Emin Askerov
Cleantech FOAK Advisor

Europe spends a lot of time talking about battery gigafactories. We discuss cell chemistries, subsidy schemes, factory locations, and how many gigawatts of capacity will be built by when. All of that matters. But a part of the battery value chain rarely makes it into these conversations, even though it has a disproportionate impact on cost, risk, and credibility. Battery chemicals. Not cells or packs, but the solvents, electrolytes, and precursors that sit upstream of every c

Your FOAK supply chain doesn’t start when you place the first order — it starts when you design your pilot. Miss that moment, and delays, overruns, and “unavailable parts” will follow. In my new post, I go through five steps to build your supply chain before your FOAK becomes real.

How to build a supply chain for your FOAK

In the end, it had to be a political decision. After half a year of sifting through more than twenty locations and countless meetings with local officials, our future 8 GWh factory came down to two options. Tatarstan: a highly industrialised region east of Moscow, with a strong industrial park, permits ready, and—most importantly—right next to our main customer, Kamaz. Kaliningrad: a Russian exclave in Europe, wedged between Poland, Lithuania and the Baltic Sea, on the unfini

Everyone wants to decarbonize industry. Not many talk about what happens after the pilot works. Scaling hardware isn’t linear. It’s exponential — in pain. Case in point: Via Separations Their FOAK gamble? Scaling their membrane-based heat separator 100x at a commercial paper mill in Alberta, Canada. * The science? ✅ Solid * The pilot? ✅ Promising * The scale-up? ❌ A swamp of unexpected engineering nightmares: 🔧 Labour costs exploded — getting a good welder on site during sno

How the EU can build its own battery industry

In 2020, I was scrambling to get chips for our battery modules . Lead times had jumped from 2-3 months to over 9 months . Chipmakers prioritized gaming consoles and automotive giants, leaving cleantech startups like ours at the back of the line. That experience taught me just how fragile and unpredictable supply chains can be —and how they can make or break a scale-up. I was reminded of this while listening to The Green Blueprint  podcast episode, How Supply Chain Chaos Sank

In any type of off-take, price will be the central point of negotiations. There are many pricing options available - fixed, floating, pass-through, CAPEX-based, return-based, etc. But before we go into the nitty-gritty of price structuring, let’s get the basics right. Going into the pricing negotiations, your objective is to keep the FOAK project profitable! There are a few challenges to that.  First, your FOAK is about building something solid, so you will be spending a lot

Your First-of-a-Kind (FOAK) project is where your climate tech startup is a startup no more. Investors, customers, and even your own team won’t fully believe in your technology until they see it in action at scale. So, how do you get it right? 𝟭. 𝗘𝘅𝗽𝗲𝗰𝘁 𝘁𝗵𝗲 𝗨𝗻𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 Murphy’s Law is real. FOAK projects never go as planned - delays, supplier failures, site issues, regulatory holdups. How do you prepare? • Use real-world data: Look at similar completed proj

New Allianz report on EU Auto Industry and its three missing elephants.

No sugarcoating. No diplomatic cushioning. Just a stark reality check.

Here is my 4-step framework to determine if your tech is a drop-in solution

𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗿𝗲𝗮𝗱𝘆? 𝗕𝘆 𝗮𝗻𝘀𝘄𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗿𝗲𝗲 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀.

Observations from the second week of meeting EU battery players

What are the investment hot spots in nuclear decommissioning?

Last month, IRENA quietly dropped a report on critical materials in the battery supply chain—yet I saw barely a blip about it on LinkedIn. Let’s give it the spotlight it deserves, with a few key takeaways from the report.  But first, a little context: IRENA’s calculations are based on their own 1.5°C scenario, which means that by 2030, they predict the global EV fleet will jump from 44 million vehicles today to 359 million, requiring a 5x increase in EV battery production.  H