Modernising the Grid: Solid-State Transformers, How coal is being co-opted for defence, and Space-Based Tech

Recorded 22 February 2026. Episode Discussion Points: Two solid-state transformer startups raised major funding this weekWhy transformers are a critical bottleneck in grid expansion and amidst modernisation pressuresDifferences between traditional iron-core transformers and solid-state transformersHow SSTs use semiconductor power electronics and software controlWhat the benefits of SSTs areWhy data centres are an early target market for SST technologyEnergy SecurityCoal becoming linked to energy security narratives in the USEnergy security increasingly shaping policy decisionsGovernment support for coal plants despite economicsMilitary interest in resilient energy systems and microgridsRole of renewables in reducing fuel logistics risksFuture / Speculative Energy InfrastructureSpace-based solar power conceptsSpace-based data centres powered by solarEconomic and engineering challenges of space energy systems