IONS by Peak Energy

From Fluence to the Future - A Conversation with Energy Storage Pioneer Dr. Marek Kubik

Season 1 Episode 9

In this episode of the IONS podcast, host Cam Dales sits down with energy storage pioneer Marek Kubik to discuss the past, present, and future of the grid-scale energy storage industry. Drawing on over 16 years of experience, from the early commercial projects at AES to the scaling of Fluence, Marek provides a unique perspective on how storage has evolved from a niche grid-stabilization tool into a cornerstone of the global energy transition.

The episode explores several key themes:

The Middle East as a Renewable Frontier: Marek explains how Saudi Arabia is aggressively pursuing its Vision 2030 goals, aiming for 50% renewable energy by 2030. With record-low solar pricing and massive storage build-outs, the region is effectively becoming the "Saudi Arabia of renewables".

The Shift to Long-Duration Storage: The industry is moving away from short-duration frequency regulation toward 8-hour systems designed for full day-night solar firming. This shift is supported by Wright’s Law, which predicts a 20% to 30% cost reduction for every doubling of production volume.

Next-Generation Chemistries: While lithium-ion (LFP) remains dominant, Cam and Marek discuss the potential of sodium-ion batteries. Sodium-ion is highlighted for its performance in extreme climates, supply chain diversification, and the potential for a lower theoretical "cost floor" compared to lithium.

AI and Speed of Deployment: Marek notes that the rapid growth of AI infrastructure is driving an urgent demand for power. Solar-plus-storage is often the fastest and most cost-effective way to bring massive amounts of new capacity online for hyperscale data centers.

The episode concludes with a look at the "inevitable" transition toward a 100% renewable grid, driven by economic rationalism and continuous innovation in manufacturing.

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