The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Panthalassa plans factories near high-energy seas to minimize node towing distances
“We want to put them in the regions, near the regions where the energy is the best, and in the locations where we want to put them, you can absolutely just tow them 50 miles offshore, flip them, and then they can work their way out into the resource under their…”
Sheldon-Coulson: Panthalassa node CapEx is half steel, one-quarter powertrain
“In a system where if we just exclude the battery for the minute it's most, it's basically half steel, and then you've got about a quarter is your powertrain. And then about a little less than a quarter is your marine coatings, and then you've got other, you kn…”
Sheldon-Coulson: Panthalassa ocean nodes have 200kW to 1MW capacity
“An individual node is on the order of 200 kilowatts up to a megawatt, depending on design, size optimizations, and so forth. We think that the economic optimum for most applications will end up being in the 400 kilowatt range”
Hershman: SOLV Energy tests automation or robotics on every project site
“So we're looking at every robotic you know, system that's out there.
We're doing, we're,
We're doing testing on, you know, every one of our sites has some form of automation or robotics that we're trying to implement because we're looking at how do we optimize…”
Hershman: SOLV Energy uses AI simulations to optimize site logistics
“All those things we're looking at and using AI to run those type of simulations so that we don't have to build it and then determine that we would have done it differently. We can run, we can put plans in, we can put in mobilization plans and do a lot of simul…”
Vahdat: Many Google data centers target four nines of availability
“Many of our data centers aim for four nines of, I mean, minutes of downtime a year maximum, which as you said has a large amount of costs associated with it.”
Phillips: Duke Energy activated almost all winter programs during cold snaps
“And during those two weekends, we called almost all of our winter programs.”
Frader-Thompson: EnergyHub deployed ~120MW combining thermostats and batteries
“We just deployed about a 120 megawatts from kind of a traditional thermostat program layering in batteries. So we're sort of stacking up these resources to both firm the resource while growing it.”
Phillips: Duke Energy built a 45 MW battery VPP in 18 months
“Brought together the partnerships with aggregators like Energy Hub, as well as our local trade allies and other stakeholders who were interested in that. And 18 months later, we've got 45 megawatts of it, and it's a great program.”
Phillips: Duke Energy has one million field switches, mostly one-way
“People make fun of me because we have a million switches in the field. And the vast majority of them are one way.”
Duke Energy's VPP capabilities are at Level 2 maturity
“Well, I only know my utilities very well. And I'd say we are like a strong level two. And as you heard before, obviously we've got a lot of devices in zero and one.”
Kann: Heron Power Raised $140M Series B Led by a16z
“For disclosure, I'm an investor in Heron, and I have been since their first external round. And actually, just this week, Heron announced a hundred forty million dollar Series B, led by Andreessen Horowitz, where we at EIP also doubled down.”
Siegel: LS Power upgrades existing gas turbines for faster capacity additions
“We're working on the conversion of some of our combustion turbines to combined cycle power plants that can be done more quickly than building something that's completely de novo.
We have a project where we can swap out combustion turbine blades and get dramati…”
Rountree: Early Cantos investment failed due to long Ford and Toyota sales cycles
“And one of my very first investments at Cantos in 2016 was a startup that had incredible machine learning and interoperability software that it was selling into the automotive industry, into industrial robots. Absolutely best in class, and we would hear this t…”
Rountree: Cantos evaluates founders across six axes emphasizing narrative and talent gravity
“Now we flesh it out actually have internally like a way of scoring founders along six axes and how we tease out each of those. And a lot of them are around the qualitative. It's sort of, you know, it's talent gravity. It's narrative ability.”
Modon: Unlimited Industries uses its AI engineering software exclusively internally
“This is not like a software technology that we sell. It's like we use this as an internal tool ourself.”
Dell: Base Power guarantees 20% minimum battery reserve for homeowners
“We guarantee 20% of the capacity of the battery to the customer no matter what.”
Reinhardt: Charm plans to operate in-field to eliminate hauling costs
“Something that we're trying to invert, invert this at Charm by eventually Operating on field to cut this all out.”
Hoyland: Zanskar's new 8,000-foot New Mexico well produces 15 megawatts net
“So we recently actually drilled a new production well down at an operating power plant in New Mexico, and that single well, it's a larger diameter well going to about 8000 feet depth, and it can produce about 15 megawatts net.”
Palmer: Terawatt will have three California charging sites live this year
“In California, we have built what I think is the best network of sites, and three of them will be live this year, with the port of L.A. Long Beach site being the first one.”
Palmer: Terawatt Installs Extra Underground Capacity to Future-Proof Sites
“You don't see what's happening below ground, which is massive duck banks. We oftentimes put in extra capacity. So when the charger power might go up, we would have the capability to actually make that change over pretty quickly. So future proofing underground.”
Terawatt to open an Inland Empire charging site in summer 2025
“We have our next site that will come online in the summertime that will be in the Inland Empire, which is after a vehicle goes to the port, it generally goes to the Inland Empire which is the, you know, giant warehouse district for the port here in California.…”
Elemental Power to select winning nuclear reactor technologies within 18 months
“We're technology agnostic in the belief that, or the knowledge that we can go out and find sites that are amenable to the hyperscale is what they need for offtake and location that we can develop in a way that in a year from now or, A year and a half from now,…”
Renew Home will deploy smart thermostats and batteries for 1GW Texas VPP
“A huge part of getting to the one gigawatt goal will also be, you know, starting to give access to low costs and no cost thermostats, smart thermostats across, you know, NRG's existing user base and growing user base. Also deploying other targeted technologies…”
Chiang: Lab built electrochemical actuators to twist DARPA helicopter rotors
“About a decade ago, we recognized that electrochemistry had the ability to literally break anything , which means it could also deform anything. Therefore, we used electrochemistry to produce mechanical actuators, and one of the applications of those mechanica…”
Terra Praxis uses AI to identify coal sites for nuclear repowering
“We have a partnership with a, with an NGO called Terra Praxis. And with Terra Praxis, we are identifying coal power sites for repowering to nuclear and SMR, so small modular reactors.”
Kimber: Intersect Power is project financing about $9B of capex
“We're in the middle of project financing about nine billion dollars of capex right now.”
GridX Is Working With Utilities on Hourly Dynamic Electricity Rates
“Currently, we are working with some utilities who are doing what they call dynamic rates. These are rates Where prices change every hour, could change every hour, trying to mimic more what's happening in the wholesale markets and or challenges on the distribut…”
Lafarge: Sparkfund-backed utility procurements pay hosts risk-free annuities
“What we've seen work in the first procurements that we've, as Sparkfund, have helped the utilities deploy is a hosting agreement where you go to a customer and say, can we put this asset on your building? And we will pay you. We will rent the space from you an…”
Cybersecurity will become fully decentralized for edge and IoT devices
“And lastly, and what we're seeing is a future where cybersecurity becomes fully decentralized, you know, with the expansion of IOT and edge computing, Microsoft's vision is a world where every connected device has its own layer of protection, you know, kind of…”
Lambert: Quilt heat pumps are light enough for one-person installation
“We've actually already done some in that we made the unit quite light, so you can, one person can do it as opposed to two, and that's a huge deal.”
Crusoe is building large GPU clusters in Iceland using clean power
“We're doing quite a bit in Iceland where geothermal and hydropower is low cost, clean, and abundant. And we're able to sort of develop these large GPU clusters in Iceland powered entirely by clean energy.”
Ellis: Sublime Systems received $87M DOE OSED demonstration grant
“You know, we've got this grant from OSED. It's eighty-seven million dollars for our industrial demonstration program.”
Climeworks pitched 10x scale and cost curve improvements to equity investors
“The key milestone was scaling that technology by a factor of about 10 improving on the cost curve deploying more on the offtake side, so really building the market for these project-financeable offtakes and also making an improvement on the technology.”
Apley: Climeworks uses indexed long-duration power contracts in Iceland
“For example, in Iceland, we have very, very long duration energy contracts with fixed pricing and a certain indexation. So we reflect that in the customer agreements.”
Kann discloses EIP's investment in Koloma and his board seat
“So full disclosure we at EIP are investors in Coloma. I'm on Pete's board.”
Johnson: Koloma is actively exploring in over 10 US states
“We're active in over 10 states right now.”
Briscoe: Clean Energy Fund of Texas standardizes criteria to recycle green assets
“We've got to try and standardize as much as possible that process. Again, those criteria and those and those deals mitigate default, and if we do that appropriately I think that this first investment cycle will be much more able to compete and replenish and ha…”
Belady: Hired Biologists onto Data Center R&D Team
“And so in my R and D team, I hired biologists because I do believe there's this responsibility we have with technology to actually integrate it with nature.”
Loo: Seven ship owners signed up to trial crude algae oil
“In fact, we've got seven ship owners who signed up and said they would be interested in trialing this on commercial routes.”
Delta Plans for 15M+ Gallons of SAF in California Over Two Years
“We are actively planning for fifteen million gallons plus in California over the next two years, and the reason I'm starting with California is just mentioning that's where the incentives are to date.”
Shopify has purchased nearly 85,000 tons of durable carbon removal
“So we're just under 85,000 tons and that's durable carbon removal. So it doesn't include things with less than an estimated a hundred year permanence.”
Shopify received its first carbon removal deliveries from Running Tide and Climeworks
“Things have started to change in the back half of 2023 where we got our first ocean deliveries from Running Tide, and then our first DAC credit delivery from Climeworks, which is the first batch of credits we've received from them from the contract that we sig…”
Shopify has 40 carbon removal companies across multiple pathways in its portfolio
“We've got 40 companies in our portfolio now, across a multitude of pathways”
Shopify evaluates its carbon removal suppliers every six months for backups
“And so we do a health check. And we do that health check every six months. And on an annual basis, we'll identify companies that, you know, we have concerns about. And then we look at, okay, well, they're in this vertical, they're doing this technology, we pro…”
US battery plants must verify equipment control software is not Chinese-made
“So, so my company, Adionics, is building a factory in the U.S., and we need to use, we need to purchase Japanese and Korean equipment, but interestingly, there's specific language in here about control software that, for that equipment that the control softwar…”
Yeagerson: GM has six utility-partnered managed charging programs currently active
“In the V-I-G category, we actually have a half dozen programs in place right now where we've partnered with utilities, and we're using these vehicles that are already in the field in customers' hands and we're helping them use the vehicles to manage the load o…”
Yeagerson: GM to bundle solar and storage with the electric Silverado
“And that is what we're going to be rolling out with the Silverado is you'll be able to pick up not just the storage, but all the additional charging infrastructure, but also solar through our SunPower partnership. And so you'll be able to get a full home ecosy…”