Description

Julia Souder, CEO of the Long Duration Energy Storage (LDES) Council and Vice Chair of the Global Renewables Alliance, joins Andre Shortell fresh from Davos to discuss why long-duration energy storage is becoming essential infrastructure.

With 3,000 GW of renewables stuck in grid queues, the flexibility gap is real. Julia makes the case that LDES is no longer years away - it's deployed, investable, and ready to scale.

In this episode:

• Davos 2026 and how energy security dominated conversations
• The grid bottleneck and why LDES is "like an insurance policy"
• Data centers and hyperscalers driving demand for round-the-clock power
• The shift from venture-backed pilots to bankable infrastructure
• Key projects scaling now across thermal, electrochemical, and mechanical storage

Links:LDES Council - ldescouncil.comLDES Bankability Report - ldescouncil.com/new-ldes-bankability-report-out-nowPantokrator - pantokratorltd.com