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An animation historian on Reddy Kilowatt, the cartoon charged with electrifying everything in the early 20th century.

With all the attention paid to electric vehicles and heat pumps, the 2020s might seem like the decade of home electrification — but nothing might ever rival the boom of the original Roaring Twenties. By 1929, 70% of all American homes had access to electricity, double the figure from the beginning of the decade – bringing home electrification from minority to majority.
Home electrification was so big back then, it even had a mascot: Reddy Kilowatt. Invented by a marketer at the Alabama Power Company in 1926, this cheery spokescharacter with a lightning-bolt body and a lightbulb nose was licensed to hundreds of utility companies throughout the greater part of the 20th century to promote electricity – and more specifically investor–owned utilities. Reddy was even used as a tool to link government-owned utilities to socialism or communism in years following World War II.

I first came across Reddy Kilowatt last year when a climate tech peer emailed me an image of him, probably from the 1950s, powering everything from a hot water heater to a record player with the headline “Your all Electric Home.”

For weeks I couldn’t stop thinking about that headline because I kept hearing people in the decarbonization movement say similar things (does Electrify Everything ring a bell?). Itching to learn more of the history of Reddy, I reached out to an expert.
Dr. Kirsten Moana Thompson is a professor at Seattle University who teaches and writes about animation. Her paper, Live Electrically with Reddy Kilowatt, Your Electrical Servant, explores the history of this “phenomenally successful and ubiquitous spokescharacter.”
I chatted with Dr. Moana Thompson over a video call from her office where a framed illustration of Reddy Kilowatt hung behind her. I went into the call thinking about positioning this article, “Is America ready for another Reddy?,” but by the end I learned he may be best left in the 1900s. The following interview was edited for length and clarity.
Mike Munsell
Can you introduce yourself and tell me how you ended up researching Reddy Kilowatt?
Dr. Kirsten Moana Thompson:
I'm a professor and chair of the film and media department at Seattle University, and Reddy Kilowatt was part of my research into animation that has been used in sponsored media — that is media used for non-traditional, non-entertainment purposes to do something else, like sell something, instruct you, persuade you. It forms a chapter in what will be a new book coming out in the next couple of years on animation and advertising. I think Reddy Kilowatt is a great example of how popular it was in the post-war period to use animated spokescharacters to sell products or ideas.
Munsell:
I’m curious: Are animated mascots less prevalent today than back in the post-war period?
Thompson:
My research doesn’t focus on the contemporary era, so I couldn't give you a precise example. But certainly, as late as the ‘70s, animation characters still were extensively used to promote products, not just cereal, and toys, but things like bubble bath and candy and, well into the ‘70s, alcohol as well.
There are lots of reasons for that, because certain types of animation were fairly cheap to produce, were appealing, often comedic, and attention grabbing. They were a great means to sell a product — also great to use for abstract or more complex processes, like, how do you make oil or petrol or gas? How do you convey a concept like capitalism? Animation, as opposed to live action, was often a more successful way to convey or target topics of that nature.
We have to anthropomorphize the things that are too abstract, too conceptual, or too inhuman to make them translatable into something that we can comprehend and relate to. Hence the Geico lizard or the Aflac duck.
Munsell
And that makes sense then for Reddy Kilowatt to advertise electricity back when it was new, right?
Thompson
Yes, it really emerged around the time electrification was in two thirds of American households — by 1930. And electrical utility companies needed to find an appealing way to sell their product and to encourage consumer consumption of things like appliances, which themselves were emerging — things like dishwashers and washing machines and hair dryers and so on. But also rural electrification, and electrification for business purposes and factories, and on farms.
[Reddy Kilowatt] emerged targeting a fairly affluent consumer, by, for example, turning electricity into a servant – an abstract servant that was personalized and anthropomorphized.
But it was also a way of rather cleverly justifying rate increases as well, which occurred a little later, by making Reddy Kilowatt literally a figure that earns wages and was regarded as an employee by many electrical utility companies. So it's a clever way to say to people, hey, everybody deserves a wage and Reddy Kilowatt deserves a wage and prices are going up, so we're going to put his wages up. And that's a fair thing.

Munsell:
The Smithsonian has a huge collection of Reddy Kilowatt material. Did you get to go check that out?
Thompson:
Yes, I did. The archives are extensive. And so you can read all about how [Reddy Kilowatt creator] Ashton Collins promoted the product, and what the kinds of speeches that he gave to many other business companies and electrical utility companies in the 30s and 40s.
But he's part of a wider movement. There are other leading figures like Walt Disney and Walter Lantz, who were animation studio heads. Walter Lantz, of course, ran what he would pick the Walter Lantz studios that produced Woody Woodpecker and Andy Panda, and a number of other popular cartoons of the 40s. And Walt Disney, of course, we're all familiar with. But they all believed that the kinds of skills that animation studios were doing in the 1940s — by making cartoons to train troops to operate machinery or rifles, and by making propaganda to translate the values of the fight for democracy against fascism — they believed that those skills could be applied to the commercial market in the post-war period. And that animation was a key element of visual culture that could translate to a sometimes illiterate population or partially illiterate population.
So Ashton Collins is not alone there. He's part of a broader movement in the film industry and in the animation industry, to understand the unique power of animation to communicate and to sell and persuade.
Munsell
Did you find anything in your research particularly surprising?
Thompson
In addition to extensive print materials in the Smithsonian, you see dozens and dozens of objects that featured Reddy Kilowatt. His image is on everything from stickers to comic books to toys, and other giveaways for kids to little marionettes, and robots, which were used in trade shows and trade fairs. [Author’s note: eBay has an extensive Reddy Kilowatt collection]
It was used in the 1939 World's Fair, for example, to communicate and to encourage the public to interact with Reddy Kilowatt as if it was a real figure. I was quite taken with this – it's really an early form of animatronics. They were using an avatar, a spokescharacter, who was fairly ubiquitous in the American home, on people's electricity bills, and combining it with a large three dimensional object with a record player attached and somebody who operated the speaking, to interact with kids at fairs and to communicate basic ideas. So that was really exciting in a way because it shows how ahead of its time Ashton Collins was at understanding interactivity.
Mike Munsell
I was thinking about copyright and trademark law and the public domain. Reddy Kilowatt was, in his original form, created in 1926. We're coming up on that 100 year mark. Is there a chance he enters the public domain?
Dr. Moana Thompson
I'm not sure about that. Because you can renew copyright. Which of course Disney did repeatedly before it finally had to succumb to the end of copyright. And Reddy is also a trademark as opposed to a copyrighted image. So he has not just appeared in what is public access now, some of his films and TV commercials, but he's also a trademark figure that has a continuing commercial currency. And Ashton Collins was absolutely rigorous at paying attention to trademark law. He sued other companies that had similar characters, like Willie Wired Head.

I suspect that Xcel Energy [who now owns the rights to Reddy Kilowatt] is going to be very strict in policing its trademarks. Because if this product has value as a commodity of nostalgia for a certain generation, or multiple generations, or even if it has a new function in Xcel’s future corporate identity, he's going to have value.
Munsell
I guess your research sort of doesn't get quite into the present day, but for my understanding Reddy Kilowatt is not really used much today. It was used by a utility in Barbados and an Ecuadorian soccer club more recently, but from your understanding do you know why he stopped being used?
Thompson
Well, I'm not sure that he stopped being used. I have seen the return of Reddy Kilowatt as a consumer figure and as a licensed product that appears on T-shirts and stickers. Amazon has been selling quite a lot of Reddy Kilowatt products. So it's possible that Xcel Energy that owns the trademark sees the value of the product for a new market, which is the nostalgic market, where you can sell a cartoon character itself.
Munsell: I do think that with the emergence of heat pumps, and induction stoves, there is a push toward home electrification and moving away from fossil fuels in your home. I wonder if that’s an opportunity for a reemergence of Reddy?
Thompson
Yeah, it could be an opportunity for them to repurpose the trademark.
Munsell
Is there anything else you wanted to add about your research into Reddy?
Thompson
I thought it was interesting, the blend that Reddy Kilowatt had of both the impersonal and the personal. On the one hand, we've mostly been talking about it as this cute cartoony character of appeal and personality. But on the other hand, he represents an abstract concept, which is almost robotic. He was literally a robot as part of his marketing. This concept of the kilowatt as one and a half horsepower was part of this wider discursive emergence in the ‘20s that electricity was both a servant, as an anthropomorphized figure, and an abstraction that is there at the flick of a switch.
And in their marketing, they used imagery that of course would never be used today. The association of kilowatt as both a “coolie” – which was the specific language used – and a slave.
So this kind of racist imagery is interesting because it gets to the roots of this idea of the dehumanized, depersonalized aspects of Reddy Kilowatt – that electricity represented by using this imagery, and they had little pictures of kilowatt, which were described as a slave or a “coolie” to explain that, basically, this was free labor and unlimited labor. So obviously addressed to an implicitly white consumer. [The idea that] racial imagery of course affected all kinds of aspects of American advertising is well known to scholars in this field and often played on imagery of blackness or whiteness, in the case of soap advertising, for example, but Reddy Kilowatt in particular is this machinic identity.
And who knows, maybe that'll come back again in the future, because machines are so much more part of our lives now, as compared to 1926 or the mid century with computers and artificial intelligence.
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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,” Shreyes 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.”