← All episodes
S1E02

Tecloman's Approach to Energy Storage Solutions with Thomas Sascha - InterSolar Ep- 2

with Thomas Sascha· Techloman· 50m

TL;DR

Techloman emphasizes integrated battery storage solutions for Europe's energy transition.

Synopsis
Thomas Sascha discusses Techloman's approach to energy storage, highlighting the importance of turnkey solutions in the European market. He emphasizes the need for integrated systems that combine batteries, inverters, and energy management software to address the unique challenges of energy storage in Europe.

Key metrics

by the numbers · 8
  • 25 GW
    Annual PV installation target
  • €20
    Energy cost from grid
  • €0.04
    Cost per kWh with PV
  • €0.08
    Cost per kWh with storage
  • 10 MW
    Recent order from Vin Energy
  • 1 GW
    Spain's installed storage capacity
  • 8,000
    Battery cycle lifespan
  • 70%
    Lithium battery recycling rate

Topics

5 tags
BESS economicsturnkey solutionsenergy managementgrid stabilityagricultural applications
Stats
Duration
50m
Words
8.1k
Questions
32

Timeline

8 chapters
  1. Introduction

    Introduction of Thomas Sascha, country manager for Techloman.

  2. Career Background

    Sascha discusses his background in the semiconductor and PV markets.

  3. Market Evolution

    Discussion on the evolution of the PV market and price reductions.

  4. Techloman's Solutions

    Overview of Techloman's turnkey solutions and battery technology.

  5. Customer Base

    Description of Techloman's diverse customer base across Europe.

  6. Recent Projects

    Sascha shares recent successful projects in Europe.

  7. Grid Stability Challenges

    Discussion on grid stability issues in Spain and Germany.

  8. Future of Battery Technology

    Sascha discusses future trends in battery technology and recycling.

Key insights

4 takeaways
  • 01

    Integrated solutions are essential

    Techloman's approach emphasizes the integration of batteries, inverters, and software for effective energy storage.

  • 02

    Storage capacity needs to grow

    Europe requires significant increases in storage capacity to stabilize the grid and support renewable energy.

  • 03

    Agriculture is a key market

    Farmers are adopting battery storage solutions due to their energy needs and available infrastructure.

  • 04

    Recycling rates are improving

    Current lithium battery recycling rates are around 70%, with expectations to reach 90% in the future.

Transcript1235 cuesClick a timestamp to jump
  1. Welcome community. Today we have our
  2. distinguished guest Sasha Mitting. He's
  3. the country manager for Techman in
  4. Germany and doing everything pan
  5. Europe. We are we are very excited
  6. because we are in Munich in
  7. Techlamman's headquarter for Europe for
  8. the first time and we are meeting
  9. Tatcha. we will get to know him up
  10. personal and also get to know about
  11. Techlan solution and why battery storage
  12. are so important. Now let's get started.
  13. Welcome.
  14. Welcome. Thank you very much for the
  15. short introduction. yes of course
  16. I'm in Techloman responsible for the
  17. European sales.
  18. I'm the director of European sales
  19. and I'm also director of strategic
  20. business development for the global
  21. market for Titum
  22. and so we also made a joint venture
  23. two years ago with an Morocco company.
  24. So and I was also responsible then for
  25. doing this and yes what I was what I
  26. was doing. So I think I have a long long
  27. history in the PV market and
  28. could we start from the really
  29. beginning because it's
  30. the journey has been amazing. So we
  31. would like to know at the beginning how
  32. you started, how you got into
  33. the energy field.
  34. The energy field, what you studied,
  35. where
  36. it's a long long story.
  37. Perfect. We have
  38. I started originally in the
  39. semiconductor market. So
  40. I was starting with some companies who
  41. were producing equipment for the
  42. semiconductor market for producing
  43. permit
  44. microchips for unit and for Intel
  45. I think was 200 2003 one and from 1995
  46. until 2003.
  47. So it was it was typical
  48. manufacturing companies for
  49. semiconductor industry. Wow. When it was
  50. starting almost the renewable
  51. energy field.
  52. Yeah. It was starting in the in the
  53. field of 2002 2003 because then I was
  54. working for center term one of the
  55. biggest supplier for equipment for the
  56. photo.
  57. Where were you based
  58. in Germany?
  59. In Germany. You started here.
  60. I started here in Germany. Yeah. Okay.
  61. And so this was an opportunity for
  62. learning much more about all the PV
  63. market because with this company we had
  64. the first equipment for the
  65. semiconductor market and then later on
  66. we learned that we can use high
  67. temperature fusion equipment also for
  68. the PV market. So for producing on the
  69. end solar cells for Q cells for other
  70. big big Chinese suppliers.
  71. Okay.
  72. And later on I changed to United States.
  73. So I established my own company in
  74. United States for producing interal
  75. grade silicon for the PV market. So we
  76. were founded with venture capitals in
  77. Silicon Valley and so we got another
  78. whatever 80 80 million euro for
  79. producing a special silicon for the PV
  80. market. Later on we changed from from a
  81. poly crystalline again to mono
  82. crystalline.
  83. So then we changed this process and we
  84. sold the company. Well, so that was to
  85. manufacture PV solar panels in the US.
  86. It was manufacturing solar grade basic
  87. materials
  88. for later producing of solar panels.
  89. Okay. So when the market was just
  90. starting
  91. when the market was starting
  92. and you have been in the manufacturing
  93. of solar PV from
  94. way long ago. How how how did
  95. 20204 2005?
  96. Wow. But it's been a long journey since
  97. then when the people were even thinking
  98. about that it could be applicable to
  99. such a large scale. But how have you
  100. seen the journey so far in terms of
  101. manufacturing the scale of it and the
  102. price being dropped so much? Of course,
  103. when you have a economic of scale, the
  104. price goes down. But yeah,
  105. it was terrible because, the
  106. beginning of the market was a fantastic
  107. spot market opportunity. So, it was
  108. necessary to spend whatever 300 per
  109. kilo kilogram of PV basic materials. So,
  110. it's dropped down the last 20 years
  111. until up to 5% of the original price.
  112. So, it's it's was a huge difference.
  113. So any any year it was a challenge to
  114. fulfill requirements from from the big
  115. market on the end I was then changing
  116. then in 2014 2015 in the storage
  117. market
  118. and to develop together with big
  119. companies like Uniki's sodium sulfur
  120. batteries for the storage market and
  121. then I changed them over to Hopek
  122. battery supplier for lead acid
  123. batteries. So they established that also
  124. a daughter company or a sister
  125. company in Tillion was producing all the
  126. big storage system or commercialized
  127. storage system for the international
  128. global market. 2000 2023 on January I
  129. I changed to tech.
  130. Okay. So it was a very very good
  131. opportunity because I was scrapping
  132. around the whole world about good
  133. suppliers who can provide Turkey
  134. solution to the market
  135. and this was an essential option because
  136. Ticklman is one of not so much
  137. company in the world. They came not only
  138. from the battery system. So they were
  139. starting 30 years ago over in the switch
  140. gear business in the rectifier business
  141. in the PC PCS system industry and then
  142. later on they developed their own
  143. ferofers fat battery cells by their own
  144. and this was very very interesting for
  145. me to help this company to establish the
  146. market all in Europe
  147. and if you could tell us all the
  148. solutions that Techlamman has right now.
  149. Yeah, Telman is a typical turnkey
  150. solution provider. So we are coming from
  151. the basics. We're coming from producing
  152. battery cells 75 amp hour cells by our
  153. own. So we learned how important is to
  154. have the right basic materials from the
  155. anode material from the cathode material
  156. and all the separator and we didn't
  157. start with NMC. We only started with LFP
  158. with ferohos technology and it's a
  159. better technology because it's not so
  160. it's not so dangerous. It cannot burn so
  161. much like like NMC technology and it was
  162. a starting opportunity although for
  163. techman in this business and the
  164. big issue is that we can provide as a
  165. vertically integrated company from the
  166. battery modules together with PCI system
  167. together with transformer systems
  168. together with battery management
  169. software and with energy management
  170. software both of all these opportunities
  171. on our side and this is an it is a
  172. unique selling point for entering the
  173. market with turnkey solutions. So we are
  174. not a typical battery supplier. They're
  175. only supplying battery and selling to
  176. Europe or to the global market. We would
  177. like to sell solutions for applications
  178. and this is necessary in Europe because
  179. the applications in Europe are different
  180. to the applications for instance in Asia
  181. and that gives you the flexibility to
  182. innovate as well. Right? If you are from
  183. the really beginning in the sales you
  184. are making era how do you call it the
  185. R&D no
  186. R&D yeah
  187. research and development
  188. yeah research and development
  189. so we have we have many many
  190. manufacturing areas in China so we
  191. have around 70, 000 square meter
  192. production area with fully automated
  193. lines with robots coming from Germany
  194. for example from KUKA we have around
  195. 1, 300 people working for us and over 165
  196. five people only in R&D.
  197. So this is essentially opportunity.
  198. at the moment we're opening some service
  199. centers over here in Europe and Germany
  200. because we thinking that we need
  201. absolutely to provide so right service
  202. to the client for 10 15 years long. So
  203. this is also an issue that not all other
  204. competitions are doing this. So this is
  205. essentially work from our side and we
  206. have the expertise because of so many
  207. people that are working only for R&D.
  208. And if you could tell us a bit more
  209. about like you're based in Europe now
  210. and the manufacturing is done in China
  211. and so how who are your customers and
  212. how does the whole value chain work?
  213. Yeah, the customers are different kind
  214. of business related
  215. things because we have customers
  216. customers for commercialized systems for
  217. industrial people we have utility
  218. clients we have greed companies of
  219. course though it's a broad range of
  220. clients international wise in the whole
  221. Europe
  222. but it's a special it's a special
  223. challenge because every of these
  224. country has own greed nodes So we have
  225. to provide the right certifications and
  226. as you can see right now we are ranked
  227. as a tier one supplier for Bloomberg. So
  228. it's all the very special and necessary
  229. ranking opportunities if you're
  230. talking to banks to credit lines to
  231. institutional investors. Everybody would
  232. like to see what is the quality of the
  233. company because we are new in Europe
  234. and we are not existing 20 years in
  235. Europe though it's necessary to have
  236. such as ranking of quality and Bloomberg
  237. is doing this like they're doing this
  238. all for the PV market. So this helps us
  239. for entering the market more easier.
  240. Okay. Just thinking about the
  241. advantage of being in all the supply
  242. chain located in China mainly,
  243. would you say that is a huge advantage
  244. also in terms of critical materials for
  245. example to produce because two
  246. weeks ago there was a conference in
  247. London with a
  248. international energy agency and they
  249. talk about energy security. So one of
  250. the big topics was critical
  251. materials. How do you see this topic in
  252. the storage manufact?
  253. Yeah, we are not using critical
  254. materials because they coming maybe them
  255. from the Urugu region or something like
  256. this. So we are producing only this
  257. materials basic materials are coming
  258. from right regions and all our batteries
  259. manufactured in China are only
  260. manufactured by 100% green energy. So
  261. this is a very very important topic.
  262. it's also necessary because of
  263. opportunity for 2026 or 2027 to start
  264. additional taxes
  265. carbon model taxes and in Europe. So
  266. then it's related to how you producing
  267. your materials
  268. all the materials produced 100% free of
  269. CO2 of course and we only using green
  270. energy in our headquarter. So it's very
  271. very important and it's an issue that
  272. we have to do this. So is this
  273. virtually? you have PPAs with
  274. renewable
  275. power plants.
  276. Yeah. Yeah, we have PPAs with renewable
  277. power plants and I thought that's that's
  278. an issue that is given as a
  279. certification that we're producing this
  280. 100% free only green. That's very very
  281. important.
  282. I didn't know it's a pro.
  283. And Fashia if you could tell us a bit
  284. more about successful storage that
  285. you already have in Europe now. Yeah, we
  286. started we started some years ago in
  287. Europe especially in the Belgium and
  288. Netherlands market and I think for
  289. this market this was a special
  290. opportunity to install agriculture farms
  291. commercialized installations like 200
  292. kilowatt up to 500 600 kilowatt hour
  293. storage system
  294. for special solution in agriculture
  295. farms or in small companies and yeah
  296. we sold around three to 400 system in
  297. Belgium, Netherlands and over in UK and
  298. in Ireland. So the last months we sold
  299. all the 32 storage system commercial
  300. systems to Ireland.
  301. Yeah.
  302. This and this week we got the 10
  303. megawatt order from from Vin Energy. So
  304. from wind energy
  305. from wind energy for also making
  306. grid support of course
  307. we got orders in Hungaria for 10
  308. megawatt and so we are working also in
  309. Germany for many many big opportunities
  310. like big installations pass system
  311. installations
  312. and your solution is about providing
  313. the storage solution and then the
  314. installation operation and maintenance
  315. goes to the other party or how does it
  316. work?
  317. We are working in Europe sometimes as
  318. partner they can making the all the EPC
  319. work.
  320. Yeah,
  321. of course on the beginning with our
  322. people. So we are assisting all of the
  323. EPC partners and we train the EPC
  324. partners. So we have all the training
  325. academy
  326. integrated in techma that we are giving
  327. all the partners the first training that
  328. they are they have the option then later
  329. on to make the support. So we are
  330. guaranteeing our suppliers in minimum 10
  331. years support.
  332. Yeah.
  333. And over 25 or 24 hours support for
  334. big clients and also remote diagnostic
  335. opportunities the availability
  336. guarantee
  337. and this is all the necessary and it's a
  338. it's typical for different kind of
  339. clients. So we have commercial
  340. customers that working in commercial
  341. companies, smaller companies, industrial
  342. companies. They have huge industrial
  343. industrial buildings or companies they
  344. need a huge of energy and they would
  345. like to provide a cheaper energy. So
  346. this is they would like to integrate PV
  347. on their roofs because they need cheaper
  348. energy because the problem in Germany is
  349. our competition worldwide and this
  350. problem we curious about too high energy
  351. costs how you can reduce the energy
  352. costs
  353. and energy cost you can reduce if
  354. integrating PV for example and then you
  355. can produce a kilowatt hour price for
  356. around seven or eight cents so then it's
  357. essentially difference as to pay for the
  358. grid companies 20 cents
  359. in the commercial industrial industry.
  360. And on the end, you can al have another
  361. opportunities to make peak shaving, to
  362. make peak shifting, to have all the
  363. power factor compensation opportunities
  364. with the energy storage. And on the
  365. other hand side, we have the huge
  366. transmission of grid companies. So we're
  367. making all the greed support.
  368. Yeah. Services and
  369. greed services. Of course, it's
  370. necessary because we have too much
  371. fluctuating energy because energy is
  372. coming not only from from novel power
  373. plants are coming then from the solar
  374. they're coming from the wind onshore
  375. offshore and this is not stable energy
  376. and the okay so we can start to go into
  377. the topic this last weeks which was the
  378. blackout in Spain. Do you think it's
  379. related with this not continuous
  380. like variable
  381. renewable energy in the big system? How
  382. the how it impact in the energy
  383. system and how storage plays a role
  384. there? Yeah, it was it was it was an
  385. impact produced by Spain and by
  386. ourselves of France
  387. and so I think Spain has
  388. installed around 25 gawatt PV panels.
  389. And PV power. So it's a huge amount of
  390. PV they installed and but they installed
  391. around one gawatt only storage system
  392. and from this storage system from this
  393. one gawatt only 50 or 100 megawatt have
  394. a black start capability. So this is
  395. can you tell us what black capability
  396. means
  397. that this means if the grid is
  398. collapsing and this was a problem in
  399. Spain. so normally you can have okay
  400. then we're changing from the normal grid
  401. to PV because the PV parks over in Spain
  402. are connected to some industrial
  403. companies to hotels to hospitals. But
  404. the problem is if the grid is collapsing
  405. it takes only milliseconds.
  406. And if you don't can start your own grid
  407. with the storage system in such as
  408. milliseconds the grid is collapsing. So
  409. then you it's not starting. So you need
  410. the right combination of energy storage
  411. system with the right inverter systems
  412. to can start from their own a new grid
  413. and this name is black start capability.
  414. So then it's an option but Spain doesn't
  415. have this Germany have this. So we
  416. installed many many many gigawatt
  417. hour systems and storage system with
  418. black start capabilities and then it's
  419. an option if a grid is collapsing
  420. decentralized then the storage can start
  421. their own grid in the right time base in
  422. 20 milliseconds for example and then the
  423. grid is not stopping is not collapsing
  424. it's a grid forming also there
  425. yeah it's a grid forming so we have this
  426. opportunity Spain they were thinking we
  427. only would like to install in PV This
  428. gives us a huge green energy and this is
  429. enough. But it's not enough. The people
  430. are learning this because the problem is
  431. we also have over capacity or too much
  432. low capacity in Germany. Last year in
  433. November we had the troubles in Germany
  434. because we also had problems because the
  435. sun was not shining the wind was not
  436. going on and the energy companies was
  437. was trying to catch energy from whom?
  438. Because the most of the energy over in
  439. Germany came from renewables..
  440. The same is in Spain. Every other
  441. country would like to make 50 to 80% in
  442. the future of green energy. But then
  443. this problem occurs in Germany last
  444. last November was a big problem. So the
  445. energy company were trying to catch
  446. green energy from storage suppliers or
  447. from storage owners from different of
  448. IPs and this was an opportunity. they
  449. spend so much money for kilowatt hour
  450. for whatever 30 euros cents or 40 euros
  451. cents for grabbing this grid from
  452. storage and if they have an over
  453. capacity of course they will spend this
  454. capacity in storage system. So this is
  455. empower trading and this is a huge
  456. opportunity here in Europe that you can
  457. make all the big money for power trading
  458. arbitrage diad and also purl
  459. regulation primary and secondary control
  460. and also yesterday we were talking
  461. with Hbert Fner from IEA and he told us
  462. that the new solutions are for
  463. any new green solution that you're
  464. having it has to come with battery
  465. storage especially talking about the PV
  466. and also in the depth developing if I
  467. may say countries like the central and
  468. eastern European countries which was
  469. relying on the fossil fuel for a very
  470. long time and now they are trying to
  471. get to the green energy battery from PV
  472. why it gets way more way more important
  473. for us to think about battery storage
  474. now
  475. it's a typical it's a typical
  476. realization I was end of last
  477. year beginning of this here in Romania,
  478. in Hungaria, in Czech Republic and they
  479. have the same problem all as we have in
  480. Germany
  481. because European Union announced five
  482. years ago that they would like to create
  483. the penduropean greed
  484. and the penduropean greed is to sharing
  485. all the different kind of energies. If
  486. there is a country with too much
  487. energy, they can bring it to the others
  488. if they have not enough energy. But in
  489. the moment we have too much renewable
  490. energy from wind from sun and it's not
  491. stable. So how you can give a stable
  492. energy and then France alo interrupted
  493. this this restriction from the
  494. European Union because France was
  495. thinking we can give you a stable energy
  496. from our nuclear plant. M.
  497. So they were starting the latest
  498. state-of-the-art nuclear plant in France
  499. 2 years ago. But at the moment it's too
  500. expensive.
  501. Yeah.
  502. So they spended 10 times more as it was
  503. originally planned. So the production
  504. costs of this nuclear power plant in
  505. France. The latest state-of-the-art is
  506. around 12 to 13 cents. It's too
  507. expensive. So the European Union stopped
  508. this opportunity to bring nuclear power
  509. in the grid because nobody can pay it
  510. for..
  511. So then it's necessary to came back to
  512. renewable energy again. And then we have
  513. these troubles too much power in the
  514. noon time because all of these countries
  515. in Europe having then in noon time too
  516. much PV power
  517. on the evening of course and in the
  518. night they don't have enough energy for
  519. companies that working 24 hours or for
  520. private homes or for smaller companies
  521. they're working until 8:00 in the
  522. evening. So from whom come this energy?
  523. So then we need storage system. It's for
  524. industrial solution. They will be
  525. independent from power and reducing the
  526. energy costs is from the grid companies
  527. for making grid support to giving them
  528. in the grid the power if if the grid
  529. has not enough power. You correct from
  530. the grid if the over capacity and then
  531. you can make a stable a stable
  532. infrastructure..
  533. And the problem is that the
  534. electrification infrastructure in Europe
  535. it's not good enough. So we have to
  536. build it again. But it takes 20 years
  537. long. So how we can wait how we can wait
  538. 20 years long. And this is this is an
  539. opportunity that we're losing so much
  540. money. If you have such a problem as in
  541. Spain they lost billions only for two
  542. days. They lost billions in the economy.
  543. And if you compare it for example
  544. the country or the small country
  545. with the most power blackouts it's
  546. California they have more than 200
  547. blackouts a year. So this is affecting
  548. the Silicon Valley tremendous and so
  549. this is also an issue that we have to
  550. stop this blackout opportunities and
  551. this is related to too much power need
  552. from companies from private sectors
  553. because of immobility everybody would
  554. like to drive a e vehicle so we have to
  555. charge the e vehicles on the night but
  556. then it's a problem because the grid
  557. capacity is too low in Germany it's 50
  558. or 100 kilowatt and if you have a c a
  559. car with 150 kilowatt batteries So then
  560. it's a problem and if if in a in a
  561. community 100 200 400 cars would like to
  562. to charge at the same time that's a
  563. problem. So
  564. so if I understood well you are
  565. saying that we are in a speed race at
  566. the end. So to stabilize the grid we
  567. could have many solution technical
  568. solution but the storage system are
  569. much faster to be implemented in
  570. manufactured implemented and right of
  571. course because integration of PV is a
  572. necessary step to be independent and to
  573. produce the power by your own many more
  574. cheaper as you're catching the power
  575. from the grid but on the other hand side
  576. standalone system standalone battery
  577. system who can provide 100 megawatt or
  578. 200 megawatt in the grid for making the
  579. grid stable is necessary and we have to
  580. do this in the range of terowatts in
  581. Germany. So we are expecting 10 to 20
  582. terowatts of such a storage solution to
  583. make the grid stable.
  584. So how can we do this? So we need we
  585. need suppliers who can realize it. So we
  586. need all the restrictions of course
  587. otherwise the greed is exploding the
  588. restrictions in Germany are maybe too
  589. high. So because we need so many
  590. different kind of certificates to be
  591. able to connect to the grid. So we have
  592. to talk to politics they will help us to
  593. give more power and to install with more
  594. speed all the energy storage system. But
  595. without storage system, it's not
  596. possible to live with energy in the next
  597. 20 years. So that's it's a it's a must.
  598. It's a must have and as soon as possible
  599. because we learned from Spain,
  600. it can happen. It can also happen in
  601. Germany for example, not in this in this
  602. case as in Spain because we have too
  603. much centralized system. We have in
  604. Germany around 800 transmission
  605. companies. So then it gives us the
  606. opportunity we have decentralized energy
  607. producing production or generation and
  608. but we have to install more more more
  609. more energy storage system.
  610. Yeah you have seen in Chile
  611. you have experience there also that we
  612. are like two or three gawatt in under
  613. environmental evaluation. So it is going
  614. to be a big deployment the next years.
  615. And just the last question to you
  616. just u what would you say to the people
  617. who is saying that we should install
  618. more PV for example that we were
  619. discussing a bit before the camera that
  620. how do you see it you can compare it
  621. normally we have to pay in Germany
  622. for small industrial companies around
  623. €20 for energy from the greed companies
  624. and this is too much to be
  625. competitive enough for making products
  626. and sending out the products worldwide
  627. to make an export because our products
  628. are too expensive because of the high
  629. energy costs. How we can realize it? How
  630. we can change it? We can install PV and
  631. the installed PV the lifetime of PV
  632. panels are in the moment 30 to 40 years.
  633. And because of the new generation of
  634. solar panels, topcon technology and hit
  635. junction technology, the lifetime is so
  636. long and the degradation factor is also
  637. very very low. So although in Europe or
  638. in south of Europe, you can produce 1
  639. kilowatt hour for 1.5 cents.
  640. Only with PV of course you need a
  641. storage in addition, but then it's
  642. around between four and 8 cents. Euro
  643. cents. Even in thous of Spain, you have
  644. 4 cent. If you're going to whatever
  645. Germany, you have you can you can
  646. produce energy together with PV around 8
  647. cents. But it's cheaper as 20 cent.
  648. Everybody have to think about how can I
  649. make my own energy with PV panels? How
  650. can I be independent from the grid
  651. because of some blackouts like in Spain?
  652. And but I need energy storage system
  653. otherwise I cannot work with
  654. Yeah. So there
  655. I was reading about all
  656. the solution that you have put
  657. across in close to Netherlands. I think
  658. that a lot of farmers are using battery
  659. storage and you would not think of them
  660. as first movers or early adopters. But
  661. why why is it that they are one of
  662. the first people who are devising
  663. battery solutions? the farmer
  664. they are the special client and so they
  665. have the most of the farmers have big
  666. buildings that they can produce a huge
  667. amount of PV.
  668. They're getting very very cheap credit
  669. lines from the banks
  670. because they are safe because they are
  671. farmers.
  672. But the farmers if they are doing for
  673. example milking
  674. so the milking time is in the morning at
  675. 5:00 and the evening around 6 or 7:00.
  676. So no sun is shining at this time,
  677. but they have a huge amount of roofs.
  678. So they can produce enough PV power with
  679. a very very cheap price. But then they
  680. need energy storage for storing this
  681. PV energy on the noon time and shifting
  682. then to the evening and the morning if
  683. they need it on the next day. So for
  684. making milking and also for cooling the
  685. milk. So this is an typical a typical
  686. application for agriculture farms and
  687. though they have to install the storage
  688. otherwise I cannot work with the PV.
  689. Yeah.
  690. And this was the reason that we although
  691. we having a big big partner with
  692. positron in Belgium they installed
  693. hundreds of such systems with hund many
  694. hundreds of different kind of clients in
  695. Belgium and now over in Netherlands.
  696. What is the typical pricing for let's
  697. say for 1 megawatt of storage and what
  698. is the li minimum amount of storage that
  699. someone can have?
  700. It's critical to say because in
  701. the moment there are there are rumors
  702. all the in the world that
  703. whatever a battery is possible for
  704. buying to below 100 euro per kilowatt
  705. hour but it depends what you are
  706. comparing it if is only the battery if
  707. this battery with PCS systems is a
  708. battery with PCS systems and MV stations
  709. because you need transformer stations if
  710. you would like to be grid connected
  711. what kind of software you have to use
  712. there they are sometimes special
  713. software related so then the price is
  714. different of course
  715. and if you're connecting then to big
  716. greed companies for example you have to
  717. provide
  718. 10 or 15 years warranty you have to
  719. provide support for 10 or 15 years you
  720. have to give availability guarantees but
  721. then it's a different kind of price and
  722. if you're having a small a small
  723. commercialized installation of 400
  724. kilowatt It's a different price if you
  725. make a 100 megawatt storage system with
  726. containerized solution. And we have for
  727. example 10 ft containers with 5 megawatt
  728. in one 20 ft container. So with the new
  729. technology of liquid cooled parts, it's
  730. not anymore air cooled, it's also liquid
  731. cooled. So we have you can pack on a
  732. smaller space more battery cells. And
  733. the liquid cooled part gives you the
  734. opportunity that all the cells in one
  735. module have the same temperature and
  736. it's better for the for the whole
  737. process. And you can pack it with
  738. with a smaller space. So then it's an
  739. option. 5 years ago you need a 40 ft
  740. container to put in 2.5 megawatt and the
  741. moment we have half a 20 ft container
  742. and can put in 5 megawatt in. So it's
  743. fantastic opportunity for shrink the
  744. dimension of space you need it's for
  745. industrial company important it's for
  746. substations important but this is
  747. essentially
  748. yeah it was a difficult question
  749. with prices but lately
  750. international energy agency released
  751. a study with the projection and the
  752. historical and projection of battery
  753. storage prices..
  754. So in that note about this this
  755. projection of prices, how do you see it
  756. in the future and how is the market
  757. right now with the problem is what we
  758. have to see is we don't have to make
  759. the same the same fault as the PV
  760. industry did. So the problem of the
  761. beef industry was over capacity.
  762. Okay. So many many other Chinese
  763. producers were thinking okay the
  764. expectation of integration renewables is
  765. huge in Europe.
  766. It's so we have to we have to put in
  767. every every year in Germany around 25
  768. gawatt is PV every year.
  769. Every year we should do this though
  770. otherwise we can have until 230
  771. 230 to 250 gawatt installed. So but how
  772. can we do this? So and the most of the
  773. Chinese company were thinking okay we
  774. have to wrap up quickly because the
  775. demand is so huge
  776. but the problem was who can install it.
  777. Yeah.
  778. So the installer base was too low. So
  779. then it was necessary to say we cannot
  780. do this right now. We have to wait until
  781. all the installers ramped up quickly
  782. with their employment
  783. and all the development. all the
  784. development all the design
  785. it takes too long. So then it was over
  786. capacity reason for the PV industry. So
  787. we don't have to do this in the storage
  788. market. At the moment the people are
  789. thinking yes we don't do this all the
  790. special techman has a has a strategy
  791. that we would like to have by end of
  792. this year around 25 to 27 gawatt hour
  793. production capacity. This is enough this
  794. is enough for the market we would like
  795. to entering. So people would like to
  796. have the focus on applicationdriven
  797. technology and the step by step
  798. otherwise it's too complicated and then
  799. you are curious many many falls. So this
  800. is the reason that I'm expecting of
  801. course the prices will drop down maybe a
  802. little bit not so much as end of last
  803. year because you also have to develop
  804. new basic materials because anode and
  805. cut materials are one part. The very
  806. very important part is the separate
  807. because otherwise you have problems with
  808. recombination facts
  809. and so the ions are going from cathode
  810. to anode for example and if the
  811. separatum is not the best one though the
  812. ions are going back. So you can
  813. eliminate this with high technology. We
  814. have to invest in high technology to
  815. make sure that you have a better
  816. lifetime of the batteries. And many
  817. years ago, the lifetime was maybe
  818. related to the cycle opportunity,
  819. charging and discharging cycles.
  820. How many years last
  821. five six years it was only 3 to 4, 000
  822. cycles opportunity.
  823. At the moment, we running up to 8, 000 or
  824. 10, 000 cycles. This means the energy
  825. storage, if you're using this in the in
  826. the renewable energy market and you have
  827. PV panels, so you need one cycle a day
  828. for charging and discharging. In one
  829. year you have 365 cycles in 10 years
  830. 3, 600. If you can if you can re if you
  831. can realize 8, 000 cycle lifetime that
  832. then the batteries lifetime is more than
  833. 20 years and this is essentially
  834. development step that you have to be in
  835. the focus and if you're going then at
  836. the moment in the power trading market
  837. greet support so you need sometimes 1.6
  838. cycles a day. So then you need to need
  839. the capacities for more as 8, 000 cycles
  840. in your future. But you have to develop
  841. such as then basic materials and you
  842. have to spend all the money for
  843. developing this and that the
  844. technical solution because I have been
  845. in the designing side. So
  846. some manufacturers said that you can
  847. have your best installed and then after
  848. 15 years you can add a model to keep
  849. the same standard or like an upgrade.
  850. How how does it work in
  851. how do you say
  852. obviously I cannot say it now because
  853. because you're right you have to give
  854. a capacity guarantee and
  855. after 20 years after 8, 000 cycles the
  856. battery is not dead
  857. it's not the same
  858. that they have they have a limitation
  859. then of 60% or more in the battery.
  860. So you can also work longer with
  861. the same battery. If you would like to
  862. to change it to make to make power
  863. changing repowering like we
  864. we did this in the wind industry for
  865. example
  866. then you have to think about what kind
  867. of technology we would like to have in
  868. 20 years.
  869. Is this lithium ion or is this maybe
  870. sodium sulfur because or is this is this
  871. sink air batteries
  872. change?
  873. So it I think it will change. So in 20
  874. years I think we will have a different
  875. kind of technology.
  876. many many institutes are developing
  877. right now all the sodium sulfur
  878. batteries again nitium sulfate and in
  879. Germany and so it's in the moment over a
  880. very big big opportunity for the car
  881. industry because the energy density is
  882. higher from sodium sulfur but the cycle
  883. opportunity is too low at the moment
  884. but with different kind of development
  885. steps in the future they can also
  886. produce sodium sulfur with eight or
  887. 10, 000 cycles
  888. but now is lithium
  889. the main player.
  890. Yeah, it's not it's it's it's not so
  891. much lithium. It's it's shrinking then.
  892. Of course, if you if you're using then
  893. for example zinc air batteries, there's
  894. no lithium again. So, we have different
  895. kind of opportunities to reduce the
  896. basic materials
  897. and the lithium comes from the salt of
  898. course. So, how we can change this? I
  899. think in 20 years we have a different
  900. kind of technologies. We have lower
  901. price of modules. If you would like to
  902. do repowering, we can repower the whole
  903. storage.
  904. And what about the sodium batteries?
  905. Yeah, I think this a this is a future
  906. technology. I think in 10 or 15
  907. years, I think this could be a very very
  908. big part of storage integration in
  909. the future. On the other hand side, you
  910. have to see who is financing big
  911. installations like 50 megawatt, like 100
  912. megawatt. These are institutional in
  913. investors. These are banks for example.
  914. And what other banks are doing at the
  915. moment?
  916. They would like to minimize the risk if
  917. they're giving credit lines. So they
  918. don't like to invest in new technology.
  919. So even we have in 10 years a new
  920. technology I think they will invest
  921. longer on with lithium because this is
  922. this is
  923. a secure technology and of course we
  924. also developed also titanium oxid
  925. technology for special solutions with
  926. 20, 000 serif cycles
  927. and but it's expensive but it's it's an
  928. ongoing process that we are also working
  929. with many many different kind of
  930. institutes for making development steps
  931. also in the future.
  932. And on that note, for Techlment, you
  933. have the R&D also in Europe. I heard
  934. that you have something in Hamburg too
  935. that
  936. Yeah, we opened the service and
  937. technology center in Hamburg. There are
  938. sitting people making support and making
  939. all the process engineering steps. We
  940. have another another support center in
  941. Brman that we also investing in
  942. the software side
  943. because it's necessary to have the right
  944. software so energy management software
  945. not only for peak shaving not only for
  946. home own consumption not only for
  947. agriculture farms it's also necessary to
  948. have the right software for power
  949. trading for the arbitrage market and
  950. this is a new market in Europe this
  951. power trading market and we are
  952. developing with some partners then such
  953. as softwares that we can provide the
  954. whole the whole energy management
  955. software in this part too and this is
  956. related then although that we need
  957. process and software engineers although
  958. in Germany it's a necessary step we will
  959. be independent for example also for the
  960. CPUs because you heard it all maybe in
  961. London or in UK that many people are
  962. cautious about can China disconnect from
  963. China via via global your your
  964. storage system can they do this
  965. all with adapters also
  966. all the inverters and then it's a
  967. security opportunity that you have to
  968. provide this all in Germany with the
  969. right CPU for example from German
  970. companies with the right software with a
  971. firewall
  972. with safety requirements and we are
  973. doing this
  974. so then we have a cloud opportunity the
  975. cloud is not in China is in Germany for
  976. example and you have to provide this to
  977. clients to make sure that the clients
  978. are trusting you a necessary step.
  979. Wow. And in the technical side, how
  980. do you see the end of life cycle of
  981. the batteries the all the recycle supply
  982. chain or how do you see this developing?
  983. I think there are in the moment it's a
  984. it's not a problem but it's a an
  985. opportunity to make a recycling of
  986. lithium ion batteries up to 70%. 70 can
  987. be
  988. can be at the moment to do with
  989. 70%. But in the moment it's not
  990. necessary to recycle because the most of
  991. the batteries are not older as five or
  992. six or 10 years
  993. in
  994. 2013.
  995. So in around 5 years the institutes if
  996. their institutes are in Germany or in
  997. Austria they're expecting to can
  998. recycle lithium up to 90%. And then we
  999. are roughly about in the same stage as
  1000. we were many many years ago with V
  1001. acid batteries. So we can recycle these
  1002. batteries. So if the lifetime is done on
  1003. the battery, it's maybe then in 20 years
  1004. it's should be an opportunity to recycle
  1005. them and it's a must must have because
  1006. if you're integrating or if you're
  1007. bringing in from outside of Europe the
  1008. batteries inside Europe, you have to
  1009. make sure that you recycle in Europe.
  1010. Exactly. And but you're saying that the
  1011. lithium it's 70% recycled, but what
  1012. about the rest of the
  1013. containers are aluminum or steel.
  1014. The containers are stainless steel. The
  1015. copper cables you can use it and that
  1016. it's not a problem. The electronic
  1017. materials you can recycle it if there
  1018. are transistors or whatever inside.
  1019. it's it's it's not a big problem. And
  1020. the liquid cooled part make sure that
  1021. you don't have so much ventilators
  1022. because you don't have make an air
  1023. cooling in the system. So it's also
  1024. reducing the material they can be broken
  1025. for example. So then it's also a better
  1026. opportunity for recycling events. You
  1027. have to work with recycling companies in
  1028. in around Europe. We are doing this over
  1029. in UK and this gives us the
  1030. opportunity to see how we can make sure
  1031. that we can offer to the client a
  1032. recycling plan that give them that they
  1033. can trust although if there is end of
  1034. the life after 10 or 20 years it is
  1035. possible to recycle these batteries.
  1036. Amazing. And there's so much of
  1037. knowledge that you have given us and
  1038. also in that is required to actually
  1039. have the battery solutions where it
  1040. should go and scale and we heard about
  1041. you Texom
  1042. is having a best academy where there
  1043. will be education given to the EPC
  1044. people so that they can they can have
  1045. the solution better and they can install
  1046. it better. Can you tell us a bit more
  1047. about it? Yeah, this education academy
  1048. is also named about a training academy
  1049. that we're giving all the clients. We
  1050. have an ecosystem. So we are bringing
  1051. not only the clients, not only the EPC
  1052. partners from our side, we're also
  1053. bringing then the investors. We bringing
  1054. the developers of basic materials. We
  1055. bringing the institutes together to
  1056. making an ecoycle to share all the
  1057. information what is necessary to produce
  1058. a sustainable and reliable battery
  1059. system, a whole system, not only the
  1060. batteries together with inverters and
  1061. with the transformer stations
  1062. and this is a necessary step and we
  1063. train of course then our partners very
  1064. very deep in China and also in Europe
  1065. for having this ecos for having this
  1066. academy and we started this academy and
  1067. it's I think it's a very very good
  1068. opportunity. So we would like to have
  1069. regional regional meetings
  1070. together if our vapers if our video
  1071. online interviews or trainings
  1072. we have on-site trainings of course we
  1073. bringing some clients to different kind
  1074. of other installations to show them we
  1075. are increasing our capacity in the
  1076. training center in Hamburg in Braymond
  1077. we're starting all of them end of this
  1078. year a training center and a support
  1079. center near Munich So it's we have
  1080. partners all the in the east side of
  1081. Europe that we're working very deep and
  1082. this is also essentially issue that we
  1083. need partners to make sure that on the
  1084. end we can support our clients in the
  1085. best way more than 10 years or 15 years
  1086. or 20 years.
  1087. Amazing. And what if some member of
  1088. the community want to participate in the
  1089. academy? Is it open for everyone or only
  1090. for partners?
  1091. it's open it's open for academy.
  1092. So we have to of course we have to
  1093. split. So then we have partners and
  1094. they're working for us. They're making
  1095. the installation. We have but we would
  1096. like to give all of this international
  1097. technology information to all people
  1098. they would like to participate. So we
  1099. are making web near
  1100. and to give them to share information
  1101. about technology to share the
  1102. information about application
  1103. expectations in different kind of
  1104. markets. We are doing this over
  1105. worldwide but the special information
  1106. about how we produced or how we
  1107. developed new steps of future technology
  1108. of course we share them only with our
  1109. partners.
  1110. Okay. Okay. Yeah. And this is related
  1111. also with the EPC training that we
  1112. mentioned before or is different?
  1113. Yes, you can.
  1114. Okay.
  1115. That's amazing. Hey Sasha been
  1116. No, no. I one more question.
  1117. because
  1118. it's so interesting.
  1119. Yeah, we jump from your personal
  1120. story to the technical, but I'm
  1121. curious about your entrepreneur
  1122. entrepreneurial spirit. So, if you
  1123. should or if you could start a company
  1124. now in this current scenario in the
  1125. energy sector, what would you do?
  1126. I would like to do of course to provide
  1127. energy storage system to the Greek
  1128. market and to the industrial market
  1129. because it's a market they need the
  1130. storage system but of
  1131. entrepreneurship or what you imagine
  1132. the problem is starting a company from
  1133. the scratch is difficult
  1134. to have a company behind you who is
  1135. producing materials who producing the
  1136. software who have experience more than
  1137. 20 years long about this problem in the
  1138. in the industry because although Techman
  1139. learned how it's necessary to install
  1140. switch gears and if you in the future
  1141. install switch gears with transformer in
  1142. the in Germany for example they have
  1143. to be SF6 free there's a special gas
  1144. that normally is used so they have to be
  1145. free in the from the beginning of 2026
  1146. so you have to have this development
  1147. steps behind you we have behind you a
  1148. big company that are stable enough and
  1149. can give you all the guarant guarantees.
  1150. These are also expected from most of the
  1151. big investors or big clients. So
  1152. starting from the scratch of course it
  1153. would be a fantastic opportunity because
  1154. the demand is so huge but you have to
  1155. they have to be cautious how you can do
  1156. this. It's it's not so it's it's not so
  1157. easy but in the market we are at the
  1158. moment it's industrial it's commercial
  1159. it's utility scale. This is exactly the
  1160. market everybody should be.
  1161. Yeah. And in among all the products that
  1162. you have, what's your favorite?
  1163. The Turkey solution is the favorite
  1164. because without all this what we
  1165. providing, you cannot realize the right
  1166. application. Only with batteries is
  1167. impossible. Only with PCS systems
  1168. and without energy storage is
  1169. impossible. Only with transformer
  1170. stations is impossible. only with the
  1171. batteries and PCS and transformer
  1172. without the right software it's also
  1173. impossible. So you have to have
  1174. everything together otherwise it's
  1175. difficult to put storage system in
  1176. the market. It's not a storage is a
  1177. solution we are delivering application
  1178. solutions.
  1179. Okay. Amazing. And is there something
  1180. else that you would like to share or
  1181. to tell that we didn't ask? I think we
  1182. would like to people like to
  1183. increase the capacity all the in market
  1184. tremendous but you're coming
  1185. from Chile and you're also from India so
  1186. it's all an expectation from the global
  1187. market
  1188. that the installations of storage
  1189. system will be will be increased
  1190. tremendous in the next time but on the
  1191. of course what you have to provide you
  1192. have to provide a fully functional
  1193. system if you're starting with a system
  1194. who is not doing what you what you
  1195. promised and you're out of the market
  1196. extremely
  1197. and we are also a new
  1198. company we are not sangrow we are not
  1199. BYD
  1200. how old is the current
  1201. 30 years
  1202. more than 30 years
  1203. and but we are concentrating us on a
  1204. medium side capacity
  1205. so we have to we have to ensure and we
  1206. have to insist our clients with the
  1207. right technology and it's It's necessary
  1208. that the clients can trust. So this is
  1209. our our intention that we will fulfill
  1210. such a requirement. So we have to do
  1211. things with high quality.
  1212. Amazing.
  1213. Yeah.
  1214. Now I will wait for my friend to ask
  1215. all the questions because it been a
  1216. very intriguing interview with you
  1217. for sure and we got getting to know all
  1218. the turnkey solutions of Techlomen and
  1219. also the
  1220. the problems and challenges and
  1221. opportunities for battery stoages. Thank
  1222. you Sasha insightful interview and we
  1223. hope to
  1224. sit some sometime again because we
  1225. haven't finished we have a lot more
  1226. questions coming. Obviously, we have to
  1227. do this monthly.
  1228. Don't worry. Thank you very much.
  1229. Thanks. Thanks a lot.
  1230. Thank you very much. And
  1231. thank you all for watching until the end
  1232. of the interview. And stay tuned because
  1233. now we are in Munich. We're going to
  1234. shoot some interviews. So, see you next
  1235. time.