldest existing collection in the world, the Gherardo Cibo herbarium in Rome, dates back to the mid 1500s; many U.S. collections are well over a century old. Browsing digitized herbaria online, one can easily get sucked in by their unintended whimsy; though the preserved plants are scientific specimens, traditionally collected by botanists to be used in the study of taxonomy during Western biology’s golden age of naming things, the pages remind me more of the pale, beautiful botanical illustrations in my childhood copy of Thumbelina.
Duke’s herbarium turns 103 this year and contains 825,000 specimens, making it one of the largest collections in the country. But back in mid-February, Susan Alberts, Duke’s dean of natural sciences, sent an email to Pryer, who curates the herbarium, and four other associated faculty members to inform them that “it’s in the best interests of both Duke and the herbarium to find a new home or homes for these collections.”
Though there had long been rumblings about the future of Duke’s herbarium — calls for “strategic plans,” hand-wringing about funds, worry about hiring new staff — the news came as both a shock and a slap in the face to the faculty, chief among them Pryer. “It’s some kind of little stinky plot,” she told me, adding, “I didn’t just roll over when it happened. I reached out to absolutely everybody I could think of.”
The news of Duke’s herbarium closure ricocheted through the tight-knit natural sciences community. Mason Heberling, an associate curator in the Section of Botany at the Carnegie Museum of Natural History, told me it should be a “wake-up call” for other researchers. The Duke herbarium is prestigious and hardly a “languishing collection,” he explained; researchers and faculty can easily slip into taking their herbaria for granted. “I’ve realized now that a huge part of my job as a curator will need to be explaining why these collections are important,” he said.
Swiftly, botanists and curators came to Duke’s defense. Opinion pieces and quotes decrying Duke’s decision appeared in the pages of The New York Times and Science. A petition went up on Change.org urging the school to reconsider its decision. Online fora burbled with discontent. “This may be the single worst thing to ever happen to Southeastern botany,” one post on Reddit read, with 64 additional comments piling on the administration for being “profit-obsessed business assholes.” “They could probably fund the entire thing with the salary of one head [basketball] coach,” grumbled another commenter.
The criticism of Duke’s decision is rooted in both a romantic nostalgia about herbaria — the same way you might feel fondly about hand-painted globes or cabinets of curiosities — and a very modern sense of scientific urgency. Researchers have only recently started leveraging the collections as invaluable pieces of data in the greater picture of climate change. “Herbaria are, in many ways, one of our best places to understand nature across space, time, and species,” Charles Davis, the curator of vascular plants at the nation’s largest private herbaria, at Harvard University, told me. “These collections are snapshots of events and occurrences in space and time that you just can’t easily replicate anywhere else. In fact, I would argue it’s impossible.”
Think of it this way: Worldwide, there are about 3,600 herbaria located in 193 different countries that collectively hold about 400 million specimens. Botanists estimate as much as half of the planet’s undiscovered flora could be found in herbaria backlogs. Barbara Thiers, the editor of the Index Herbariorum, a digital guide to the world’s collections, told me that when she was the director of the New York Botanical Garden Herbarium, “we had a huge room filled with unidentified species; I think there were 35,000 or 40,000 specimens in there.” That wasn’t for lack of effort — Thiers said that for many of the plant groups, there simply aren’t any working experts or published literature for curators to consult.
Because the climate is changing so fast, many plants in herbaria will go extinct before they’re formally discovered and named, a process known as a “dark extinction.” “It’s a very sobering feeling to touch the leaves of a tree that doesn’t exist anymore,” Erin Zimmerman, an evolutionary biologist and author of the forthcoming book Unrooted: Botany, Motherhood, and the Fight to Save an Old Science, told me, recalling coming across such a specimen in an herbarium while doing her own research. She likened herbaria to a library, but in her description I also heard echoes of a church: “The specimens are sometimes very old; you have to be very gentle with them, which just adds to the sense of holding something precious,” she went on.
Dwindling biodiversity is only the most obvious way herbaria are critical to 21st-century science. “Phenology, whether it’s when plants flower or when birds migrate, is one of the most important signals of climate change response,” Davis, the Harvard curator, said. Still, our long-term datasets aren’t very robust; research on how plants are changing with warming climates typically dates back only 25 to 30 years, tends to concentrate on the U.S. and Western Europe, and centers on easily observable phenomena, like the leafing out of woody trees. Researchers can turn to herbaria for centuries-old records of where certain plants grew and when they flowered, helping to bridge gaps in our understanding.
Heberling, of the Carnegie Museum of Natural History, tracks environmental changes in his research, but he didn’t start using herbaria until well after he’d obtained his Ph.D. Only then did he realize “herbarium specimens are incredible archives of the past,” he told me.
“You can look at the tiny pores, the stomata, on the leaves” of a plant in a herbarium and “see how that has changed over time with increased carbon dioxide,” Heberling said. Scientists have even used this method to create CO2 records.
Admittedly, climate science is still a relatively cutting-edge use case for the herbarium; according to Davis’ research, “global change biology” remains one of the least popular ways to leverage herbaria, well behind “taxonomic monographs” and “species distributions” that still dominate the field. Still, “there are things that, five to 10 years ago, I’d never even imagined we’d be doing today with herbarium specimens,” he told me.
As a result, Duke’s herbarium closure has made some question the university’s commitment to climate research — something that Alberts, the school’s natural sciences dean, emphatically refuted when I raised the question with her. She told me that a rough search revealed that only 23 of the 2,000 papers published by Duke researchers over the past few decades on climate change contained the word “herbarium” anywhere in them. “With my knowledge about all of the climate change research that’s been going on at Duke, the herbarium is not really central to whether or not Duke studies climate change,” she said.
For her part, Pryer has bristled at the administration’s insinuations that the herbarium is of limited use to students and faculty on campus. “You don’t measure a collection by who uses it,” she told me. “As I’ve been naughty enough to say, it’s not a toilet. People outside — the global community — uses it. That’s how you measure its value; things like 90 refereed publications a year [across all disciplines] cite the Duke collections.” Pryer can quickly tick off the climate projects that have come through the herbarium’s halls, including her recent supervision of a local high schooler’s research paper that found the pink lady’s slipper is flowering in the area 17 days earlier than it used to.
Duke is “not an appropriate home for a herbarium that is this large and valuable” for a number of reasons, according to Alberts, ranging from the need to hire new faculty to manage it (Pryer and several of her colleagues are approaching retirement) to the collection’s current building needing renovations. “I have had people email me saying, ‘I know you have enough money, I know you have the facilities.’ I’m like, ‘I’m sorry, you should tell me who you’re talking to, because we don’t,’” Alberts said. She added that she plans to be personally involved in finding the right home for Duke’s herbarium over the next several years.
After all, it’s not like the potential untapped climate records in the Duke collection are being destroyed (though both Pryer and Davis told me they’ve had deans wonder aloud if they could be, since many herbaria are now digitized). The goal is only to move the collection somewhere where it might be better utilized.
Thiers, though, said this is exactly what makes the natural science community so alarmed. As the collection is split up, ideally, the Index Herbariorum would record where Duke’s specimens get sent so scientists can still find them. But when new collections absorb the materials, curators will weed out duplicates, sending unneeded pages elsewhere — at which point specimens can fall between the cracks. “Before you know it, individual specimens will be lost,” Thiers said. “I can almost guarantee that as these secondary moves happen, people will not keep up with the database records.”
There is also a worst-case scenario everyone seemed nervous to mention: that Duke’s collection, in whole or in part, will end up in storage somewhere. Herbarium specimens are extremely susceptible to insect damage and must be kept in expensive, climate-controlled cabinets and rooms. “If they’re putting boxes in a storage storeroom someplace, they’ll be worthless in no time,” Thiers warned. The unidentified plants and uncollected climate data — all of it could be lost. And the cruelest part? Scientists wouldn’t even know what they are losing; it’s a dark extinction of a dark extinction.
When I spoke with Alberts, she said there were no updates on the administration’s plans for the herbarium. She expressed sympathy, though, for the faculty who oppose the administration’s decision. The herbarium “is their life’s work, and it’s important that they have a voice in this process,” she said.
Pryer is determined to keep fighting, even if this isn’t exactly how she’d pictured spending her golden years at Duke. “It’s having an impact on my research and on my health,” she told me. “It’s been pretty unrelenting. I’m anxious for something to resolve.”
She looked tired. There was a faculty meeting later in the day, and she hoped she’d be able to get more clarity about the administration’s decision then. “I don’t want this to go on forever,” she said. “But I also don’t want there to be a decision that makes Duke look insane.”
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With policy chaos and disappearing subsidies in the U.S., suddenly the continent is looking like a great place to build.
Europe has long outpaced the U.S. in setting ambitious climate targets. Since the late 2000s, EU member states have enacted both a continent-wide carbon pricing scheme as well as legally binding renewable energy goals — measures that have grown increasingly ambitious over time and now extend across most sectors of the economy.
So of course domestic climate tech companies facing funding and regulatory struggles are now looking to the EU to deploy some of their first projects. “This is about money,” Po Bronson, a managing director at the deep tech venture firm SOSV told me. “This is about lifelines. It’s about where you can build.” Last year, Bronson launched a new Ireland-based fund to support advanced biomanufacturing and decarbonization startups open to co-locating in the country as they scale into the European market. Thus far, the fund has invested in companies working to make emissions-free fertilizers, sustainable aviation fuel, and biofuel for heavy industry.
It’s still rare to launch a fund abroad, and yet a growing number of U.S. companies and investors are turning to Europe to pilot new technology and validate their concepts before scaling up in more capital-constrained domestic markets.
Europe’s emissions trading scheme — and the comparably stable policy environment that makes investors confident it will last — gives emergent climate tech a greater chance at being cost competitive with fossil fuels. For Bronson, this made building a climate tech portfolio somewhere in Europe somewhat of a no-brainer. “In Europe, the regulations were essentially 10 years ahead of where we wanted the Americas and the Asias to be,” Bronson told me. “There were stricter regulations with faster deadlines. And they meant it.”
Of the choice to locate in Ireland, SOSV is in many ways following a model piloted by tech giants Google, Microsoft, Apple, and Meta, all of which established an early presence in the country as a gateway to the broader European market. Given Ireland’s English-speaking population, low corporate tax rate, business-friendly regulations, and easy direct flights to the continent, it’s a sensible choice — though as Bronson acknowledged, not a move that a company successfully fundraising in the U.S. would make.
It can certainly be tricky to manage projects and teams across oceans, and U.S. founders often struggle to find overseas talent with the level of technical expertise and startup experience they’re accustomed to at home. But for the many startups struggling with the fundraising grind, pivoting to Europe can offer a pathway for survival.
It doesn’t hurt that natural gas — the chief rival for many clean energy technologies — is quite a bit more expensive in Europe, especially since Russia’s invasion of Ukraine in 2022. “A lot of our commercial focus today is in Europe because the policy framework is there in Europe, and the underlying economics of energy are very different there,” Raffi Garabedian, CEO of Electric Hydrogen, told me. The company builds electrolyzers that produce green hydrogen, a clean fuel that can replace natural gas in applications ranging from heavy industry to long-haul transport.
But because gas is so cheap in the U.S., the economics of the once-hyped “hydrogen economy” have gotten challenging as policy incentives have disappeared. With natural gas in Texas hovering around $3 per thousand cubic feet, clean hydrogen just can’t compete. But “you go to Spain, where renewable power prices are comparable to what they are in Texas, and yet natural gas is eight bucks — because it’s LNG and imported by pipeline — it’s a very different context,” Garabedian explained.
Two years ago, the EU adopted REDIII — the third revision of its Renewable Energy Directive — which raises the bloc’s binding renewable share target to 42.5% by 2030 and broadens its scope to cover more sectors, including emissions from industrial processes and buildings. It also sets new rules for hydrogen, stipulating that by 2030, at least 42% of the hydrogen used for industrial processes such as steel or chemical production must be green — that is, produced using renewable electricity — increasing to 60% by 2035.
Member countries are now working to transpose these continent-wide regulations into national law, a process Garabedian expects to be finalized by the end of this year or early next. Then, he told me, companies will aim to scale up their projects to ensure that they’re operational by the 2030 deadline. Considering construction timelines, that “brings you to next year or the year after for when we’re going to see offtakes signed at much larger volumes,” Garabedian explained. Most European green hydrogen projects are aiming to help decarbonize petroleum, petrochemical, and biofuel refining, of all things, by replacing hydrogen produced via natural gas.
But that timeline is certainly not a given. Despite its many incentives, Europe has not been immune to the rash of global hydrogen project cancellations driven by high costs and lower than expected demand. As of now, while there are plenty of clean hydrogen projects in the works, only a very small percent have secured binding offtake agreements, and many experts disagree with Garabedian’s view that such agreements are either practical or imminent. Either way, the next few years will be highly determinative.
The thermal battery company Rondo Energy is also looking to the continent for early deployment opportunities, the startup’s Chief Innovation Officer John O’Donnell told me, though it started off close to home. Just a few weeks ago, Rondo turned on its first major system at an oil field in Central California, where it replaced a natural gas-powered boiler with a battery that charges from an off-grid solar array and discharges heat directly to the facility.
Much of the company’s current project pipeline, however, is in Europe, where it’s planning to install its batteries at a chemical plant in Germany, an industrial park in Denmark, and a brewery in Portugal. One reason these countries are attractive is that their utilities and regulators have made it easier for Rondo’s system to secure electricity at wholesale prices, thus allowing the company to take advantage of off-peak renewable energy rates to charge when energy is cheapest. U.S. regulations don’t readily allow for that.
“Every single project there, we’re delivering energy at a lower cost,” O’Donnell told me. He too cited the high price of natural gas in Europe as a key competitive advantage, pointing to the crippling effect energy prices have had on the German chemical industry in particular. “There’s a slow motion apocalypse because of energy supply that’s underway,” he said.
Europe has certainly proven to be a more welcoming and productive policy environment than the U.S., particularly since May, when the Trump administration cut billions of dollars in grants for industrial decarbonization projects — including two that were supposed to incorporate Rondo’s tech. One $75 million grant was for the beverage company Diageo, which planned to install heat batteries to decarbonize its operations in Illinois and Kentucky. Another $375 million grant was for the chemicals company Eastman, which wanted to use Rondo’s batteries at a plastics recycling plant in Texas.
While nobody knew exactly what programs the Trump administration would target, John Tough, co-founder at the software-focused venture firm Energize Capital, told me he’s long understood what a second Trump presidency would mean for the sector. Even before election night, Tough noticed U.S. climate investors clamming up, and was already working to raise a $430 million fund largely backed by European limited partners. So while 90% of the capital in the firm’s first fund came from the U.S., just 40% of the capital in this latest fund does.
“The European groups — the pension funds, sovereign wealth funds, the governments — the conviction they have is so high in climate solutions that our branding message just landed better there,” Tough told me. He estimates that about a quarter to a third of the firm’s portfolio companies are based in Europe, with many generating a significant portion of their revenue from the European market.
But that doesn’t mean it was easy for Energize to convince European LPs to throw their weight behind this latest fund. Since the American market often sets the tone for the global investment atmosphere, there was understandable concern among potential participants about the performance of all climate-focused companies, Tough explained.
Ultimately however, he convinced them that “the data we’re seeing on the ground is not consistent with the rhetoric that can come from the White House.” The strong performance of Energize’s investments, he said, reveals that utility and industrial customers are very much still looking to build a more decentralized, digitized, and clean grid. “The traction of our portfolio is actually the best it’s ever been, at the exact same time that the [U.S.-based] LPs stopped focusing on the space,” Tough told me.
But Europe can’t be a panacea for all of U.S. climate tech’s woes. As many of the experts I talked to noted, while Europe provides a strong environment for trialing new tech, it often lags when it comes to scale. To be globally competitive, the companies that are turning to Europe during this period of turmoil will eventually need to bring down their costs enough to thrive in markets that lack generous incentives and mandates.
But if Europe — with its infinitely more consistent and definitively more supportive policy landscape — can serve as a test bed for demonstrating both the viability of novel climate solutions and the potential to drive down their costs, then it’s certainly time to go all in. Because for many sectors — from green hydrogen to thermal batteries and sustainable transportation fuels — the U.S. has simply given up.
Current conditions: The Philippines is facing yet another deadly cyclone as Super Typhoon Fung-wong makes landfall just days after Typhoon Kalmaegi • Northern Great Lakes states are preparing for as much as six inches of snow • Heavy rainfall is triggering flash floods in Uganda.
The United Nations’ annual climate conference officially started in Belém, Brazil, just a few hours ago. The 30th Conference of the Parties to the UN Framework Convention on Climate Change comes days after the close of the Leaders Summit, which I reported on last week, and takes place against the backdrop of the United States’ withdrawal from the Paris Agreement and a general pullback of worldwide ambitions for decarbonization. It will be the first COP in years to take place without a significant American presence, although more than 100 U.S. officials — including the governor of Wisconsin and the mayor of Phoenix — are traveling to Brazil for the event. But the Trump administration opted against sending a high-level official delegation.
“Somehow the reduction in enthusiasm of the Global North is showing that the Global South is moving,” Corrêa do Lago told reporters in Belém, according to The Guardian. “It is not just this year, it has been moving for years, but it did not have the exposure that it has now.”

New York regulators approved an underwater gas pipeline, reversing past decisions and teeing up what could be the first big policy fight between Governor Kathy Hochul and New York City Mayor-elect Zohran Mamdani. The state Department of Environmental Conservation issued what New York Focus described as crucial water permits for the Northeast Supply Enhancement project, a line connecting New York’s outer borough gas network to the fracking fields of Pennsylvania. The agency had previously rejected the project three times. The regulators also announced that the even larger Constitution pipeline between New York and New England would not go ahead. “We need to govern in reality,” Hochul said in a statement. “We are facing war against clean energy from Washington Republicans, including our New York delegation, which is why we have adopted an all-of-the-above approach that includes a continued commitment to renewables and nuclear power to ensure grid reliability and affordability.”
Mamdani stayed mostly mum on climate and energy policy during the campaign, as Heatmap’s Robinson Meyer wrote, though he did propose putting solar panels on school roofs and came out against the pipeline. While Mamdani seems unlikely to back the pipeline Hochul and President Donald Trump have championed, during a mayoral debate he expressed support for the governor’s plan to build a new nuclear plant upstate.
Late last week, Pine Gate Renewables became the largest clean energy developer yet to declare bankruptcy since Trump and Congress overhauled federal policy to quickly phase out tax credits for wind and solar projects. In its Chapter 11 filings, the North Carolina-based company blamed provisions in Trump’s One Big Beautiful Bill Act that put strict limits on the use of equipment from “foreign entities of concern,” such as China. “During the [Inflation Reduction Act] days, pretty much anyone was willing to lend capital against anyone building projects,” Pol Lezcano, director of energy and renewables at the real estate services and investment firm CBRE, told the Financial Times. “That results in developer pipelines that may or may not be realistic.”
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The Southwest Power Pool’s board of directors approved an $8.6 billion slate of 50 transmission projects across the grid system’s 14 states. The improvements are set to help the grid meet what it expects to be doubled demand in the next 10 years. The investments are meant to harden the “backbone” of the grid, which the operator said “is at capacity and forecasted load growth will only exacerbate the existing strain,” Utility Dive reported. The grid operator also warned that “simply adding new generation will not resolve the challenges.”
Oil giant Shell and the industrial behemoth Mitsubishi agreed to provide up to $17 million to a startup that plans to build a pilot plant capable of pulling both carbon dioxide and water from the atmosphere. The funding would cover the direct air capture startup Avnos’ Project Cedar. The project could remove 3,000 metric tons of carbon from the atmosphere every year, along with 6,000 tons of clean freshwater. “What you’re seeing in Shell and Mitsubishi investing here is the opportunity to grow with us, to sort of come on this commercialization journey with us, to ultimately get to a place where we’re offering highly cost competitive CO2 removal credits in the market,” Will Kain, CEO of Avnos, told E&E News.
The private capital helps make up for some of the federal funding the Trump administration is expected to cut as part of broad slashes to climate-tech investments. But as Heatmap’s Emily Pontecorvo reported last month from north of the border, Canada is developing into a hot zone of DAC development.
The future of remote sensing will belong to China. At least, that’s what the research suggests. This broad category involves the use of technologies such as lasers, imagery, and hyperspectral imagery, and is key to everything from autonomous driving to climate monitoring. At least 47% of studies in peer-reviewed publications on remote sensing now originate in China, while just 9% come from the United States, according to the New York University paper. That research clout is turning into an economic advantage. China now accounts for the majority of remote sensing patents filed worldwide. “This represents one of the most significant shifts in global technological leadership in recent history,” Debra Laefer, a professor in the NYU Tandon Civil and Urban Engineering program and the lead author, said in a statement.
The company is betting its unique vanadium-free electrolyte will make it cost-competitive with lithium-ion.
In a year marked by the rise and fall of battery companies in the U.S., one Bay Area startup thinks it can break through with a twist on a well-established technology: flow batteries. Unlike lithium-ion cells, flow batteries store liquid electrolytes in external tanks. While the system is bulkier and traditionally costlier than lithium-ion, it also offers significantly longer cycle life, the ability for long-duration energy storage, and a virtually impeccable safety profile.
Now this startup, Quino Energy, says it’s developed an electrolyte chemistry that will allow it to compete with lithium-ion on cost while retaining all the typical benefits of flow batteries. While flow batteries have already achieved relatively widespread adoption in the Chinese market, Quino is looking to India for its initial deployments. Today, the company announced that it’s raised $10 million from the Hyderabad-based sustainable energy company Atri Energy Transitions to demonstrate and scale its tech in the country.
“Obviously some Trump administration policies have weakened the business case for renewables and therefore also storage,” Eugene Beh, Quino’s founder and CEO, told me when I asked what it was like to fundraise in this environment. “But it’s actually outside the U.S., where the appetite still remains very strong.”
The deployment of battery energy storage in India lags far behind the pace of renewables adoption, presenting both a challenge and an opportunity for the sector. “India does have an opportunity to leapfrog into a more flexible, resilient, and sustainable power system,” Shreyas Shende, a senior research associate at Johns Hopkins’ Net Zero Industrial Policy Lab, told me. The government appears eager to make it happen, setting ambitious targets and offering ample incentives for tech-neutral battery storage deployments, as it looks to lean into novel technologies.
“Indian policymakers have been trying to double down on the R&D and innovation landscape because they’re trying to figure out, how do you reduce dependence on these lithium ion batteries?” Shende said. China dominates the global lithium-ion market, and also has a fractious geopolitical relationship with India, So much like the U.S., India is eager to reduce its dependence on Chinese imports. “Anything that helps you move away from that would only be welcome as long as there’s cost compatibility,” he added
Beh told me that India also presents a natural market for Quino’s expansion, in large part because the key raw material for its proprietary electrolyte chemistry — a clothing dye derived from coal tar — is primarily produced in China and India. But with tariffs and other trade barriers, China poses a much more challenging environment to work in or sell from these days, making the Indian market a simpler choice.
Quino’s dye-based electrolyte is designed to be significantly cheaper than the industry standard, which relies on the element vanadium dissolved in an acidic solution. In vanadium flow batteries, the electrolyte alone can account for roughly 70% of the product’s total cost, Beh said. “We’re using exactly the same hardware as what the vanadium flow battery manufacturers are doing,” he told me minus the most expensive part. “Instead, we use our organic electrolyte in place of vanadium, which will be about one quarter of the cost.”
Like many other companies these days, Beh views data centers as a key market for Quino’s tech — not just because that’s where the money’s at, but also due to one of flow batteries’ core advantages: their extremely long cycle lives. While lithium-ion energy storage systems can only complete from 3,000 to 5,000 cycles before losing 20% or more of their capacity, with flow batteries, the number of cycles doesn’t correlate with longevity at all. That’s because their liquid-based chemistry allows them to charge and discharge without physically stressing the electrodes.
That’s a key advantage for AI data centers, which tend to have spiky usage patterns determined by the time of day and events that trigger surges in web traffic. Many baseload power sources can’t ramp quickly enough to meet spikes in demand, and gas peaker plants are expensive. That makes batteries a great option — especially those that can respond to fluctuations by cycling multiple times per day without degrading their performance.
The company hasn’t announced any partnerships with data center operators to date — though hyperscalers are certainly investing in the Indian market. First up will be getting the company’s demonstration plants online in both California and India. Quino already operates a 100-kilowatt-hour pilot facility near Buffalo, New York, and was awarded a $10 million grant from the California Energy Commission and a $5 million grant from the Department of Energy this year to deploy a larger, 5-megawatt-hour battery at a regional health care center in Southern California. Beh expects that to be operational by the end of 2027.
But its plans in India are both more ambitious and nearer-term. In partnership with Atri, the company plans to build a 150- to 200-megawatt-hour electrolyte production facility, which Beh says should come online next year. With less government funding in the mix, there’s simply less bureaucracy to navigate, he explained. Further streamlining the process is the fact that Atri owns the site where the plant will be built. “Obviously if you have a motivated site owner who’s also an investor in you, then things will go a lot faster,” Beh told me.
The goal for this facility is to enable production of a battery that’s cost-competitive with vanadium flow batteries. “That ought to enable us to enter into a virtuous cycle, where we make something cheaper than vanadium, people doing vanadium will switch to us, that drives more demand, and the cost goes down further,” Beh told me. Then, once the company scales to roughly a gigawatt-hour of annual production, he expects it will be able to offer batteries with a capital cost roughly 30% lower than lithium-ion energy storage systems.
If it achieves that target, in theory at least, the Indian market will be ready. A recent analysis estimates that the country will need 61 gigawatts of energy storage capacity by 2030 to support its goal of 500 gigawatts of clean power, rising to 97 gigawatts by 2032. “If battery prices don’t fall, I think the focus will be towards pumped hydro,” Shende told me. That’s where the vast majority of India’s energy storage comes from today. “But in case they do fall, I think battery storage will lead the way.”
The hope is that by the time Quino is producing at scale overseas, demand and investor interest will be strong enough to support a large domestic manufacturing plant as well. “In the U.S., it feels like a lot of investment attention just turned to AI,” Beh told me, explaining that investors are taking a “wait and see” approach to energy infrastructure such as Quino. But he doesn’t see that lasting. “I think this mega-trend of how we generate and use electricity is just not going away.”