Catalyst with Shayle Kann - An ode to electrochemistry
Episode Date: March 13, 2025Batteries were electrochemistry’s breakout hit. For years it was a field that kept a low profile, outshined by flashier cousins like biotech and computer science. That is until lithium-ion batteries... became big business, showing that studying the relationship between chemicals and energy could unlock technical pathways that other disciplines could not. Now the field is making breakthroughs in critical areas like cement, metallurgy, and new battery chemistries. So what else can electrochemistry do? Which problems is it especially good at solving? In this episode, Shayle talks to Dr. Yet-Ming Chiang, a professor of materials science and engineering at MIT. He’s also the co-founder of at least six electrochemistry companies, including Form Energy and Sublime Systems, which are both portfolio companies of Energy Impact Partners where Shayle is an investor. They cover topics like: Promising applications like mining, SAFs, and other industrial processes that require a high concentration of energy The strengths of electrochemistry and where it fits best in larger system The weak spots of electrochemistry, like solid-solid transformations and the limitation to 2-dimensional surfaces How electrochemical processes work with intermittent power and the role of embedded chemical storage AI’s potential to shape the field — and its limits Recommended resources Catalyst: What do you do with a 100-hour battery? Catalyst: Fixing cement’s carbon problem Catalyst: Seeking the holy grail of batteries Catalyst: The promise and perils of sodium-ion batteries Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
Transcript
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I'm Shail Khan, and this is Catalyst.
So what I often tell people is that electrochemistry is powerful enough to break anything.
Coming up, bear with us. It's a love letter to electrochemistry.
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I'm Shail Khan. I lead the frontier fund at Energy Impact Partners. Welcome.
So I've been wanting to do this one for a while. Here's one thing that has bothered me.
In the startup world, which I inhabit, their entire firms, like investment firms, dedicated to
investing in the biotech, or sometimes they call it tech bio revolution. Just taking one random
example, and Dresen Horowitz, which many folks know, they have a core venture fund, they have a growth
fund and they have a bio fund, which is all great. There's all sorts of interesting things going on
in bio world, but I've always wondered why we don't see quite the same love for my favorite
discipline, which is electrochemistry. In the greatest hits album of electrochemistry, you'd have a lot
of tracks focused on batteries, for sure, and for good reason. But there are deeper cuts, too,
and some new music with pretty extraordinary potential. Anyway, think tracks on cement and steel and fuel,
and mining and all sorts of other industrial categories and heavy emitting categories, I should add.
Anyway, in my opinion, electrochemistry needs more love and more understanding. So I brought on the
perfect guest to talk through it with me. Yetming Chang is a professor at MIT, but he also is
well known in the kind of climate tech startup ecosystem for having co-founded, I think, an
unparalleled number of electrochemistry-focused startups in and outside the clean energy space. Among them
are two EAP portfolio companies, I should add,
form energy and sublime systems,
but also 24M, desktop metal,
A123 systems, and even more than that.
So yet as prolific, both as an academic
and as a generator of ideas
in how to apply electrochemistry
in the real world to decarbonize things.
So with no further ado, here's yet.
Yeah, welcome.
Thanks, yeah.
Happy to be here.
Excited to use you as my foil
to write a verbal love letter
to electrochemistry here.
And I think there is no better penman than you to do that.
I'm going to ask you maybe to start to just define electrochemistry for anybody who is not
already familiar and maybe tell me why it's interesting at the highest level.
Great.
And as you know, I love electrochemistry.
And so this is the perfect opportunity for me to talk about it.
You know, when I bring folks into my lab, I tell them I do electrochemistry.
And I show them a lab apparatus, let's say a glove box in which inside there are chemicals.
There may be be be be solid compounds.
And I show them below this glove box is all this electrical equipment and there are wires leading into this glove box.
And I say, well, I do electrical chemistry.
Here's the chemistry and here's the electricity.
Together it's electrical chemistry.
To answer your question a little more specifically, you know, how do you know, how do you
do we think about electrochemistry and what makes it interesting? The key point to me has always
been the fact that electrochemistry allows you to make chemical reactions occur that otherwise may not
occur. In particular, chemical reactions that may be very much energetically uphill. If it's
spontaneous, it's energetically downhill. It's going to happen on its own. But what about those
that you want to make happen that are very much uphill.
And so my example for that would be something like a lithium ion battery.
Lithium battery, the single cell voltage is about three and a half to four volts.
And if we just close the external circuit on a charged battery, it discharges as energetically downhill.
But then when we want to charge it again, we have to apply that four volts or so.
May I geek out for just a second on this?
I expect nothing less.
Okay.
So what's moving when you apply that charge voltage is a lithium ion.
So this is a lithium plus one ion, and it's moving across four volts.
So the energy you're importing to that lithium ion is four electron volts.
That's a unit of energy, four electron volts.
And it turns out that four electron volts is an absolutely enormous amount of energy.
If we were to compare it to, for example, the heat of vaporization of water, it's about 10 times that.
If we were to compare it to just temperature terms, thermal energy, it's equivalent to a temperature of 46,500 degrees Kelvin.
It's an absolutely enormous amount of energy.
Yet, we can sit there.
at room temperature, turn a knob, and make this reaction go backwards and charge that battery.
Now, that's really cool.
Can I give you another example?
So the power of electrochemistry, you know, we think, you know, how much is this energy?
Again, how do we think about this amount of energy?
And let me compare it to mechanical energy.
So, you know, mechanical energy, you take a solid, let's say, and you, you,
loaded and you stress until it breaks and has a strength.
And some materials have very high strengths.
And if we compare that amount of mechanical energy
that you can store,
elastically store in a solid,
it is so tiny compared to electrochemical energy.
So what I often tell people is that electrochemistry
is powerful enough to break anything.
And one of the really interesting examples of this,
is actually in a battery again.
If you take a freshly assembled lithium-ion battery,
hasn't been charged at all.
And we did this experiment.
It was part of a thesis and papers.
And you put on it an acoustic emission sensor.
That's a fancy word for microphone.
So you take this battery, you put on a microphone,
and you start to cycle it.
All this noise comes out.
You hear a snap, crackle pop.
And that's the solid compounds breaking due to this power of electrical chemistry.
About a decade ago, we recognized that electrochemistry had the ability to literally break anything,
which means it could also deform anything.
Therefore, we used electrochemistry to produce mechanical actuators.
And one of the applications of those mechanical actuators was in a DARPA project,
where we were trying to make helicopter rotors twist in flight for aerolastic purposes.
Yeah, so I think you've well described my impression of electrochemistry,
which is that it's kind of magic.
But my sense is that it was kind of a backwater field to some extent pre-batteries,
and then batteries are the thing that really have driven,
you've mentioned batteries a few times as an example,
because it is kind of the quintessential use of electrochemistry.
But am I right to understand that, like, you know,
there just wasn't that much going on in the world of electrochemistry prior to batteries,
and that's what really has unlocked the field, or was there more before that that I'm unaware of?
Yeah, I wouldn't say it was a backwater. There's always been ongoing interest in electrochemistry.
If you look at the scientific conferences that go on annually, there's always been, for example,
a Gordon Research Conference. That's one of the premier no-holds-barred kind of open conferences.
there's always been one on in electoral chemistry.
The interest, I would agree that the interest in electrical chemistry,
and especially in how to use electrical chemistry,
has really exploded with the onset of the lithium ion battery
and all the things that followed that used electrochemistry that you're alluding to.
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I have, I guess, one higher-level question that I've always been curious about.
So you want to do some kind of chemical transformation.
You can use electrochemistry.
You can apply a voltage and induce that transformation.
In many cases, there's also, there are alternative pathways to do it.
And so one that you see, just taking a specific example, say you want to produce sustainable aviation fuel, for example, right?
there are electrical pathways that use electrochemistry to produce ESAF.
They're also biological pathways.
And that's true of a bunch of different categories
where you have the possibility of the competition
between a biological pathway and an electrochemical pathway.
Do you have a heuristic for what are the types of transformations
for which electrochemistry is best suited
and which are the things that, like what is it good at,
what is it bad at?
Yes, great question.
And I do believe as much as I love,
electrical chemistry, that is important to be absolutely clear about where its limitations are.
If you don't follow that kind of pathway of thinking about these problems, you end up with a hammer
looking for a nail, and that's not really what you want to do.
So one of the reasons application of electrical chemistry have become much more prevalent and
interesting is because of this megatrend towards low-cost electricity.
The lower the cost of electricity, the more attractive it is as an energy source.
And that's what has driven many of these innovations.
The mantra, let's electrify everything, right?
That's certainly you've heard that, I've heard that.
The limitation of electrochemistry is that it's a chemical reaction that takes place at an interface.
In a way, you could say that it's a two-dimensional process.
You always need an electrode, and you need electrons being transferred at an electrode.
And that makes it a two-dimensional process as opposed to a thermal process, which is a three-dimensional process.
And that, I think, is the inherent limitation.
We can take electrochemical processes and electrode.
We can increase the surface area, for example.
Maybe we can get things to go up by a factor of 10, something like that.
But it still has that fundamental limitation.
So what you'll see in a lot of the innovations that use electrochemistry
is that they don't use electrical chemistry everywhere or in every step.
You use it where it does the most good.
And for example, decarbonizing cement with electrical chemistry,
that would be an example of that we can talk about.
Yeah, maybe walk through because I think the two-dimensional,
three-dimensional thing is a little bit intuitive,
but it'd be useful to better understand.
Yeah, exactly.
Take cement as an example.
what are the parts of that process for which electrochemistry does make sense
and what are the parts for which it does not?
Yeah, so I'm referring to what we do as sublime systems, as you know.
And the key thought process there was that given low-cost electricity,
and how would you use that low-cost electricity to a decarbonized cement production?
And what we didn't think would work was simply using it for heating purposes.
You can, of course, take electricity, turn into heat,
and power thermal process that way.
The pathway we took is one that has become interesting
in a few other sectors since then,
which is to use that low-cost electricity
to create chemical reagents
that will then do the chemical work for us.
And that's a device called an electrolyzer.
Most people know an electrolyzer from, you know,
a middle school, high school experiments,
we use split water.
And a, you know, what we would call a neutral
water electrolyzer starting with, you know, pH-7 water, and applying a voltage in the cell,
something above about one and a quarter volts, will split that water and gives you hydrogen
and oxygen. But chemically, if you think at the same time about what happens if you're
emitting hydrogen, you're starting with H-2-O and you're taking off hydrogen, you're going to be left
behind, what you'll be leaving behind is OH, hydroxyl ions. The other,
end, if you're emitting oxygen, well, you should be leaving behind hydrogen. And so the end
where you're emitting oxygen becomes acidic, the other end becomes, the other electrode becomes basic.
And so you've created acid and base at the same time. So this idea of using low-cost electricity
in an electrolyzer to produce acid and base allows you to produce acid and base for chemical
reactions that then follow.
And those chemical reactions can be done on a volume basis, and in fact, you can decouple in terms
of time when you carry out the chemical reaction.
So those chemical reagents, the acid and bases, they actually become a form of chemical storage,
of the energy that you got from low-cost electricity.
So that general idea has now propagated to several different areas of mining.
And for example, if you were to look at the ARPA-E minor program,
then the projects under there,
you would find several that use electrolyzers
to produce acid and bases for mining purposes.
And so the key insight there is that that step,
the production of acid and base,
is well suited to this.
If you have low-cost electricity,
you can do it on a two-dimensional interface.
Whereas the chemical reactions that need to occur after that,
you benefit substantially from an economic basis,
you benefit substantially from it being a volume thing,
you could basically do in a tank, essentially,
as opposed to on a plate.
You want a big tank.
That's right.
You want a big tank in which everything's reacting all at once
rather than making it all happen at an interface.
Okay, so cement is a good example.
Mining is another good example.
What are some other areas where there's like an interesting intersection of
electrochemistry or I guess emergent capabilities of,
electrochemistry up against what otherwise would have been or has been like a thermal process or a
biological process? Well, so SAFs, sustainable aviation fuels would be an example. And in particular,
you know, CO2 to fuels, that is the case where, you know, CO2, you know, decomposing molecules is
highly energetic and that's where electrochemistry has that advantage that I referred to earlier.
dial in with voltage, a high electrical potential that can drive a reaction that otherwise
thermally is very hard to make happen or essentially impossible to make happen.
So transformations from gas phase to fuels, from liquid phase to solids even,
earlier we talked about some of the limitations.
I would say that one of the other limitations of electrochemistry, something that's not
very good at is solid, solid transformations.
So, and that, so, you know, why would that be?
It's that one of the things you have to have in order to make electrochemical reactions take place
is that you have to have some electrical conductivity.
You have to be able to move electrons around.
And solid particles, especially insulating solid particles, just don't have that conductivity.
And so those transformations, when you're forced,
them to take place that electrode tend to be even slower, more sluggish. Which isn't to say
you can't make that happen. In fact, we have some projects in which specifically we have a way
around that. But that's a general limitation, solid transformations.
You mentioned one of the core principles of what makes electrochemistry exciting, which we should
dig into a little bit more, which is like the availability of low-cost electricity.
you know, that I think what we've learned over time is that, one, to some extent, there's a fight for low-cost electricity, certainly now, today, right?
You know, if you have low-cost available significant capacity electricity, you're fighting up against a data center probably or something else.
But then the second component of it is that to the extent that there is really low-cost electricity, absent places that, and particularly if you're looking for decarbonized electricity, absent places that have hydropower,
you're talking about a low-cost electricity that is sometimes available.
So like your curtailed wind or your over-generated solar and things like that.
One of the areas in which I think electrochemistry can shine but does not always shine
is in the ability to operate intermittently.
Can you just talk through what are the dynamics that determine whether a given
electrochemical system can operate at partial capacity factor can ramp up and down to take
advantage of cheap electricity, if it's only available some of the time?
That's right. And of course, that's one of the roles of large-scale grid storage.
And what we do at Form Energy is the ability to store and buffer those variations.
But this example with electrolyzers that I mentioned earlier, we initially started off that
project thinking that we would do everything inside this one device called an electrolyzer.
Split water. Make acid and base. Or split salt.
actually, make acid and base, carry out through action.
And then we realized that actually storing the acid and base made a whole lot more sense
because it allowed us to accommodate the intermittencies and have a form of storage.
So I think that just in general is the rule.
We should think about how to, of course, the first part of the problem is, you know,
what are the implications for CAP-X if your capacity factor is not close to 100 percent?
Can't really get around that. It is what it is. But the ability to run processes continuously
downstream of that, that is where having some form of storage, I think, is important. That's where
you have to think about doing from day one. Yeah, I think that's one thing that people maybe don't
fully appreciate. So you can sort of solve for the intermittency of the input electricity in
two different ways. One is you could literally add batteries. You can add a separate
thing that is a battery, and that can be power to power. It could be a form battery. It could be
power to heat with a thermal battery, whatever it is. But you can add a battery, or you can design
your system such that it sort of effectively has a battery within it, has a form of storage,
energy storage, in the form of chemical storage, which is what Supplyme does, more or less, right? Like,
it is kind of has a battery embedded within it. You just wouldn't use that battery to do anything
other than the one unit operation that it's supposed to do.
That's right.
That's right.
Yeah.
Okay, so understanding a little bit better than what electrochemistry is good at and why it's
interesting in this context.
I'm curious about what you feel like are the kind of frontiers of the space.
Like, obviously the biggest body of work in electrochemistry, at least as it applies to things
that are commercial out in the world, is in battery universe.
and there's like a whole host of different directions to take that, new battery chemistries,
there's, you know, I don't know, new materials for lithium ion batteries, all sorts of different things.
But then I think where you've also been a pioneer is in the application of electrochemistry into other sectors.
We mentioned cement is a good example of that.
What do you view as like the frontiers today?
If you're looking out in the field and you're like seeing things that make you excited about the next five or ten years in this space,
What should we be looking out for?
Yeah, well, there's quite a few of them that are in my mind certainly at the moment.
So first, if we go back and think about where are there examples of electrochemical processes that have scaled hugely?
A lot of people might say, well, isn't that hydrogen?
Isn't that electrolysis?
It turns out that that's not the one.
It's really the claw-alkali process.
in which you take a sodium chloride solution,
you make sodium hydroxide at one side,
chlorine gas at the other side,
and hydrogen at the same time.
If you want to make HCL, you just react to hydrogen and chlorine.
And so there are these standing examples
of very large-scale electrochemical processes.
So, and of course you need to have the power supply
to make all those things happen.
If you look historically at, you know,
where manufacturing operations that take a huge amount of electricity,
not necessarily with actual chemistry,
but things like high-temperature ceramics.
Niagara Falls has been a favorite place
because of low-cost electricity there.
So if I think about what are the things that today look exciting?
Well, you know, I mentioned mining earlier.
And in general, I just think that, you know,
reinventing these industrial processes that have gotten us to where we are and have primarily been
based on thermal processes using primarily fossil fuels is a place where we just find new opportunities
regularly. And you know about electrolytic iron production, what Boston metal does, you know,
high-temperature electrolysis, fundamentally a molten iron oxide that you reduce
to iron metal or one electrode, oxygen gas at the other.
So that's honest way.
My colleague, Antoine Alonore, who worked on that,
is now looking at molten sulfides,
and that'll take another 300 degrees C or so off of that.
And so I think there'll be a number of cases like that.
But at the same time,
we can think about bringing that all the way down
to room temperature or close to.
And so that would be, for example,
it's a solid phase transformation,
which I earlier said can be difficult,
but it would be iron oxide to iron metal
done electrolyticly.
And so this is an aqueous process.
We have iron oxide in an alkaline electrolyte.
If we bring that in contact with a metal electrode,
we can reduce solid iron oxide to solid iron metal.
And that then brings down the thermal load tremendously.
And so reactions like that are worth thinking about how to make those more efficient
in terms of what we refer to as pharyotic efficiency,
electrons in versus product converted,
and also voltage efficiency,
how much of over-potential you need to apply to make that happen.
So those, I think, are interesting.
There's others in the mining area that I am thinking about,
but probably not mature enough to talk about just yet.
But, you know, for example, we'd love to do, you know,
mining of copper in an emissionless matter, right?
And, you know, maybe there's an electrochemical route
to doing something like that.
Rare separations.
You know, one of the big problems we have with rarest is that they're all chemically similar.
But for a magnet, we mainly want, you know, neodymium.
and praesiodymium, right? And it gives any chemist a chuckle when the investment community
refers to it as NDPR, all caps. So, but neodymium-prosodium is now referred as NDPR, right?
But it should be capital N, capital P. So, but so separating those from all the other rarest,
which are chemically very similar. So in my lab here, one of my postdocs is looking at,
whether or not there might be
electrochemical ways of doing that.
So those are all there.
Would it be right to think from the highest level
that the hunting ground for electrification,
but for electrochemistry is look for industrial processes
that require high temperature
and thus we generally burn fossil fuels to enact
and then explore whether you can do it electrochemically?
Yes, that are energy,
not only a high energy, but concentrated energy.
energy intensity.
And you mentioned biology earlier.
I tend to think of biology as processes which, in terms of their concentration,
the total energy may be large, but the concentration of energy is not as high.
In fact, there's an electrochemical example of that.
I mentioned this 2D interfacial reaction issue.
what matters to electrochemists most of the time is how much current you can get through a certain
area of electrode, so-called current density.
We talk about that all the time in a number of contexts.
Well, a biological process, even if it has an electrochemical component to it, it's hard to get
to high current density.
Why is that?
It's just that the molecules are large and bulky.
And inorganic molecules tend to be compact.
by comparison.
So, yeah, so high energy intensity, often inorganic,
but those are the kinds of problems that I think benefit.
Right, I guess the last question for you,
we're obviously in an interesting moment with the vanguard of AI
moving all the time and lots of different things.
You know, one area in which we've seen folks pushing for the application of these new
AI capabilities is in and around electrochemistry, largely in the materials discovery world.
Can you use AI to identify better catalysts? Can you use AI to identify better electrolytes that are
well suited to particular materials you're going to use in a battery, whatever it might be?
How much do you think, I guess from what you're seeing, do those capabilities exist today?
Do they actually accelerate the discovery that you'd be doing in your lab or others are doing
in their labs? And how much do you see that pushing the vanguard?
Yeah, so one thing I would point out is that this line of thinking is not as recent as you might think.
So back in the mid-90s, we started to think about high-throughput computation as a way of being more efficient about the experiments that you would eventually do.
I still think that in the real world you have to do the experiment and show that you get the result that you might expect computationally.
But so it's been, you know, since then that we first looked at whether or not you could compute a number of cathode structures, for example, and limit the number of experiments you'd have to do.
That then developed into, you know, machine learning. And maybe you didn't have to do it quite so specifically compound by compound, but take where you could get it, a large database and see if there were patterns.
So AI is just in a way the natural.
evolution of that. If you were to look at the number of, for example, lithium ion battery
cathodes that have been discovered, truly discovered through this process, compared to those that
were still developed by a good solid-sac chemist intuition, I think that that intuition to this
point still has one. There are a few key examples where I do think the computations led to the
material. Disordid rock salt cathos, I would say, is probably one of those. But, you know, on the other hand,
it's getting, you know, it's getting better and better. And so I, you know, I think it won't be, you know,
I think that more and more examples of successful discovery through AI will start to result.
Now, here's where my real question is. Yeah. Is this kind of this,
discovery process, is it really invention?
And so my question is, can AI invent?
And in a way, I feel like if you equate that kind of discovery with invention,
we'll see that happen, but it'll be in a limited scope, such as it's a catalyst for a
particular chemical reaction.
It's a cathode for a particular type of battery.
But can I, you know, can AI imagine a new system, okay, that links together a number of different ideas,
different concepts?
I think a lot of the invention that's going on in clean tech today, and, you know, certainly the kinds of ideas that get me excited are where you think about an entire system, where you have to do several things.
You have to find a way to produce something.
You have to find a way to use something.
You have to find a way to dispose of or recycle something.
all those together.
And the invention is the whole system.
So my question is, can AI do that kind of invention?
And I don't know enough about it to give an answer.
It would be interesting what you think.
I don't think we know yet, but I think invention is the end of the spectrum.
And look, if we never get to true invention,
but actually do get all the way to, let's say you don't have to run the experiment ultimately,
because the computation is going to be sufficiently trustworthy that if you say,
okay, hey, I've got this architecture, I'm going to use these materials, find me the perfect
electrolyte, and it spits out the perfect electrolyte for you.
You know, if you get to that point, that's a pretty big, that seems like a pretty big leap
in and of itself.
It's not as far as saying, solve my problem of how I design a system to reduce iron
electrochemically or something like that.
Yeah, that's a hugely.
But if we just did the first thing, it'd be huge, right?
It frees us up to do the other kinds of inventing.
That's right.
I mean, I guess what you're saying ultimately is that you don't think AI is going to put you out of a job,
but it might make you a little more efficient in your work.
I don't think I have enough years left for it to put me out of a job, but I could be wrong.
Yeah.
I don't know.
I feel like you're going to be co-founding companies well into your hundreds, but we'll see.
Yeah, this was really fun.
I greatly appreciate you singing the,
singing the song of electrochemistry with me here. Thank you.
Yetming Chang is a professor of material science and engineering at MIT. He's also the co-founder
of at least six electrochemistry companies, including form energy and sublime systems.
This show is a production of latitude media. Head over to latitudemedia.com for links to today's
topics. Latitude is supported by Prelude Ventures. Pralood backs visionaries, accelerating climate
innovation that will reshape the global economy for the betterment of people and planet. Learn more
at PreludeVentures.com.
This episode was produced by Daniel Waldorf, mixing in theme song by Sean Marquand.
Stephen Lacey is our executive editor.
I'm Shell Khan, and this is Catalyst.
