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A conversation with Manjula Martin about her new book The Last Fire Season.

When Manjula Martin was growing up in Northern California in the 1980s, wildfires weren’t something she thought about much. She knew about disaster — the magnitude 6.9 Loma Prieta earthquake of 1989, which killed 63 people and injured thousands, hit when she was a teenager — but fire, she thought, was just something that happened up in the mountains in the summer.
Things are different now. In 2017, Martin left the high prices of San Francisco for the redwoods of Sonoma County. The night of their housewarming party, a firestorm swept through Santa Rosa and Sonoma and Napa counties. The next year — 5 years ago this week — the Camp Fire, the deadliest and most destructive fire in the state’s history, destroyed the town of Paradise and killed 85 people.
In her new book, The Last Fire Season (out on January 16 next year), Martin writes about the fires that swept through California in 2020, weaving her personal story with that of fire in California writ large. It’s a beautiful book, and I called her up to talk about her relationship with fire and how we can learn to live with the changing world. Our conversation has been edited for length and clarity.
The book opens in 2020, which was a year of multiple fire complexes. Was that the first time fire made itself known in the immediate vicinity of your home?
No, it wasn’t. But it was the first time that I realized that it wasn’t an anomaly.
We had horrible fires near my area in 2017. In 2018, the Camp Fire happened in Northern California, which was like a four-hour drive away, but the smoke from that fire lingered in the Bay Area for weeks. And then in 2019, the Kincade fire was a huge fire up here in Sonoma, and the entire west of the county was evacuated in basically the course of a night, including ourselves.
Then in 2020, the Lightning Complex fires happened in late August, which is what the book starts with. And that was the moment where I personally was like, “oh, this is going to keep happening.”
Before that a natural disaster to me felt like a thing that happened once and then that’s it, right? It wasn’t connected to larger things for me. But the fact is that the new wildfires that we’re having are bigger and hotter and far more destructive than the previous wildfires we’ve had, and 2020, which is probably far too late, was the year that I personally put that all together under the name of climate change. It wasn’t the first year I knew about fire, but it was the moment I realized that I was going to be living with fire for the rest of my life.
I was struck by your description of the 2020 fires and the ways that COVID complicated your experience of them. It reminded me of the concept of cascading events; it was striking to read about how your go bag was filled with these N95 masks that were there for the sake of the fires, but also, of course, turned out to have utility for this other thing that you’re dealing with at the same time.
That was one of the reasons why I chose to center the book around 2020. I think that was a moment where it became clear for a lot of people that disasters don’t take their turn. When it was happening, I felt it was a historic moment.
You named your book The Last Fire Season. But, of course, it wasn’t the last.
Unfortunately not. The book began as an essay, and since I was writing it in 2021 I thought I was writing about the last fire season I had experienced. But then I realized that it was actually a really great title for a book. It’s pretty commonly acknowledged now that in the North American West, fire season isn’t really a thing anymore. Now fire authorities talk about having a fire year.
That is directly linked to the changing of the weather and the climate. But for me, the deeper meaning of it is this idea that fire being seasonal also sort of implies that it’s temporary, and that it’s going to go away. But really it’s not seasonal, it’s part of this land. And we’re going to be living with it forever.
There’s a point in your book where you write that the California ecosystem was fire-adapted, but also that fire is changing. What do you mean by that?
Since time immemorial, California’s ecosystems — from oak woodlands to redwood forests to grasslands and chaparral — evolved with fire as part of their natural cycle. Fire is actually something that helps the cycle of the landscape reset and continue.
And this was something that Indigenous people knew and really sort of harnessed and used in the way that they tended the lands. But the genocide of Indigenous people in California really sort of stopped that cycle, as is the case with colonialism in most places.
Right, you have a chapter about the Indigenous history of fire in California and the suppression of fire both through violence against Indigenous communities and also a long history of policies against fire.
Yeah, the colonial policies of managing the land in California had been what they call ”total fire exclusion,” which is basically the idea that all fire is bad and we need to extinguish fires right away. There was a policy in place called the 10 AM policy that actually said every new forest fire needs to be extinguished by 10 AM the next morning. And, you know, there are a lot of reasons why that happened, including profits and fear and prioritizing human habitat and recreation over the landscape. But the result is that the landscapes here are actually neglected at this point, 150 years after colonization.
You wrote at one point about going to prescribed burns and there was a section that really stood out to me:
Fire is exuberant. It’s joyous. It dances. I can see why people joke that all firefighters are secret pyros. It’s so much fun.
I fully relate to this feeling. Has going to prescribed burns changed your own relationship with fire?
Good fire and cultural fire, which is generally the term we use when we’re talking about Indigenous use of fire, have radically changed my feelings about fire. Humans have evolved with fire, and the more I engage with fire, the more I learn about it, the more I understand its role in both the land and the history of this place, the less afraid I feel.
You write about your own experience with getting a hysterectomy and how that affected your life afterwards, and I thought that was an interesting choice. You could have written a book that was just about fire, and we could have never learned about your hysterectomy. But you chose to include it. Can you tell me a little bit about how that came to happen?
I could have written a straight journalistic look at wildfire right now or at the 2020 fire season specifically. And that was something I toyed with. But I ultimately realized, in thinking about this idea of cascading disasters, that they’re all happening while people are living their lives. Climate change, wars, economic ruin are all happening on top of whatever else is going on in your life. So I thought this part of my life was worth including.
The hysterectomy, and many associated health crises, led me to having chronic pain. And one of the only things that helped me with that was gardening. For me, the physical act of literally touching the land, being in this dialogue with the environment and the ecosystem around me, was the thing that helped me recover from this health crisis. I wasn’t quite well. And more importantly, nature wasn’t quite well. And gardening in this environment is what really made it click for me that this environment is going through a crisis as well.
That garden was partly how you knew about the oncoming fires in 2020, right?
Yeah, when the Lightning Complex fires started, I was out in my garden watering the roses. I saw this little black object on the ground, and when I leaned down and picked it up I saw it was a leaf of a California bay laurel tree. And it was burned black, but it was still whole. It had been blown on the wind and landed in my garden. It was sort of like a messenger, telling me that a few miles away these trees were burning.
Bay trees are a natural part of the forest understory here, but they are highly flammable. They’re basically made of oil, and they serve as what’s called a ladder fuel; if fire gets in that tree, it will shoot up it and then can get into the crowns of taller trees like redwoods or oaks that would normally be more fire resistant. It’s literally a fire spreader. Anyone who lives in the area will tell you that when there’s a fire nearby it rains burnt leaves.
Parts of the book are unexpectedly written in the past tense. You write, for example, that “Northern California was a very large place,” but the depictions of events in the past or future are written in the present tense. Was that intentional? Did you mean to contract the idea of Northern California?
I absolutely did. The convention in nonfiction is to write events in the past tense, but to phrase facts, or things that are still true, in the present tense. I felt like it was important to acknowledge that the things we take as granted, these truths about the way the environment works, might not always remain that way. It was also partly a pragmatic decision, because I didn’t know what would happen before the book came out. What if my house burned down before that, or if I have to move? Things are just so chaotic right now.
The other time I break with convention is when I write about Indigenous nations and Indigenous management practices. I intentionally used the present tense there as a way to push back against the trope of a lot of non-Indigenous writers portraying Indigenous people and worldviews as extinct when in fact they’re very, very alive.
Throughout the book you’re constantly talking to your partner about whether to stay in your home or move away to a “safer” area. I think it can be really hard for people who don’t live in areas under threat to grasp just how hard the concept of migrating really is.
Right, that’s such a common binary: to stay or go. And the reality is actually a lot messier. I’m fortunate to even have the choice of whether to stay or go; I am a person who has a lot of different privileges. I have resources, I have friends, I’m educated, I’m white.
Most people don’t willingly leave their homes unless things are really bad. But it’s never really all bad: Sometimes there’s extreme weather and disasters, and then there isn’t. It’s up and down. There’s a lot of talk around what the perfect solution is, where the safe places are. And the truth is that nowhere is safe because of climate change.
For me, the point of living at this moment on this planet is that it’s messy. It’s full of grief, it’s full of joy and beauty, and it’s also dangerous. There may be a time when I leave this place, for a variety of reasons. But I think the idea that you can run away from climate change is false.
Something I’ve learned a lot from talking with people who are deeply connected to the land here and who work with fire is that you have a responsibility to the place where you live. If I love this place so much, what do I owe it? The idea of tending a place for its overall health, not just for my personal survival, is very powerful.
Right, at one point you write about you and your partner thinking about doing prescribed burns in the woods near you to help reduce the risk of more fires.
We have thought a lot about the idea of reintroducing good fire where we live. Our neighborhood has been getting together and doing work days where we clear fuels from the forest floor together. And it’s really proof of how much work is needed, because you can clear brush and cut dead limbs off trees for a day with a group of 15 people, and then you look at this tiny quarter acre that you’ve worked on, and it still needs so much more work.
Stewardship is a constant act.
Absolutely. And it might not be perfect, and honestly it might not make a difference. These woods might still burn. But if and when they do burn, they are going to be healthier afterwards because the fire is going to be healthier.
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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.”