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The founder of Impulse Labs explains why he wants to put a battery in every appliance.
Impulse Labs debuted its much anticipated induction stove at the Consumer Electronics Show in Las Vegas this week. Coming to grips with this high-tech culinary wonder is a little bit like that meme of an expanding brain.
At first glance, the Impulse Cooktop is just a sexy-looking, $5,999 appliance: sleek black glass, burners that resemble a DJ turntable, knobs that add a satisfying analog touch to an otherwise fully digital interface.
But then you learn it also has integrated temperature sensors that keep the burners at the precise temperature you want.
And then you learn that the stove has a battery in it, which means that unlike most other induction stoves, it can plug into a standard 120-volt outlet. You don’t have to get a pricy circuit upgrade, or an even pricier electrical panel upgrade, to install it.
Plus, the battery delivers enough power to boil a liter of water in 40 seconds. And you can still cook if the power goes out. And its eligible for a 30% tax credit .
And then, your brain explodes when you learn the battery is a smart energy storage device that can charge up when power is cheap in the morning so that you save money when you use it in the evening, when power prices are highest. You can also participate in programs that will pay you to dispatch power from your stove to the grid when demand is high.
Who knew a stove could, or should, do so much?
Courtesy of Impulse Labs
I caught up with Sam D’Amico, the mastermind behind Impulse Labs, while he was at CES, to learn more about the story behind the stove. We talked about pizza, why induction cooking is the wedge to getting whole homes off gas, and his vision for putting a battery in every appliance. Our conversation has been lightly edited for clarity.
What’s your background? What were you up to before founding Impulse?
I graduated Stanford in 2012. In 2013 I got my masters. When I was there, I was on the solar car team and actually wrote battery management firmware as part of that. That gave me my first taste in electrification. You had to build a full EV and drive it across Australia. Then I immediately got sucked into consumer electronics and worked on a number of devices, including Google Glass, Oculus.
Part of the thesis for Impulse is, home appliances really haven’t seen a lot of innovation in 50 years or so. There’s been a number of advances in consumer electronics, so being able to take a lot of the talent and supply chain and experience from that and apply it to the appliance space is underleveraged.
You were working on all these computer electronics, and then somehow you got interested in stoves. I understand it had something to do with making the perfect pizza. Could you tell me that story?
I was in Japan at a conference, and we went to this pizza place and they cooked my pizza in like 45 seconds. And I’m like, that is insane. I think it’s called Savoy Pizza, you should definitely go to it. Tastiest pizza I’ve ever had. Super memorable. And then I’m like, I want to do that. But can I make it a tabletop device in my house?
And so I was getting obsessive with how to replicate that, but I realized you couldn’t do it on a 120-volt plug. I basically realized you had to put a battery in the appliance to be able to boost the power above what a 120 volt provides. All of the oven and smart appliance companies were really focused on AI and computer vision at that time, because they couldn’t innovate on the performance characteristics — they were topped out. And I realized this was an end run around that. You could actually make something that was three times better on the performance side, not have to worry about AI features that maybe no one is going to use, and really do some innovation.
That started me thinking about the bigger picture. I realized you could use that storage for the building. And then that kind of expanded into what became Impulse.
Did you figure out how to cook a pizza in 45 seconds?
So the first product is a cooktop. The idea here was we realized that the key appliance to getting gas out of the home was the stove. People don’t know what the fuel source is for all of their other appliances, including ovens. The big thing with gas stoves is that the user experience is the flame. So being able to address that, we thought, was fundamental to building decarbonization.
Utility companies know this. They know that getting people to get a gas stove is the way to get them off electric heat and on to gas heat. The wedge is actually the gas stove. So by producing an appliance that is just way more compelling, we can sever that dependency.
When we do an oven, I think we will have that pizza feature. I think the ballpark of performance of around 45 seconds is possible.
What was the process like of testing stoves and trying to figure out what the perfect stove is?
That was the fun part. We started buying hot plates and stoves and tearing them down. We basically realized that a lot of this stuff just hadn’t been attempted because the power wasn’t available. So the first thing we did was try to crank a ton of power into the stove. So we were like, let’s do 10 kilowatts, because 10 is a big number. That let us boil a liter of water in 40 seconds. We had that demo working in March or April of 2022.
But we realized immediately that this was too much performance unless you could solve the controls problem. The reason why people complain about warped pans and various other things is because the stove gets too hot. We then started tearing down all the hot plates and stoves we could find that had temperature sensors in them, and we realized that no one’s actually addressed this, and we found that there was a lot of leverage there that let us unlock the full performance of the stove. And so we’re monitoring the temperature in real time, making sure that we’re delivering the appropriate amount of power for the level you want to set, so that it holds a specific temperature.
If you need to use your stove all day, like for cooking a whole Thanksgiving dinner, is that possible with this? Or will the battery drain and then you can’t use it for a little bit?
You’re going to be okay, yes. You’ll drain the battery if you’re, let’s say, boiling a big pot of water for pasta. But then once it’s at temperature, you’re not going to be drawing more than what a 120-volt plug would draw. Maybe you’re stir-frying something. That pan, when it’s heating up, maybe it’s drawing a couple kilowatts for a minute, but then once everything’s up to temperature, you’re drawing hundreds of watts, and the battery is charging.
So basically, the average power draw [when you cook] is appropriate for even a 120-volt plug. It’s just that the peak power is more like an EV charger, or like an electric radiant heater, or something crazy. And that mismatch between peak and average is where the opportunity for putting batteries in appliances really shines.
The battery is like a quarter of a Tesla Powerwall. How valuable can that be for the grid?
There’s a couple of ways to weigh how valuable that is. In Southern California, which has really strong time-of-use energy rates, in the 4 to 9 pm slot, [using electricity during] that peak window is like 20 cents more expensive per kilowatt-hour than outside that window. So if you charge the battery outside the window and then you discharge the battery, whether it’s cooking or it’s putting power back into the house, inside that window, it’s worth hundreds of dollars a year in terms of energy bill savings.
We’ve got a full computer in there. It will basically pull those rate tables and make those choices semi-autonomously. We’re likely going to expose some level of choice to the end user, but we haven’t finalized the design.
What’s your pitch to the average consumer? How do you get people interested in having batteries in their appliances?
I think there’s a very direct pitch, which is, we are making the best possible appliances. It will make you a better cook. You will be able to do things faster and more efficiently.
Two is, you will be like, “I want to get an induction stove, I heard that’s a good thing to get.” And then your electricians will come by and tell you that you only have 10 amps available on your electric panel, and you’re going to be sad. And so we also solve that problem.
And then the third one is, now we’ve put some energy storage in your house. There’s 140 million homes in America. If we can intercept three major appliances per home, or four major appliances per home, that’s like 1.4 terawatt-hours of storage deployment potential. There’s an opportunity to deploy storage every year just by people upgrading their appliances. And so that’s part of the end game. Utilities will like that because it means they don’t have to invest in all this expensive transmission infrastructure.
Do you want to make other products besides stoves?
Yeah. We want to make the best appliances across the board. There’s a number of logical options, anything that has high peak but low average draw is the low hanging fruit. So you can imagine ovens — they draw power when they pre-heat. Water heaters are another one, where it’s like, if you’re taking a shower, it consumes a ton of power, but when you’re not, it doesn’t. Laundry is another one. I also want to emphasize that we’re making relatively high-end, premium appliances to start, but this architecture scales down fairly well to mid-range products. It’s just that as a startup, just as Tesla started with sports cars, we have to kind of start with the lower-volume, higher-margin products and then scale up from there.
How do people get one?
You can preorder it today on ImpulseLabs.com. There’s about 45% in federal discounts available. Because this thing has a battery and an inverter, it’s an energy storage product. It gets a 30% investment tax credit. A big change under the IRA was that stationary batteries, sold separately from solar, get that credit now. And then there’s also an $840 electric stove rebate that is available under the IRA. That one is income gated and expected to roll out in the fall. Our products are going to be available in Q4, so we expect the timing to be appropriate where all those rebates and credits will be available.
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Ecolectro, a maker of electrolyzers, has a new manufacturing deal with Re:Build.
By all outward appearances, the green hydrogen industry is in a state of arrested development. The hype cycle of project announcements stemming from Biden-era policies crashed after those policies took too long to implement. A number of high profile clean hydrogen projects have fallen apart since the start of the year, and deep uncertainty remains about whether the Trump administration will go to bat for the industry or further cripple it.
The picture may not be as bleak as it seems, however. On Wednesday, the green hydrogen startup Ecolectro, which has been quietly developing its technology for more than a decade, came out with a new plan to bring the tech to market. The company announced a partnership with Re:Build Manufacturing, a sort of manufacturing incubator that helps startups optimize their products for U.S. fabrication, to build their first units, design their assembly lines, and eventually begin producing at a commercial scale in a Re:Build-owned factory.
“It is a lot for a startup to create a massive manufacturing facility that’s going to cost hundreds of millions of dollars when they’re pre-revenue,” Jon Gordon, Ecolectro’s chief commercial officer, told me. This contract manufacturing partnership with Re:Build is “massive,” he said, because it means Ecolectro doesn’t have to take on lots of debt to scale. (The companies did not disclose the size of the contract.)
The company expects to begin producing its first electrolyzer units — devices that split water into hydrogen and oxygen using electricity — at Re:Build’s industrial design and fabrication site in Rochester, New York, later this year. If all goes well, it will move production to Re:Build’s high-volume manufacturing facility in New Kensington, Pennsylvania next year.
The number one obstacle to scaling up the production and use of cleaner hydrogen, which could help cut emissions from fertilizer, aviation, steelmaking, and other heavy industries, is the high cost of producing it. Under the Biden administration, Congress passed a suite of policies designed to kick-start the industry, including an $8 billion grant program and a lucrative new tax credit. But Biden only got a small fraction of the grant money out the door, and did not finalize the rules for claiming the tax credit until January. Now, the Trump administration is considering terminating its agreements with some of the grant recipients, and Republicans in Congress might change or kill the tax credit.
Since the start of the year, a $500 million fuel plant in upstate New York, a $400 million manufacturing facility in Michigan, and a $500 million green steel factory in Mississippi, have been cancelled or indefinitely delayed.
The outlook is particularly bad for hydrogen made from water and electricity, often called “green” hydrogen, according to a recent BloombergNEF analysis. Trump’s tariffs could increase the cost of green hydrogen by 14%, or $1 per kilogram, based on tariff announcements as of April 8. More than 70% of the clean hydrogen volumes coming online between now and 2030 are what’s known as “blue” hydrogen, made using natural gas, with carbon capture to eliminate climate pollution. “Blue hydrogen has more demand than green hydrogen, not just because it’s cheaper to produce, but also because there’s a lot less uncertainty around it,” BloombergNEF analyst Payal Kaur said during a presentation at the research firm’s recent summit in New York City. Blue hydrogen companies can take advantage of a tax credit for carbon capture, which Congress is much less likely to scrap than the hydrogen tax credit.
Gordon is intimately familiar with hydrogen’s cost impediments. He came to Ecolectro after four years as co-founder of Universal Hydrogen, a startup building hydrogen-powered planes that shut down last summer after burning through its cash and failing to raise more. By the end, Gordon had become a hydrogen skeptic, he told me. The company had customers interested in its planes, but clean hydrogen fuel was too expensive at $15 to $20 per kilogram. It needed to come in under $2.50 to compete with jet fuel. “Regional aviation customers weren’t going to spend 10 times the ticket price just to fly zero emissions,” he said. “It wasn’t clear to me, and I don’t think it was clear to our prospective investors, how the cost of hydrogen was going to be reduced.” Now, he’s convinced that Ecolectro’s new chemistry is the answer.
Ecolectro started in a lab at Cornell University, where its cofounder and chief science officer Kristina Hugar was doing her PhD research. Hugar developed a new material, a polymer “anion exchange membrane,” that had potential to significantly lower the cost of electrolyzers. Many of the companies making electrolyzers use designs that require expensive and supply-constrained metals like iridium and titanium. Hugar’s membrane makes it possible to use low-cost nickel and steel instead.
The company’s “stack,” the sandwich of an anode, membrane, and cathode that makes up the core of the electrolyzer, costs at least 50% less than the “proton exchange membrane” versions on the market today, according to Gordon. In lab tests, it has achieved more than 70% efficiency, meaning that more than 70% of the electrical energy going into the system is converted into usable chemical energy stored in hydrogen. The industry average is around 61%, according to the Department of Energy.
In addition to using cheaper materials, the company is focused on building electrolyzers that customers can install on-site to eliminate the cost of transporting the fuel. Its first customer was Liberty New York Gas, a natural gas company in Massena, New York, which installed a small, 10-kilowatt electrolyzer in a shipping container directly outside its office as part of a pilot project. Like many natural gas companies, Liberty is testing blending small amounts of hydrogen into its system — in this case, directly into the heating systems it uses in the office building — to evaluate it as an option for lowering emissions across its customer base. The equipment draws electricity from the local electric grid, which, in that region, mostly comes from low-cost hydroelectric power plants.
Taking into account the expected manufacturing cost for a commercial-scale electrolyzer, Ecolectro says that a project paying the same low price for water and power as Liberty would be able to produce hydrogen for less than $2.50 per kilogram — even without subsidies. Through its partnership with Re:Build, the company will produce electrolyzers in the 250- to 500-kilowatt range, as well as in the 1- to 5-megawatt range. It will be announcing a larger 250-kilowatt pilot project later this year, Gordon said.
All of this sounded promising, but what I really wanted to know is who Ecolectro thought its customers were going to be. Demand for clean hydrogen, or the lack thereof, is perhaps the biggest challenge the industry faces to scaling, after cost. Of the roughly 13 million to 15 million tons of clean hydrogen production announced to come online between now and 2030, companies only have offtake agreements for about 2.5 million tons, according to Kaur of BNEF. Most of those agreements are also non-binding, meaning they may not even happen.
Gordon tied companies’ struggle with offtake to their business models of building big, expensive, facilities in remote areas, meaning the hydrogen has to be transported long distances to customers. He said that when he was with Universal Hydrogen, he tried negotiating offtake agreements with some of these big projects, but they were asking customers to commit to 20-year contracts — and to figure out the delivery on their own.
“Right now, where we see the industry is that people want less hydrogen than that,” he said. “So we make it much easier for the customer to adopt by leasing them this unit. They don’t have to pay some enormous capex, and then it’s on site and it’s producing a fair amount of hydrogen for them to engage in pilot studies of blending, or refining, or whatever they’re going to use it for.”
He expects most of the demand to come from industrial customers that already use hydrogen, like fertilizer companies and refineries, that want to switch to a cleaner version of the fuel, or hydrogen-curious companies that want to experiment with blending it into their natural gas burners to reduce their emissions. Demand will also be geographically-limited to places like New York, Washington State, and Texas, that have low-cost electricity available, he said. “I think the opportunity is big, and it’s here, but only if you’re using a product like ours.”
On coal mines, Energy Star, and the EV tax credit
Current conditions: Storms continue to roll through North Texas today, where a home caught fire from a lightning strike earlier this week • Warm, dry days ahead may hinder hotshot crews’ attempts to contain the 1,500-acre Sawlog fire, burning about 40 miles west of Butte, Montana• Severe thunderstorms could move through Rome today on the first day of the papal conclave.
The International Energy Agency published its annual Global Methane Tracker report on Wednesday morning, finding that over 120 million tons of the potent greenhouse gas were emitted by oil, gas, and coal in 2024, close to the record high in 2019. In particular, the research found that coal mines were the second-largest energy sector methane emitter after oil, at 40 million tons — about equivalent to India’s annual carbon dioxide emissions. Abandoned coal mines alone emitted nearly 5 million tons of methane, more than abandoned oil and gas wells at 3 million tons.
“Coal, one of the biggest methane culprits, is still being ignored,” Sabina Assan, the methane analyst at the energy think tank Ember, said in a statement. “There are cost-effective technologies available today, so this is a low-hanging fruit of tackling methane.” Per the IEA report, about 70% of all annual methane emissions from the energy sector “could be avoided with existing technologies,” and “a significant share of abatement measures could pay for themselves within a year.” Around 35 million tons of total methane emissions from fossil fuels “could be avoided at no net cost, based on average energy prices in 2024,” the report goes on. Read the full findings here.
Opportunities to reduce methane emissions in the energy sector, 2024
IEA
The Environmental Protection Agency told staff this week that the division that oversees the Energy Star efficiency certification program for home appliances will be eliminated as part of the Trump administration’s ongoing cuts and reorganization, The Washington Post reports. The Energy Star program, which was created under President George H.W. Bush, has, in the past three decades, helped Americans save more than $500 billion in energy costs by directing them to more efficient appliances, as well as prevented an estimated 4 billion metric tons of greenhouse gas from entering the atmosphere since 1992, according to the government’s numbers. Almost 90% of Americans recognize its blue logo on sight, per The New York Times.
President Trump, however, has taken a personal interest in what he believes are poorly performing shower heads, dishwashers, and other appliances (although, as we’ve fact-checked here at Heatmap, many of his opinions on the issue are outdated or misplaced). In a letter on Tuesday, a large coalition of industry groups including the Air-Conditioning, Heating, and Refrigeration Institute, the Association of Home Appliance Manufacturers, and the U.S. Chamber of Commerce wrote to EPA Administrator Lee Zeldin in defense of Energy Star, arguing it is “an example of an effective non-regulatory program and partnership between the government and the private sector. Eliminating it will not serve the American people.”
House Speaker Mike Johnson suggested that the electric vehicle tax credit may be on its last legs, according to an interview he gave Bloomberg on Tuesday. “I think there is a better chance we kill it than save it,” Johnson said. “But we’ll see how it comes out.” He estimated that House Republicans would reveal their plan for the tax credits later this week. Still, as Bloomberg notes, a potential hangup may be that “many EV factories have been built or are under construction in GOP districts.”
As we’ve covered at Heatmap, President Trump flirted with ending the $7,500 tax credit for EVs throughout his campaign, a move that would mark “a significant setback to the American auto industry’s attempts to make the transition to electric vehicles,” my colleague Robinson Meyer writes. That holds true for all EV makers, including Tesla, the world’s most valuable auto company. However, its CEO, Elon Musk — who holds an influential position within the government — has said he supports the end of the tax credit “because Tesla has more experience building EVs than any other company, [and] it would suffer least from the subsidy’s disappearance.”
Constellation Energy Corp. held its quarterly earnings call on Tuesday, announcing that its operating revenue rose more than 10% in the first three months of the year compared to 2024, beating expectations. Shares climbed 12% after the call, with Chief Executive Officer Joe Dominguez confirming that Constellation’s pending purchase of natural gas and geothermal energy firm Calpine is on track to be completed by the end of the year, and that the nuclear power utility is “working hard to meet the power needs of customers nationwide, including powering the new AI products that Americans increasingly are using in their daily lives and that businesses and government are using to provide better products and services.”
But as my colleague Matthew Zeitlin reported, Dominguez also threw some “lukewarm water on the most aggressive load growth projections,” telling investors that “it’s not hard to conclude that the headlines are inflated.” As Matthew points out, Dominguez also has some reason to downplay expectations, including that “there needs to be massive investment in new power plants,” which could affect the value of Constellation’s existing generation fleet.
The Rockefeller Foundation aims to phase out 60 coal-fired power plants by 2030 by using revenue from carbon credits to cover the costs of closures, the Financial Times reports. The team working on the initiative has identified 1,000 plants in developing countries that would be eligible for the program under its methodology.
Rob and Jesse go deep on the electricity machine.
Last week, more than 50 million people across mainland Spain and Portugal suffered a blackout that lasted more than 10 hours and shuttered stores, halted trains, and dealt more than $1 billion in economic damage. At least eight deaths have been attributed to the power outage.
Almost immediately, some commentators blamed the blackout on the large share of renewables on the Iberian peninsula’s power grid. Are they right? How does the number of big, heavy, spinning objects on the grid affect grid operators’ ability to keep the lights on?
On this week’s episode of Shift Key, Jesse and Rob dive into what may have caused the Iberian blackout — as well as how grid operators manage supply and demand, voltage and frequency, and renewables and thermal resources, and operate the continent-spanning machine that is the power grid. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: So a number of people started saying, oh, this was actually caused because there wasn’t enough inertia on the grid — that Spain kind of flew too close to the sun, let’s say, and had too many instantaneous resources that are metered by inverters and not by these large mechanical generators attached to its grid. Some issue happened and it wasn’t able to maintain the frequency of its grid as needed. How likely do you think that is?
Jesse Jenkins: So I don’t think it’s plausible as the precipitating event, the initial thing that started to drive the grid towards collapse. I would say it did contribute once the Iberian grid disconnected from France.
So let me break that down: When Spain and Portugal are connected to the rest of the continental European grid, there’s an enormous amount of inertia in that system because it doesn’t actually matter what’s going on just in Spain. They’re connected to this continen- scale grid, and so as the frequency drops there, it drops a little bit in France, and it drops a little bit in Latvia and all the generators across Europe are contributing to that balance. So there was a surplus of inertia across Europe at the time.
Once the system in Iberia disconnected from France, though, now it’s operating on its own as an actual island, and there it has very little inertia because the system operator only scheduled a couple thousand megawatts of conventional thermal units of gas power plants and nuclear. And so it had a very high penetration on the peninsula of non-inertia-based resources like solar and wind. And so whatever is happening up to that point, once the grid disconnected, it certainly lacked enough inertia to recover at that point from the kind of cascading events. But it doesn’t seem like a lack of inertia contributed to the initial precipitating event.
Something — we don’t know what yet — caused two generators to simultaneously disconnect. And we know that we’ve observed oscillation in the frequency, meaning something happened to disturb the frequency in Spain before all this happened. And we don’t know exactly what that disturbance was.
There could have been a lot of different things. It could have been a sudden surge of wind or solar generation. That’s possible. It could have been something going wrong with the control system that manages the automatic response to changes in frequency — they were measuring the wrong thing, and they started to speed up or slow down, or something went wrong. That happened in the past, in the case of a generator in Florida that turned on and tried to synchronize with the grid and got its controls wrong, and that causes caused oscillations of the frequency that propagated all through the Eastern Interconnection — as far away as North Dakota, which is like 2,000 miles away, you know? So these things happen. Sometimes thermal generators screw up.
Music for Shift Key is by Adam Kromelow.