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A Silicon Valley Startup Aims To Fill A Battery Supply Chain Gap

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A Silicon Valley Startup Aims To Fill A Battery Supply Chain Gap
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Welcome back to Current Climate. For years, the U.S. has lacked the domestic infrastructure to make all the key parts of advanced batteries used in EVs, consumer electronics and energy storage, allowing China to reign as the planet’s dominant supplier. But that’s beginning to change.

Last week, Silicon Valley startup Anthro Energy broke ground on a factory in Kentucky that, when it begins operating in 2027, will be the first U.S. owned and operated maker of electrolytes, an essential chemical additive for lithium-ion and other battery chemistries to function. Unlike conventional battery electrolytes, which can be highly flammable, Anthro believes its new liquid polymer electrolyte will bring substantial benefits to safety, power density and usable life for battery cells.

“Today’s batteries are based on liquids that are volatile, flammable, toxic and corrosive. And inside every battery, there’s this kind of continued degradation of the electrolyte that ultimately leads to performance trade-offs,” said CEO David Mackanic. “More energetic materials kind of degrade the electrolyte quicker, and then can cause safety issues.”

That’s led to a push for solid-state electrolytes, which “are great in terms of enabling higher energy density, safer, longer-lasting batteries, but they have a lot of manufacturing challenges,” he said. Anthro’s tech combines elements of both types of electrolyte, but is designed to be a drop-in solution for existing battery cell lines.

“We call it a phase-change electrolyte that combines the best of both worlds. This is a material that gets injected into the battery like a liquid. … And then once it’s inside the battery, we solidify it inside that cell, converting it into this elastomeric material. What that does is it protects all of the interfaces in the batteries so you can remove a lot of this uncontrolled, unwanted degradation. This is important for safety, for cycle life, but it’s particularly important for the next generation of battery materials that have more energy.”

The Alameda, California-based company, spun out of research begun at Stanford University, currently is able to produce about 200 kilograms a day of its electrolyte on a small-scale production line at its headquarters, but the new factory will be a game-changer for Anthro, said CTO Joe Papp.

“We just broke ground on our facility in Louisville, Kentucky, and at full production will be able to produce up to 12,000 metric tons of electrolytes – enough for about 25 gigawatt hours of battery at full production tilt,” Papp said. That would be enough to power 400,000 EVs. “That will be ramping up toward the end of next year and into 2028.”

Locating the factory in Kentucky puts it in the heart of the so-called Battery Belt that stretches from Michigan to Georgia and is home to about a dozen battery factories operated by automakers and electronics companies. The company has “some off-takes contracted” from the new facility that Mackanic declined to identify.

So while it may be years before the U.S. can fully compete with China in battery production, suppliers like Anthro could eliminate some major supply chain gaps.


The Big Read

DOGE Broke America’s Weather Machine. Now Fishermen, Insurers And Farmers Are Paying For It

When Brian Ritchie takes his 53-foot charter fishing boat into the cold, choppy waters of the Cook Inlet near Homer, Alaska, carrying a dozen or more anglers hoping to catch Pacific halibut, he’s paying extra attention to weather conditions. That’s because an automated National Weather Service station that provided detailed local wind reports is offline and won’t be operational until at least November.

“It’s a long season and we’ve gone half a year without knowing what the wind is doing in a part of the inlet that we fish a lot,” said Ritchie. “That’s pretty important, especially for charter fishing. Because the people that I take out like watching ‘The Deadliest Catch,’ but they don’t like living it.”

Ritchie’s weather station issue, which hasn’t resulted in any disasters so far, isn’t an isolated headache. Nationwide, launches of weather balloons have dropped, decreasing the amount of data on temperature, air pressure, humidity, wind speed and direction that feeds into weather prediction models, fire and marine weather forecasts and aids the aviation industry. Off U.S. coasts, fewer buoys are measuring wave conditions than in 2024. As wildfires rage across western states, there’s a tight supply of specialized meteorologists to provide detailed weather data that helps communities and firefighters make lifesaving, tactical decisions, people familiar with the matter told Forbes. A 20-year-old program that measures arctic ice just got cut, and plans for next-generation weather satellites to replace two critical ones that may begin to fail in the early 2030s have been halted.

This is what happens when the government dismantles the country’s vast environmental intelligence system. Built over decades, NOAA’s sprawling network of satellites, balloons, buoys, radar stations and scientists underpin much of the U.S. economy. Fishermen use it to decide whether waters are safe to sail. Farmers use it to determine when to plant and harvest. Airlines use it to route flights. Insurers and reinsurers use it to assess risk of losses from major events like hurricanes, fires and large-scale accidents. Utilities, builders and emergency officials use it to manage power grids, protect infrastructure and keep people alive.

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