#243 Battery Storage Supply Chains & Future in US-China Trade War | Danny Lu | Powin

This is a free preview of a paid episode. To hear more, visit cleantechies.substack.comListen on: Apple Podcasts | Spotify | YouTube | Pocket CastsIn This Episode: * How Powin went from a family business manufacturing a wide range of products to a leading provider of BESS* Solving supply chain challenges and the future of partnership with the US and China on batteries* What the future of energy looks like and the important role that BESS plays Take the Listeners Survey to Help Us ImproveCheck Out Our Sponsors! * Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs * ErthTech Talent: Affordable CleanTech Search FirmWhat’s up, everyone! Today, we have a great episode with Danny Lu from Powin. Powin is one of the leading providers of battery energy storage systems, with 8 GWh of systems built and 9 in the pipeline. They are an absolute powerhouse. Battery storage is a critical part of the future of a renewable energy grid. Powin is doing its part to make it possible. As the Trump admin pushes for more drilling and a seemingly anti-clean energy policy (despite that not being the definition of abundance) we are seeing the value of battery storage. Prior to tariffs, building a speaker plant would be more expensive and take longer than building energy storage systems to manage grid flexibility issues. (It’s tbd what the situation will be with huge Chinese tariffs). Powin has years of experience working in this space to solve supply chain issues and is always improving its business to adapt to whatever battery chemistry is most feasible and affordable for its clients. Given all this, it was great to speak with someone who can help us understand where the market is going and what the key challenges and opportunities are that lie ahead. Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80). 📺 Watch on YouTube | 🍎 Apple Podcasts | 🎧 Spotify | 🗣️ Join the Slack ChannelTopics Free Preview: * 00:00 Cold Open & Intro to Our Guest * 04:00 Origins & Evolutions of Powin* 08:10 What They Do * 10:00 Creating the Market and Finding Their First Customers* 12:00 Check Out Goodwin for all Your Legal Support Needs* 13:00 Stepping Into a Leadership Role Out of University * 16:55 Check out ErthTech Talent for your Hiring Needs* 18:10 From Permit to Commissioning in Months* 19:10 What an IPP/Utility Wants — Single Point of Blame* 23:00 The Evolution of Battery Chemistry for BESS vs EV * 24:30 Become a Paid Supporter of CleanTechies* 25:30 Powin’s Current Scale* 26:50 Storage Project Market Projections Considering Tariffs* 31:30 AI & Data Centers | BESS vs Peaker Plants* 39:00 Manufacturing in the US? (teaser clip & paywall) Links* Danny Lu | Powin* Connect with Somil on LinkedIn | Connect with Silas on LinkedIn* Follow CleanTechies on LinkedInThis podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.