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Three former hotshots talk about getting up close to the flames, how it changed them, and what could actually prevent future fires.

It’s every author’s worst fear: Your book is one of three coming out on the subject in a single season.
But Kelly Ramsey, Jordan Thomas, and River Selby’s first-person narratives about fighting fires in the American West could not be more different or more complementary to each other. While all three worked as hotshots — the U.S. Forest Service’s elite wildland firefighting division — their different experiences, approaches, and perspectives offer a multi-faceted (and rarely overlapping) look at the state of fire management in the U.S.
Ramsey’s memoir, Wildfire Days: A Woman, a Hotshot Crew, and the Burning American West, is a narrative of self-discovery chronicling her time with the pseudonymous Rowdy River Hotshots during the historic 2020 and 2021 seasons. As the only woman on the 20-person crew — and the first woman the crew had brought on in 10 years — Ramsey faced all the normal pressures of being a rookie firefighter while also having to prove her mettle to be on the fireline in her colleagues’ eyes.
Thomas, an anthropologist by training, spent the 2021 season with the Los Padres Hotshots to learn more about “the cultural currents that stoked this new era of fire.”
“I wanted to get close to the flames,” he writes, “to understand how people navigate new scales of destruction — emotionally, physically, and tactically.” The resulting book, When It All Burns: Fighting Fire in a Transformed World, is a first-person account of Thomas’ time on the hotshot crew, interwoven with his research into how forest mismanagement long predates the common narrative tying today’s megafires to the creation of the U.S. Forest Service at the start of the 20th Century. (It was also recently named as a finalist for the 2025 National Book Award.)
Finally, Selby’s Hotshot: A Life on Fire, is a braided memoir that follows the author’s tumultuous upbringing and relationship with their mother to their escape into the unforgiving world of wildland firefighting. Having started out on a contract fire crew based out of Oregon, Selby joined the Solar Hotshot crew in 2002, setting off a career in elite firefighting that would take them from California to Nebraska to Alaska. As the only woman on the crew (Selby now identifies as nonbinary), Selby faced marginalization similar to what Ramsey experienced; read together, the two memoirs offer a discouraging portrait of how little the hypermasculine culture of hotshot crews has changed, even over the course of decades.
Their books arrive at a moment when federal firefighting crews are receiving more public attention than at any point in recent memory — both because of the prevalence of fire in our climate changed world, and due to mounting concerns about the health effects and treatment of the workers on hotshot crews. The Trump administration has also pushed to consolidate fire programs under a single federal agency, ostensibly to address cost inefficiencies and improve the coordination of operations, which are currently spread across five agencies.
I spoke to Ramsey, Thomas, and Selby separately about their books. Common themes emerged, including the urgency of wildfire narratives, the importance of prescribed burning, and their views on resiliency and rebuilding. The interviews have been condensed, lightly edited, and arranged in conversation with each other, below.
Wildfire recovery interests me so much, and from multiple perspectives, because I think this is a space where you find the recovery of people’s emotional trauma from wildfires is closely related to the recovery of landscapes from fires.
Prescribed burns are often where you find people trying to implement wildfire recovery. In Northern California, in a national forest up there where I was working, 98% of that forest burned. Part of the recovery plan process involves using intentional fires to foster the kinds of ecosystems that reemerge alongside them. They’re trying to plan this around climate change as well, thinking about what sorts of plants and trees will survive in the new climate. It also means working with communities like the tribal people in the region, who — for a very long time — weren’t allowed to use fire, and who saw a lot of species that were important to them disappear because of the lack of fire.
As you’re doing that, you’re encouraging fires that aren’t so destructive and aren’t so scary. So for people who’ve lost homes or had emotionally distressful experiences with wildfire, these prescribed fires are also an opportunity to rebuild an emotional connection to fire in the land as well — one that’s not traumatic, but in which fire is a useful, beneficial thing within your community and within your landscape. — Thomas
Communities that build back successfully do not build back the same. There are two parts to it: One is making your actual home more defensible and more fire-resistant. But there’s also building back the landscape around a community better.
The places I’ve seen that look the most fire resilient have done massive landscape-size treatments around the community. They’ve removed hazard trees following the fire, and they’ve stayed on top of the brush — because what happens, especially after a catastrophic wildfire, is you get huge regrowth of brush, and a lot of times you’ll see another fire in that same scar within a few years because brush carries fire so readily.
They’re also doing a lot of prescribed burning. Ideally, if you have a community that’s been hit by a fire, you also want to be on top of intentionally burning in the five to 10 years right after. You have to be aggressive about that; otherwise, you’re just going to get another fire pretty soon. — Ramsey
I’ve been thinking about rebuilding a lot after we had those fires in Los Angeles over the winter. There seem to be two camps: one camp of people who want to rebuild immediately, and another camp of people saying, “I think we should consider what we’re doing.” It’s challenging because a lot of population centers, especially in the West, are in the wildland-urban interface. So, yes, rebuild, but rebuild with safety in mind and ensure that everyone in the community, regardless of their economic status, has access to the resources necessary to rebuild in a way that protects them.
There’s a huge public lack of education and understandable fear when it comes to wildfire, but there are so many things that can be done as far as how houses are built, enforcing defensible space around houses, encouraging the growth of more fire-resistant native plants, making sure that you’re tending the land in a way that is keeping out the more volatile invasive grasses that are actually increasing the number of fires. But I think our national mindset has always been that we want to find one solution for everything, and that just doesn’t work in fire-prone areas. There have to be multiple solutions and multiple agencies and nonprofits and states and cities and counties all working together and supporting each other in having these goals of building fire-resilient communities. — Selby
I think a lot of people have this indignation every season, where when a fire approaches a town, they’re like, “How could this happen?” But in certain places — like Redding, California, where I live — people are no longer shocked. They’re always ready. And I have landed in that extreme of being always ready; I’m not surprised.
When you decide to live in certain places— almost anywhere in California, but in certain places in the West — you have signed on an invisible dotted line and said, “I agree that my house may be burned, and I accept this.” Obviously, I will still grieve and be sad if I lose my home at some point. But I also just feel like, with what I’ve seen as a hotshot, I acknowledge that it could happen almost anywhere out here. It’s more likely than not that at some point, in the next 25 years, if I can continue to live in California for that long.
My partner and I talk a lot about this, how after being a hotshot, you have a switch in your brain where you’re constantly aware of what could burn and how it could burn. I look at a certain hillside, and if it’s a really dense forest, I’ll have two thoughts: I’ll think, “Oh, how pretty.” And then I’ll think, “Oh, that would burn really hot.” — Ramsey
There were very few instances on the fire line where the firefighters I was working with questioned or talked about or discussed how that fire started. There is a real immediacy to the work and an understanding that you would do your best to try to put the fire out, and you would work for 14 days, and if the fire was still going, then you’d come back after your days off. But the task didn’t hinge on how the fire started.
What interests me the most is why fires get as big as they do once they start. That’s what shines the light on climate change and the way that the capitalist management of our lands has made our forests so unhealthy, and how the genocide and colonialism of Indigenous people were the foundation of that. If you go back just a couple of hundred years, there were far more ignitions in California before Europeans arrived because Indigenous people were igniting around 10% of California every year. But those fires were not going out of control.
Every fire that’s not a prescribed burn — is it a success or a failure? I think it depends on the fire history in the area recently, and if there has been a prescribed burn there recently, or if there’s even been a lightning burn that occurred in conditions that were conducive to forest health. Then another ignition there probably won’t be as bad. But of course, climate change is shifting all of that. — Thomas
It became a conscious decision to write about the experience of being a female hotshot. In the first draft, there were a couple of moments where I was like, “Oh, I had my period,” that were a bit throw-away. Like, I’d mention that it was happening, or I’d say that I had trouble finding a place to pee. But one of my dear, dear friends, who is a professor of Victorian literature, read the first draft, and she was like, “MORE OF THIS” in all caps. My editor pushed for it as well. He said, “We need as much of your physical experience as possible.” He didn’t really say, “your physical experience as a woman,” but he asked at one point, “Could you do a catalog of the damage to your body?”
It was really other people being like, “Okay, so what about your body, though?” because my tendency — and I think this happens in books by authors in male-dominated fields, there’s an abnegation of the body. You’re not supposed to think too much about the pain you’re dealing with. You necessarily compartmentalize and tune out your physical experience because a lot of times it’s painful, and to keep going through a 24-hour shift, you can’t think, “Oh, my shoulder hurts.” So I think the culture — and it’s also hyper-masculine culture, is “Don’t complain, don’t say what you’re going through at all.” — Ramsey
I was very aware when writing that there are better voices to be commenting on masculinity in this context than mine, necessarily. But, in my analysis, I never wanted to punch down or punch up; I wanted to think about the way that these cultures function. One of the things that masculinity does on the crew is it makes people hyper-aware of all of the small details of their actions, whether you’re taking care of your boots or keeping your chain sharp on your chainsaw, or whether you’re drinking enough water. All of these things that are enforced through masculine bullying are actually things that, if you’re not paying attention to them, can slow you down, or put you in a life-or-death situation, or put 20 other people at risk.
Masculinity also has a way of reframing the physical discomfort and suffering and the grind of getting kicked awake before sunrise and working until sunset in extreme heat for 14 days with two days off and doing that over and over and over for six months as your body breaks down, too. It blunts or numbs parts of it, because you’re not going to escape it by talking about it. But on the flip side of that, what does masculinity do within the system of fire suppression? One thing that these ethics do outside of the crew is create a system where suffering — “rubbing some dirt on it,” or not talking about your ailments, illnesses, or documenting your exposure to chemicals — becomes glorified and valorized so people are not advocating for themselves.
The ethic of masculinity on a hotshot crew also becomes a subsidy for the wealthy people who would otherwise be paying higher taxes to take care of these same people’s bodies. Who are you actually helping by “rubbing some dirt on it,” or by working a little bit harder, or by not reporting your torn meniscus? You’re serving the people who’d be paying for it, and the people who should be paying for it are the wealthiest strata of society whose properties you’re often protecting. There’s a perverse way in which this ethic of masculinity — while I think there’s a certain instrumentality to it within the crew — there’s also a real exploitative element to it within the role that it plays in the fire suppression system overall. — Thomas
A huge aspect of the culture on a hotshot crew was how they were performing masculinity for each other. They were very focused on performing a specific kind of masculinity, though, that was tough, invulnerable, doesn’t feel pain. The only emotion that is really okay is anger; even joy is not necessarily accepted. There was a strong undercurrent of competition — who is the toughest, who is the hardest.
Not everyone participated fully in this. I worked with a lot of different men, and all men are different. Some were sensitive or very artistic, and they experienced marginalization because they weren’t willing to opt into the hypermasculinity. But it does have physical repercussions because you’re not allowed to complain. You end up working through injuries. You end up hurting yourself. And if someone got injured — unless it was very obviously almost a deadly injury — then they were shamed for getting help.
I have gotten messages from people — even before my book came out, people of all genders, but a lot of women — talking about current experiences they’ve had that were similar to my own. In the epilogue, I wrote a little bit about some of the current lawsuits that are happening, and it’s something I would like to write more about. I hope that more folks come to me and talk about their experiences. But from what I’ve heard, the culture has not changed that much since I was a hotshot. — Selby
I definitely didn’t take the job thinking I would write about it. I had kind of — not given up on writing, — but I had definitely turned my attention away. Going to work for the Forest Service was me being like, ‘This writing thing doesn’t seem to be panning out.” I needed something else that felt meaningful to me, and I loved the outdoors so much, so I was like, “I’ll just do outside for a living.”
There was a moment in August of my first season when I started taking notes in my Notes app. I had this sense of, “This job is absolutely extraordinary, and all these crazy things are always happening, and these people I work with are such characters and they’re always saying the wildest stuff.” In the off-season, between my two seasons, I began trying to fill in some scenes based on the notes I had taken at the time. I was like, “Maybe I will write a novel when this job is done.” I really thought it was a novel!
After the two seasons, I started writing, and when I finished it, I was like, “Okay, this would make a great novel — except everything in here really happened.” So then I was like, I guess we’re working with a memoir! And that was when I decided to find an agent. — Ramsey
I won’t speculate about why other people are publishing [hotshot narratives], but I think there’s a real attempt to try to make sense of what’s happening. The baseline physical conditions are outpacing our abilities to comprehend them — around the planet, with climate change in general, but also with the wildfires. Fires are a concrete case study for the ways that environments are galloping beyond our comprehension.
So for me personally, this was an attempt to try to gain some mooring in this unmoored reality that we’re entering. There are a lot of abstract ideas about what it means to “navigate the climate crisis,” but working with hotshots gave me an anchor that I could use to make this real and ask, “How are people actually physically navigating the climate crisis on the fire line?” — Thomas
I started writing a proposal [for Hotshot] in January 2019. I thought that it was really important back then, though — due to a bunch of factors, some of them having to do with things out of my control — the book took a while to finish. I had honestly wanted this book to be out in 2022, and that was the expectation when I sold it.
In some ways, I’m glad it took so long, because that allowed me the space to do really thorough research and also a really thorough personal examination. I was working through my own emotional material, and I think I needed that distance, and that it’s made a better book. But I have thought that this has been important for a long time, and I hope that there are many more books about this subject. — Selby
Our news cycle is built on sensationalism; that’s just a fundamental problem with the media. I have noticed a shift in the past few years where reports of fires will mention the importance of fire [recurrence to the health of the ecosystem] as a kind of side note, but who’s gonna read a side note? It is a problem of education, and that is one of the main reasons I wrote my book: I wanted to create something accessible that could provide a comprehensive education to the reader about why fires are a natural thing that happens and why they should be reintroduced. I do think that one solution might be for outlets to take more time to conduct in-depth analyses of very regional fire regimes, how they function, and possibly even partner with some nonprofits.
The way we deal with fire right now, on a large scale in the U.S., is reactive. Even in the marketing of my book, people are like, “Why would you want to write something about fire when there aren’t active wildfires threatening a community or something?” They want to leverage the threat in order to bring attention to this. And it’s like, “Well, actually, maybe you don’t want to try and educate people about this when they’re feeling actively scared.” — Selby
When people talk about forest management — or forest mismanagement — they often refer to “a century of forest mismanagement by the federal government and the U.S. Forest Service.” The reality is that most of the fires that were lit in California, and many across the American West, were lit by Indigenous people, and by the time the Forest Service was founded in 1905, most of the fires in the American West had already been extinguished [by the Spanish missionaries, who, beginning in the 18th century, had criminalized Indigenous burning as “childish” and damaging,] and orchestrated a systematic genocide against those communities. I think current dominant narratives that place forest mismanagement just a century ago do a real injustice to Indigenous people and to our ability to grasp the depth of this crisis. — Thomas
Hotshots are not looking for fame or glory or a pat on the back. Even in the way that you walk, there’s an ethic about not trying to be flashy — you have your shoulders hunched, you look down. But I think that there is a general appreciation in the hotshot community of the attempts to advocate for their general working conditions because the conditions have gotten so dire. While hotshots themselves are not the sort of people who will stand up on stage and clamor for better health care or higher pay, a lot of people who used to be hotshots are doing that work to try to uplift them.
The complicated part of this is, it’s easy to rally around hotshots as a group of people who are experiencing and suffering from the effects of climate change. It’s very hard to argue that they should be enduring that, or that they’re not skilled labor. Everybody wants to support the firefighters, right? But it provides an opportunity to highlight the needs of frontline communities; to expand universal healthcare coverage, for example. The danger, though, is it can easily become a competition — like, is this community of essential workers sufficiently skilled or sufficiently badass enough to deserve health care?
While advocating for hotshots can be really helpful in aiding people’s understanding of the increasing zones of violence that climate change is inflicting, it can also create a ridiculous standard for who should be considered an essential worker. Farm workers in California, people working in factories — people all over face similar categories of danger without having a flashy rallying point. I think that’s the danger, that you have a real opportunity with this sort of advocacy work for hotshots that is paired with that peril. — Thomas
The Forest Service should not be defunded and understaffed further than it already is. We’ve been in a staffing crisis for at least the last five years before the catastrophe that is the current administration. They’re absolutely going in the wrong direction by cutting any staff because so many of those people that they cut — while they may not be primarily firefighters, they’re all red-carded, qualified firefighters [meaning that they’re licensed and certified to respond to a fire], and they serve support functions during major incidents.
Regarding the creation of centralized fire management, I have mixed feelings. On the one hand, I think that could be really good because fires are managed through three different agencies in the federal government and that can cause problems. But I have also heard my friend Amanda Monthei, who’s a fire writer and podcaster, point out that firefighters also do a lot of prescribed burning and fuels management. Separate them out and create one federal fire agency, are they also going to do that preventative work?
The advocacy organization Grassroots Wildland Firefighters has a lot of good ideas about how [a centralized agency] could be done, but when it comes to the prescribed burning and intentional fire scene, there are a lot of concerns. To me, the biggest thing we need to focus on is more intentional fire and fuel reduction, and figuring out what best enables that. If the creation of a centralized fire service is going to help us do more intentional fire, then great. If it’s going to make that even harder, then no. — Ramsey
My book is clearly critical of federal agencies, but they are so important when it comes to fire management. I do think that if federal agencies could take more of a support role when it comes to local action — like with nonprofits, tribes, and Indigenous nations — that would be very helpful. But it’s hard to imagine with our current administration.
Say what you will about the Biden administration, but they made a lot of progress with some of their policies, and [former Secretary of the Interior] Deb Haaland did so much work to bring traditional ecological knowledge into the fray when it came to policy. I do have hope that, regardless of what happens with the administration, if it’s not federal agencies, then state agencies can play support roles for nonprofits, tribes, and burning networks to start implementing these things. I don’t know if it’s possible to implement such focused, specific ecological tending on a national level. It needs to be on a local level, with people who know their ecosystems. — Selby
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Rob talks with McMaster University engineering professor Greig Mordue, then checks in with Heatmap contributor Andrew Moseman on the EVs to watch out for.
It’s been a huge few weeks for the electric vehicle industry — at least in North America.
After a major trade deal, Canada is set to import tens of thousands of new electric vehicles from China every year, and it could soon invite a Chinese automaker to build a domestic factory. General Motors has also already killed the Chevrolet Bolt, one of the most anticipated EV releases of 2026.
How big a deal is the China-Canada EV trade deal, really? Will we see BYD and Xiaomi cars in Toronto and Vancouver (and Detroit and Seattle) any time soon — or is the trade deal better for Western brands like Volkswagen or Tesla which have Chinese factories but a Canadian presence? On this week’s Shift Key, Rob talks to Greig Mordue, a former Toyota executive who is now an engineering professor at McMaster University in Hamilton, Ontario, about how the deal could shake out. Then he chats with Heatmap contributor Andrew Moseman about why the Bolt died — and the most exciting EVs we could see in 2026 anyway.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: Over the weekend there was a new tariff threat from President Trump — he seems to like to do this on Saturday when there are no futures markets open — a new tariff threat on Canada. It is kind of interesting because he initially said that he thought if Canada could make a deal with China, they should, and he thought that was good. Then over the weekend, he said that it was actually bad that Canada had made some free trade, quote-unquote, deal with China.
Do you think that these tariff threats will affect any Carney actions going forward? Is this already priced in, slash is this exactly why Carney has reached out to China in the first place?
Greig Mordue: I think it all comes under the headline of “deep sigh,” and we’ll see where this goes. But for the first 12 months of the U.S. administration, and the threat of tariffs, and the pullback, and the new threat, and this going forward, the public policy or industrial policy response from the government of Canada and the province of Ontario, where automobiles are built in this country, was to tread lightly. And tread lightly, generally means do nothing, and by doing nothing stop the challenges.
And so doing nothing led to Stellantis shutting down an assembly plant in Brampton, Ontario; General Motors shutting an assembly plant in Ingersoll, Ontario; General Motors reducing a three-shift operation in Oshawa, Ontario to two shifts; and Ford ragging the puck — Canadian term — on the launch of a new product in their Oakville, Ontario plant. So doing nothing didn’t really help Canada from a public policy perspective.
So they’re moving forward on two fronts: One is the resetting of relationships with China and the hope of some production from Chinese manufacturers. And two, the promise of automotive industrial policy in February, or at some point this spring. So we’ll see where that goes — and that may cause some more restless nights from the U.S. administration. We’ll see.
Mentioned:
Canada’s new "strategic partnership” with China
The Chevy Bolt Is Already Dead. Again.
The EVs Everyone Will Be Talking About in 2026
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A federal judge in Massachusetts ruled that construction on Vineyard Wind could proceed.
The Vineyard Wind offshore wind project can continue construction while the company’s lawsuit challenging the Trump administration’s stop work order proceeds, judge Brian E. Murphy for the District of Massachusetts ruled on Tuesday.
That makes four offshore wind farms that have now won preliminary injunctions against Trump’s freeze on the industry. Dominion Energy’s Coastal Virginia offshore wind project, Orsted’s Revolution Wind off the coast of New England, and Equinor’s Empire Wind near Long Island, New York, have all been allowed to proceed with construction while their individual legal challenges to the stop work order play out.
The Department of the Interior attempted to pause all offshore wind construction in December, citing unspecified “national security risks identified by the Department of War.” The risks are apparently detailed in a classified report, and have been shared neither with the public nor with the offshore wind companies.
Vineyard Wind, a joint development between Avangrid Renewables and Copenhagen Infrastructure Partners, has been under construction since 2021, and is already 95% built. More than that, it’s sending power to Massachusetts customers, and will produce enough electricity to power up to 400,000 homes once it’s complete.
In court filings, the developer argued it was urgent the stop work order be lifted, as it would lose access to a key construction boat required to complete the project on March 31. The company is in the process of replacing defective blades on its last handful of turbines — a defect that was discovered after one of the blades broke in 2024, scattering shards of fiberglass into the ocean. Leaving those turbine towers standing without being able to install new blades created a safety hazard, the company said.
“If construction is not completed by that date, the partially completed wind turbines will be left in an unsafe condition and Vineyard Wind will incur a series of financial consequences that it likely could not survive,” the company wrote. The Trump administration submitted a reply denying there was any risk.
The only remaining wind farm still affected by the December pause on construction is Sunrise Wind, a 924-megawatt project being developed by Orsted and set to deliver power to New York State. A hearing for an injunction on that order is scheduled for February 2.
Noon Energy just completed a successful demonstration of its reversible solid-oxide fuel cell.
Whatever you think of as the most important topic in energy right now — whether it’s electricity affordability, grid resilience, or deep decarbonization — long-duration energy storage will be essential to achieving it. While standard lithium-ion batteries are great for smoothing out the ups and downs of wind and solar generation over shorter periods, we’ll need systems that can store energy for days or even weeks to bridge prolonged shifts and fluctuations in weather patterns.
That’s why Form Energy made such a big splash. In 2021, the startup announced its plans to commercialize a 100-plus-hour iron-air battery that charges and discharges by converting iron into rust and back again. The company’s CEO, Mateo Jaramillo, told The Wall Street Journal at the time that this was the “kind of battery you need to fully retire thermal assets like coal and natural gas power plants.” Form went on to raise a $240 million Series D that same year, and is now deploying its very first commercial batteries in Minnesota.
But it’s not the only player in the rarified space of ultra-long-duration energy storage. While so far competitor Noon Energy has gotten less attention and less funding, it was also raising money four years ago — a more humble $3 million seed round, followed by a $28 million Series A in early 2023. Like Form, it’s targeting a price of $20 per kilowatt-hour for its electricity, often considered the threshold at which this type of storage becomes economically viable and materially valuable for the grid.
Last week, Noon announced that it had completed a successful demonstration of its 100-plus-hour carbon-oxygen battery, partially funded with a grant from the California Energy Commission, which charges by breaking down CO2 and discharges by recombining it using a technology known as a reversible solid-oxide fuel cell. The system has three main components: a power block that contains the fuel cell stack, a charge tank, and a discharge tank. During charging, clean electricity flows through the power block, converting carbon dioxide from the discharge tank into solid carbon that gets stored in the charge tank. During discharge, the system recombines stored carbon with oxygen from the air to generate electricity and reform carbon dioxide.
Importantly, Noon’s system is designed to scale up cost-effectively. That’s baked into its architecture, which separates the energy storage tanks from the power generating unit. That makes it simple to increase the total amount of electricity stored independent of the power output, i.e. the rate at which that energy is delivered.
Most other batteries, including lithium-ion and Form’s iron-air system, store energy inside the battery cells themselves. Those same cells also deliver power; thus, increasing the energy capacity of the system requires adding more battery cells, which increases power whether it’s needed or not. Because lithium-ion cells are costly, this makes scaling these systems for multi-day energy storage completely uneconomical.
In concept, Noon’s ability to independently scale energy capacity is “similar to pumped hydro storage or a flow battery,” Chris Graves, the startup’s CEO, told me. “But in our case, many times higher energy density than those — 50 times higher than a flow battery, even more so than pumped hydro.” It’s also significantly more energy dense than Form’s battery, he said, likely making it cheaper to ship and install (although the dirt cheap cost of Form’s materials could offset this advantage.)
Noon’s system would be the first grid-scale deployment of reversible solid-oxide fuel cells specifically for long-duration energy storage. While the technology is well understood, historically reversible fuel cells have struggled to operate consistently and reliably, suffering from low round trip efficiency — meaning that much of the energy used to charge the battery is lost before it’s used — and high overall costs. Graves conceded Noon has implemented a “really unique twist” on this tech that’s allowed it to overcome these barriers and move toward commercialization, but that was as much as he would reveal.
Last week’s demonstration, however, is a big step toward validating this approach. “They’re one of the first ones to get to this stage,” Alexander Hogeveen Rutter, a manager at the climate tech accelerator Third Derivative, told me. “There’s certainly many other companies that are working on a variance of this,” he said, referring to reversible fuel cell systems overall. But none have done this much to show that the technology can be viable for long-duration storage.
One of Noon’s initial target markets is — surprise, surprise — data centers, where Graves said its system will complement lithium-ion batteries. “Lithium ion is very good for peak hours and fast response times, and our system is complementary in that it handles the bulk of the energy capacity,” Graves explained, saying that Noon could provide up to 98% of a system’s total energy storage needs, with lithium-ion delivering shorter streams of high power.
Graves expects that initial commercial deployments — projected to come online as soon as next year — will be behind-the-meter, meaning data centers or other large loads will draw power directly from Noon’s batteries rather than the grid. That stands in contrast to Form’s approach, which is building projects in tandem with utilities such as Great River Energy in Minnesota and PG&E in California.
Hogeveen Rutter, of Third Derivative, called Noon’s strategy “super logical” given the lengthy grid interconnection queue as well as the recent order from the Federal Energy Regulatory Commission intended to make it easier for data centers to co-locate with power plants. Essentially, he told me, FERC demanded a loosening of the reins. “If you’re a data center or any large load, you can go build whatever you want, and if you just don’t connect to the grid, that’s fine,” Hogeveen Rutter said. “Just don’t bother us, and we won’t bother you.”
Building behind-the-meter also solves a key challenge for ultra-long-duration storage — the fact that in most regions, renewables comprise too small a share of the grid to make long-duration energy storage critical for the system’s resilience. Because fossil fuels still meet the majority of the U.S.’s electricity needs, grids can typically handle a few days without sun or wind. In a world where renewables play a larger role, long-duration storage would be critical to bridging those gaps — we’re just not there yet. But when a battery is paired with an off-grid wind or solar plant, that effectively creates a microgrid with 100% renewables penetration, providing a raison d’être for the long-duration storage system.
“Utility costs are going up often because of transmission and distribution costs — mainly distribution — and there’s a crossover point where it becomes cheaper to just tell the utility to go pound sand and build your power plant,” Richard Swanson, the founder of SunPower and an independent board observer at Noon, told me. Data centers in some geographies might have already reached that juncture. “So I think you’re simply going to see it slowly become cost effective to self generate bigger and bigger sizes in more and more applications and in more and more locations over time.”
As renewables penetration on the grid rises and long-duration storage becomes an increasing necessity, Swanson expects we’ll see more batteries like Noon’s getting grid connected, where they’ll help to increase the grid’s capacity factor without the need to build more poles and wires. “We’re really talking about something that’s going to happen over the next century,” he told me.
Noon’s initial demo has been operational for months, cycling for thousands of hours and achieving discharge durations of over 200 hours. The company is now fundraising for its Series B round, while a larger demo, already built and backed by another California Energy Commission grant, is set to come online soon.
While Graves would not reveal the size of the pilot that’s wrapping up now, this subsequent demo is set to deliver up to 100 kilowatts of power at once while storing 10 megawatt-hours of energy, enough to operate at full power for 100 hours. Noon’s full-scale commercial system is designed to deliver the same 100-hour discharge duration while increasing the power output to 300 kilowatts and the energy storage capacity to 30 megawatt-hours.
This standard commercial-scale unit will be shipping container-sized, making it simple to add capacity by deploying additional modules. Noon says it already has a large customer pipeline, though these agreements have yet to be announced. Those deals should come to light soon though, as Swanson says this technology represents the “missing link” for achieving full decarbonization of the electricity sector.
Or as Hogeveen Rutter put it, “When people talk about, I’m gonna get rid of all my fossil fuels by 2030 or 2035 — like the United Kingdom and California — well this is what you need to do that.”