The SP Show

Srinivas Popuri, Ph.D

The SP Show is a no-hype podcast on the battery value chain, covering batteries, EVs, energy storage, & the growing power needs of AI infrastructure. Hosted by Sri Popuri, PhD, a cleantech professional with 18+ years of hands-on experience across energy conversion, storage, and battery materials, the show focuses on what really decides winners and losers: technology choices, scale-up and manufacturing reality, supply chains, partnerships, and capital discipline.

  1. 2d ago

    Can sodium ion batteries really replace lithium ion? | Dr Sathiya M | The SP Show | Ep.12

    In this episode of The SP Show, Sri Popuri speaks with Dr Sathiya Mariyappan, CNRS Researcher at Collège de France, about the science, commercial reality and future of sodium-ion batteries. Sathiya explains why sodium-ion isn't simply a cheaper alternative to lithium-ion, and where its real advantages could emerge, including high-power applications, low-temperature performance, energy storage and AI data centres. The conversation goes deep into hard carbon anodes, NVP and NVPF cathodes, layered and polyanionic materials, electrolytes, battery interfaces and anionic redox. Sathiya explains how her work helped establish reversible anionic redox and why scientifically exciting battery materials do not always translate into commercially successful cells. They also discuss why Europe remains behind China in battery manufacturing, whether Europe could lose the sodium-ion race as well, India's opportunity in battery manufacturing, the challenges of scaling research into real products, Sathiya's scepticism around current solid-state battery approaches, and how AI is changing scientific research. Sathiya also shares her personal journey from a small village in India to battery research at one of France's leading scientific institutions. A conversation about much more than sodium-ion: how battery technologies actually move from scientific discovery to industrial reality. The SP Show explores batteries, EVs, energy, AI infrastructure and the industries and investments shaping their future.

  2. Jul 3

    Lessons Learned from 13 Battery Gigafactories | Dr Will Jones | The SP Show | Ep.9

    Why do so many battery gigafactory projects struggle, despite raising billions of dollars and using world-class technology? In this episode of The SP Show, I sit down with Dr Will Jones from Beck & Pollitzer, a company that has helped deliver process equipment installations across 13 battery gigafactories, working with 11 manufacturers in 8 countries. Rather than discussing battery chemistry, this conversation focuses on the often-overlooked reality of building large-scale battery manufacturing plants. We explore why many projects look perfect on paper but run into problems during execution, why process equipment receives far less attention than it deserves, and why experience remains one of the biggest competitive advantages in battery manufacturing. We discuss: ▶ Why many battery gigafactories run into trouble before production even begins ▶ The biggest myth about building a gigafactory ▶ Why projects that look perfect in PowerPoint quietly start falling behind ▶ The hidden bottlenecks that can delay projects by months, sometimes years ▶ Why process equipment is "the machines that make the money" ▶ The procurement and coordination mistakes that cost millions ▶ Why experience remains the industry's biggest competitive advantage Whether you're involved in batteries, manufacturing, industrial projects, engineering, investing or simply interested in how gigafactories are built, this episode offers practical insights rarely discussed in public. If you enjoy the conversation, please follow The SP Show on Spotify and share the episode with others interested in the future of battery manufacturing.

  3. Jun 5

    Hydrogen Lost the Race to Batteries | Bernard Dijk van | The SP Show | Ep.7

    Hydrogen Lost the Race to Batteries? | Bernard van DijkFor more than a decade, hydrogen was presented as one of the leading solutions for clean transportation. Governments funded it. Automakers invested billions. Industry groups promoted it as the fuel of the future. Yet while battery-electric vehicles have achieved mass adoption, hydrogen mobility remains a niche technology. In this episode of The SP Show, I sit down with Bernard van Dijk, aviation analyst and member of the Hydrogen Science Coalition, for a detailed discussion on hydrogen, batteries, aviation, infrastructure, and the future of transportation. Bernard argues that hydrogen's challenges are not simply a matter of scale or cost reduction. He believes many of the barriers are rooted in the fundamental physics of hydrogen itself, making widespread adoption in passenger vehicles, trucking, and aviation far more difficult than commonly portrayed. We discuss why Toyota continues to pursue hydrogen, whether Airbus' hydrogen aircraft ambitions are realistic, the economics of hydrogen infrastructure, battery-electric aviation, sustainable aviation fuels, and where hydrogen genuinely makes sense in a decarbonised economy. Topics coveredGreen, grey, blue and black hydrogen explainedWhy hydrogen struggles in passenger vehiclesToyota's hydrogen strategy and the MiraiWhy hydrogen bus projects are being cancelledThe economics of hydrogen versus batteriesThe Hydrogen Science Coalition's positionMichael Liebreich's Hydrogen LadderHydrogen trucks and heavy transportAirbus ZEROe and hydrogen aviationBattery-electric aircraft opportunitiesSustainable Aviation Fuel (SAF)Biofuels versus e-fuelseVTOLs and electric aviation startupsHydrogen pipelines and infrastructure challengesThe role of oil and gas companies in hydrogen promotionWhere hydrogen should and should not be usedWhether you agree or disagree with Bernard's conclusions, this conversation challenges many of the assumptions that continue to shape discussions around hydrogen and clean transportation.

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The SP Show is a no-hype podcast on the battery value chain, covering batteries, EVs, energy storage, & the growing power needs of AI infrastructure. Hosted by Sri Popuri, PhD, a cleantech professional with 18+ years of hands-on experience across energy conversion, storage, and battery materials, the show focuses on what really decides winners and losers: technology choices, scale-up and manufacturing reality, supply chains, partnerships, and capital discipline.