Klimatic Scale

Klimatic Group

Klimatic Scale is a show about commercial scale in energy, built environment, and mobility innovation - the sectors core towards reaching net zero goals in Europe. So why are we stalling? Join award-winning ecosystem builders Aneri and Dash as they discuss best ways to scale with industry leaders, entrepreneurs, and experts. We cover: 1. Success stories and what works from pilot to scale 2. Specific industry cases & success stories, dissected and analyzed 3. What works best for speedy commercialization to get to net zero klimaticgroup.substack.com

  1. Jun 3

    Inside Wien Energie’s Innovation Strategy: How utilities successfully source, pilot, and scale startup partnerships

    Wien Energie GmbH is the largest regional energy provider in Austria, supplying approximately two million customers with electricity, heating, cooling, electromobility, and telecommunications services. The company operates primarily in Vienna and the surrounding Lower Austria region. It is a wholly owned subsidiary of Wiener Stadtwerke GmbH. Connect with Fabian Kasicki on LinkedIn here. 00:02 Introduction & About Wien Energie03:55 Why Wien Energie Partners with Startups08:53 How Wien Energie Prepares Startups to Understand Their Problems10:34 Success Story: Kauz AI & the Digital Product Advisor11:54 The Pilot Process: Structure & Timeline14:37 Getting Top Management Buy-In for Scale16:09 Startup Positioning Tips: How to Get Beyond Pilot17:34 Success Story: Kraken & Sustainable Procurement20:56 Tips for Preparing RFPs — Tecloman Case Study22:12 Wien Energie’s Four Innovation Focus Areas23:23 Active Searches: EV Charging AI & Solar Forecasting24:54 Biggest Unmet Opportunities in the Energy Ecosystem26:41 Advice for Early-Stage Companies Entering the Utility Space Check out our companion episode with Tecloman, a scaleup working with Wien Energie! The Heat Beneath the Surface: Why District Cooling & Heating Is the Startup Opportunity DACH Utilities Are Waiting For Vienna sits atop one of Europe’s most sophisticated thermal networks. Wien Energie operates the fifth largest district heating grid and the fourth largest district cooling grid in the entire European Union, serving millions of residents and businesses, fed partly by waste incineration plants that thermally treat roughly every fourth ton of waste generated in Austria. Yet for all its scale, the network is at an inflection point. In a recent conversation on the Klimatic Scale podcast, Fabian Kesicki, Head of Corporate Development at Wien Energie, named decarbonized and flexible district energy systems as one of the utility’s four core innovation focus areas. “We have very large district cooling and heating systems and we see big potential there,” he said, “particularly in the direction of decarbonized systems and flexible systems.” For startups working at the intersection of thermal infrastructure and clean technology, this signals something important: the demand is real, the budgets exist, and the utilities are actively looking. Why District Cooling & Heating Is Having Its Moment District energy, the centralized production and distribution of heating and cooling through underground pipe networks, is among the most overlooked levers in Europe’s decarbonization toolkit. Unlike rooftop solar or EV charging, it operates largely out of sight, which has kept it out of the startup conversation. That is changing fast, for three reasons. 1. The gas transition is creating a strategic gap. Most large DACH utilities still rely on gas-fired combined heat and power (CHP) plants as the backbone of their district heating systems. As gas becomes economically and politically untenable, these utilities face an urgent need to replace gigawatts of thermal capacity with alternatives: heat pumps drawing from rivers and aquifers, geothermal, industrial waste heat, and seasonal thermal storage. The technical complexity of this transition, and the speed at which it needs to happen, is far beyond what utility R&D teams can handle alone. 2. Cooling demand is surging. Central European cities were not designed for the temperatures they are now experiencing, especially experienced in the recent May 2026 heatwave where temperatures soared above 35 C. Vienna, Munich, Zurich, and Frankfurt are all investing heavily in district cooling capacity as the climate forces the issue. Wien Energie’s fourth-place EU ranking in district cooling is not a legacy position, it reflects years of deliberate investment. Across DACH, that investment is accelerating, and startups with solutions for efficient, low-carbon chilled water distribution, thermal storage, and demand-side management have a growing market. 3. The grid flexibility imperative. One of the most compelling dynamics Fabian highlighted is the growing frequency of negative electricity price hours across European markets, periods when supply from renewables exceeds demand and prices turn negative. District heating and cooling systems, with their large thermal mass, are natural flexibility assets: they can absorb excess electricity (via heat pumps or electric boilers), store it as heat or cold, and dispatch it later. “Using the flexibility potential of the heating sector is where we can still use some innovative ideas.” This positions district energy squarely within the broader energy system flexibility story, and opens a substantial commercial opportunity for startups that can help utilities unlock that value. What DACH Utilities Actually Need Based on what Wien Energie and similar utilities in Germany, Austria, and Switzerland are signaling, the most relevant startup categories for district cooling and heating break into several clusters: Decarbonization of heat sources. Replacing gas-fired generation with scalable, dispatchable alternatives. This includes large-scale heat pump technology adapted for utility-grade applications, aquifer thermal energy storage (ATES), deep geothermal, and industrial waste heat recovery. The challenge is not just the technology itself but integration with existing grid infrastructure, and managing the transition without compromising reliability. Grid intelligence and digital twins. Aging district energy networks were built before sensors were cheap and before machine learning existed. Startups offering real-time network monitoring, predictive maintenance, leak detection, and digital twin platforms find a receptive audience at utilities struggling to optimize grids that span hundreds of kilometers of underground pipe. The ability to ingest SCADA data, model thermal behavior, and surface actionable insights is in high demand. Demand-side flexibility and virtual thermal storage. Rather than building new physical storage, some of the most capital-efficient flexibility solutions exploit the thermal inertia that already exists in buildings connected to district networks. Startups with software that can coordinate building-level setpoints, hot water buffer tanks, and process heat loads to shift demand in real time, without degrading comfort, offer utilities a low-cost flexibility tool that complements generation-side assets. Seasonal thermal energy storage. For utilities with significant renewable heat sources (solar thermal, industrial waste heat), the mismatch between summer supply and winter demand is a persistent challenge. Pit thermal energy storage, borehole storage, and aquifer systems are gaining traction, but the planning, permitting, and optimization software to make these projects viable at scale remains underdeveloped. Cooling-as-a-service and building integration. On the cooling side, the interface between district networks and commercial buildings is surprisingly manual and inefficient. Startups that can automate substations, optimize heat exchanger performance, and offer data-driven service models to building operators are addressing a gap that utilities recognize but have limited capacity to fill internally. How to Actually Work With a DACH Utility Understanding the opportunity is one thing. Navigating the path from first conversation to signed contract is another. Fabian was refreshingly candid about what the process looks like from the utility side, and the lessons apply broadly across DACH. Start with the problem, not the product. The single quality that separates shortlisted startups from the rest, according to Fabian, is whether they have genuinely understood the utility’s challenge. “Is it just a standard slide deck, or have they understood what is the challenge that Wien Energie faces in this business unit?” Generic pitches do not advance. Problem-specific proposals, shaped by reading public materials and asking direct questions, do. Know that pilots run six to twelve months. Wien Energie’s standard pilot structure involves a shared problem definition, agreed KPIs, and a contractual framework established before work begins. Startups that push to skip the paperwork and “just start” create friction that slows everything down later. Embrace the process. Secure the department head, not just the innovation team. Wien Energie’s scaling decision requires an explicit commitment from the relevant department head, not just internal champions in the innovation group. The implication for startups is to make sure your solution addresses a problem that the business unit owner cares about, not just something the innovation team finds intellectually interesting. The innovation team’s job is to translate; your job is to give them something worth translating. Prepare for procurement reality. Once a pilot succeeds and a longer-term collaboration is on the table, a formal tender process typically follows. Startups that understand this, prepare their documentation early, and are willing to navigate the process (often partly in German) are far better positioned than those who treat it as an obstacle. Build relationships before you need them. Wien Energie runs its innovation process through a structured program (the Climate Lab, in partnership with Impact Hub Vienna) and publishes its challenge topics openly. The same pattern: open calls, published problem statements, multi-stage evaluation, applies across most major DACH utilities. Following these programs, engaging early, and showing up at industry events before an active procurement process is the most reliable way to be in the room when decisions are made. The DACH Landscape: Structural Advantages for Startups Beyond Wien Energie, the DACH region has structural characteristics that make it an unusually strong market for district energy startups. Germany has set binding targets for district heat to cover 50%

    30 min

  2. May 27

    Scaling Digital Grid Solutions: Inside E.ON One's Portfolio Strategy

    E.ON One is the digital arm of E.ON Group, one of Europe’s largest operators of energy networks and energy infrastructure, serving 50 million customers. E. ON One is focused on building software and platforms that help energy companies and grid operators manage the complexity of transitioning to renewable, decentralised energy systems. E.ON One provides an integrated, bundled portfolio of digital solutions that help organisations and companies master their journey in the energy transition. The focus areas span grid operations, grid connection, and energy management. Connect with Tim Van Amstel on LinkedIn. 00:00 What is E.ON One? Tim explains how E.ON One fits inside E.ON and why the platform was created.05:50 Why Utilities Need Digitization Now08:45 AI in Energy: Beyond the Hype10:35 How E.ON One combines utility expertise with startup speed and digital talent.11:45 How E.ON One Finds and Selects Scale-Ups15:10 Inside the Portfolio: Digitizing the Grid with Envelio - how digital twins and intelligent grid platforms are changing planning and operations.19:30 gridX and the Rise of Home Energy Management - connecting solar, EVs, heat pumps, and flexibility into one platform.21:00 Making EV Charging Profitable with evailable - why uptime and predictive maintenance matter more than ever in charging infrastructure.23:20 Why commercial talent and pacing growth may matter more than technology.27:10 What startups underestimate about working with energy incumbents.28:10 What Will Define the Utility of the Future?29:50 How Startups Can Work with E.ON Digitizing the Grid: Investor signals, market shifts, and what utilities are learning from scale-ups For years, the energy transition was framed as a hardware challenge. Build more renewables.Install more chargers.Deploy more batteries. That story is incomplete. The next bottleneck is increasingly becoming something less visible: the ability to operate a radically more complex energy system. The Grid Was Designed for Predictability. The Future Is Not. Historically, utilities operated in a relatively stable environment. Large centralized generation assets produced electricity and demand followed recognizable patterns. For example, in the morning demand is increased, whereas in the evening it peaks. And so operators planned accordingly. However, today’s grid must accommodate: * Distributed solar generation * Electrification of transport * Heat pumps * Flexible demand * Intermittent renewable generation * Consumers who are becoming producers As Tim explained: “The supply is changing to become more intermittent, decentralized… and the consumers have completely different patterns and changes.” This changes the operating equation. Utilities no longer need only generation capacity, they need decision-making capacity. The Investment Thesis: Data Is Becoming Grid Infrastructure One of the strongest themes emerging in digital energy investing is that software is shifting from optimization layer to operating layer. This is visible across categories: * Digital twins * Forecasting and simulation * Distributed energy orchestration * Grid flexibility platforms * AI-enabled maintenance * Home energy management systems The common thread between all these is to turn fragmented operational data into actionable decisions. A useful example is envelio, one of E.ON One’s portfolio companies. Distribution operators often store operational information across disconnected systems—ERP, GIS, SCADA, CRM. Tim explained the opportunity: “It is key to have all of your data stored in one platform, in one data format, in order to allow to build applications on top.” The outcome is more than visualization. Digital grid platforms create a real-time model of network behavior. According to Tim: “Back in the days… a proper calculation of the grid sometimes took weeks or months… now this can all be done relatively dynamically in split seconds.” That is a dramatic change in operational capability. AI’s Real Opportunity Is Not Replacing Operators AI discussions in energy often drift into speculation. What’s more interesting is where adoption is already happening. Tim’s observation was practical: “Technology wise, you can be much more efficient and much faster in employing solutions or analyzing scenarios… but also simply in doing your actual operational work.” The innovation imperative is in faster planning, scenario analysis, operational execution, maintenance prioritization, and customer optimization. AI appears strongest where decisions are repetitive, data-heavy, and operationally constrained. The Market Opportunity: Flexibility Is Becoming a Utility Capability If digitization is the enabler, flexibility is increasingly becoming the business model. Utilities are moving from selling energy to orchestrating flows. This is visible in platforms like gridX. Home energy management systems coordinate: * solar generation * batteries * EV charging * heat pumps * grid interaction As Tim described: “If the grid has a problem… use that electricity from the grid. And for all of that, you need a home energy management system.” This is where energy begins to resemble software markets: Value shifts from ownership to orchestration. Forecast: What Happens Next Over the next decade, expect utilities to compete less on assets alone and more on: * forecasting quality * flexibility management * operational intelligence * software ecosystems * customer orchestration Tim summarized the shift simply: “A successful utility needs to pivot relatively fast, test, and embrace technology. I really believe this whole flex topic… that is the future.” And only the companies that learn to digitize will define the next phase of the energy transition. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit klimaticgroup.substack.com

    33 min
  3. Lab to Industry: where biomimicry disrupts the construction industry

    Apr 30

    Lab to Industry: where biomimicry disrupts the construction industry

    Strong by Form is a materials technology company founded in 2018, originally in Santiago, Chile, and now operating across Europe with its headquarters in Madrid, Spain. At the heart of their work is a proprietary technology called Woodflow®. Woodflow is a biomimetic technology inspired by the structural genius of trees, combining digital fabrication with computational design to optimize wood’s natural properties and enable the creation of complex, high-performance components. The result is a material that is carbon-negative, using wood in more intelligent formats, such as chips or veneers, engineered to place material only where it’s needed, minimizing waste while maximizing carbon storage. The technology comes in two forms: Woodflow-skin, a cladding and surface product already commercially deployed, and Woodflow-core, a structural solution currently in advanced prototyping. Strong by Form has designed a structural floor piece that can span longer distances than existing engineered wood making it a viable replacement for steel or concrete, while being lighter than all three. Connect with Andres on LinkedIn here. 00:00 – Founder journey: from corporate venturing to deep tech 02:00 – Vision: decarbonizing the built environment at scale 03:44 – What’s broken in construction materials today 05:23 – The “lazy construction” problem 06:34 – Why concrete, steel & oil-based materials still dominate 09:12 – How Strong By Form’s technology works 12:08 – First pilot: Deutsche Bahn & the Berlin Südkreuz project 17:25 – Why pilots don’t scale and why that’s okay 18:28 – Certification: the hidden bottleneck 26:28 – “Sell nails, not furniture”: go-to-market insight 27:11 – What’s next: funding, certification, and scale-up 27:45 – What industry gets wrong about innovation The Material Shift: Why Sustainable Construction Starts with What We Build With The decarbonization of the built environment is often framed around energy efficiency, electrification, and smart systems. But there is a more foundational layer to address: the materials themselves. Steel, cement, aluminum, and plastics form the backbone of modern construction, and together, they account for a significant share of global emissions. Cement alone is responsible for roughly 7–8% of global carbon dioxide emissions. If the last decade was about how buildings operate, the next will be about what they are made of. Embodied carbon is becoming the new frontier. Embodied carbon, the emissions associated with material extraction, production, and construction, is emerging as the largest remaining source. In some new buildings, embodied carbon already accounts for up to 50% of total lifecycle emissions. Unlike operational emissions, which can be reduced over time, embodied carbon is locked in from day one. Once a building is constructed, those emissions are already in the atmosphere. This shifts the optimization problem. It is no longer just about designing better buildings, it is about choosing better materials. Traditional construction materials are carbon-intensive by design. Cement production requires high-temperature kilns powered largely by fossil fuels, while also releasing CO₂ through chemical processes. Steelmaking depends on coal-based blast furnaces. The result is a system optimized for cost, durability, and scale, but not for carbon. At the same time, global demand for construction materials is expected to double by 2060, driven by urbanization and infrastructure growth, particularly in emerging markets. Without intervention, this locks in decades of high emissions. The good news is innovation in sustainable materials is accelerating across multiple fronts, each targeting different parts of the value chain. * Low-carbon cement alternatives are reducing clinker content through supplementary materials such as fly ash, slag, and calcined clay, cutting emissions by 30–50%. * Green steel is emerging through hydrogen-based direct reduced iron (DRI) processes, with pilot plants in Europe already producing near-zero-emission steel. * Engineered timber (see episode), including cross-laminated timber (CLT), is enabling mid- and high-rise construction with significantly lower embodied carbon while storing carbon within the structure itself. * Carbon-cured concrete technologies inject captured CO₂ into concrete during production, permanently mineralizing it and improving material strength. * Circular materials, such as recycled steel, reclaimed aggregates, and reused structural components, are reducing the need for virgin resource extraction. Each of these innovations addresses a different constraint, whether it is emissions intensity, material performance, or resource scarcity. Together, they point toward a more diversified and resilient materials ecosystem. The cost curve is moving, but not evenly. One of the persistent barriers to adoption is cost. Low-carbon materials often carry a premium, particularly at early stages of deployment. Green steel, for example, can cost 20–50% more than conventional steel today, depending on energy prices and scale. However, this premium is not static. As production scales, supply chains mature, and carbon pricing mechanisms strengthen, the gap is expected to narrow. In some cases, it already is. Blended cements and recycled materials can be cost-competitive—or even cheaper—depending on local availability. The more important point is that cost cannot be assessed in isolation. Developers and contractors operate within tight margins, but they are also increasingly exposed to regulatory risk, carbon pricing, and investor pressure. A material that is slightly more expensive upfront may reduce long-term financial and compliance risks. The decision is shifting from lowest cost to lowest total risk. Adoption is a coordination challenge. The transition to sustainable materials is not blocked by a lack of innovation—it is constrained by fragmentation across the value chain. Architects specify materials, engineers validate them, contractors procure them, and developers absorb the costs. Each actor has different incentives, and no single player controls the entire decision. This creates a coordination problem. A developer may be willing to pay a green premium, but only if the materials are available at scale. A manufacturer may be ready to invest in low-carbon production, but only if there is predictable demand. Contractors may hesitate to adopt unfamiliar materials without proven performance and clear standards. Breaking this cycle requires alignment across multiple stakeholders at once. Policy is beginning to play that role. Governments are starting to move beyond operational energy codes toward embodied carbon regulations. France’s RE2020 and the Netherlands’ MPG standard already set limits on lifecycle emissions for new buildings. Public procurement is also emerging as a powerful lever, with cities and governments requiring low-carbon materials in infrastructure projects. These policies do not mandate specific technologies—they set performance targets. This creates space for multiple solutions to compete, whether it is green steel, timber, or novel cement alternatives. The signal is clear: carbon is becoming a design constraint. From niche to default. Sustainable materials are still a minority in global construction, but the trajectory is familiar. Early adoption is concentrated in pilot projects, flagship developments, and regions with strong policy support. Over time, as costs fall and standards evolve, these materials move into the mainstream. We have seen this pattern before with renewable energy and electric vehicles. What begins as a premium option becomes the default. The same shift is now underway in construction materials. What will determine the pace is not just technological progress, but system-level coordination—between policy, industry, and finance. The builders who move early will not just reduce emissions. They will shape supply chains, influence standards, and position themselves in a market where carbon constraints are tightening. Thanks for reading! Subscribe for episodes in your inbox. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit klimaticgroup.substack.com

    31 min

  4. Apr 23

    Scaling circular construction with Concular

    Concular is a German climate tech company transforming the construction industry by enabling circular construction, keeping building materials in use instead of sending them to waste. Founded in 2020 and based in Berlin, Concular operates as a digital and physical ecosystem that connects demolition projects with new construction, ensuring materials are reused rather than discarded. 00:00 – Dominic’s journey: from Google to climate tech 02:31 – The real problem: construction as a climate driver 04:46 – The economics of waste: landfill vs reuse 06:29 – How Concular works (end-to-end model) 08:47 – Can circular construction actually scale? 09:01 – Regulation as the unlock (EU perspective) 12:12 – Why construction is so slow to change 12:50 – How to drive adoption in a risk-averse industry 14:05 – The insurance insight: building trust to sell innovation 16:02 – Scaling through standards (DIN example) 17:18 – What’s next for Concular (12–24 months) 19:26 – Open knowledge & building a movement 20:30 – How to access Concular’s resources 20:40 – Call to action: what the industry needs now From Waste to Supply Chain: The Secondary Markets for Construction Materials Most people think aviation is one of the biggest climate problems. But the construction sector is actually responsible for ~40% of global CO₂ emissions and ~60% of global waste (aviation is around 3%). And yet, every day, we demolish buildings, send valuable materials to landfill, and produce the same materials again. So how do we scale the secondary market for construction materials? Circular construction depends on one thing: a functioning market where materials from old buildings can be reused in new ones. Without that, materials get downcycled or landfilled. A functioning market is one where materials retain value, emissions drop, and costs go down. However, there are barriers in making a functioning market. * Supply is fragmented. Materials are hard to standardize, difficult to inventory, and time-sensitive (tied to demolition schedules). * Trust is low in secondary materials. Buyers ask if it’s certified, who takes liability, and what happens if it fails? Trust is the real bottleneck. * Virgin materials are too easy to procure. They are cheap, standardized, and always available. For reuse to win, it has to be better, cheaper, and lower risk. * Coordination challenges. Construction is project-based, risk-averse, and logistically complex. Regulation is critical for the secondary market to compete. The EU is requiring pre-demolition audits, which creates supply and CO2 limits for buildings, which creates demand. This combination creates an enabling environment that is policy-driven. The ROI of reused materials is also becoming evident. Financial calculations must be part of the solution to be viable to construction companies: * Cut embodied emissions by up to ~95% * Reduce deconstruction costs by up to ~30% * Compete with rising landfill and transport costs Last, secondary markets require infrastructure, taking the form of digital passports to match supply and demand, material passports to track their quality and origin, and physical hubs to store, refurbish, and redistribute materials. This is causing large construction and materials companies to invest in recycling and reuse, build refurbishment capabilities, and position themselves for a circular supply chain. Startups thus should prepare themselves to build a marketplace, not just a product. They must solve for supply aggregation, demand creation, trust (certification, insurance, guarantees), logistics and timing, and policy alignment. Concular is doing just that. Secondary markets have a way to go. They work in pockets, but are not yet fully mature. But policy is becoming aligned, economics are improving, and infrastructure is emerging, making this an exciting space for investors and policymakers to watch. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit klimaticgroup.substack.com

    23 min
  5. Wrapped Up in Energy | Urban Chapter

    Apr 17

    Wrapped Up in Energy | Urban Chapter

    In this episode of Klimatic Scale, Dash speaks with Brian Koh, an architect turned entrepreneur who founded Integra D&C after 27 years of designing sustainable buildings across the US and South Korea. Brian takes us inside his product IUES - a prefabricated modular envelope system that retrofits existing buildings fast, without the mess of conventional renovation. See the video of the installation here. 👉 Listen to find out why Brian thinks the slowness of the construction industry is actually a startup opportunity. 1:00 From architect to entrepreneur: Brian’s journey 5:00 Why pretty buildings are an energy disaster 9:00 The building envelope as an energy efficiency solution 13:00 IUES - a success case 17:00 Retrofitting a building in a summer break 25:00 What it takes to sell to the construction industry 30:00 Advice for built environment startups Connect with Brian if you want to continue the conversation! This is one of the episodes of the Urban Chapter of Klimatic Scale, where we talk to innovators in built environment, real estate, and construction. We show the toughest challenges and the best working solutions. See our previous episode in the Urban Chapter that shares the perspective of a real estate developer on the energy innovation in the built environment: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit klimaticgroup.substack.com

    36 min
  6. Built Up Energy | Urban Chapter

    Apr 9

    Built Up Energy | Urban Chapter

    In this episode of Klimatic Scale, Dash speaks with Sarah Perumalla, who leads innovation at DIEAG, a Berlin-based real estate developer that excels in high-value buildings and district projects. Sarah takes us inside a specific 1.4 billion project where the goal from day one was full energy self-sufficiency. She shares the key challenges and how innovation was managed to keep the project on track. 👉 Listen to find out how DIEAG prefers to work with startups. This is one of the episodes of the Urban Chapter of Klimatic Scale, where we talk to innovators in the built environment, real estate, and construction. We show the toughest challenges and the best working solutions. 1:00 Intro and cities of tomorrow 5:00 Energy self-sufficiency at district scale 9:00 Innovation challenge example: deep geothermal 12:00 25 stakeholders to the same table 17:00 How DIEAG works with startups 25:00 What startups get wrong when approaching real estate developers P.S. This episode was recorded in August 2025. Connect with Sarah if you want to continue the conversation! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit klimaticgroup.substack.com

    33 min

  7. Apr 1

    Scaling Battery Tech to Meet the AI Transition's Energy Needs

    Nyobolt was founded in 2019 by Professor Dame Clare Grey and Dr. Sai Shivareddy, building on research from the University of Cambridge. Nyobolt is a battery technology company focused on ultra-fast charging, high-power energy storage. It builds battery systems and related power electronics for applications like data centers, electric vehicles, robotics, heavy-duty equipment, grid storage, and other industrial uses that need rapid charging and reliable uptime. The company develops proprietary battery materials, cell designs, and integrated software/power electronics to deliver very fast charging without the usual tradeoff of rapid battery degradation. Its technology is positioned for demanding use cases such as warehouse automation, commercial vehicles, grid support, and AI/data-center infrastructure. Connect with Annie on LinkedIn here. 00:00 Solving the problem03:48 Nyobolt’s solution06:10 Commercializing from the lab08:18 Figuring out where to start when there are many use cases09:33 Inbound to scaling step by step17:44: How to be disciplined with customer inquiry21:30: Defining success23:37: The power of testimonials and referrals Super-fast charging batteries are becoming infrastructure, not just a mobility feature For years, battery innovation was discussed primarily through the lens of electric vehicles: longer range, lower cost, faster charging. That framing is still relevant, but it is no longer sufficient. The real shift now underway is broader and more consequential. Super-fast charging batteries are emerging as critical infrastructure for data centers, robotics, and commercial electrification, sectors that increasingly run on the logic of always-on uptime rather than occasional use. That distinction matters. In an always-connected economy, the battery is no longer just a store of energy, it is a performance layer. It has to absorb power quickly, discharge predictably, survive repeated cycles, and integrate into systems where downtime is expensive and operational windows are narrow. For hyperscale data centers, warehouse robotics, and high-performance EVs, the demand is shifting from “Can it work?” to “Can it work fast, repeatedly, and at scale?” “We’re solving high-power, ultra-fast charging, long cycle life challenges for an always-on world.” - Annie Wechter That framing captures the market very well. The opportunity is not simply to build a better battery. It is to build a battery that matches the cadence of modern industry. The new demand profile The most important trend in super-fast charging is not just technical progress, it is demand pressure. AI has pushed data centers into a new power era, with GPU-driven workloads creating sudden and substantial spikes in electricity demand. Robotics fleets, meanwhile, are being asked to move faster, stay online longer, and complete more tasks with less human intervention. Commercial EV operators are facing the same expectation: more uptime, less waiting, and tighter total-cost-of-ownership discipline. “Charging taking hours rather than minutes doesn’t work for this new age of 24/7 operations” That is becoming the central business case for this category. Where traditional lithium-ion has been optimized for energy density and long range, these new use cases reward power density, thermal performance, and cycle life. This shift is also changing how customers buy. In the past, battery procurement might have been driven by spec sheets or lab performance. Today, buyers increasingly want proof that a battery can improve an operational metric: robot availability, rack resilience, fleet utilization, or avoided downtime. That changes the sales cycle, but it also creates a more durable value proposition. Data centers are the next battery frontier Among the most compelling new markets is AI infrastructure. Data centers historically relied on backup systems and predictable load profiles. AI is breaking that assumption. Training and inference workloads can create rapid fluctuations in demand, and hyperscalers are under pressure to keep systems stable while managing grid constraints, cost, and resilience. This is why battery companies are moving from EV adjacency into data center power. Annie described its “Dynamic Response System” as a rack-level solution designed to sit near GPUs and provide an additional power source when needed. The logic is straightforward: if compute demand is becoming more dynamic, the power architecture has to become more dynamic too. For investors, this is a meaningful signal. Data center power is no longer just a facilities issue. It is becoming an application layer for advanced storage and response technologies. Robotics is the clearest near-term use case If data centers represent the strategic frontier, robotics may be the clearest near-term commercial fit. Warehouse automation and industrial robotics live and die by utilization. Every minute a robot is charging is a minute it is not producing value. For fleet operators, the key metric is not battery capacity in isolation. It is how effectively the battery supports continuous operation across shifts, sites, and cycles. Nyobolt’s early market traction illustrates this well. Annie said one of its first customers came inbound after seeing a five-minute charging EV demonstration, then recognized that the same underlying performance profile could solve a warehouse robotics problem. The issue was familiar across the industry: existing technology could charge quickly, but it could not provide enough energy or range to complete the job. This is also where cycle life becomes especially important. Industrial customers do not want to replace batteries constantly. They want systems that can handle repeated, high-frequency charge-discharge behavior without degradation becoming the limiting factor. In a fleet environment, that is a direct economic lever. Check out our episode with ANYbotics where we discuss robotics for the energy sector. EVs still matter, but the bar is rising EVs remain the most visible battleground for fast-charging innovation, and they are still a major market driver. But the category is maturing. What once counted as a breakthrough, simply faster charging, is now becoming a baseline expectation in premium and performance segments. The next phase is more demanding. Fast-charging batteries now have to balance speed, durability, safety, and cost. They also have to work within increasingly complex vehicle architectures and charging networks. In other words, ultra-fast charging is no longer just a consumer convenience feature. It is part of a larger systems challenge across the transport stack. This is one reason the super-fast charging market is attracting both large incumbents and specialized startups. The startups are often moving faster on materials and system design, while established players have scale, manufacturing, and distribution. That creates a dynamic market, but also a crowded one. The companies most likely to win will be those that can prove not only technical superiority, but commercial readiness. What startups need to get right Nyobolt’s story highlights a lesson that applies far beyond one company: in deep tech, focus beats breadth. The company described a disciplined approach to customer selection, saying it prioritizes cases where the performance gap is large enough to justify bespoke development. That is smart strategy in a capital-intensive category. “The bigger the problem, the better the customer fit for us at this stage” That mindset is useful for startups across the sector. The best early customers are not necessarily the largest in the abstract. They are the ones with the most acute pain, the clearest validation pathway, and the strongest willingness to co-develop. Just as importantly, the winning companies are engineering-led but commercially disciplined. They need to balance lab innovation with field validation, certification, manufacturing readiness, and customer trust. In battery markets, a compelling demo is not enough. The real test is whether the product survives the real world. A market moving from promise to proof The deeper trend across data centers, EVs, and robotics is that battery innovation is becoming operational rather than speculative. Industries are no longer asking whether fast charging sounds impressive. They are asking whether it can reduce downtime, increase uptime, and fit into workflows that now run around the clock. That is what makes this moment interesting for industry players, investors, and startups. The technical problem is hard, but the market need is real and urgent. Super-fast charging batteries are moving from a niche feature into a critical enabler of the always-on economy. And that may be the biggest change of all: batteries are no longer just supporting products. In the right applications, they are becoming part of the infrastructure itself. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit klimaticgroup.substack.com

    35 min

  8. Mar 17

    Zero-Emission Construction Sites (ZECS): From Oslo’s pioneering model to scaling across Europe (1/2)

    Linda Zarai is the key author of two reports: * EU-level impact assessment and policy options: transitioning ZEMCON in European cities, a comprehensive study on the benefits, cost impacts, and policy options for Zero Emission Construction Sites across Europe with the Norwegian consulting firm Hafslund. * From Oslo to the EU: The journey towards clean construction, a case study on how Oslo has paved the way for ZECS across Europe. The report is the outcome of a collaboration with the city of Oslo and other partners of the Power Up a REnewable Society (PURE) Project. First established in 1986, Bellona is an international, independent non-governmental organisation (NGO) combating climate change. Their 30 years of experience on the ground has been marked with active collaborations with civil society, academia, governments, institutions, and industries. Connect with Linda Zarai on LinkedIn. Interested in more? Join us on Zoom March 26th at 14:00 CET for a deep dive on the topic with industry leaders paving the path forward on ZECS from Volvo Construction and the City of Stockholm. 00:00: What are Zero Emission Construction Sites?04:04: Health impacts of ZECS06:51: Oslo case study08:19: Role of procurement10:27: Olav v Gate, the first ZECS14:04: Other cities leading on ZECS16:57: Barriers to scaling ZECS19:14: How to scale ZECS?21:32: Opportunity for startups25:29: Construction sites of the future Deep Dive on Zero Emission Construction Sites (reposted with permission from Bellona Europa. Original here: https://eu.bellona.org/focus-area/embodied-carbon/zero-emission-construction-sites/) Zero-Emission Construction Sites (ZECS) are worksites where only zero-emission construction machinery and transport can operate. This approach seeks to decarbonise one of the most emission-intensive phases of the built environment: the construction stage. By focusing on this critical window, ZECS aim to reduce embodied carbon in buildings and infrastructure. Why do ZECS matter? ZECS address multiple urban challenges at once: Climate action Significantly reduce emissions from construction and embodied carbon in building and infrastructure Air pollution Cut construction-machinery-related particulate matter, NOx, and CO emission to zero. Noise pollution Noticeably reduce noise levels, improving conditions for residents, workers, and nearby businesses Cities as drivers of change Cities account for a large share of global greenhouse gas emissions, and their impact on climate crisis cannot be ignored. But they also hold the power to lead. Oslo’s progress illustrates that by embedding ZECS into local climate strategies, procurement frameworks, and urban development policies, municipalities can: * Meet climate goals through practical interventions * Create lead markets for clean construction products * Demonstrate the feasibility and scalability of sustainable models to national and EU-level decision-makers Green public procurement is a powerful tool. Oslo has shown that by including environmental criteria in tenders, cities can drive innovation and influence markets far beyond municipal borders. Bellona has developed the Emission-Free Construction Equipment Database to help cities and contractors identify market-ready and upcoming construction machinery and equipment. Like this episode? Subscribe to get notified about the next one! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit klimaticgroup.substack.com

    30 min
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About

Klimatic Scale is a show about commercial scale in energy, built environment, and mobility innovation - the sectors core towards reaching net zero goals in Europe. So why are we stalling? Join award-winning ecosystem builders Aneri and Dash as they discuss best ways to scale with industry leaders, entrepreneurs, and experts. We cover: 1. Success stories and what works from pilot to scale 2. Specific industry cases & success stories, dissected and analyzed 3. What works best for speedy commercialization to get to net zero klimaticgroup.substack.com

Information

  • Creator
    Klimatic Group
  • Years Active
    2025 - 2026
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © Klimatic Group
  • Show Website
    Klimatic Scale