Hardware Podcasts

What’s next for the battery storage boom? [partner content]

Catalyst · 23 Apr 2025 · 20m

What this episode covers

Jeff Waters, CEO of Powin, discusses the U.S. utility-scale battery storage market, noting hockey-stick growth driven by data center demand and renewable mandates despite policy uncertainty. He argues for partnering with Chinese companies to build domestic manufacturing capacity, drawing parallels to the semiconductor and solar industries' historical playbooks. Waters highlights the scaling of project sizes to 1-2 GWh, the dominance of LFP technology, and emerging trends in long-duration storage and cybersecurity.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Powin
Also
LFP, Sodium, IRA

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