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Description

Balerion Senior Associate Aidan Daoussis sits down with Scott Graybeal, CEO of Caelux, to discuss perovskite solar technology. Caelux is developing power-generating glass that adds a perovskite layer to conventional silicon solar modules. The conversation covers solar manufacturing, space power, radiation resistance, and the role of perovskites in the next generation of photovoltaics.

Timestamped Overview

00:00 – Introduction and Caelux overview

01:39 – Solar industry growth and deployment trends

03:42 – Scott Graybeal’s background in nuclear, semiconductors, and solar

06:01 – Perovskites explained for non-specialists

07:21 – Space applications and early commercial adoption10:20 – Efficiency, cost, and tandem solar architectures

12:50 – In-space manufacturing and repairable solar arrays

14:30 – Differences between solar on Earth and in space

17:04 – Flexible panels, roll-to-roll production, and deployable arrays

18:30 – Solar, nuclear, and redundancy for space power systems

19:57 – Solar supply chains, China, and U.S. manufacturing

22:38 – Industrial policy and rebuilding domestic PV capacity

25:32 – U.S. advantages in solar innovation and power electronics

30:24 – New terrestrial applications including balcony solar and building-integrated PV

33:43 – Commercial space markets for perovskite solar

36:09 – Power beaming, directed energy, and high-power space systems

38:56 – Space-based solar power and launch-cost considerations

41:27 – Lunar power, storage, and backup systems

44:08 – Lunar nights, Mars, and in-situ solar production

48:01 – Lunar fuel production, hydrogen storage, and asteroid mining

50:48 – Power, air, food, and water for off-world infrastructure

52:44 – Investor misconceptions about solar and China

55:51 – Solar’s future across terrestrial and space markets

57:44 – Closing remarks



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