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Ultraprocessed clothing is bad for the environment and bad for you.

News broke in early November that the U.S. federal dietary guidelines might soon warn Americans against eating “ultraprocessed food.”
It’s far from a done deal — an advisory committee is merely examining the issue, with no action expected before 2025. But it’s still somewhat of a duh moment for the millions of people who, over the past two decades, have turned away from food that comes in instant packets, boxes, and cans, and toward things that come from the produce aisle or the farmers market. Recent research makes a strong case that — more than individual villains like sugar, corn syrup, trans fats, and salt — it’s the way all these ingredients and more are pounded, mixed, extruded, and stuffed into shelf-stable forms that lead to health problems and weight gain.
Michael Pollan — the author who brought you the mantra “Eat real food, not too much, mostly plants” — is arguably one of the biggest catalysts for the real food movement. In a lesson from his Masterclass on intentional eating, he warns against foods with “very long ingredient lists,” saying that “the simplest way to think about an ultraprocessed food is you can’t imagine making it at home.”
You’ve heard of fast food and its linguistic child: the environmental scourge that is fast fashion. I would like to add a new term to the health and environmental zeitgeist:
Ultraprocessed fashion.
In the early 2010s, I saw my own health and happiness vastly improve after overhauling my diet to eat whole, farm-fresh foods. But I wanted to take it further. I figured that if it matters to the environment and our health where we buy our food from, it might matter where we get other things, like beauty products, home goods, and fashion.
Still, for a long, the argument for U.S. shoppers in favor of buying more sustainable fashion — the kind of classic, durable pieces skillfully made of natural fibers by artisans and American factories — was largely an altruistic one. Sustainable fashion purchases were meant to benefit a cotton farmer in India you would never meet, to protect a river in Kenya you would never see, or support a community of craftspeople in Thailand you would never have the privilege of knowing.
Even more nebulous, arguments that purchasing this instead of that would prevent the release of (super rough estimate) a few pounds of invisible climate-polluting gas into the atmosphere have not proven to be a very strong motivator for shoppers. In survey after survey, consumers swear up and down that they care deeply about sustainability … as long as it doesn’t inconvenience them, cost more money, or look too crunchy.
That’s an impossible standard. Sustainable fashion, whether it takes the form of a 100% wool sweater from California, a hand-block-printed cotton sundress, or a naturally dyed button-down, is always going to be more expensive than its synthetic counterpart made in a sweatshop somewhere where the workers are cheap and the laws are loose. Neither does slow fashion keep up with TikTok trends, by definition.
I initially had a hard time connecting sustainable fashion to Western shoppers’ well-being beyond the argument that an overstuffed, chaotic closet full of fast fashion can’t be good for your mental health or time management. After all, we’re not eating our clothing, right?
That all changed in 2019, when I first heard that Delta Air Lines attendants were suing Lands’ End, the maker of their uniforms, saying the new clothes were making them sick.
If you could call any clothing ultraprocessed, it would be these uniforms. While old airline outfits were made of traditional wool suiting and cotton button-downs in staid colors, the uniforms introduced in the past decade or so at Alaska Airlines, American Airlines, Delta, and Southwest all were made of synthetic blends. They came in super-saturated colors and were coated in layers of performance chemicals: flame retardants, Teflon for stain resistance, and formaldehyde-based wrinkle-free finishes. They were made fast and cheap by suppliers in countries with lax environmental standards.
As I reported in my book To Dye For: How Toxic Fashion Is Making Us Sick – and How We Can Fight Back, at every single one of those four major airlines, up to a quarter of the attendants reported having health reactions, including rashes and skin burns, breathing problems, hair loss, blurry vision, brain fog, and extreme fatigue. Some attendants had to be taken off their planes and brought to the ER. Though the lawsuit by Delta flight attendants didn’t move forward, in November of this year a jury awarded over $1 million to four American Airlines flight attendants who said their Twin Hill uniforms made them sick.
The next question that arises is: Is this happening to regular folks, too? And the answer is yes, but in more subtle and insidious ways. For example, the kinds of dyes used on synthetic materials like polyester (disperse dyes) are well-known to dermatologists to be common skin sensitizers. But many people may not know it’s clothing exacerbating their toddler’s eczema or setting off their own skin problems.
But the issue is more serious than just rashes, though rashes are often the first sign that something is wrong. Researchers and advocacy groups have tested fashion from well-known brands and counterfeits alike and found heavy metals like lead, chromium, and cadmium; endocrine disruptors like Bisphenol A (BPA), phthalates, and per-and poly-fluoroalkyl substances (PFAS); biocides, pesticides, and fungicides; and known carcinogens like benzene, certain azo dyes, and formaldehyde. (This is an abbreviated list, by the way.)
We’ve known for a long time these chemicals end up in our water and environment. PFAS, a toxic class of chemicals used for imbuing synthetics with water resistance, has been found all over Mount Everest’s summit, for example. But what we’re increasingly seeing is that our fashion, like our diets, affects our physical health.
Take microfibers, which in Heatmap’s recent survey were deemed to be a problem by 61% of respondents, and an “extremely serious” problem by 25% of respondents. When microfibers come off our clothes in the wash or break off our clothes and become part of our house dust, they bring with them everything that is in and on clothing. Given that we’re ingesting microfibers every day, we are eating our clothes. We’re also breathing in their VOCs, and our sweat is pulling those chemicals out of fibers onto our skin, where they can be absorbed into our bloodstream.
One of the main reasons fashion has turned from a field-to-closet endeavor to a chemistry experiment is the same as for food: It’s more profitable to sell highly processed, branded products made exclusively from petrochemicals and with a lot of marketing promises than it is to sell traditional pieces made from natural materials.
This happens at both ends of the fashion spectrum. At the low end, as Shein has shown, you can grow your company at an unprecedented speed by sourcing huge volumes of $5 polyester minidresses from garment factories with dubious working conditions, according to numerous reports.
At the other end, a company can add proprietary, brand-name chemistry like Gore-Tex to outdoor gear and sell it at a huge markup. Just observe a bit currently going around on TikTok where a spouse or partner requests you wear your most expensive clothing to an event or to meet the parents, so you show up in hiking gear.
Sure, if you’re a professional fisherman plowing through rough seas for your catch, a first responder, or a scientist living in the Arctic, you may well need high-performance gear. But for the rest of us, it’s just aspirational marketing, kind of like drinking Gatorade while you’re on the couch watching football.
Like the food industry before it, the fashion industry’s focus when it comes to safe and non-toxic fashion has been on individual chemicals or classes of chemicals instead of the holistic picture. The (completely voluntary) standards used by some fashion brands and certifications will test a textile for a tiny percentage of the tens of thousands of possible chemical substances in circulation, and if each is under the (often arbitrary) limit, the fashion piece will be declared safe.
This approach, however, doesn’t take into account how chemicals can mix to have synergistic effects on the same organs or cause the same health effects.
For example, it’s completely within the realm of possibility for one clothing item or outfit to have BPA, phthalates, and PFAS, each of which by itself wreaks havoc on our hormonal system, even in tiny, tiny amounts. Some of these chemicals are used to process fibers. Some chemicals such as finishes, dyes, and glues are used deliberately and are meant to stay in and on the fashion. Some chemicals are accidental contaminants, as fabrics and components flow through an opaque, unregulated, and just plain sloppy supply chain.
That then can affect everything from our reproductive system and energy levels to our skin appearance and weight. And all this while you’re trying to take care of your health by taking a hike or hitting the gym. It kind of reminds me of when cereal brands will brag about the vitamins they’ve added to their sugary, processed cereal.
What’s more, unlike food, cleaning products, and beauty products, clothing doesn’t come with a complete ingredient list. Anything under 5% of the weight of the product doesn’t have to be included. So what kind of finishes, dyes, threads, or contaminants are present in any piece of fashion is somewhat of a mystery.
When people ask me what they should buy or what they should clean out of their closets, I usually give them a list of things to look for and things to avoid — yes to natural fibers like cotton, wool, linen, bamboo rayon, and silk; no to toxic “vegan” leather polyvinyl chloride (PVC) and other synthetics, which are more likely to contain hazardous or sensitizing chemicals; avoid neon bright colors and buy naturally dyed or undyed products when you can; don’t dry clean your clothes.
But a simpler way to think about it would be to avoid clothing and accessories that your grandparents would look askance at, just like Pollan has encouraged us to do at the grocery store. Wait, what is Pertex® 20D Diamond Fuse Ripstop nylon? Or a polyester Lycra® elastane blend with anti-odor technology? What does it mean when something has Durable Water Repellant? What is actually in Memory Foam™ or the smelly glue that bonds it to the bottom of a sneaker? Do you really believe that a piece of clothing that smells like gasoline out of the box is okay for your health — or for anyone’s health? Which sounds better to you: chromium-tanned leather or vegetable-tanned leather?
Sure, it may take a bit more time, skill, and investment than buying synthetic clothing that you drop off at the dry cleaner. But then again, so does making a nutritious meal from ingredients you get at the farmer’s market. And, I would argue, both are a core part of cultivating a healthier, more vibrant, community-oriented, and nurturing life.
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With policy chaos and disappearing subsidies in the U.S., suddenly the continent is looking like a great place to build.
Europe has long outpaced the U.S. in setting ambitious climate targets. Since the late 2000s, EU member states have enacted both a continent-wide carbon pricing scheme as well as legally binding renewable energy goals — measures that have grown increasingly ambitious over time and now extend across most sectors of the economy.
So of course domestic climate tech companies facing funding and regulatory struggles are now looking to the EU to deploy some of their first projects. “This is about money,” Po Bronson, a managing director at the deep tech venture firm SOSV told me. “This is about lifelines. It’s about where you can build.” Last year, Bronson launched a new Ireland-based fund to support advanced biomanufacturing and decarbonization startups open to co-locating in the country as they scale into the European market. Thus far, the fund has invested in companies working to make emissions-free fertilizers, sustainable aviation fuel, and biofuel for heavy industry.
It’s still rare to launch a fund abroad, and yet a growing number of U.S. companies and investors are turning to Europe to pilot new technology and validate their concepts before scaling up in more capital-constrained domestic markets
Europe’s emissions trading scheme — and the comparably stable policy environment that makes investors confident it will last — gives emergent climate tech a greater chance at being cost competitive with fossil fuels. For Bronson, this made building a climate tech portfolio somewhere in Europe somewhat of a no-brainer. “In Europe, the regulations were essentially 10 years ahead of where we wanted the Americas and the Asias to be,” Bronson told me. “There were stricter regulations with faster deadlines. And they meant it.”
Of the choice to locate in Ireland, SOSV is in many ways following a model piloted by tech giants Google, Microsoft, Apple, and Meta, all of which established an early presence in the country as a gateway to the broader European market. Given Ireland’s English-speaking population, low corporate tax rate, business-friendly regulations, and easy direct flights to the continent, it’s a sensible choice — though as Bronson acknowledged, not a move that a company successfully fundraising in the U.S. would make.
It can certainly be tricky to manage projects and teams across oceans, and U.S. founders often struggle to find overseas talent with the level of technical expertise and startup experience they’re accustomed to at home. But for the many startups struggling with the fundraising grind, pivoting to Europe can offer a pathway for survival.
It doesn’t hurt that natural gas — the chief rival for many clean energy technologies — is quite a bit more expensive in Europe, especially since Russia’s invasion of Ukraine in 2022. “A lot of our commercial focus today is in Europe because the policy framework is there in Europe, and the underlying economics of energy are very different there,” Raffi Garabedian, CEO of Electric Hydrogen, told me. The company builds electrolyzers that produce green hydrogen, a clean fuel that can replace natural gas in applications ranging from heavy industry to long-haul transport.
But because gas is so cheap in the U.S., the economics of the once-hyped “hydrogen economy” have gotten challenging as policy incentives have disappeared. With natural gas in Texas hovering around $3 per thousand cubic feet, clean hydrogen just can’t compete. But “you go to Spain, where renewable power prices are comparable to what they are in Texas, and yet natural gas is eight bucks — because it’s LNG and imported by pipeline — it’s a very different context,” Garabedian explained.
Two years ago, the EU adopted REDIII — the third revision of its Renewable Energy Directive — which raises the bloc’s binding renewable share target to 42.5% by 2030 and broadens its scope to cover more sectors, including emissions from industrial processes and buildings. It also sets new rules for hydrogen, stipulating that by 2030, at least 42% of the hydrogen used for industrial processes such as steel or chemical production must be green — that is, produced using renewable electricity — increasing to 60% by 2035.
Member countries are now working to transpose these continent-wide regulations into national law, a process Garabedian expects to be finalized by the end of this year or early next. Then, he told me, companies will aim to scale up their projects to ensure that they’re operational by the 2030 deadline. Considering construction timelines, that “brings you to next year or the year after for when we’re going to see offtakes signed at much larger volumes,” Garabedian explained. Most European green hydrogen projects are aiming to help decarbonize petroleum, petrochemical, and biofuel refining, of all things, by replacing hydrogen produced via natural gas.
But that timeline is certainly not a given. Despite its many incentives, Europe has not been immune to the rash of global hydrogen project cancellations driven by high costs and lower than expected demand. As of now, while there are plenty of clean hydrogen projects in the works, only a very small percent have secured binding offtake agreements, and many experts disagree with Garabedian’s view that such agreements are either practical or imminent. Either way, the next few years will be highly determinative.
The thermal battery company Rondo Energy is also looking to the continent for early deployment opportunities, the startup’s Chief Innovation Officer John O’Donnell told me, though it started off close to home. Just a few weeks ago, Rondo turned on its first major system at an oil field in Central California, where it replaced a natural gas-powered boiler with a battery that charges from an off-grid solar array and discharges heat directly to the facility.
Much of the company’s current project pipeline, however, is in Europe, where it’s planning to install its batteries at a chemical plant in Germany, an industrial park in Denmark, and a brewery in Portugal. One reason these countries are attractive is that their utilities and regulators have made it easier for Rondo’s system to secure electricity at wholesale prices, thus allowing the company to take advantage of off-peak renewable energy rates to charge when energy is cheapest. U.S. regulations don’t readily allow for that.
“Every single project there, we’re delivering energy at a lower cost,” O’Donnell told me. He too cited the high price of natural gas in Europe as a key competitive advantage, pointing to the crippling effect energy prices have had on the German chemical industry in particular. “There’s a slow motion apocalypse because of energy supply that’s underway,” he said.
Europe has certainly proven to be a more welcoming and productive policy environment than the U.S., particularly since May, when the Trump administration cut billions of dollars in grants for industrial decarbonization projects — including two that were supposed to incorporate Rondo’s tech. One $75 million grant was for the beverage company Diageo, which planned to install heat batteries to decarbonize its operations in Illinois and Kentucky. Another $375 million grant was for the chemicals company Eastman, which wanted to use Rondo’s batteries at a plastics recycling plant in Texas.
While nobody knew exactly what programs the Trump administration would target, John Tough, co-founder at the software-focused venture firm Energize Capital, told me he’s long understood what a second Trump presidency would mean for the sector. Even before election night, Tough noticed U.S. climate investors clamming up, and was already working to raise a $430 million fund largely backed by European limited partners. So while 90% of the capital in the firm’s first fund came from the U.S., just 40% of the capital in this latest fund does.
“The European groups — the pension funds, sovereign wealth funds, the governments — the conviction they have is so high in climate solutions that our branding message just landed better there,” Tough told me. He estimates that about a quarter to a third of the firm’s portfolio companies are based in Europe, with many generating a significant portion of their revenue from the European market.
But that doesn’t mean it was easy for Energize to convince European LPs to throw their weight behind this latest fund. Since the American market often sets the tone for the global investment atmosphere, there was understandable concern among potential participants about the performance of all climate-focused companies, Tough explained.
Ultimately however, he convinced them that “the data we’re seeing on the ground is not consistent with the rhetoric that can come from the White House.” The strong performance of Energize’s investments, he said, reveals that utility and industrial customers are very much still looking to build a more decentralized, digitized, and clean grid. “The traction of our portfolio is actually the best it’s ever been, at the exact same time that the [U.S.-based] LPs stopped focusing on the space,” Tough told me.
But Europe can’t be a panacea for all of U.S. climate tech’s woes. As many of the experts I talked to noted, while Europe provides a strong environment for trialing new tech, it often lags when it comes to scale. To be globally competitive, the companies that are turning to Europe during this period of turmoil will eventually need to bring down their costs enough to thrive in markets that lack generous incentives and mandates.
But if Europe — with its infinitely more consistent and definitively more supportive policy landscape — can serve as a test bed for demonstrating both the viability of novel climate solutions and the potential to drive down their costs, then it’s certainly time to go all in. Because for many sectors — from green hydrogen to thermal batteries and sustainable transportation fuels — the U.S. has simply given up.
Current conditions: The Philippines is facing yet another deadly cyclone as Super Typhoon Fung-wong makes landfall just days after Typhoon Kalmaegi • Northern Great Lakes states are preparing for as much as six inches of snow • Heavy rainfall is triggering flash floods in Uganda.
The United Nations’ annual climate conference officially started in Belém, Brazil, just a few hours ago. The 30th Conference of the Parties to the UN Framework Convention on Climate Change comes days after the close of the Leaders Summit, which I reported on last week, and takes place against the backdrop of the United States’ withdrawal from the Paris Agreement and a general pullback of worldwide ambitions for decarbonization. It will be the first COP in years to take place without a significant American presence, although more than 100 U.S. officials — including the governor of Wisconsin and the mayor of Phoenix — are traveling to Brazil for the event. But the Trump administration opted against sending a high-level official delegation.
“Somehow the reduction in enthusiasm of the Global North is showing that the Global South is moving,” Corrêa do Lago told reporters in Belém, according to The Guardian. “It is not just this year, it has been moving for years, but it did not have the exposure that it has now.”

New York regulators approved an underwater gas pipeline, reversing past decisions and teeing up what could be the first big policy fight between Governor Kathy Hochul and New York City Mayor-elect Zohran Mamdani. The state Department of Environmental Conservation issued what New York Focus described as crucial water permits for the Northeast Supply Enhancement project, a line connecting New York’s outer borough gas network to the fracking fields of Pennsylvania. The agency had previously rejected the project three times. The regulators also announced that the even larger Constitution pipeline between New York and New England would not go ahead. “We need to govern in reality,” Hochul said in a statement. “We are facing war against clean energy from Washington Republicans, including our New York delegation, which is why we have adopted an all-of-the-above approach that includes a continued commitment to renewables and nuclear power to ensure grid reliability and affordability.”
Mamdani stayed mostly mum on climate and energy policy during the campaign, as Heatmap’s Robinson Meyer wrote, though he did propose putting solar panels on school roofs and came out against the pipeline. While Mamdani seems unlikely to back the pipeline Hochul and President Donald Trump have championed, during a mayoral debate he expressed support for the governor’s plan to build a new nuclear plant upstate.
Late last week, Pine Gate Renewables became the largest clean energy developer yet to declare bankruptcy since Trump and Congress overhauled federal policy to quickly phase out tax credits for wind and solar projects. In its Chapter 11 filings, the North Carolina-based company blamed provisions in Trump’s One Big Beautiful Bill Act that put strict limits on the use of equipment from “foreign entities of concern,” such as China. “During the [Inflation Reduction Act] days, pretty much anyone was willing to lend capital against anyone building projects,” Pol Lezcano, director of energy and renewables at the real estate services and investment firm CBRE, told the Financial Times. “That results in developer pipelines that may or may not be realistic.”
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The Southwest Power Pool’s board of directors approved an $8.6 billion slate of 50 transmission projects across the grid system’s 14 states. The improvements are set to help the grid meet what it expects to be doubled demand in the next 10 years. The investments are meant to harden the “backbone” of the grid, which the operator said “is at capacity and forecasted load growth will only exacerbate the existing strain,” Utility Dive reported. The grid operator also warned that “simply adding new generation will not resolve the challenges.”
Oil giant Shell and the industrial behemoth Mitsubishi agreed to provide up to $17 million to a startup that plans to build a pilot plant capable of pulling both carbon dioxide and water from the atmosphere. The funding would cover the direct air capture startup Avnos’ Project Cedar. The project could remove 3,000 metric tons of carbon from the atmosphere every year, along with 6,000 tons of clean freshwater. “What you’re seeing in Shell and Mitsubishi investing here is the opportunity to grow with us, to sort of come on this commercialization journey with us, to ultimately get to a place where we’re offering highly cost competitive CO2 removal credits in the market,” Will Kain, CEO of Avnos, told E&E News.
The private capital helps make up for some of the federal funding the Trump administration is expected to cut as part of broad slashes to climate-tech investments. But as Heatmap’s Emily Pontecorvo reported last month from north of the border, Canada is developing into a hot zone of DAC development.
The future of remote sensing will belong to China. At least, that’s what the research suggests. This broad category involves the use of technologies such as lasers, imagery, and hyperspectral imagery, and is key to everything from autonomous driving to climate monitoring. At least 47% of studies in peer-reviewed publications on remote sensing now originate in China, while just 9% come from the United States, according to the New York University paper. That research clout is turning into an economic advantage. China now accounts for the majority of remote sensing patents filed worldwide. “This represents one of the most significant shifts in global technological leadership in recent history,” Debra Laefer, a professor in the NYU Tandon Civil and Urban Engineering program and the lead author, said in a statement.
The company is betting its unique vanadium-free electrolyte will make it cost-competitive with lithium-ion.
In a year marked by the rise and fall of battery companies in the U.S., one Bay Area startup thinks it can break through with a twist on a well-established technology: flow batteries. Unlike lithium-ion cells, flow batteries store liquid electrolytes in external tanks. While the system is bulkier and traditionally costlier than lithium-ion, it also offers significantly longer cycle life, the ability for long-duration energy storage, and a virtually impeccable safety profile.
Now this startup, Quino Energy, says it’s developed an electrolyte chemistry that will allow it to compete with lithium-ion on cost while retaining all the typical benefits of flow batteries. While flow batteries have already achieved relatively widespread adoption in the Chinese market, Quino is looking to India for its initial deployments. Today, the company announced that it’s raised $10 million from the Hyderabad-based sustainable energy company Atri Energy Transitions to demonstrate and scale its tech in the country.
“Obviously some Trump administration policies have weakened the business case for renewables and therefore also storage,” Eugene Beh, Quino’s founder and CEO, told me when I asked what it was like to fundraise in this environment. “But it’s actually outside the U.S., where the appetite still remains very strong.”
The deployment of battery energy storage in India lags far behind the pace of renewables adoption, presenting both a challenge and an opportunity for the sector. “India does have an opportunity to leapfrog into a more flexible, resilient, and sustainable power system,” Shreyas Shende, a senior research associate at Johns Hopkins’ Net Zero Industrial Policy Lab, told me. The government appears eager to make it happen, setting ambitious targets and offering ample incentives for tech-neutral battery storage deployments, as it looks to lean into novel technologies.
“Indian policymakers have been trying to double down on the R&D and innovation landscape because they’re trying to figure out, how do you reduce dependence on these lithium ion batteries?” Shende said. China dominates the global lithium-ion market, and also has a fractious geopolitical relationship with India, So much like the U.S., India is eager to reduce its dependence on Chinese imports. “Anything that helps you move away from that would only be welcome as long as there’s cost compatibility,” he added
Beh told me that India also presents a natural market for Quino’s expansion, in large part because the key raw material for its proprietary electrolyte chemistry — a clothing dye derived from coal tar — is primarily produced in China and India. But with tariffs and other trade barriers, China poses a much more challenging environment to work in or sell from these days, making the Indian market a simpler choice.
Quino’s dye-based electrolyte is designed to be significantly cheaper than the industry standard, which relies on the element vanadium dissolved in an acidic solution. In vanadium flow batteries, the electrolyte alone can account for roughly 70% of the product’s total cost, Beh said. “We’re using exactly the same hardware as what the vanadium flow battery manufacturers are doing,” he told me minus the most expensive part. “Instead, we use our organic electrolyte in place of vanadium, which will be about one quarter of the cost.”
Like many other companies these days, Beh views data centers as a key market for Quino’s tech — not just because that’s where the money’s at, but also due to one of flow batteries’ core advantages: their extremely long cycle lives. While lithium-ion energy storage systems can only complete from 3,000 to 5,000 cycles before losing 20% or more of their capacity, with flow batteries, the number of cycles doesn’t correlate with longevity at all. That’s because their liquid-based chemistry allows them to charge and discharge without physically stressing the electrodes.
That’s a key advantage for AI data centers, which tend to have spiky usage patterns determined by the time of day and events that trigger surges in web traffic. Many baseload power sources can’t ramp quickly enough to meet spikes in demand, and gas peaker plants are expensive. That makes batteries a great option — especially those that can respond to fluctuations by cycling multiple times per day without degrading their performance.
The company hasn’t announced any partnerships with data center operators to date — though hyperscalers are certainly investing in the Indian market. First up will be getting the company’s demonstration plants online in both California and India. Quino already operates a 100-kilowatt-hour pilot facility near Buffalo, New York, and was awarded a $10 million grant from the California Energy Commission and a $5 million grant from the Department of Energy this year to deploy a larger, 5-megawatt-hour battery at a regional health care center in Southern California. Beh expects that to be operational by the end of 2027.
But its plans in India are both more ambitious and nearer-term. In partnership with Atri, the company plans to build a 150- to 200-megawatt-hour electrolyte production facility, which Beh says should come online next year. With less government funding in the mix, there’s simply less bureaucracy to navigate, he explained. Further streamlining the process is the fact that Atri owns the site where the plant will be built. “Obviously if you have a motivated site owner who’s also an investor in you, then things will go a lot faster,” Beh told me.
The goal for this facility is to enable production of a battery that’s cost-competitive with vanadium flow batteries. “That ought to enable us to enter into a virtuous cycle, where we make something cheaper than vanadium, people doing vanadium will switch to us, that drives more demand, and the cost goes down further,” Beh told me. Then, once the company scales to roughly a gigawatt-hour of annual production, he expects it will be able to offer batteries with a capital cost roughly 30% lower than lithium-ion energy storage systems.
If it achieves that target, in theory at least, the Indian market will be ready. A recent analysis estimates that the country will need 61 gigawatts of energy storage capacity by 2030 to support its goal of 500 gigawatts of clean power, rising to 97 gigawatts by 2032. “If battery prices don’t fall, I think the focus will be towards pumped hydro,” Shende told me. That’s where the vast majority of India’s energy storage comes from today. “But in case they do fall, I think battery storage will lead the way.”
The hope is that by the time Quino is producing at scale overseas, demand and investor interest will be strong enough to support a large domestic manufacturing plant as well. “In the U.S., it feels like a lot of investment attention just turned to AI,” Beh told me, explaining that investors are taking a “wait and see” approach to energy infrastructure such as Quino. But he doesn’t see that lasting. “I think this mega-trend of how we generate and use electricity is just not going away.”