Boris Maslov, PhD

OMI's 3-Minute Battery Charge Reshapes EV Future Amid Global Advances. Global Battery Sector Accelerates with Fast-Charge and Imaging Breakthroughs At a glance: OMI in Dallas, Texas, announced on February 23, 2026, a proprietary LnFP active cathode material enabling lithium-ion batteries to charge at a 20C rate, achieving full charge in approximately three minutes for electric vehicles, mobile devices, and industrial equipment. This cobalt-free, iron-based nano-engineered chemistry supports rapid lithium-ion transport, maintains structural integrity across thousands of cycles, and ensures chemical stability under high-rate conditions, positioning it for real-world off-road applications. The company, already supplying Polaris Industries and Harley Davidson, validated the material's durability and safety without compromising performance, marking a shift from theoretical fast-charging to proven commercialization readiness with U.S. small-scale production planned by 2027. Read full brief: https://lnkd.in/gKdrj-Rr

1

Invenergy Founder & CEO Michael Polsky, Co-Founder & President Jim Murphy, and Chief Commercial Officer Jim Shield will speak at CERAWeek 2026 by S&P Global later this month. The company’s leaders will focus on how Invenergy is meeting customers’ growing power demand using a range of technologies, strengthening grid reliability, and bolstering energy supply chains.

199

1 Comment

The U.S. is projected to add 24 GW of utility-scale battery storage in 2026. That pushes total capacity well beyond 40 GW. Most of the headlines are focused on Texas and California. But the real talent bottleneck is forming on the East Coast. • PJM queue reform is finally unlocking capacity • New York is pushing toward its 6 GW storage mandate • Maryland just passed a 3 GW target • Massachusetts continues to scale aggressively • 6.5 GW deployed across the Carolinas The capital is there. The interconnection is finally moving. But there’s a growing execution risk: The VPs of Development, Interconnection leaders, and Heads of EPC with real utility-scale storage experience are already deployed — and heavily insulated. If you’re an East Coast developer relying on job boards or inbound applicants, you’re competing for a talent pool that barely exists. Scaling a regional BESS pipeline right now requires national access. At Meridian Stone Search, we map and engage leadership talent across the country — either unlocking local operators or bringing in proven leaders from more mature storage markets. Because at this stage of the market: Execution isn’t a capital problem. It’s an access problem. 𝘛𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘥𝘪𝘳𝘦𝘤𝘵𝘪𝘰𝘯 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨. #BESS #UtilityScale #EnergyStorage #MeridianStoneSearch #PJM #NYISO #ExecutiveSearch #RenewableEnergy #ProjectDevelopment

5

Sodium-ion batteries nearing maturity, could make EVs the lowest cost vehicle option = better affordability and cold weather performance. The small China firm HiNa has built the world’s largest sodium-ion battery (SIB) storage system, a 100 MWh system in Nanning, Hubei, in July of 2024, the first stage of a planned 200 MWh system. CATL Naxtra SIB, BYD MC Cube-SIB, and HiNa Haixing have made commercial SIB battery announcements. LG Chem has partnered with Sinopec to develop SIBs. In China, the expectation is that in 2027, the cost of SIB will move toward $0.04/kWh prices typical of LFP. Given lower SIB material and production costs, when that happens, no one will want to be left behind as the inevitable shift to SIB becomes evident. Technological developments will move the SIB to lower costs than LFP. SIBs will bring electrification market penetration to new levels and new large-scale application, with costs that will sweep away remaining questions of renewable economics and add further pressure to car companies to switch to EVs, cementing batteries as the lowest cost choice. Most spectacular, SIBs will push the market open for long-distance electric ships and all ships in general. High tariffs won’t succeed in protecting the U.S. and Canada. https://lnkd.in/eym5ew8n

3

2 Comments

Four years ago, the nuclear sector was dismissive of openly talking about reprocessing / recycling spent fuel. If you brought it up in most serious rooms, it was treated as unrealistic—or simply not worth discussing. When we came on the scene out of stealth in 2022, there honestly wasn’t much real support yet—except for a few key champions like Jenifer Shafer. You could feel interest building, but most of the ecosystem still defaulted to: “Not economical,” or “That’s the government’s problem.” At the same time, the Advanced Research Projects Agency-Energy (ARPA-E) work was already brewing something. Quietly, technically, methodically—laying groundwork that would later help shift what was considered “serious” and what wasn’t. That’s why it was so striking to hear reprocessing and recycling show up as a main part of yesterday’s House Committee on Energy and Commerce conversation. Not a taboo. Not a footnote. A real pillar of the discussion. The Overton window is moving. The conversation is shifting from “why are you even talking about this?” to “how do we make it practical, financeable, and scalable?” Things are changing fast—and it’s incredible to be even a small part of it. #nuclear #fuelcycle #spentfuel #reprocessing #recycling #cleanenergy #energysecurity #innovation

14

The good and the bad of PSEG's new Gridsmart Battery Program The good: $5,000 rebate and $25,000 in interest free financing for residential battery installations The bad: it's a pilot to evaluate the benefits of residential energy storage and VPPs. It's bizarre and quite sad that in 2026 a utility, let alone a major one, needs a pilot to evaluate the benefits of residential energy storage and VPPs They have been studied to death and the benefits are thoroughly documented and well understood since they were obvious from the outset Time to get on board and get on with full scale adoption and integration with the grid #EnergyStorage #ResidentialEnergyStorage #EnergyTransition #VPP https://lnkd.in/eVw6CVCc

2

Heron Power Raises $140 Million to Build a Next-Generation Power Grid in Series B. Heron Power, built for the grid ahead, led by Drew Baglino and the team, has announced the closing of $140 million in Series B financing co-led by Andreessen Horowitz’s (a16z) American Dynamism Fund and Breakthrough Energy Ventures, with participation from existing investors Capricorn Investment Group, Energy Impact Partners, Valor Atreides AI Fund, and Gigascale Capital. Read More At: https://lnkd.in/gYKZRSwW X: https://lnkd.in/gBfig8Ku Source: https://lnkd.in/gb_nvEnR

2