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A conversation with Ben Goldfarb about his road ecology book Crossings.

An alternative title for journalist Ben Goldfarb’s fantastic new book, Crossings, could have been Squashings. “Wait a minute,” I thought to myself about 25 pages in. “Have I been duped into reading a book about … roadkill?!”
The answer wasn’t precisely no, although Crossings is also about so much more (its subtitle: How Road Ecology Is Shaping the Future of Our Planet). From cliff swallows that have evolved to have shorter wings to better avoid zooming cars, to Oedipal cougars stranded in the highway-wrapped Santa Monica Mountains, to the trials of one surprisingly charismatic anteater named Evelyn, Crossings observes that “the repercussions of roads are so complex that it’s hard to pinpoint where they end.”
Goldfarb, though, attempts valiantly to untangle them, and the result is as funny, heartbreaking, enraging, and enlightening as anything I’ve read this year. “There may be nothing humans do that causes more misery to more wild animals than driving,” he writes, but planet-warming emissions are only the most prominent part of that story. Ahead of Crossings’ publication next Tuesday, Goldfarb and I discussed the promise (and drawbacks) of the EV transition and autonomous cars on road ecology; the short-sightedness of infrastructure budgets; and how bad people are at driving. Our conversation has been condensed and edited for clarity.
When you told people you were working on a book about road ecology, did they take it as an invitation to share their personal, unsolicited roadkill stories with you?
Absolutely, they did. I wouldn’t say it was unsolicited: I’m always — I don’t want to say I’m happy to hear roadkill stories — but I’m certainly interested in stories and there were lots of them. One of my favorite ones was a guy who told me that he’d recently hit a squirrel and he was so confused and upset and unhappy about it that he actually called 911. He didn’t know what else to do. And the 911 operator basically said, “Uh yeah, the squirrel is dead.” I mean, to me, that sort of gets at how viscerally upsetting and disturbing roadkill can be. It’s something we see constantly and ultimately take for granted in a lot of ways but committing it ourselves is, of course, a miserable feeling. I just hit an owl a few nights ago and I’m still losing sleep.
One of the things I was most astonished by while reading this book is how well-sourced it is — the texts and interviews you bring together are so broad and enriching. Do you have any idea how many books you read? Tell me a little about how you approached the research.
Oh, geez. Let’s see — two shelves of that bookshelf [behind me] are road ecology reference books. So, several dozen. I can’t claim that I read them all cover to cover, but certainly I drew a lot from other books. I think I ultimately had close to 300 sources in the book who were just invaluable founts of help and knowledge and information.
One of the challenges of writing about road ecology is it’s not necessarily a single discipline. It’s really an umbrella that covers many different disciplines. Roadkill science is its own sort of subset. The impact of forest service roads on contributing erosion to streams is a whole science unto itself. The impact of improperly built road culverts as fish passage barriers — I mean, there are 10,000 papers about that alone. So every chapter was sort of learning a new science unto itself.
You write that “among all the road’s ecological disasters … the most vexing may be noise pollution.” We do a lot of coverage of the future of driving here at Heatmap, and I suppose I was hoping to learn that electric vehicles and cutting-edge advances in automotive technology would help solve at least this problem. Can you tell me why you’re less optimistic?
EVs are much quieter; their engines are silent, which is helpful, especially in an urban context. They’ll ultimately reduce noise pollution and that’s profoundly important. We tend to overlook noise pollution because we’re so awash in it but it’s one of the great public health crises of our time. You read the literature about the health impacts of road noise and it’s horrifying — I mean, literally, it’s elevating our stress levels, it’s increasing our risk of heart attack and diabetes and stroke, it’s taking years off of our lives, mostly without our noticing it. So anything we can do to reduce noise is fundamentally positive. And EVs are part of that.
The drawback, the reason that EVs aren’t a panacea, is that engines aren’t the only thing that makes noise on a car. Above 35 mph, most of what you’re hearing is tire noise: the grinding of the tire itself against the pavement and the little air pockets in the tread popping — “pattern noise” is what that’s called. I wrote most of this book while living a half mile or so from I-90 in eastern Washington state and I could just hear, every time I stepped out of my house, that monotonous hiss of the interstate. That’s tire noise, not engine noise. And tires have gotten much quieter over time, which is good, and hopefully they’ll continue to get quieter, but just electrifying vehicles is not going to solve the problem of road noise even if it does help in urban settings.
Not to keep raining on the parade, but you also write that autonomous vehicles could be “the gravest challenge to road ecology since, well, roads.” How do driverless cars change the road ecology calculus?
I think the answer is, we don’t know yet. From a large animal avoidance perspective, I think they’re ultimately going to be really helpful. Yes, it’s fun right now to dunk on Tesla and Waymo and all of these autonomous vehicle companies whose products are still very buggy, but, you know — probably there are people who will read this and take exception with this idea, but I’m ultimately pretty optimistic that the AVs will solve most of those problems and become better drivers than human beings.
And that’s the thing that always gets lost when somebody posts a video of an AV doing something stupid — human drivers do stupid things constantly, right? We’re horrifically bad drivers. Tens of thousands of people die in the U.S. every year because of it. And one of the things that we’re really bad at is avoiding large animals. We don’t see that well at night, they jump out unexpectedly, and our reflexes are too slow to slam on the brakes. I think that AVs will be much, much better at avoiding those deer and elk and moose than we are because those are large animals and all of [the AV] sensors that are designed to avoid pedestrians will be triggered by those large animals.
But, of course, that doesn’t really help a rattlesnake or a prairie dog or any smaller creature. I, for one, go out of my way to avoid hitting those animals, and when my car is piloted by a robot, that’s not going to help; that robot will have no reason to avoid those small animals if engineers don’t design it to do so.
And the broader problem is that autonomy is likely to lead to a whole lot more vehicles on the road. When you can get in your car and it drives itself and you can spend that time watching movies or doing work or what have you, commuting becomes a lot less onerous. Every autonomous vehicle could have a kid in it who’s not able to drive currently. Most of the modeling suggests that there’s going to be a dramatic increase in vehicle miles traveled as a result of autonomous cars. And that’s going to be bad for wildlife, that’s going to make the barrier effect of roads even more severe and make it even harder for animals to migrate across highways.
And commuting traffic, human traffic, is really just the tip of the iceberg when it comes to autonomy. The autonomous delivery fleet, in some ways, is the bigger concern. A lot of the early AVs are going to be delivery vehicles; it’s going to be so easy to summon products to us. So it’s hard to imagine a scenario where AVs lead to less driving rather than more of it, unfortunately.
How did you navigate striking the right balance between the ideals of conservation and the realities of politics and economics in this book? I found myself getting so frustrated reading about the frogs trying to cross Highway 30 in Portland, Oregon, only to then learn that SP-139 in Brazil actually closes a section between 8 p.m. and 6 a.m., when animals are most active. I was like, “Why can’t we do that!”
We do have this very constrained idea of what is possible and that’s why I like drawing upon other countries. You mentioned that road in Brazil that is closed at night through a park; another great anecdote is that in India, they built a new highway through a tiger sanctuary and they just elevated the entire highway on pilings so that animals can come and go underneath the lifted freeway. Of course, that made the project vastly more expensive, but it’s ecologically the right thing to do and is much more radical than anything we’ve done in this country.
I was just talking about this the other day with somebody in the bird ecology world: how our sense of what we can afford is so skewed. I think that people hear the price tag of a wildlife crossing structure and they think, “Oh my gosh, $10 million just to help elk cross the highway, what an extravagant expenditure.” But that’s beyond nothing in the context of national, state, and federal transportation budgets. I mean, $10 million for a wildlife crossing, that’s not even a drop in the bucket. That’s like a molecule of H2O in the bucket. It costs a million dollars to pave a mile of highway, let alone add a bunch of lanes to it. So to me, the notion that we can’t make our infrastructure better for nature because it costs money is incredibly short-sighted and fails to consider how much money we’re spending on our roads already.
A great example of that was the Infrastructure Act, which contains $350 million for wildlife crossings — which is great and wonderful and a step in the right direction. But it also contains billions of dollars for highway expansions and repaving and bridge repairs. And one bird ecologist described that $350 million as “decimal dust,” you know, just nothing in the context of federal transportation. The politics of the possible can definitely be frustrating.
Not to mention, you have a statistic in Crossings that animal crashes cost America something like $8 billion per year.
And that was $8 billion in 2009. So for inflation and accounting for increased collisions over time — yeah, it’s an enormous number that we’re not doing a whole lot about.
Your book is full of so much humor and cautious optimism but when I was reading it, I would sometimes get overwhelmed just thinking about how many roads exist and how many more roads are going to exist and the awful ends so many living things meet because of them. How did you stay hopeful while immersed in these stories?
I think that the book comes off as humorous and optimistic because that’s just my natural register as a writer, but I’m not sure I actually always feel that way. There are times that I feel totally desperate about the future of conservation. One of the challenges of writing about this topic is that there’s no perfect solution, there’s no panacea. We could say “we need more mass transit,” and certainly we need to get people out of cars, but I live in rural Colorado: It’s hard to imagine a public transportation system that is going to meaningfully change driving rates in this kind of very rural, dispersed area that was built around the automobile.
Wildlife crossings are the same thing. They help a specific set of problems, which is roadkill and the curtailment of animal migration. But they don’t reduce road noise, they don’t prevent tire particles from spewing into the environment and killing salmon, they don’t do anything about road salts being applied in ridiculous quantities and destroying freshwater ecosystems. So, again, there is no panacea here and it can be really challenging to confront the scale and the number of different solutions needed to make our roads lie more lightly on the planet.
Is there anything else you would want readers to know about Crossings?
You mentioned EVs in the context of road noise and one of the things that I almost wish I had emphasized more in the book is that when people tend to think about the environmental impacts of transportation, they think about the carbon emissions, right? And the solutions tend to be things like the electrification of vehicle fleets and fuel standards. And certainly, those are good things. But the electrification of the fleet is going to do absolutely nothing for wild animals. In fact, just as AVs could lead to more driving, EVs can do the same thing when it becomes much cheaper to drive your car because you just have to plug it in — the whole Jevons paradox idea that a million EV scholars have written about.
I feel like part of the purpose of the book is to say, look, the carbon emissions from transportation are an enormous problem. But they’re only one of the many, many ecological problems that our car-centered transportation network causes. You can strip the carbon out of our transportation and still not make it benign for the environment.
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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.”