E101: Reinventing Grid Storage with XL Batteries

Everybody in the Pool

For the next few episodes, we’re digging into the wild world of energy and the aging global electricity grid. This week, we start where reliability begins: utility-scale storage. The grid we have was built for one-way power plants; the grid we need has to juggle rooftop solar at noon, heat waves at 6 p.m., EVs, and data centers galore.

My guest is Tom Sisto, founder & CEO of XL Batteries. His team is commercializing a pH-neutral, aqueous organic flow battery — a non-flammable, salt-water system using carbon-based molecules instead of vanadium. Think: safer, long-life storage you can scale for hours to days, without sulfuric acid or scarce metals.

We get into:

• Why storage is the “time machine” the grid needs (match generation to demand, cut curtailment)
• Flow batteries 101: engine vs. tank, independent power and duration, and why that matters for utilities
• XL’s chemistry: organic charge carriers in neutral saltwater (no vanadium, no acid), designed for long life
• Cost and safety vs. lithium — and why duration + cycle life drive utility economics
• Real-world progress: containerized field unit, EPRI duty-cycle testing, and an industrial pilot at Stolthaven Terminals
• Retrofit potential: turning existing petrochemical tanks into energy storage tanks
• Storage-as-transmission: placing batteries on both sides of a bottleneck to double effective flow
• Reliability + resilience: PSPS/wildfire shutoffs, hurricane backup, and data-center load growth
• Where decentralization fits, and how industrial customers can de-risk adoption on the way to utility scale

Links & resources:

• XL Batteries — https://xlbatteries.com/
• Everybody in the Pool: all episodes & newsletter — https://www.everybodyinthepool.com/
• Become a paid subscriber for an ad-free feed (and my eternal gratitude) — link in your podcast app!

Call to action & what’s next:

• Send thoughts & voice memos: [email protected] — where do you see storage unlocking reliability?
• If you liked this one, share it with a grid geek friend.

Smart Grid Series lineup:

• E101 (this episode): Safe, long-duration flow batteries with XL Batteries
• E102 (next): Grid “airbags” — synthetic inertia & fast frequency control with Wärtsilä
• E103 (after that): A rechargeable zinc sponge anode that solves dendrites — Enzinc

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