Catalyst with Shayle Kann The Green Blueprint: Terrawatt Infrastructure’s billion-dollar strategy
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Aug 21, 2025 Neha Palmer, Co-founder and CEO of Terawatt Infrastructure, is on a mission to revolutionize electric trucking by building essential charging depots. In this discussion, she shares insights about securing a billion-dollar investment and the ambitious vision for a nationwide charging network. Neha addresses the challenges of heavy-duty electric truck infrastructure amid market skepticism and highlights strategic site selection for future charging hubs. The conversation also touches on the implications of electrification for combatting climate change and enhancing the logistics industry.
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Century-Scale Infrastructure Transition
- Electrifying heavy-duty trucking is a once-in-a-century infrastructure transition akin to railroads and highways.
- Building that overlay requires massive, rapid capital and systemic planning across sites, power, and permits.
* billion-Dollar Early Bet*
- Terawatt raised a large initial capital pool early, acknowledging it will take multiple billion-dollar raises to scale the network.
- They committed to owning sites, securing power, installing chargers, and operating them to remove capex burdens from fleets.
Prioritize Power In Site Selection
- Prioritize site selection with a Venn diagram of demand, real estate, and immediate available power.
- Secure sites that already have utility power available to accelerate construction and operations.