Cillian Totterdell

Policy for @FormEnergyInc, working on energy storage, markets and the climate transition. All views my own

[Form Energy @FormEnergyInc]

⚡️ Big news today: Form Energy will deploy a 300 MW / 30 GWh multi-day iron-air battery system with @xcelenergy to help power a new @Google data center in Minnesota.

At 30 GWh, this is the largest battery system by energy capacity ever announced globally. 🌍 It also marks Form Energy’s first deployment for a data center — demonstrating the unique value of 100-hour iron-air batteries in meeting the 24/7 energy needs of the AI economy.

The batteries for this project will be made in America at Form Factory 1 in Weirton, West Virginia. 🇺🇸 Form Factory 1 has already started commercial production and is on track to reach a production capacity of 500 MW per year by 2028.

We’re incredibly proud of this milestone and look forward to working with Xcel and Google to support a reliable, sustainable, and affordable electric grid — helping power the next generation of innovation. 🔋

See more from Xcel Energy: https://t.co/GGyE3q2Ffp

[Cillian Totterdell @ctotterdell]

@johnkrausphotos Critical paragraph and I suspect the reason for the whole update - they’re clearly pushing for a Starship only architecture

[Cillian Totterdell @ctotterdell]

@Luke_Mackey Sets off a couple of alarm bells

[Cillian Totterdell @ctotterdell]

@TrungTPhan Nah it’s gonna be the thin chapter that comes before the Big Thing, a la 1890-1914

[Cillian Totterdell @ctotterdell]

@SamHamels WeekS is certainly a different challenge than >24hrs, much rarer too. Most reliability events can be covered by the scope of LDES technologies coming to market today. Key is getting CapEx low enough to account for low cycling, li-ion def out of reach for now

[Cillian Totterdell @ctotterdell]

An important milestone as we make multi-day storage a reality. Especially excited by the caliber of our new partners, and the re-upping of existing investors - a sign of confidence that we are on the right track!

[Form Energy @FormEnergyInc]

We are pleased to announce a $405 million Series F financing round that will enable us to accelerate and scale up manufacturing of our multi-day, iron-air batteries for the electric grid.

This financing round, led by @TRowePrice, was joined by @GEVernova and existing investors @tpg Rise Climate, @Breakthrough Energy Ventures (BEV), Capricorn Investment Group’s Technology Impact Funds, @coatuemgmt, @EnergyImpact_ Partners (EIP), MIT’s @engineventures, NGP, @Temasek, GIC, @PreludeVC Ventures, Claure Group, @gigascale Capital, @BlindspotVC Ventures, and @VamosVentures.

From our CEO @mateojaramill: “We are excited to continue proving that American manufacturing for innovative energy technology is alive and well, right here in the industrial heartland of West Virginia and the Ohio River Valley.”

We look forward to continuing to ramp up manufacturing of our iron-air batteries and deploying our first commercial projects in the coming year! Learn more at: https://t.co/JXvXPzZ43r.

#energystorage #multidayenergystorage #longdurationenergystorage #batterystorage #cleanenergy #renewableenergy #energystorageforabetterworld #yeswv

[Form Energy @FormEnergyInc]

“Through the spirit, the ingenuity, the hard work, and the tenacity of this group of people, we get to stand here and watch product roll off the line." -🎙️@xcelenergy CEO Bob Frenzel at Form Factory 1

Last week’s celebration in Weirton brought together an incredible group of folks whose collective efforts helped us reach construction completion and start of trial production at Form Factory 1! Special thanks to @WVGovernor Jim Justice, West Virginia Senator @RyanWeld, @xcelenergy CEO Bob Frenzel, and City Manager of Weirton Mike Adams for sharing remarks recognizing the hard work, dedication, and partnerships that got us to this moment.

For more on the festivities and the remarks shared, check out this story from @wtov9: https://t.co/qArJD2ihWH.

#AmericanManufacturing #WestVirginia #FormFactory1 #YesWV #AlmostHeaven

[Cillian Totterdell @ctotterdell]

Really exciting project!

[Jesse D. Jenkins @JesseJenkins]

@FormEnergyInc is set to build a huge 85 MW / 8,500 MWh battery in Maine, supported by nearly $150 million from the Bipartisan Infrastructure Law.
https://t.co/nWJ5qjW6JB

The Massachusetts-based company is opening its first high-volume battery manufacturing facility located in Weirton, West Virginia at the site of the former Weirton Steel plant, with planned capacity to produce 500 MW per year of ≥100 hour duration batteries.

[Cillian Totterdell @ctotterdell]

I wrote a little something on risk and its role in the transition here: Risky business https://t.co/qsB2ORuqa7

[Cillian Totterdell @ctotterdell]

Dedicating scarce European funds to the development of efuels would be a total waste. The hydrogen bank already exists, and the Innovation Fund has targeted numerous h2 projects. There is no need to add to this in order to chase the fantasy of the everlasting ICE

[Anna Hubert 🇪🇺 @AnnaHbrt]

🔴Epp draft priorities🔴 : low carbon fuel strategy and funding + extended list of NZIA technologies.

[Cillian Totterdell @ctotterdell]

@JavierBlas This is good, right? Flying is too cheap relative to its climate impact, and raised costs for green fuels should be internalised. Assuming this does what it says on the tin, hard to argue against it

[Cillian Totterdell @ctotterdell]

@duncancampbell The key difference between the two examples you gave is that China subsidised what it needed to export to the global market, and Japan subsidised what it hoped to import.

[Cillian Totterdell @ctotterdell]

This is such an awesome chart - really shows why flexibility is a crucial part of our electricity system

[Dave Jones @CleanPowerDave]

Only 33% of EU's electricity was from fossil in 2023.

However, that hides that hour-by-hour, it ranged from 15% to 50%.

To get to 0% fossil, we need 0% in EVERY HOUR.

Here's a long thread on flexibility 🧵

[Cillian Totterdell @ctotterdell]

Crazy decision from @FT not to include the role of dealerships at all in this story - they're the number 1 EV detractors for a whole load of selfish reasons. Last year's story in @Slate is required reading on this https://t.co/x8lv5XdNR0

https://t.co/QIiwtZq02a

[Cillian Totterdell @ctotterdell]

@gnievchenko Can't believe they've got hype literally right there

[Cillian Totterdell @ctotterdell]

@BarryAndrewsMEP Congratulations Barry, well deserved and best of luck of the new mandate

[Cillian Totterdell @ctotterdell]

@SeanKellyMEP Well deserved Seán!

[Cillian Totterdell @ctotterdell]

@GraceOSllvn @CiaranCuffe @greenparty_ie @GreensEFA Fully agree, sorry to see him go but the #EPBD is a mammoth achievement delivered under very difficult circumstances. Best wishes for what you do next Ciaran!

[Cillian Totterdell @ctotterdell]

RT @FormEnergyInc: On the heels of Form Factory 1's groundbreaking anniversary, President of Form Energy, @theodorewiley, showed @WTOV9 the…