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“At least 14 Tarrant County residents died from extreme heat last summer … Of those who died from heat, at least eight cases included residents with no air conditioning, no working air conditioning, or who had their air conditioning turned off at the time of their death…” –The Fort Worth Star-Telegram, June 25, 2023
Air conditioners aren’t supposed to make that sound. The gray-white box in the window had always rattled, but this morning it has begun to grind. The grandmother puts her hand in front of the AC’s dust-covered gills, feels nothing but a weak, lukewarm breeze.
She thinks about calling her daughter, whose husband installed the unit in her trailer’s living room window the summer before. She shakes her head to herself: No, they have the baby; it’s a 40-minute drive; she’s a burden enough as it is. She doesn’t have internet in the trailer to see the day’s excessive heat warning. Her cell phone, another gift from her daughter, is dead more often than it’s not, and she can’t find the weather app on it half of the time, anyway.
But the grandmother has been hot before — prides herself, even, on her 68 Texan summers. Besides, she’s not planning anything strenuous today, which would elevate her chances of exertional, or “activity-induced,” heat stroke — the kind that makes the news for killing the young, fit, and healthy, like the California couple who were found dead on a trail with their 1-year-old baby and dog in 2021, or the stepfather who died last month while trying to rescue his 14-year-old stepson, who also died, while hiking in 119-degree weather in Texas’ Big Bend National Park. Like the dozens of promising high school and college athletes who collapse during training, games, and meets every year.
Or like the characters in longtime Outside correspondent and adventure historian Peter Stark’s cautionary tales about succumbing to the elements. Stark is perhaps best known for his second-person narrative about what it’s like to die from hypothermia, which recirculates every winter, but he has a particular, morbid fascination with heat strokes, having now written two different versions (a competitive cyclist dies in one; a hungover, hiking surfer is brought back from the brink in the other). “Out of all the research I’ve done into ways to die — or come close to dying — heat stroke is the one I found the scariest,” Stark told an Outside interviewer last year.
Like Stark’s characters, the grandmother is fictional and illustrative. Unlike Stark’s characters, she has not elected into risk. Exertional heat stroke is often described as “sporadic” because it is circumstantial; it is also less deadly since an athlete often begins to feel terrible, or collapses, before the point-of-no-return. “Classic” heat stroke, which results from unbearably high temperatures, “occurs in epidemic form” in the sense that it strikes the vulnerable at once and all together: the ill, the elderly, the unhoused, the bedridden, the prepubescent. Though heat-related mortality can be hard to pin down, by some estimates classic heat stroke is fatal in over 60% of intensive care cases — part of the reason extreme heat is credited as the deadliest weather phenomenon in the United States.
The grandmother goes to her sink and fills a glass of water. She looks out the window, at the tall grass growing alongside her neighbor’s trailer, and thinks about her grandbaby. Her trailer, which had stayed cool overnight before the AC conked out, has already begun to feel muggy, but she isn’t alarmed.
It is 97 degrees outside and getting hotter.
The human body is a contradiction: It can run a marathon in under two hours; it can scale the tallest mountain in the world; and it can survive episodes of extreme cold and starvation. At the same time, it is hilariously delicate: Only about 8.2 degrees separate our core body temperature of 98.6 from multi-organ dysfunction, which begins somewhere around 106 degrees, depending on the person and circumstances. Because this leaves little margin for error, our bodies spring into a well-rehearsed response when blood warmed by our environments at the surface of our skin makes its way to our brain, causing our hypothalamus to rustle through its bag of cooling tricks.
The grandmother’s body begins to run through them as the trailer’s temperature rises to 100 degrees, the point at which the body ceases to give off heat and begins to absorb it. Her hair follicles relax to release any trapped warm air against her skin. Her sweat glands are activated, and soon she’s covered in a light sheen that serves to transport heat away from her body via evaporation. Crucially, her blood vessels dilate so that the warmed blood can pass closer to the surface of the skin, where it will ideally be cooled by the heat pulling away from her body.
But as an older adult, the grandmother’s blood vessels don’t dilate as well as they used to. Her body strains to cool itself and her heart pumps harder. And despite her glass of water, the grandmother begins to notice she feels … off. She is experiencing some of the most common heat-related symptoms, the ones most of us are probably familiar with: Her stomach starts to cramp and she feels slightly nauseous as blood is redirected from her gut to the surface of her skin. She begins, also, to feel fatigued — unbeknownst to her, the drowsiness is because her body is running its cooling mechanisms full-blast, compensating for the broken AC.
But today, these systems are fighting an uphill battle. The trailer is humid, meaning the grandmother’s sweat isn’t evaporating as efficiently as it would in dry air. She has a sunburn from sitting on her lawn the day before, and her body is using water to try to heal it, leaving her with less liquid overall to sweat out. She can’t drink enough water to replenish what she’s lost, either, since the human body can only absorb, at max, one liter of water an hour, and those in extreme heat conditions can lose that or more in the same span of time.
Little does the grandmother know, either, that because it’s now over 95 degrees in her trailer, the fan she’s turned on is no longer having any cooling effect. Her core temperature tips toward 100 degrees.
Heat exhaustion sets in when the core body temperature is between 101°F and 104°F, as the grandmother’s is now. (Core body temperature cannot reliably be read on an oral thermometer, which is part of why the Centers for Disease Control and Prevention recommends watching for symptoms of heat exhaustion and heat stroke rather than taking your own measurements). In addition to her fatigue, she now feels dizzy. Her heart is pounding as her body tries to regulate itself; if she had a preexisting cardiac condition, she would be in even more danger than she already is. She stands up to get more water and feels a woosh of lightheadedness — a result of low pressure stemming from her dilated vessels — and her vision momentarily goes black. She nearly faints, but steadies herself with a hand on the back of a chair.
If a neighbor checked in on her, as the weathermen on TV are advising good samaritans do, they would see that the grandmother looks pale, that she’s grown irritable and unfocused. The neighbor might suggest she take a cold shower before asking her to come to their air-conditioned trailer, or a local cooling center, for the rest of the day. The most crucial thing, though, would be that she gets to a safe temperature, and fast, before her core hits 104, the threshold of heat stroke.
In her delirium, the grandmother thinks to take an Advil, foggily hoping a fever-reducer might help lower her core body temperature. And though the damage wrought by extreme heat is similar internally to that inflicted by a dangerously high fever, the response systems at play in each case are completely different. For extreme heat, there is no magic pill, no shut-off switch for how the grandmother is feeling aside from getting somewhere cool.
It might seem like a simple thing: getting somewhere cool. In this sense, classic heat stroke is, agonizingly, preventable. Though most Americans have air conditioning, over a quarter — 34 million households — “said they could not [financially] meet their energy needs at some point” during 2020, according to Energy Information Administration data. Of those who were struggling, 10% reported enduring dangerously high temperatures in their homes due to concerns about cost.
Because Americans typically do have access to AC, though, losing air conditioning for reasons beyond their control — say, due to grid failure, a localized blackout, or a mechanical issue — actually makes people more susceptible to dangerous heat-related illness, in part because acclimation has such a large role in how well we tolerate heat. The shock of living in climate-controlled rooms and suddenly finding yourself without one can be deadly.
The grandmother’s internal temperature is now over 105 degrees and still rising; she is well within the realm of heat stroke. Her pulse is rapid and now she is confused and agitated — she stumbles, directionless, toward her living room and collapses on the floor. Her body is rationing water away from vital organs, like her kidneys, which begin to shut down. Her brain is swollen. She cycles in and out of consciousness on the floor.
Her body is past the point of being able to bring its temperature back down by itself. A heat stroke victim may stop sweating. Their cells begin to die — the cerebellum, which controls motor functions, is one of the earliest parts of the brain to fail. They may have seizures or hallucinate or, nearing the end, feel a soaring sense of euphoria. Internally, the body is in freefall; by one estimate, there are 27 different pathways to death once heat stroke sets in, ranging from heart failure to the proteins that control blood clotting becoming overactive and cutting off flow to vital organs.
When the grandmother’s daughter arrives and calls the paramedics, it will only have been two hours since the grandmother first noticed her air conditioner’s grinding. “That’s part of what makes [heat stroke] so lethal,” Willamette Week wrote after the heat wave in the Pacific Northwest in 2021 killed an estimated 250 Americans: “You can go from feeling bothered by the heat to dead in 90 minutes.”
Victims of classic heat stroke are often elderly, often have pre-existing health conditions, often are socially isolated, and often are low-income. In an analysis of heat deaths in Multnomah County (where Portland, Oregon, is located) in 2021, The Washington Post found 61 percent of confirmed deaths were in areas with above-average poverty rates. In the same story, the reporters found that a “direct outreach” program in Philadelphia — which includes a “mass notification system,” “the number for a 24-hour hotline staffed by nurses [flashing] from one of the city’s tallest high rises,” and a 5,000-strong volunteer team that mobilizes “to check on high-risk neighbors” — saves an average of 45 lives per year.
If the grandmother had been younger, she might have been treated with “cold-water immersion,” which is one of the fastest and most reliable ways to address heat stroke. (Willamette Week reports Oregon paramedics resourcefully filled body bags with ice and had those suffering from heat stroke crawl inside). In the case of the elderly, though, it is advised to treat heat stroke with more easily tolerable cooling methods, like the application of ice packs and cold, wet gauze.
Either way, the outcome past the threshold of heat stroke is uncertain. As Stark, the master of the cautionary tale, writes, “A study reviewing 58 of the severe heat stroke victims [after a 1995 Chicago heat wave] found that 21 percent died in the hospital soon after admission, 28 percent died within a year, and all the remaining subjects experienced organ dysfunction and neurological impairments.”
But he sees a grim silver lining. “It could be a small measure of good fortune,” writes Stark, “that confusion, semiconsciousness, or coma overcome victims as they succumb to severe heatstroke.”
The laborer puts the nail gun down on the nearest cinderblock and sweeps the back of his hand across his brow, a portrait of I’m hot. Though the elimination of water breaks won’t go into effect until the fall, his employer has threatened to fire anyone who “slacks off” anyway, and the laborer needs this job. He watches for a moment as the heat makes strange shapes in the air above the new asphalt driveway. He thinks he might have a headache coming on.
There are five more hours to go. It’s 96 degrees out with 66% humidity.
And tomorrow will be another scorcher.
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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.”