The Fight

Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Q&A

Eric Dresselhuys, CEO of ESS, Makes the Case for Iron-Flow Batteries

An interview about the politics of energy storage — and whether different technologies can help

Eric Dresselhuys
Heatmap Illustration

While in Anaheim for RE+ last week, I met with Eric Dresselhuys, CEO of long duration iron-flow battery storage manufacturer ESS Inc. We chatted about battery fires, community buy-in, and the future of China policy. I came in expecting optimism and left feeling we need a lot more conversations like this one.

The following is an abridged version of our conversation that has been edited for clarity.

How does your product address the opinion that battery storage has a buy-in problem?

It’s not so much an opinion as just reporting the obvious, which is that lithium-ion batteries on the grid have a buy-in problem. Maybe if you’re in rural western Australia nobody cares because there are no human beings around, but if you look at the need for energy storage to facilitate the energy transition, it’s pretty clear we have to put batteries all over the place and specifically close to where human beings live. And that’s a problem.

Can iron-flow help solve that problem? I think unequivocally we can. It’s a very different architecture. It’s a battery that’s really designed from the beginning to operate as a grid backup battery. If you go back to look at lithium, it was never designed to go onto the grid. It was designed to go into camcorders, phones. This is not the technology I think anybody would’ve picked for the grid if they had started from scratch.

Are you seeing any change in demand for your product from protests over lithium battery projects?

I think it’s the old gag of all politics are local. The politics of siting is a local problem. What’s simultaneously true is adoption of storage on the grid is growing at a phenomenally high rate. And yet there are stories [about opposition] all over the place. There was just one up in Marin County, California, where the community said it’s in an area adjacent to wetlands. And they said you know what? We’re just not going to put a–

But are these communities opposed to lithium storage actually choosing iron-flow over these projects, or are they just saying no to any development?

Right now, they’re just saying no. The communities are not going to solve the problem. They’re going to tell you what is unacceptable and it’s going to be somebody else’s job to solve the problem.

I’ll use Schiphol Airport in Amsterdam [as an example]. They said, we have thousands of gallons of jet fuel laying around. And people. And airplanes. We can’t put a lithium battery out here. So they’re using an iron-flow and sought out a non-lithium battery to solve their energy storage problems because it was safer.

China policy looms large over the future of U.S. battery supplies. What do you think the final endgame will be of our approach to China’s dominance in this business segment?

It’s a great question that I don’t think I know the answer to. I think the next step is to try and get the playing field somewhat level. The amount of subsidy that goes into renewables in general and batteries in particular in China is daunting. People talk about the IRA and all these things as if it’s a lot of money, but it’s a pittance compared to what China is putting in.

Getting the playing field a little more level in the short term through a combination of incentives here and tariffs coming on will be a next step. Until we get carbon accounting — cradle-to-grave carbon accounting — it’ll be hard to get things totally level because in the U.S. we enforce environmental laws and we don’t employ prison labor to build [these] things. Until we get that full ESG accounting, I think there’s going to be some limitation.

Okay one fun question – what was the last song you listened to? Keeping ‘em honest here at Heatmap News.

“Impossible Germany” by Wilco.

This article is exclusively
for Heatmap Plus subscribers.

Go deeper inside the politics, projects, and personalities
shaping the energy transition.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Spotlight

The Summit Carbon Pipeline Is Having a Great Trump Transition

And what renewables can learn from it.

The Summit Carbon Pipeline Is Having a Great Trump Transition

A sprawling multi-state carbon pipeline appears easier to permit and build than wind and solar farms in red states, despite comments the president-elect or his team may have said on the campaign trail. And the answer has to do with more than just the potential benefits for oil and gas.

The Summit Carbon Solutions CO2 pipeline network would criss-cross five states – Iowa, Minnesota, Nebraska, and the Dakotas – connecting dozens of ethanol “biorefinery” plants to carbon sequestration sites for storing CO2 captured while producing the agri-fuel. On paper Summit has its work cut out for it in ways not dissimilar to the troubles facing solar and wind. Land use issues, ecological concerns, the whole lot. And its work has become controversial amongst a myriad of opposition groups I often write about like rural farmers and, of course, conspiratorial NIMBYs – chief among them Vivek Ramaswamy and Robert F. Kennedy Jr., two members of the incoming Trump administration.

Keep reading...Show less
Hotspots

Southcoast Wind’s Last Dash

And more of this week’s top fights around renewable energy.

Map of renewable energy fights.
Heatmap Illustration

1. Nantucket County, Massachusetts – The Biden administration is rushing to finish permitting Ocean Winds’ Southcoast Wind project, a joint venture between EDP Renewables and Engie, before Donald Trump returns to the White House. Questions remain as to whether it can be done.

  • Since Election Day, Southcoast Wind has received full environmental review and received a draft EPA air permit last week. We’re still waiting on a record of decision though and until then, all bets are off.
  • Complicating matters is the town of Nantucket, Massachusetts, which is now fighting the Bureau of Ocean Energy Management to get more money and benefits in the event the project is fully permitted. They’re worried about blade failures.
  • Legal counsel for the town wrote BOEM on Oct. 30 objecting to the agency’s plans for mitigating potential impacts to the town’s historic properties, arguing the Vineyard Wind blade collapse must be fully investigated before any final approvals are granted.
  • Given how Southcoast Wind is close to the finish line at the federal level, I’m watching to see if this dispute with Nantucket becomes a basis for a permitting reversal in the event it can’t make its way through the process before Trump comes into office.

2. Pittsburgh County, Oklahoma – Momentum is building for an anti-wind moratorium in this Oklahoma county home to multiple proposed wind projects.

Keep reading...Show less
Policy Watch

Trump’s Energy Direction: 5 Early Takeaways

And more on this week’s top policy and energy news.

Trump and wind.
Heatmap Illustration/Getty Images.

Trump’s energy direction – We’re far enough into the Trump 2.0 transition that I can offer a few specific insights having covered him the first go-around.

  1. Trump’s pick for Interior Secretary Doug Burgum indicates any form of energy or resource extraction prevalent in his state of North Dakota could be safe from the wrath of political meddling in permitting. That includes onshore wind and battery metals.
  2. Trump’s selection for Energy Secretary – gas CEO Chris Wright – indicates even more reason for optimism about mining given the heavy overlap between companies in historic fracking development and U.S. lithium industry growth.
  3. Trump’s EPA pick Lee Zeldin previously backed legislation to ease permitting for renewable energy, though I anticipate from his lack of agency leadership experience that he’ll be more deferential to political directions than a former governor or CEO.
  4. Cantor Fitzgerald CEO Howard Lutnick was chosen for the Commerce Department, which will dictate tariff proposals. Although Cantor Fitzgerald itself supports the “megatrend” that is the energy transition, I expect China hawkishness to prevail above fear of short-term impact on American renewables projects.
  5. Even with all this, you should expect the deputy picks to matter for solar and wind. Trump 1.0 began with figurehead agency leaders (Ryan Zinke at Interior, Scott Pruitt at EPA) and an empowered assistant administrator, who was usually a former lobbyist or ideologue. I’m anticipating the same here.

New hydrogen hub backing – The Energy Department has announced more than $2.2 billion in cost-sharing agreements with two more hydrogen hubs in the Midwest and Gulf Coast.

Keep reading...Show less