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Talking to Google Geo’s vice president of sustainability, Yael Maguire.

While browsing Google Flights for an escape from the winter doldrums, I recently encountered a notification I hadn’t seen before. One particular return flight from Phoenix to New York was highlighted in light green as avoiding “as much CO2 as 1,400 trees absorb a day.”
I’d seen Google Flights’ emissions estimates before, of course — they’ve been around since 2021 — but this was the first time I’d seen it translate a number like “265 kg CO2e” into something I could actually understand. Suddenly, not picking the flight felt like it would have made me, well, kind of bad.
Yael Maguire, the vice president and general manager of the sustainability team at Google Geo — which includes Maps, Earth, and Project Sunroof, the company’s solar calculator — stressed that Google isn’t trying to take people’s agency away with these kinds of light-green guilt trips. “We want to make the sustainable choice the easy choice,” he told me, in reference to a slew of new tools the company has been rolling out, from fuel-efficient routing in Maps (which Google estimates has eliminated the emissions equivalent of 500,000 internal combustion cars from the road since 2021), to suggesting train routes to flight-shoppers, to nudging Europeans to ditch their cars when public transportation could get them to their destinations in a comparable amount of time.
Last week, I spoke to Maguire about the sustainability projects at Google Geo, including the team’s Solar API, which provides solar-planning data for millions of buildings worldwide. Our conversation has been lightly condensed for clarity and brevity.
Do you see your job at Google Geo as passively presenting sustainability information to users, or do you see it as actively nudging people toward making better choices for the planet?
We’re not trying to take agency away from anybody. We want to make sure — whether you’re a consumer choosing an eco-friendly route, or you’re a developer who’s thinking about trying to build more sustainably, or you’re a solar developer who wants to help with that — we want the choices to be in their hands. But we want to make it the easiest choice possible because, while it’s ultimately their decision, it will lead to carbon reductions over time.
That’s the idea behind fuel efficiency suggestions in Google Maps, where a route is prominently displayed with the little leaf, right?
Exactly. We launched a capability in Google Earth last year to help real estate developers do high-level planning and building development to make the sustainable choice the easy choice. As they’re saying, “We’re trying to get this many units with these kinds of amenities, etc., etc.,” we give them the tools to optimize for all the things they want to optimize for. But we can also say, “Hey, if you also care about sustainability, you can use different materials, we can get more sunlight in the area, and you have this much potential for solar.” And that just comes bundled with the tool itself.
We always try to find the co-benefits. I know for me personally, I always try to make the sustainable choice as much as I can. But I know that other people may not be as motivated by that, and having those co-benefits — like, it saves money, or it saves time, or it saves fuel, whatever it might be. We want to try to bring those together as much as possible.
When I was in Tbilisi, Georgia, a few months ago, I was using the ride-share app Bolt, and at the time it had a feature where if you tried to book a car to a location less than a 15-minute walk away, it would suggest you walk instead. I saw in a video from Google’s sustainability summit last fall that you’re rolling out something similar in some locations in Europe — France was one. Do you find these sorts of rollouts in the U.S. are stymied at all by how un-walkable most American cities are?
We are trying to make the most of cities as they are. They’re hard to change. But one of the things I find really encouraging is there’s definitely a long timeframe for this. Mayors and the folks in their departments of transportation recognize that they have to make more options available for people to commute and move around. They’re not necessarily going to be able to change things overnight. But there are major changes that are happening — for example, in the city of London, we were able to announce hundreds of miles of new bike lanes. So a lot of changes are happening over a relatively short amount of time, too.
Sometimes it’s hard to know what is going to be the impact of those decisions, though. And so, again, with these tools, city planners have the opportunity to scenario plan and say, “Okay, we’re thinking of trying to put bike lanes in this corridor in the city, what is going to be the impact on carbon?”
I wanted to ask a similar question in the context of a new feature that suggests train routes to Europeans looking for short-haul flights. How is Google thinking about promoting low-emissions transportation options like trains to Americans, eventually, when our infrastructure often isn’t there yet? Is this a challenge you talk about internally?
It is definitely something that is top of mind. But I do think even in the U.S., there are times when taking a train is actually faster. There are actually a lot of instances where walking, cycling, and public transportation are the most effective ways to get somewhere — and that’s not even considering the cost side of it, which is also something people might want to consider. I’m actually fairly optimistic — when I worked in San Francisco, I took public transportation, and I tried to walk as much as I can in all the cities that I’ve lived in, so I feel like I have lived experience in what the reality [in the U.S.] is. And some of these alternative options can be very effective. There’s more work to do, though, to make sure that we’re doing this globally.
Arguably, Google Maps could have a significant role to play in the success of the larger EV transition in terms of making charging stations and trip planning easy and handy for drivers. I’ve been working on planning my first EV road trip this summer and have been pretty intimidated, to be honest. Can you tell me what is in Google’s pipeline to help make this process easier for drivers?
I can’t talk about things that haven’t been announced yet, but I will say that, just as an overarching goal, we want to make that as easy as possible. I’m an EV owner, I have been for a number of years, and I know sometimes it can be a cognitive task to think about, “How am I going to charge and what is that experience going to be like?” So I would just say that we are really aware and trying to deeply understand the problem as much as possible, and our goal is to really address it.
Even when someone is thinking about purchasing a car, oftentimes people go to Google Search to look for vehicles, and we can help people understand what the potential is of a particular vehicle they’re considering. What typically concerns people is a long-distance trip. So we’ve made a tool where you can plug in a familiar destination — like for me, I live in San Francisco, it might be going to Tahoe— and for a given car you can see how many charges would you have to do on the way. Being able to make that info a little bit easier for people to see before they even buy the car is a thing that we’ve tried to do.
We’re also trying to make charging experiences as positive as possible. The first thing is, honestly, just getting as many chargers on the map as possible. There are a number of different providers who have charging infrastructure and sometimes all the data isn’t widely available so we’ve tried really, really hard to work with those partners. We have information on, I believe, 360,000 chargers worldwide and we’re constantly trying to grow that. On top of that — and I hope you don’t experience this — but not all the chargers work. You’ve probably seen on Google Maps, there are reviews, right? So there’s all kinds of work happening there.
My EV doesn’t have Google Maps integrated, unfortunately, but I’m really looking forward to one day having this feature where I can search for a charger along the route. We’d like to get to that point where you don’t actually have to do all this planning in advance and you can just get in your car and plan along the way like you would if it was another type of vehicle.
It’s one thing to have a tool like the Google Tree Canopy available for cities and organizers, and it’s another thing for people to actually use that tool and act on the information. How are you measuring your success?
We measure our success ultimately by what people do with our tools. So it’s not just about putting the tool out there. We actually try to understand what people are doing. In the case of what we did with eco-friendly routing, we worked with the National Renewable Energy Laboratory in the U.S., for example, to help validate our carbon emissions model. We’re going through that process for everything we do, whether it’s Project Sunroof or the Solar API, or other things like that.
You preempted my next question, but maybe you can talk about it in a more macro sense — Google has the goal of “collectively reducing 1 gigaton of carbon equivalent emissions annually by 2030” with tools like Solar API. Can you give me any sort of progress update?
This is a project that’s been going on for some time. We’ve been working with solar developers for a while, but we’ve been pleasantly surprised not only by the solar developer community engagement, but there’s actually other industries that have shown interest. So MyHEAT — they’re not a typical solar installer, but they’re finding this data really useful to go to cities and help them with the plans that they have.
So the gigaton goal itself, there is nothing to share now other than the progress on eco-friendly routing, but it is something that we hope we’ll be able to share progress on over time. But so far, we’re quite happy.
At a time when there’s a lot of nervousness around AI — and often for good reason — you’ve been pretty vocal in your excitement about how such tools can be used for the positive purposes of sustainability. Tell me why you’re an optimist.
Here’s why I’m an optimist: Because it’s where I put all of Google’s public goals in context. We talked about the gigaton goal, we talked about the Solar API — but I think this is also a question about energy usage and carbon intensity. We will continue to invest in the infrastructure that we need — and we need that infrastructure to be able to actually help solve some of these problems, by providing information to people — but at the same time, the company has been really focused on trying to minimize the carbon intensity of the energy we produce. So, since 2017, we’ve been operating off of 100% renewable energy; this is on an annualized basis. We also have an initiative to use carbon-free energy — so the source of the energy that ultimately goes where electrons are going to our data centers, we’re actively measuring what percentage of that is carbon-free on a 24/7 basis.
With our net-zero commitments, to be on a net basis by 2030, that includes all of our AI infrastructure. That’s where I would try to separate the energy use that’s required to operate AI from the carbon intensity, which I think is very different. Our data centers, we estimate, are one-and-a-half times more efficient than your average data center. And with AI workloads themselves, in some instances, we’ve been able to get the energy usage down by 100x, and the corresponding amount of carbon intensity down by 1,000x.
But to your point, at the same time, it is very much on our minds that the carbon intensity to run all of these AI workloads — how does that compare to the benefits that they’re able to provide? I think that’s where I am. I do have a lot of optimism about the efficiency work, about the trajectory of carbon-free energy and net zero. The upsides in terms of what it does for solar, what it does for transportation — yeah, I am a big believer.
The big reason why I’m so excited about this opportunity in the Maps and Geo space is I just think there’s so much opportunity for all kinds of organizations, including individual citizens, to make these choices and changes to their environment. And I think the role that AI has is enormous — obviously not the whole thing, because it doesn’t build cycling lanes. People have to go do that. People have to change policies around how buildings are going to have less carbon intensity when they’re built. There’s tons and tons of other work that is required to actually build the future that we want, that is lower carbon intensity — ideally zero. But I do think that AI plays an enormous role as decision support for all those choices that are needed in the future.
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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.”