top of page
Everything here comes from having built FOAKs, not just studied them. The Playbook is a structured guide to scaling cleantech from lab to commercial delivery. The Monitor tracks the largest FOAK projects in real time. The Blog is where I think out loud. Start with the Playbook → if you're scaling a FOAK. Start with the Monitor → if you want to know what's actually happening in the field.


GigaEgo or Gigafactory?
You have to choose between your ego and your fees. This was a phrase I heard while listening to the Redefining Energy podcast episode โNorthvolt - Epitaph.โ It sums up perfectly the choice Europe is facing in the battery industry. Here is why. This year, Iโve actively traveled around Europe, meeting with battery industry players. I was representing my client, a Korean company specializing in the most difficult part of battery manufacturing - making anode and cathode electrod
Dec 20, 20242 min read
ย


๐๏ธ Bulldoze or Make? The Two Podcasts On Northvolt
This week, I listened to two excellent podcasts dissecting the saga of Northvolt
Dec 18, 20242 min read
ย


๐ ๐๐จ ๐๐ฎ๐๐๐ฒ๐ฟ๐ ๐ข๐ฑ๐๐๐๐ฒ๐ ๐ฃ๐ฎ๐ฟ๐ ๐ฎ
Observations from the second week of meeting EU battery players
Dec 17, 20242 min read
ย


๐ EU Battery Scene Odyssey, Part 1
This week, Iโve been crisscrossing Europe, meeting with battery industry players
Dec 6, 20241 min read
ย


๐ก๐ผ๐ฟ๐๐ต๐๐ผ๐น๐ ๐ถ๐ ๐๐ผ๐ป๐ฒ. ๐ช๐ต๐ฎ๐'๐ ๐ก๐ฒ๐ ๐?
Northvoltโs stumble is not a death knell; itโs a wake-up call.
Nov 25, 20241 min read
ย


Why Europeโs Legacy Automakers Are Stuck in Reverse as EVs Accelerate
As VW shuts down factories and Chinese EVs flood the market, itโs clear that Europeโs legacy automakers are feeling the pressure
Nov 7, 20243 min read
ย


๐๐ฅ The Battery Digitalization Chicken-and-Egg Problem
You need data to optimize production, but production has to be running to generate that data.
Nov 5, 20242 min read
ย


๐ Ramping-Up Battery Production: Lessons from Fraunhoferโs Report
๐ Scaling Up Hardware? Fraunhoferโs Battery Ramp-Up Report Shows Just How Hard It Gets!
Oct 31, 20243 min read
ย


๐ก Extending Nuclearโs Lifespan: An Investment Opportunity for the Energy Transition
Whatโs the most cost-effective way to decarbonize the grid? Surprisingly, itโs long-term operation (LTO) of existing nuclear power plants. With a levelized cost of energy (LCOE) of around $30/MWh and capital expenses between $500 and $1,100/kW, extending the life of existing reactors is a top-tier solution for clean, reliable power. ๐ ๐ง๐ต๐ฒ ๐๐ฐ๐ผ๐ป๐ผ๐บ๐ถ๐ฐ ๐๐ฎ๐๐ฒ ๐ณ๐ผ๐ฟ ๐๐ง๐ข Aging reactors, some over 40 years old, face growing regulatory and maintenance demands, partic
Oct 30, 20241 min read
ย


โธ๏ธHub-nโ-Spoke: An Alternative For The EU Battery Value Chain ๐
๐ ๐๐ ๐๐ต๐ฒ๐ฟ๐ฒ ๐ฎ๐ป๐ผ๐๐ต๐ฒ๐ฟ ๐๐ฎ๐ ๐ณ๐ผ๐ฟ ๐๐ต๐ฒ ๐๐จ ๐ฏ๐ฎ๐๐๐ฒ๐ฟ๐ ๐ถ๐ป๐ฑ๐๐๐๐ฟ๐? ๐
Oct 24, 20243 min read
ย


๐๐ป๐ผ๐๐ต๐ฒ๐ฟ ๐ข๐ป๐ฒ ๐๐ถ๐๐ฒ๐ ๐๐ต๐ฒ ๐๐๐๐: ๐๐ฉ๐๐ผ๐ ๐ฆ๐ต๐๐๐ ๐๐ผ๐๐ป โก๐ฅ
The grid-operator model of EV-charging holds true for now.
Oct 22, 20241 min read
ย


Can Europe Catch Up in the EV Race?
McKinseyโs New Report Says Itโll Cost a Pretty Penny. ๐ถ๐
Oct 21, 20242 min read
ย


EU Battery Industry: The New Hope
A long time ago, in a galaxy far, far away...the EU embarked on a mission to break free from the grip of battery giants.
Oct 11, 20243 min read
ย
Join my email list and get an e-mail every time I post.
bottom of page