May 17, 2021 • 1HR 47M

Volts podcast: battery analyst Chloe Holzinger on the possible futures for lithium-ion

A wide-ranging conversation on batteries, materials, and innovations.

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Appears in this episode

David Roberts
Volts is a podcast about leaving fossil fuels behind. I've been reporting on and explaining clean-energy topics for almost 20 years, and I love talking to politicians, analysts, innovators, and activists about the latest progress in the world's most important fight. (Volts is entirely subscriber-supported. Sign up!)
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Welcome back, my Volts friends, to the Battery Week that never ends. (Just kidding — this is the last of it.)

For several weeks now, I have had my head buried in batteries, specifically, lithium-ion batteries: how they work, why they have taken over so fast, what different varieties are competing for which markets, and where innovation will take them in the future.

Even with as many PDFs as I’ve read, I'm still learning every day just how much I don't know. I'm not going to lie: I still have the Wikipedia page for lithium-ion batteries open in a tab.

So I thought it would be nice to round out battery week with someone who actually knows what they're talking about. To that end, I was happy to chat with Chloe Holzinger, a battery analyst at IHS Markit. (At least, that’s what she was when I spoke with her, and how I introduce her on the pod; since then, she’s become an Investment Associate with The Engine, a venture capital firm spun out of MIT.)

Chloe Holzinger
Chloe Holzinger

Chloe keeps up with lithium ion batteries for a living, so I was eager to talk with her about the growing market, the raw materials that make up batteries and their possible supply problems, the coolest new innovations in batteries, from solid state to liquid metal, and much more. She was generous with her time and I learned a ton. Enjoy.

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