Our final discussion of DERVOS 2025 was a panel on the ramifications of electricity becoming the primary lever of economic and geopolitical might.

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This year James solidified the newfound tradition of saving the arguably wonkiest discussion for the end of the day. It did not disappoint. The topic at hand is the emergence of electrostates, where electricity is the dominant energy input to a nation’s power and security. There is no question that China will likely be the first electrostate. In the first half of 2025 alone, for instance, it built about 250 GW of solar, more than twice as much solar capacity as the rest of the world combined (in May alone, it built an eye-popping 93 GW).

It’s not just about renewables build out. China owns and has mastered the electrotech stack, argues Impluse’s Sam D’amico, which includes lithium-ion batteries, magnets and electric motors, power electronics and embedded computing. But that doesn’t mean it’s not happening in the U.S. Here it is unsurprisingly messier, slower, and certainly hampered by our fossil fuel riches. Grab some popcorn for hot takes on how this plays out here and around the globe.

Speakers:

* Drew Baglino, Founder and CEO, Heron Power

* Tristan Doherty, Chief Product Officer, LG Energy Solution Vertech

* Sam D’Amico, Founder and CEO, Impulse

* Daan Walter, Principal, Ember Futures

* James McGinniss - Founder and CEO, David Energy

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