Showing posts with label recapping inc.. Show all posts
Showing posts with label recapping inc.. Show all posts

Wednesday, February 29, 2012

Envia Systems: ARPA-E's Greatest Success To Date?

2012 ARPA-E Technology Showcase
Envia Co-Founder, Sujeet Kumar with A123 Systems' Yet-Ming Chiang
The 2012 ARPA-E Innovation Summit kicked off this week amid ongoing reports of renewable energy's funeral toll and various politically oriented DOE quasi-scandals.   The pressure to deliver a winner is so intense at this time,  DOE recently hired a full time psychologist to deal with the pervasive loss of fingernails (due to biting) among & between staff.   To make matters worse, the Red Phone in the White House has been reprogrammed to ring Arun Majumdar in hopes that something--anything--might emerge as a success this election year.   As everything goes into slow motion, and the buzzer is just about to sound,  Envia Systems has slipped through the crowd to catch ARPA-E's first game winning touchdown.  It is no exaggeration to say this is a very big deal.

1) 400wh/kg
2) Automotive Grade (not a prototype)
3) $150/kwh
4) Validated by US Navy Testing
5) General Motors Funding of $17Mil

This combination of factors seems to be, quite clearly, the exact sort of breakthrough ARPA-E was designed to achieve.   After another round of cycle testing at the Navy's Crane, IN facilities, we should be in a prime position to declare this ARPA-E's greatest victory to date which in turn would be the Department of Energy's greatest victory to date which in turn would be the Obama Administration's greatest victory to date.  Consider the following rationale.

Envia's battery has the ability to create sub $20,000 electric cars (with no range problems even for heavy Americans) which when factored with total cost of ownership and with modest gains in production efficiencies, will make electric cars superior to gas powered vehicles....economically.   As a country, we spend around $1Trillion/year on foreign oil and another $1Trillion on Dept of Defense whose main mission is to protect our energy supply lines.  Eliminating those two misappropriations of US wealth holds the power to restore economic growth and spur innovation unlike anything we have seen to date.  (I know.  It's all very convincing. )

It's no wonder then that A123 Systems founder Yet-Ming Chiang stopped by the Envia booth at the ARPA-E Summit this week to ask a few questions... and congratulate them on their success.   Chiang spent at least 20 minutes with the Envia founders and flipped through the Navy test result report they had on hand.  He was visibly impressed.   So does that mean Envia takes over A123 Systems as the next battery innovator on which people with deep pockets place their hope?    That's not exactly clear since Envia's business model calls for "selling cathode material to cell vendors" such as A123...which would make a lot of sense.  Companies like A123 have invested in production/manufacturing equipment.  Envia doesn't want to go through a ramp cycle like that--they simply want to insert their innovation into existing infrastructure for speed to market.   Yes, this is a glimmer of genuine hope for people who have waited patiently for an American energy storage breakthrough.
Torch Bearers of the Lithium Ion Tradition 

But is it actually a true American success?  Not exactly. The investors to date comprise an international consortium of venture and business concerns including American, Canadian and Japanese companies.  This is an internationally funded company, i.e.,  not a straight play American company.  Even though Envia's headquarters are in Newark, CA, it's manufacturing facility is in Jiaxing, China which raises interesting questions about Envia's intention to actually develop anything substantive in the United States.  It does not appear that they do.  At least not in the Obama Administration sense of creating manufacturing jobs in the United States.  :-(   And finally, as we've stated before, lithium ion solutions will always have a question around the origins of the lithium--most of which is foreign.

So, yes, there is still room to sit around and wait for something better which leaves us to our increasingly lonely practice of speculating about EEStor...and Recapping.    And...?



Sunday, June 12, 2011

Vinod Khosla's Ongoing Obsession with Energy Storage...Worth Following

I've written about Vinod Khosla's interests in energy storage several times.  He has many strong opinions about many areas of cleantech but energy storage has to be placed near the top of what he is passionate about.  Previously, I reported on Khosla's investment in Recapping Inc., a startup intent on revolutionizing ceramic based capacitor storage using insight gained from semiconductor fabrication experience among it's ranks and combining it with the knowledge & experience of Penn State's leading ceramics researchers Clive Randall, Eric Cross & a few unknowns who probably wish they could get their names published in articles like this one that I write (ok, probably not).  Most of my attempts to get a recent update on Recapping's need to produce a working prototype for ARPA have gone ignored.  I say most because at least one attempt was not ignored and lead to an email telling me to quit bugging the researchers.  :-)

My read on Recapping is the simple one:  what they are trying to do is not easy. :-)  It's amusing to me that they have embarked on what is best described as an EEStor-like project, something many of them have spoken on negatively in the past.  (I put it that way to see if I can invoke correction emails behind the scenes if you must know).

In the meantime, Vinod Khosla is not waiting around to see if Recapping can recreate EEStor technology.  Instead, he has placed yet another bet in yet another similarly described energy storage startup.  As avid readers of this blog know, ARPA provided funding to multiple energy storage startups last year. Two of the projects sounded similar to me: Recapping and a project from Stanford lead by researcher Fritz Prinz.  I learned this week from another cleantech blog that Khosla is also invested in a company which intends to license the All Electron Battery Prinz and team are working on. That company is called Quantumscape, a name chosen perhaps to signal arrival at that "Netscape moment" in energy spoken about by several VC's like John Doerr at Kleiner Perkins over the years.   Khosla's latest slide deck describing his philosophy of energy and interests in it include reference to Quantumscape.  

So what about this other battery project at Stanford?  To find out, I contacted Fritz Prinz who told me that it is "premature to make any statements at this point" about his progress.  I pointed out to him that referencing statement making is rarely done when things are going poorly to which he replied cautiously:

In my long history of science I learned that it take sometimes much longer than one thinks to get things done. Premature statements can lead to loss of credibility. I want to keep my credibility with you and rest of the community high by remaining neutral at this point and not making any statements until we are ready to publish. Our results are not ready for peer review.

Of course, the proper retort was to point out that patent disclosures for his project have included claims of energy density around 250wh/kg which he acknowledged was true.  He told me that the patents are still under review and that some of the earliest identified structures are now out of date....which was intriguing.  We closed out the conversation by agreeing that I would be the first person to interview him once he has news, an honor I won by simply requesting it...in contrast to everyone else who had simply requested an interview irrespective of order. ;-)

Ok, time to drive this article closer to completion.  Why is Khosla so vocal about lithium ion and other legacy energy storage technologies?  Is it because he knows Recapping & Quantumscape have the goods?  You tell me.   If they do or they don't, there is, as it turns out, yet another opportunity to hedge one's bets.

ARPA awarded some funding to Gerhard Welsh of Case Western Reserve University for yet another capacitor based energy storage technology.  In previous disclosures, Welsh has been modest in describing his prospects by saying his technology could be best geared for power electronics applications more so than battery replacement.  He mentioned that he is working with Rutile (TiO2) or titanate based dielectrics (remember Rolf's Quantum battery?).  I asked Dr Welsh about disclosures in his patent application which suggest that 2000J/cc is possible in a capacitor based storage system. Was this something he has achieved?  His reply:


a) 2000 J/cc in a capacitor dielectric is theoretically possible. However, we have not achieved it yet, and it is uncertain whether is can be practically achieved.   The highest we have achieve so far is near 400 J/cc in a self-repairing (Ti-oxide based) dielectric. The self-discharge times (CV-time constants) of such capacitors need improvement. The ARPA-e grant allows us to work on developing dielectrics with higher energy density than the best commercial capacitors and to address their reliability . 
b) the quoted energy densities are for dielectrics operating at a high fraction of their theoretical field strength. Such high fields (500 to 1000 Volt/micrometer) can only be sustained in an electrolytic capacitor. As the volume fraction of dielectric in an electrolytic capacitor is usually less than 20%, the energy density of the capacitor is less than 0.2  times the energy density of the dielectric.  This is still much better than what can be achieved in a ceramic capacitor. With geometric optimization this factor can be improved. We are also working on achieving a high geometrical efficiency (form factor).  In part this enable utilization of a high volume fraction of dielectric. It is also necessary for power, i.e., low series resistance in a capacitor enables rapid charging and discharging of a capacitor.  A power capacitor needs both an energy-dense dielectric and a geometry that allows a low series resistance. 


So, there you have it. Measured results of 400J/cc with prospects for going higher.  I think these projects prove that it isn't so crazy to suggest capacitors will one day replace batteries, as some of us have been saying for years (in my case, upon learning about EEStor).  Congratulations to you if like me, you made such statements when it was deemed crazy talk. ;-)  

Now for an obligatory discussion question.  What do you make of Khosla's money following ARPA's money?  Clearly, he is hedging his bets but isn't it correct to point out that he could shoulder all of these risky projects entirely on his own dime?  This situation caused me to have the following idea.  It seems like it would be a good idea if the US Federal Govt or DOE maintained some level of equity in projects it funds. This would allow things that become a hit to help pay for further research. I hope someone in DOE already had that idea and implemented it.  I'd hate to see taxpayers shoulder a majority of risk allowing billionaires like Khosla to reap a majority of the value.  That's not cool if that is what is going on....unless you are Vinod Khosla.

Wednesday, August 11, 2010

Vinod Khosla: 'Only Interested In Shares of EEStor Inc.'

Vinod Khosla  Source. 
In late 2007 and 2008, one of the better ways to land a meeting with Vinod Khosla was to pitch a business plan that included almost any opportunity closely tied to EEStor Inc.   Khosla's keen interest in anything EEStor-related stems from his exposure to it during Kleiner Perkins' EEStor due diligence phase, a process that included Khosla's participation as a partner of KPCB.  Wikipedia points out that he started Khosla Ventures in 2004 but it was not a clean break as he was heavily involved in multiple investments beyond that date, according to SEC records.   Although he has publicly expressed doubts about EEStor Inc., insiders say Khosla is secretly one of EEStor's cadre of fanboys, and a rather frustrated one at that.

One of the firms in negotiations with EEStor to obtain a license in the early 2008 timeframe approached Khosla with their business plan and funding request.  He politely took the meeting but quickly cut to the chase:  was this firm offering any opportunity--now or in the future-- to obtain shares of EEStor?  No.  Khosla pointed out that the main reason he was willing to entertain the opportunity was on the chance that maybe the firm had positioned a deal with EEStor which would include an equity stake.   What he did not point out was that he very likely had access to more information about EEStor Inc. than the individuals making the pitch.

Friday, June 4, 2010

EEStor No Longer Lone Crazy Energy Storage Company Thanks to Vinod Khosla

According to officials within the Department of Energy's ARPA division, any recently announced winner of funding for the Batteries for Electrical Energy Storage in Transportation (BEEST) program would have been required to provide a "strong potential to meet or exceed the Primary Technical Requirements" for the funding opportunity. Those requirements include EEStor-level energy densities of 400Wh/kg or 600Wh/liter aka ~ 10,000J/cc with not quite EEStor level cost targets of $250/kWh. It is no small surprise then that several projects were awarded to traditional battery based projects including the usual suspects: lithium ion, zinc air, and rarely heard of magnesium ion.

But at least two projects represent capacitor based energy storage systems: one from Vinod Khosla's Recapping Inc. and the other from Stanford researcher, Fritz Prinz. To observers of the capacitor industry, news that capacitor based energy storage techniques with such specifications by such reputable organizations as Penn State (Recapping's research team) and Stanford University is nothing less than astonishing.

"250J/cc is a reasonable guess for the upper limits of energy storage in a capacitor. People have postulated 400J/cc but believability is extremely low for that," said a long time capacitor industry veteran, "and 20J/cc may be the highest you can actually buy today."

According to one BEEST program awardee, "all of the projects chosen included validating data to support their application." Additionally, the ARPA division of DOE hired 20-25 subject matter experts from industry, academia and national labs to perform the evaluations of all of the projects, according to Matthew Dunne, ARPA Chief Legal Counsel.

The funding levels provided to Stanford and Recapping Inc. are consistent with the "Proof of Concept Seedling Category" which requires awardees "to provide proof of concept device performance levels....at the coin-cell scale or larger" by the end of the project. The larger awards provided for battery technologies mentioned above all appear to fall within the "Advanced Device Prototyping Category" which requires full scale energy storage devices capable of being inserted into a vehicle at project completion.

This news that Khosla has now an EEStor project should not be surprising. Several months ago, the former Kleiner Perkins partner wrote an article in Grist covering his views on energy storage and included this mixed signal quip about EEStor:

"Even more disruptive approaches that we have not invested in today may be on the horizon. If EESTOR-like approaches work (I am somewhat skeptical of this particular company, though I believe new science similar to that proposed in its patents is possible), then so much the better."

At the time of his article, Khosla had owned Recapping for just over a year, according to filings with the State of California. But more interesting is that, one blogger has said that as early as September 2006, Vinod Khosla "indicated he is invested in this area." Was that in reference to Khosla's work as a Kleiner Perkins partner? Or was that stemming from work performed with his own Khosla Ventures founded in 2004? That's difficult to say because Vinod Khosla is still listed as an Affiliated Partner at EEStor investor Kleiner Perkins Caulfield and Byers. SEC filings for companies listed on that page include documents showing Khosla still associated with investments launched while he was at Kleiner. Further confusing the issue is the fact that in my email conversations with Mr. Khosla, I would address them to his Khosla Ventures email address and he would respond with his kpcb.com address.

You may be wondering why I'm referencing all of these points. It's for the simple fact that in my investigation of Recapping Inc., I've been unable to uncover one of the most mysterious things. Although Penn State is listed as the research team working on the project, they were not awarded the ARPA funding---it was given to Recapping Inc. And despite this arrangement, you might think Penn State is responsible for the fundamental discovery making their project possible. They aren't.

So, the EEStor-sized mystery that Vinod Khosla is sitting on is quite simply: who discovered the insights which would make 10,000J/cc possible in a capacitor based system? ...because most certainly, whoever it was would definitely qualify for a Nobel Prize.

We hope to learn more about Vinod's EEStor project soon.

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Image source: CNET.



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