#277 The Battery That Lost the EV Race but Could Save the Grid | Antonio Baclig (Inlyte Energy)
00:00 – Intro: Recording in-person at 9Zero in San Francisco.
02:45 – Antonio’s Background: From Stanford PhD to Flow Batteries.
06:00 – The History: What is the "Zebra Battery" and why did it fail in EVs?
10:15 – The Chemistry: How Sodium, Iron, and Salt work together.
12:30 – The Economics: Why $1/kWh material cost changes everything.
17:00 – Safety First: No thermal runaway and safer than Lithium-Ion.
22:00 – Manufacturing Strategy: Leveraging existing UK talent and factories.
28:00 – The "Bankability" Challenge: Proving a "new" old technology.
34:00 – Commercialization: Who buys these…
The skinny
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