John O’Donnell, with solar thermal background, discusses heat batteries for industrial use. He explains the challenges of decarbonizing industrial heat, the use cases for heat batteries, and the shift from solar thermal to cheaper renewables. The conversation explores the potential of heat storage solutions for energy efficiency and the market trends driving the adoption of heat batteries in industrial settings.
Renewed interest in hydrogen for industrial applications due to cheap renewable electricity and mass production of electrolyzers.
Shift from solar thermal electricity generation to industrial steam highlights the importance of compatibility and avoiding excessive innovation in renewable energy projects.
Deep dives
Rebirth of Hydrogen for Industrial Uses
Hydrogen, previously championed for cars by George W. Bush, has made a comeback in the 2020s, now popular for industrial applications. The feasibility of green hydrogen production has increased due to cheap renewable electricity, leading to mass production of electrolyzers. The industrial demand for hydrogen is believed to be significant, reflecting a shift in focus from cars to industrial uses.
Evolution of Solar Thermal Technology and Challenges
In the 1980s, solar thermal technology was at the forefront of renewables, but its high costs led to limited success. Companies in the mid-to-late 2000s aimed to harness solar heat for electricity generation, but faced challenges as solar PV costs significantly decreased. This shift forced companies to adapt, focusing on industrial steam instead of electricity.
Transition to Industrial Steam and Lessons Learned
Companies like OSRA and Glasspoint pivoted to industrial steam generation from solar heat due to cost considerations and market dynamics. The shift highlighted the importance of not being overly innovative in the renewable energy sector and ensuring compatibility with existing technologies for project viability and cost-effectiveness.
Role of Heat Batteries in Decarbonizing Industrial Heat
Heat batteries, exemplified by Rondo Energy, offer a promising solution for decarbonizing industrial heat by using bricks as a low-cost thermal storage medium. These batteries deliver heat when needed, replacing traditional steam boilers in industrial facilities. By leveraging renewables and innovative storage methods, heat batteries aim to address grid reliability challenges and lower emissions in industrial sectors.
John O’Donnell co-founded and ran two solar thermal companies. He watched as the technology shifted from being the most promising utility-scale solar technology, to getting out-competed by photovoltaics everywhere.
But he stayed passionate about heat. Today, he’s CEO of Rondo Energy, which makes a “heat battery” for industrial applications using bricks, heating coils, and cheap, intermittent renewables.
And that cheap PV that made solar thermal so difficult is now a critical input for decarbonizing factories and processing plants.
John distills his decade and a half in the solar thermal business to a simple lesson: don't be too innovative.
In this episode, we talk with John O’Donnell about the different methods for decarbonizing industrial heat, the use cases for heat batteries, and lessons learned from his days in solar thermal.
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