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Plants are marching north. Native gardening will never be the same.

Thirteen miles isn’t very far: roughly the length of Manhattan or the distance you run in a half marathon. On a freeway, it takes less than 15 minutes to drive.
Multiply 13 by 10, though, and it becomes 130 miles — more than the width of the state of Connecticut. Move the U.S. border 130 miles north, and Whistler Blackcomb becomes an American ski resort; move it south, and Tijuana is the new Los Angeles. If you started walking, it would take you 35 straight hours to cover the distance; if you called an Uber, you’d be looking at a $450 ride.
The temperature regions that determine the local viability of different plants, called plant hardiness zones, are believed to be slipping north at a rate of about 13.3 miles per decade — not a number that sounds especially alarming, but one that will, over a century, add up to dramatically reshape the regional flora of the United States. In addition to being yet another depressing climate statistic, though, that number is also generating a lot of headaches in the surprisingly combustible world of native gardening.
It’s been 16 years (or approximately 21 northward miles) since Douglas Tallamy’s warning in his book Bringing Nature Home that “unless we restore native plants to our suburban ecosystems, the future of biodiversity in the United States is dim.” Though we may still be far from achieving his long-term goal of a “homegrown national park,” in which Americans convert half their yard space to native gardens, Tallamy’s teachings remain hugely influential in gardening and conservation circles (42 states have their own specialized native plant societies promoting these goals).
Tallamy insists that “all plants are not created equal, particularly in their ability to support wildlife.” If we’re to sustain the remaining biodiversity in the U.S., it is essential to feed insects — and in turn, the birds that eat those insects — the foods they’ve evolved to eat. If a plant isn’t native to these ecosystems, then it isn’t worth planting or sustaining. Often, says Tallamy, doing so is actively detrimental to biodiversity goals.
But what even is a native plant in this obviously shifting world? Already, New York City is considered subtropical, capable even of supporting certain hardy palms; by 2040, Seattle could be in the same hardiness zone that central Florida, New Orleans, and parts of Texas are in today. Researchers have seen plants native to the South slowly pushing their ranges north.
Native plants are frequently the species under the most stress from the new weather patterns in their historic ranges. The state tree of Washington, the Western hemlock, for example, is especially susceptible to drought and is struggling to survive in a drier Pacific Northwest. “We’ve found a lot of mortality of trees that should be in the prime in their life,” explained Raymond Larson, an associate director and curator at the University of Washington Botanic Gardens and a contributor to Great Plant Picks, a viability resource for Pacific Northwest gardeners.
As a result, many horticulturalists with an eye on the next century are actively exploring — and recommending — plants that are explicitly not native. Axios Seattle recently published a list of trees that Pete Smith, a program director at the Arbor Day Foundation, believes will be able to tolerate the next 50 to 100 years in the region, and it notably included the Japanese pagoda tree; the pawpaw, a native of the East Coast; and the ginkgo, which is “incredibly tough, very long-lived, and great at tolerating urban stresses” — but an exotic from China that is particularly reviled by Tallamy.
“What honestly most gardeners — many gardeners, anyway — have kind of lost track of is what the word ‘native’ means,” Smith explained to me when I followed up to ask about the globe-spanning range of his recommendations. “It is presumptuous, even, to talk about native plants as if 1492 was some magic date that talks about what is and was native to this continent.”
“Native” doesn’t have a hard and fast definition. In Bringing Nature Home, Tallamy writes that a true native is a plant that interacts “with the community that historically helped shape it,” but he also warns against using too small a timescale when making these determinations: “[A] history measured in centuries is the tiniest drop in the proverbial bucket of evolutionary time.” Native plant purists, Smith added, will argue that “the only quality tree is a tree that was grown from a seed from right underneath the tree that bore that seed. Isn’t that a wonderful ideal? [But] it’s not practical.”
Some native plant proponents have allowed for species that are retreating north (or up) on their own volition since these changes happen slowly and food-chain communities can relocate with them. A number of Southern species in the United States got there in the first place by being pushed down during the last ice age, and have been reclaiming prehistoric ranges as the cold has receded over the last 10,000 years. But ancient forests don’t appear to have migrated as complete ecosystems during these upheavals; it was a race of every-species-for-itself. “There’s a lot more interchangeability among members of an ecosystem than people had thought,” David Jablonski, a paleontologist, told the Smithsonian.
There is also the problem that the climactic zones are moving faster than trees can follow. “The average forest migrates at a rate of roughly 1,640 feet each year,” Wired has written — that is, about three miles in a decade. In order “to outrun climate change,” trees would need to book it north at a rate of “approximately 9,800 to 16,000 feet” a year, or about 10 times as fast. Plenty of foresters aren’t waiting around for that to happen and are seriously exploring the controversial idea of human-assisted migration.
Larson, at the UW Botanic Gardens, meanwhile, said their horticulturalists are looking off-continent for inspiration for the hard years ahead. “We’re experimenting more with plants in Mediterranean climates,” he said, and “also the southern hemisphere: Australia, Chile, New Zealand." Places that have "somewhat similar climates," to the Pacific Northwest, “but tend to get a little bit hotter." And while some of these experiments haven’t panned out as hoped in the past, “we’re going to try them again, because 5 or 10 degrees can make all the difference.”
The conventional wisdom, that introducing or nurturing exotics results in a decline in biodiversity, is also being challenged — often heatedly so. It can seem at times that for every study that expounds on the evils wrought by alien plants, another concludes the exact opposite. The ongoing debate has produced fiery polemics, such as one signed by 19 ecologists and published in Nature in 2011, which announced “it is time … to ditch this preoccupation with the native-alien dichotomy and embrace more dynamic and pragmatic approaches … better suited to our fast-changing planet.” The scientists also swatted down the frequent synonymizing of “nativeness” with “good,” pointing out that “the insect currently suspected to be killing more trees than any other in North America is the native mountain pine beetle.”
(These sorts of back-and-forths are presumably what led former Arnold Arboretum horticulturist Peter Del Tredici, one of the Nature letter’s signatories, to observe, “the use of exotic versus native species … seems to bring out the worst in people, not unlike the debates over gun control and abortion.” Whoever said gardening was boring?)
Arthur Shapiro, a distinguished professor of evolution and ecology at the University of California at Davis, is also among those who have challenged the uncompromising emphasis on the superiority of native plants. “There are many nonnative plants grown in gardens that are immensely useful to butterflies and other pollinators,” Shapiro told me. “And there are many native plants that are completely useless. They might as well be made with rubber or wood.” If you were to uproot every exotic plant in urban California, for instance, you’d “essentially do away with the butterfly fauna.”
That’s partially due to a principle known as ecological fitting, which is “what happens when species with totally disparate histories, that evolved in different parts of the world, come into contact — perhaps as a result of commerce, perhaps as a result of gardening — and they fit together,” said Shapiro. “It’s a marriage made in heaven.” Additionally, oft-vilified “novel ecosystems”, sometimes disparagingly dismissed as “trash ecosystems," arise when exotic species are naturalized due to human influence and/or certain native species recede. Increasingly, though, scientists like Shapiro are viewing these emerging anthropocenic systems as environmental success stories. An unmanaged invasive pine plantation in Puerto Rico, for example, was found to have far more biodiversity than a nearby native-only forest of the same age, Nature recounts; the observation, made in 1979, ran so counter to the established beliefs about the sanctity of native plants that “it took almost a decade" for the resulting paper to pass peer review.
The native/non-native dichotomy is undoubtedly clumsy, so much so that one idea has been to dispense with the unhelpful language altogether. “Neonative,” a term proposed by University of Vienna conservation biologist Franz Essl, for example, could be adapted to describe species that have moved beyond their native ranges and established new foothold populations “due to human-induced changes of the biophysical environment, but not as a result of direct movement by human agency.”
Another idea is to take a step back, put our preconceived notions in check, and learn from what we’re seeing. “As climate changes, communities are going to change, mixtures are going to change,” Shapiro said. “Trying to stop it — except for managing things of economic or medical importance, pests, or disease vectors — is equivalent to trying to plow the sea. It’s futile. So we should actually be paying close attention to what’s happening, because we can learn a lot from it, about how communities self-assemble.”
This isn’t your permission to go plant a bunch of English ivy and scotch broom, though. Two things can potentially both be true: certain native plants have essential ecological functions and some non-native plants can play an important role in shaping future ecosystems. In fact, they’re going to have to, if the climate keeps warming and the hardiness zones continue their upward march.
“We would always tell someone: choose native first,” Smith, of the Arbor Day Foundation, concurred. But at the same time, “Let’s not let the perfect be the enemy of the good.”
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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.”