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Recorded live at the Paces office during Climate Week NYC, this episode features Claire McConnell, VP of Business Development for Energy Storage at Redwood Materials. James McWalter talks with Claire about how repurposed EV batteries are becoming one of the fastest paths to power for AI data centers.
Claire has worked on batteries for more than 15 years, from cost reduction on the Model S and the early days of Tesla Energy, through electric commercial vehicles at Proterra, to leading storage business development at Redwood. She explains why Redwood launched Redwood Energy: EV packs were coming back with meaningful state of health just as AI data centers hit a wall on grid access. She also explains why Redwood projects that repurposed EV batteries could serve up to half of the North American BESS market by 2030.
In this episode:
- Why a 100 MW data center gives up $25–40M in revenue for every month it waits on interconnection
- How storage enables bring-your-own-capacity pathways and fully off-grid solar-plus-storage microgrids
- Redwood's 63 MWh second-life microgrid powering Crusoe's modular AI data centers at over 99% availability
- How capacity maintenance agreements take degradation risk off the customer
- Why renewables plus storage could become the default path to speed to power, with gas as backup
- Career advice for breaking into climate and energy
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