I Love This Logistics Startup’s COVID-19 Pivot

As we are all beginning to discover, the complicated science of logistics doesn’t always respond so well to unknown variables.

The extreme household toilet paper shortage is only partially due to panic buying — the reality is that people really DO need more of the stuff, with everyone confined to their homes 24×7. Many of us are spending at least 40 extra hours a week at home. It adds up. So what’s happening to all the commercial product headed for empty offices and factories? Turns out it’s not so simple to divert stuff from a totally different distribution channel onto grocery store shelves.

The more life-threatening challenge, of course, is getting medical supplies to the locations that really need it — recognizing that those locations will keep changing as new hot spots emerge.

That’s something that Flexport.org, the nonprofit arm of logistics software company Flexport, is addressing head-on. Its software is dedicated to facilitating disaster recovery supplies. Right now, it’s entirely focused on trying to alleviate COVID-19 supply shortages around the world.

An early-stage startup making a similar pivot is Rheaply, a Chicago-based company that recently raised $2.5 million to bold out its platform for asset management. The company’s mission is simple: to help universities and companies “share” equipment that is going unused. The founder Garry Cooper, who earned his Ph.D. in neuroscience from Northwestern, came up with the idea after while studying there.

In response to the medical supply crisis, Rheaply has collaborated with Northwestern and state agencies to create a special application of its technology called the Emergency Resource Exchange. The system was developed to help hospitals make requests for resources such as N95 protective masks to gowns or ventilators — and also to list things as they become available. Yes, it’s free.

“We face tough challenges ahead, but moving with a united sense of urgency minimize risk of the virus’s transmission and brings us closer to being with our friends and families once again,” the team writes in its blog about the new resource.

It’s a local resource, but imagine the possibilities if this sort of exchange was expanded to other states. It’s clear that we can’t always count on an adequate national-level response.

BTW, I hope you felt heartened by the news earlier today that Washington state is sending at least 400 ventilators back to the national stockpile, so that they can be sent to places like New York, where the crisis is expected to surge this week. We need more of this spirit.

Yes, there’s an app for that: Apple releases COVID-19 resource

Greetings from Bergen County in New Jersey, where my socially-isolated spirits have been raised by my afternoon session in the garden.

I just spent some time perusing the news for positive news related to the coronavirus crisis, and came across this update from Apple: it has released an app with fact-checked information about the pandemic. Especially relevant for those of us who are frustrated by the misinformation shared by certain commentators who pose as journalists.

I have downloaded same.

The first thing you should know is that this resource was created “in partnership” with the Centers for Disease Control (aka CDC) the White House Coronavirus Task Force and the Federal Emergy Management Agency (aka FEMA) — that means the information includes the latest federal data on what’s going on. 

The app is part screening tool / part news resource. If you’re wondering whether you should be tested, there’s a questionnaire that helps you determine whether that’s necessary — and CDC recommendations what to do next. It doesn’t include information about local testing sites. And there’s a huge disclaimer basically reminding users to consult their doctor and state health resources if they have the described symptoms.

So, why download this thing? If you’re weary of misery surfing for information, the app (and the related web site) gives you one place to look for quick updates. Oh, and you 

One more thing worth mentioning: If you DO submit information into the screening app, it won’t be stored or shared. You also won’t need a subscription to read the news that’s included. Personally, I’m still amazed and disappointed by how many big urban newspapers haven’t waived their subscriptions during this crisis. 

It’s time for tech companies to show their conscience

Spring is here. No, really.

If my 30-something-years experience as a journalist holds true, this will be the week many U.S. tech companies emerge from the relative radio silence that has characterized their public response to economic upheaval being wreaked by coronavirus to talk about how they plan to help — not just with immediate aid, but with resources to help inspire systemic solutions far into the future.

We’ve already heard a lot about Zoom, of course, the now virtually (pun intended) ubiquitous videoconferencing service that you and I both used umpteen times this week. In mid-March, it moved to make its software free for K-12 schools — and that was before many U.S. school districts officially closed their doors and turned millions of parents across the country into classroom aides. Pretty much any company with similar collaboration software is now offering at least a free trial.

These are wonderful, welcome gestures, and I am eager to see more like them. What I’m equally eager for are resources that help creative, innovative, entrepreneurial individuals mobilize on solutions — to seek not just to weather this crisis but to learn from it.

Sticking with education, one example is the new Teach from Home hub announced March 20 by Google, along with a $10 million “Distance Learning Fund” meant to support organizations working on solutions.

Here are some other initiatives that I’m looking into:

  • IBM updated the focus of its annual Call for Code solutions hackathon to “take on COVID-19.” The premise: use its open source software to develop technologies that could help. Last year’s winner was Prometeo. The team united a firefighter, nurse and three developers to create a smart device for improving firefighter safety by measuring air quality during disaster response.
  • Amazon’s cloud division committed $20 million intended to accelerate research on diagnostics approaches. Mind you, this money is going to existing customers but there are at least 35 global research institutions, companies and startups now involved. (Here are the details.)
  • Microsoft’s artificial intelligence underlies a number of the resources that are being used to share information, including those from John Hopkins University and the Centers for Disease Control, as well as to research the immune’s response to the virus. Read Microsoft CEO Satya Nadella’s letter to Microsoft employees last week.

Those are just three quick examples. I’ll be hunting for more this week.

No Amazon, Now Is Not the Time to Be Quiet About Climate Change

Last spring, a group of Amazonians — collectively known as Amazon Employees for Climate Justice (AECJ) — earned national headlines with their very vocal and very public advocacy for meaningful climate action.

Their employer, they argued, had a responsibility to be more agressive about reducing its footprint and to be transparent about it.

I agreed, as I wrote in one of my year-end essays for 2018, “Amazon’s sustainability story will receive closer scrutiny in 2019.”

And I felt vindicated last September when the company’s CEO, Jeff Bezos, showed up at the National Press Club in Washington, D.C., to make a pretty dramatic Climate Pledge not to mention a massive order of 100,000 electric delivery vehicles.

Here’s what he said at the time:

We’re done being in the middle of the herd on this issue — we’ve decided to use our size and scale to make a difference. If a company with as much physical infrastructure as Amazon — which delivers more than 10 billion items a year — can meet the Paris Agreement 10 years early, then any company can. I’ve been talking with other CEOs of global companies, and I’m finding a lot of interest in joining the pledge. Large companies signing The Climate Pledge will send an important signal to the market that it’s time to invest in the products and services the signatories will need to meet their commitments.

Apparently, though, the company now wants its employers to pipe down about this topic, according to AECJ. In a press release released Jan. 2, the group reports that several of their leaders have been told they’ll be fired if they speak to the press or express their opinions on social media — without receiving permission to do so.

Amazon apparently updated its employee communications policy around the time the pledge was announced, when the group was organizing a walkout to support the Global Climate Strike on Sept. 20, 2019. 

As someone who has covered the technology industry for more years than I care to share, I’m not really surprised that Amazon would threaten workers for disclosing trade secrets. Every big company does that. But that’s not what is going on here.

“This policy is aimed at silencing discussion around publicly available information,” wrote software engineer Victoria Liang, in the AECJ press release. “It has nothing to do with protecting confidential data, which is covered by a completely different set of policies.”

Amazon is playing with fire, pun intended.  

I Knew This Podcast Powerhouse When He Was ‘Just’ a Marketing Powerhouse

Over the past six months, my long-time friend Christopher Lochhead — the same guy who convinced me I COULD write a book, resulting in the July 2018 release of our book about entrepreneurship, Niche Down — has become a totally-on-fire host of not one but TWO podcasts.

They’re related, of course. “Follow Your Different,” is the evolution of his original vehicle “Legends and Losers” and it celebrates amazing enterpreneurs and ordinary folks who are anyting but. It’s pretty clear what “Lochhead on Marketing,” which is newer, focuses on. (Smile.)

Last time I checked, the latest one was trending within the Top 200 podcasts on iTunes for ALL CATEGORIES! Woot!

I’ve been on Christopher’s original show a few times, and my latest drop-in was over the summer. It resulted in this episode, in which I geek-out over one of my favorite business topics, the rise of a circular economy. (My latest article on that topic, “How Kohler turned production ‘waste’ into a new tile line.” Our debate on how to fund the next generation of transportation infrastructure is unresolved; maybe a matter for our next chat.

By the way, I literally just discovered that the podcast I co-host, GreenBiz 350, is listed in the Top 10 for non-profits! That’s quite a wonderful revelation. You can see the playlists at the first link. Subscribe here.

Catch Me On TV (DisrupTV, That Is)

Whenever I need a crash course in keeping a message succinct, Ray Wang (with Constellation Research) and Vala Afshar (avec Salesforce) drop in to give me a lesson — and to remind me that I tend to run off at the mouth sometimes!

Here’s our latest segment for DisrupTV, in which we talk about the basic infrastructure changes that will be vitally improvement for making the world more sustainable.

Among the things I ramble on about: an amazing infrastructure project in Kearny, New Jersey — the makeover of 100-year-old former shipyard. (By the way, you can hear some of my interview excerpts on Episode 183 of the GreenBiz 350 podcast!)

Plus: Why CEOs need to be bought into sustainability strategy in order for it to become embedded into corporate culture.

SolarCity Founders Charge Up African Energy Venture

Zola Energy now employs close to 1,000 people in five African countries.

This article is drawn from the Energy Weekly newsletter, running Thursdays. Subscribe here.

The co-founders of SolarCity, Lyndon Rive and Peter Rive, are back on the grid.

The brothers, who left their former solar energy services company in mid-2017 after it became part of the Tesla Energy division, were this week named chairman and operational and technology advisor (respectively) of a fast-growing solar-plus-storage company called Zola Electric.

There are two reasons this company isn’t exactly a household name. First, it recently underwent a branding change: It used to be called Off Grid Electric, but that proved to be a hard moniker to defend with the trademark lawyers. Second, its focus is squarely on improving “energy access” in emerging economies, starting with Africa.

“We are offering technically advanced solutions where the grid is unreliable or unaffordable,” Zola CEO Bill Lenihan told me earlier this week.

What is now known as Zola (a play off the Swahili word for “solar”) got its start in Tanzania about seven years ago, when founders Xavier Helgesen, Erica Mackey and Joshua Pierce started an organization dedicated to offering a cleaner fuel alternative to kerosene. Its system combines solar generation with batteries (more on that in a moment). Lenihan was co-CEO with Helgesen until this week, when the latter was named chief technical officer and Lenihan took on sole responsibility as chief executive. Lenihan’s background is in private equity.

The company’s mission has evolved significantly since then (learning from “mistake after mistake,” as Lenihan put it). It helps that Zola has raised more than $100 million in backing from the likes of DBL Ventures, Omidyar Network, Helio Partners (an African fund that is its biggest backer) and energy companies EDF and Total.

We are offering technically advanced solutions where the grid is unreliable or unaffordable.

That’s where the brothers Rive come in: Both made personal investments early on, Lyndon told me. And yes, both were born in South Africa, like their famous cousin, Elon Musk. Here’s Lyndon’s official statement about his appointment as chairman: “After witnessing and investing in Zola Electric’s impressive growth for many years now, I’m eager to play a bigger role as the company continues to democratize renewable energy globally. Zola’s business model and technology platform will enable countries around the world to leapfrog the electric grid.”

Zola doesn’t sell power as a service, but it has created a business model under which customers pay for its system over time — paying around $15 to $35 per month through a digital, microfinancing platform. Eventually, they “own” the equipment. As of this week, it has more than 200,000 installations in homes and businesses (such as kiosks, pubs and restaurants) in five African countries: Tanzania; Rwanda;  Ivory Coast; Ghana; and Nigeria.

The Zola system is meant as a primary source of electricity, defaulting to the grid when it’s available. It’s a way that individuals and businesses can buy independence in an environment of daily grid outages, according to Lenihan and Rive. The system replaces diesel generators, which are commonly used as a backup option. Switching back and forth between generators and the grid has traditionally been a very manual process; another benefit of Zola’s technology is that it handles this automatically, they said.

“The market in Africa and the customers’ understanding of electricity far exceeds most people in the United States,” Lyndon Rive said. “When you have an environment where the electricity always goes out, the customer becomes highly educated about energy.”

The loads that Zola supports aren’t that heavy: typically, the technology supports lights, radios, small fans and electronics chargers. Zola is working up to heavier loads, like for air conditioners, refrigerators and power tools (such as saws or drills).

Peter Rive’s role with Zola will be to help build further intelligence into the software that Zola’s equipment uses to interact with the grid, as well as to refine the components over time. Another intriguing twist to the Zola story is that a growing portion of the design, configuration and assembly of the systems is being done “in country” — Zola now has more than 1,000 employees across Africa, Lenihan said. 

Where next? The big focus for this year will be cracking massively complicated Nigerian energy sector, Lenihan said: “No other market is as messed up.”

Zola’s rise is yet another proof point for the value of distributed generation, and of innovation that wouldn’t be possible in a system, such as the United States, where many electricity consumers probably couldn’t tell you how much power they use on a monthly basis. Places such as Africa have a real opportunity to leapfrog progress in more established economies when it comes to adoption of off-grid electricity. (Hence the company’s original name.)

It is not lost on me that venture capitalist Nancy Pfund mentioned this company to me last fall, when we were chatting about which of her company’s investments had her most charged up for 2019. Now that SolarCity’s co-founders are involved, I’ll be watching this venture — and others like it — even more closely.

Interestingly, Accenture this week published research noting that 95 percent of North American utility executives recognize the disruptive power of distributed generation — and they’re actively looking for ways to profit. “Mass adoption of electric vehicles and the electrification of building heating is poised to alter demand growth and load shape in the longer term,” said Stephanie Jamison, an Accenture managing director, in a statement analyzing the findings. “The key will be to navigate this disruption by making the grid more resilient through greater use of smart technologies and utilizing all sources of flexibility including on the demand side, adopting a more customer-centric approach.”

For Google’s Latest Energy Innovation, Look To Taiwan

This article is drawn from the Energy Weekly newsletter, running Thursdays. Subscribe here.

Tech giant Google has disclosed so many solar and wind projects over the past decade that I’ve personally lost count. For you statisticians out there, the estimate is more than 30. The deal it announced earlier this week — a 10-megawatt solar project in Taiwan — may seem modest in retrospect, but it’s no less significant than its earlier, higher-wattage contracts.

First things first, this is a first. To be specific, Google is the first company to benefit from a change in the country’s electricity laws that allows non-utility organizations to procure power directly. It took many trips to the country, by many Googlers, over the last several years to lay the groundwork for this installation, according to Michael Terrell, head of energy market development at Google, who chatted with me about the strategy.

Many stakeholders were consulted within the government, at local universities and scientific organizations, as well as other businesses interested in sourcing renewable energy in Taiwan. “The story is that we have finally cracked open the market,” Terrell noted.

That’s especially important, given the expansion that many multinational companies are preparing for in Asia and given Taiwan’s role in this country in manufacturing everything from electronics to textiles.

After all, it’s impossible to cover a company’s power needs with deals in just one region or country. Plus, it should be intriguing for any company wondering how to help its supply chain procure more clean power.

It’s impossible to cover a company’s power needs with deals in just one region or country.

In Google’s case, keep your eyes next on developments in Japan, where a similar movement to develop zero-carbon energy choices is being led by local companies such as Ricoh. Google’s cloud team began building out a second cloud region in Osaka last February. Stats geeks, that makes seven power-hungry data-infrastructure projects in the Asia-Pacific realm.

The Taiwanese solar farm revealed this week, in Tainan City, is notable for another reason — it was planned with particular attention to the local community. The 40,000 panels being installed by local developers Diode and New Green Power actually will be mounted above commercial fishing ponds, which addresses the country’s notorious space challenges.

“This setup will maximize land-use efficiency (important in a densely populated region), respect local ecology (fish and solar panels can coexist peacefully) and generate local economic benefits (the fishing community will be compensated for hosting solar panels on its ponds),” notes Marsden Hanna, Google’s senior leader for energy and infrastructure, in the blog post about the project.

I suspect that these sorts of environmental and community development considerations will be discussed more frequently in the months to come. I know of at least one other large tech company — one that already has done quite a bit of pioneering work in China — that is thinking about these sorts of things. What’s more, the big wind developer Ørsted, which has large aspirations in U.S. offshore waters, just entered into an agreement with the Responsible Offshore Development Alliance to keep ahead of how its wind farms might affect commercial fishing areas. It’s the first organization to do so, but considering that Massachusetts, New Jersey, New York and Virginia are eyeing the potential closely, this is bound to become an issue.

I suspect that these sorts of environmental and community development considerations will be discussed more frequently in the months to come.

Bringing things back to Google, I’d be remiss if I didn’t mention its other big “win” this month: the company just announced two huge solar farms in Hollywood, Alabama, and Yum Yum, Tennessee, in collaboration with the Tennessee Valley Authority. Yes, that’s right, Tennessee and Alabama. 

The combined capacity will be 413 MW of power, from 1.6 million panels. They are the company’s largest solar projects to date — among the largest renewables investments for TVA to date — and they both took months of negotiations. Google is known for going to the mat to work with utilities on new policies and programs that wind up benefiting other companies. Its work in Georgia in collaboration with Walmart helped ensure more than 80 MW of clean power for a new data center near Atlanta.

The to-be-constructed site in Alabama is a great example of how clean energy can help transition local economies: It will build on the electrical infrastructure of a retired coal plant. It significantly will improve Google’s mission to source carbon-free power in the region it operates — it’s a big boost for the company’s Southeastern operations.

Google estimates that about 72 percent of its data center electricity use in the two states will be matched by carbon-free sources, compared with the status quo of 48 percent. “Clean energy makes sense anywhere,” Terrell says.

Listen Up, Won’t You?

Want to know what makes me tick? Why I write my fingers off, even on weekends when I could be reading trashy, mindless novels instead? I was privileged to be an early guest on legendary marketer Christopher Lochhead’s insanely irreverent podcast, “Follow Your Different.”

During the conversation, we chat with a writer I really admire, Dushka Zapata, about the motivation behind the 2018 book, “Niche Down,” which I co-authored with Christopher and which forced me to live way outside my personal comfort zone for most of last year. Well, at least for the first seven months. I just got my first royalty check, and that was a great feeling! I haven’t managed to cash it yet.

I’m not sure whether I’ll ever dive into the process of writing another book — something will need to appeal to my heart very strongly for me to take on that responsibility. But I really loved the process of creating this one. It reminded me, again, of why “following your different” is such a great career strategy. Even if you’re not the entrepreneurial sort (being little Miss rule follower, I definitely am NOT), being honest to yourself is one of the best self-gifts ever. I love being able to use my writer’s voice to tell the story of courageous individuals who have dared to create and inhabit their own niche. You can follow my latest work at GreenBiz.com.

7 hopeful power prognostications for 2019

In my mind, year-ahead predictions by journalists like me are somewhat akin to corporate sustainability commitments — the best are aspirational, yet grounded in some practical reality. Some are hopeful, others resigned. With that, here are some thoughts crowding my brain on the precipice of this new year.

1. Anticipate more creativity in corporate clean power deals. 2018 was a blockbuster for renewable energy contracts made possible by businesses intent on pushing fossil fuels off the electricity grid.

As of Dec. 14, the capacity added over the past 12 months that was directly attributable to power purchase agreements, green tariff programs and other investments by corporate energy buyers reached a record 6.43 gigawatts, according to the data trackers at the Rocky Mountain Institute’s Business Renewables Center.

Coincidentally, another big deal was announced the day of that press release: a 100-megawatt virtual power purchase agreement (VPPA) by water tech and services company Ecolab for a Texas wind farm.

I have every confidence that 2019 will bring more massive deals of this nature, although I believe those projects won’t necessarily be in the United States. Personally speaking, I’m interested in the next tier of investments, deals that look more like Organic Valley’s community solar projectportfolio, or that see big companies casting themselves in the role of power producers.

An example of what I mean is the renewable natural gas joint venture that Smithfield Farms is forming with Dominion Energy. Together, the two companies plan to invest $250 million in technology that will capture methane emissions from hog farms and convert it into gas.

2. Expect more municipal renewable energy moves. Just before Christmas, the city of Philadelphia forged a 20-year, 70 MW deal for a solar farm that will power its government facilities. The contract is estimated to eliminate about 4 million tons of carbon dioxide (CO2) emissions over its lifetime. What’s more, there’s an associated economic development plan that will enable minority-, disabled- and women-owned businesses to participate.

Given the number of U.S. cities that have committed to sourcing their power 100 percent from renewables (102 and counting), it’s a pretty safe bet that more cities will step forward like this over the next 12 months.

One project to watch for in particular: the multi-city project spearheaded by the city of Boston. Last summer, the 20 cities involved in this — representing an aggregate energy load of 5.7 terawatt-hours — issued a request for information for projects that could meet their needs. That information was due at the end of August. Stay tuned.

3. The nuclear industry will give us plenty to talk about. Much has been made of Xcel Energy’s industry-leading commitment to “carbon free” energy — it is the first U.S. utility to make such a declaration. But you’ll notice an adjective that isn’t in that pledge: renewable.

Xcel has made no secret of the fact that nuclear technologies will be foundational and critical in the upcoming transition. In fact, two nuclear plants provide almost 30 percent of the electricity it generates in the Upper Midwest.

The Department of Energy also has keyed in on nuclear as an “increasingly important” ingredient of the company mix — Secretary Rick Perry has proposed subsidies for aging plants, in the name of resilience and national security. In November, the agency committed $18 million more in research and development funding to a series of advanced nuclear projects. What’s more, a number of states are stepping up to support their nuclear infrastructure, including New Jersey, Connecticut, Illinois and New York.

And, nuclear-fusion startups (the holy grail of clean energy) are drawing some pretty high-profile investors, including Breakthrough Energy, a coalition that includes billionaire backers Marc Benioff, Jeff Bezos, Richard Branson, Bill Gates, Jack Ma and Meg Whitman.

BTW, for a great essay about the role of nuclear in a carbon-free grid, read this piece by Vox’s David Roberts. The big takeaway is that nuclear isn’t going away.

4. More utilities will buy into the potential of distributed generation. If you can’t beat them, join them. Most commercial microgrids that have been lit up over the past two years in the United States were championed by commercial and industrial enthusiasts, many of which had to work around their local utility in order to make their plan a reality.

Slowly but surely, that’s changing, as reported in this week’s featured article by Navigant analyst Peter Asmus. Utilities — notably Duke Energy (and Consolidated Edison as evidenced by its work with Bloom Energy) — are waking up to the reality that investments in distributed energy and storage at the community scale can, at the very least, help them counteract the expense of massive, central power plant investments. Call it part of the transition plan.

5. More oil companies will proclaim themselves renewables champions. $4 billion. That’s the amount of money Shell plans to invest annually in “green energy,” according to an interview published Christmas day by The Guardian.

That number pales in comparison with the more than $20 billion it will continue to put into oil and gas operations every year. But it’s part of a trend. In the past two months alone, Shell became part of an offshore wind venture (with EDF Renewables) and launched an energy efficiency servicecalled Shell Energy Inside (along with cleantech startups Sparkfund and Gridpoint).

And then there’s ExxonMobil, which ranked in the top five this year when it comes to corporate PPAs for renewable energy. It has signed up to procure a combined 500 MW in wind and solar energy over the next 12 years from Lincoln Clean Energy (now part of Orsted).

6. Overlook action in rural communities at your peril. One thing businesses cannot afford to do in 2019 is ignore the issue of equity or location when making investments in renewable energy projects. Something most appealing to me about the recent Organic Valley community solar deal was that it brought clean electricity to places that some massive contracts don’t typically reach, such as communities in Wisconsin.

One of the bigger federal-level victories for the clean energy movement in 2018 was that the USDA’s Rural Energy for American Program, which gives farmers credit for investments in things such as solar, biomass, geothermal and small hydro. It survived the Trump administration clean energy budget butchers.

You also might be surprised to learn that wind farm leases generate at least $245 million annually for farmers and ranchers, according to a report by the Natural Resources Defense Council. Rural electric cooperatives have been particularly adept at navigating community solar programs: more than 190 co-ops offer community solar in 31 states.

All of this points back to something we should all do a better job of remembering: The corporate sustainability community needs to do a better job of finding and backing clean energy investments that benefit everyone, not just a small portion of the country or those with enough disposable income to buy into elite programs.

7. Lithium-ion batteries won’t be the only storage game in town. There’s every reason to believe that investments in energy storage installations — both utility-scale and behind-the-meter systems — will continue to add up appreciably this year. China just approved its first big project.

While cost reductions and the density increases for lithium-ion technologies will make that format the bulk of the attention for commercial and industrial projects, don’t discount emerging thermal approaches. Exhibit A: Early-stage startup Malta, just spun out of Google’s parent company, Alphabet.

The company, which has received $16 million in Series A funding from investors including the aforementioned Breakthrough Energy, is working on technology that will store electricity as either heat in molten sale or cold in antifreeze liquid. When I spoke with Malta CEO Ramya Swaminathan before the holiday, she told me the first demonstration system probably will have a capacity of 10 MW.

The upside: This will be a long-duration technology that can store electricity for between eight and 20 hours. The downside: Installations will need space, which means they won’t be sited in dense urban locations.

Incidentally, the total molten salt thermal market in 2017 was valued at around $9 billion (the U.S. share was $6 billion). It could expand to more than $55 billion by 2024, according to a recent prediction.

Enough pontificating. I wish you and yours a very happy, healthy and hopeful 2019.

This article is drawn from the Energy Weekly newsletter produced by GreenBiz.com, running Thursdays. Subscribe here.