Our Next Energy (ONE) is developing LFP battery cells in Michigan. If you're an EV nerd, you know how big of a deal that is. These kinds of chemistries are what are going to enable durable, long lasting, and most importantly, affordable EVs and China already specializes in them and currently basically chokes the world's supply, not just in terms of minerals, but also IP know-how and manufacturing for this super valuable battery chemistry.

But ONE came to the market at a time a few years ago with a promise to make a hybrid battery, called Gemini, utilizing some LFP and an anode-free manganese-rich chemistry to give you the best of all worlds—performance and long range. They demonstrated this in a BMW iX chassis showing that vehicle to double its factory range at the time.

The Gemini battery never came to market in production cars.  However, ONE has been toiling away quietly—working on continuing LFP chemistries for not only the automotive industry, but also battery energy storage systems, which are crucially important in the age of AI and data center where we can't make our grid resilient quickly enough.

Max speaks with the Chief Strategist at One, Deeana Ijaz. , She's the daughter of the founder and CEO Mijeeb Ijaz. Deanna  come from a neuroscience and public health policy background but is leading the charge at ONE in turbulent times for the automotive industry to survive and thrive.

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You've probably heard that the electric grid is under severe strain and that electric cars are of no help. And this is in some ways a little bit overblown, but it's also true, particularly in the era of large data centers and AI. But it doesn't have to be that way.

Electric vehicles can be part of the solution. We've spoken on this show briefly before about concepts like vehicle to grid and vehicles like the Ford F-150 lightning being used as a home backup power source but to do grid solutions at scale. That's going to take a lot of smart software and coordination, enter WeaveGrid.

WeaveGrid CEO Apoorv Bhargava speaks with Max Patten on how they work with utilities, OEMs, and customers to enable a new kind of smarter power grid. The upshot for ratepayers, aka customers? You pay less and maybe even realize incentives for letting your EV flexibly charge (and one day, discharge) while you sleep.

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https://youtu.be/-uyEtDhQVT8

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One of the biggest sources of electrification isn't your home or your neighbors', but the commercial fleets and trucks that power American business. Wex is a company doing fuel card services, but their EV charging solutions have taken off and they're continuing to invest in it despite federal headwinds. 

In this episode of Directly Current, host Max Patten speaks to Libby Bittman, the Business Development Director for EVs and Mobility at Wex. Previously, she's worked at companies like ChargePoint, ChargeLab, and Tesla. Libby also has an EV car, truck, and motorcycle in her household, so she's no stranger to the electric liffetyle. Max and Libby discuss how EV adoption continues to prove itself on cost of ownership merits in the commercial sector even without the White House's support. Regardless of politics, businesses love margins!

Some of the ground Max and Libby cover;

Libby is a great speaker, advocate for EVs, and a pragmatic and seasoned participant in the business world. Enjoy!

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https://www.youtube.com/watch?v=9VeV_AXRb88

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Max speaks to Quincy Lee, founder and CEO of Electric Era, a charging business that's integrating high-quality hardware with smart software and batteries to deploy rapidly at retailers like Costco for low cost. It's a story of entrepreneurship, quality-obsession, and paving the infrastructure for the future.

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Electric towing is hard, particularly when you're hauling a big family-sized camper that can halve a Rivian's range. Lightship is a startup that's laser-focused on solving that pickle by engineering a smart trailer that not only makes itself more aerodynamic in motion, but also pulls its own weight with an e-axle and independent battery system. It's a clever piece of tech but it also costs a pretty penny.

Max speaks with Toby Kraus, the CEO of Lightship, on what it's like building EV hardware in Colorado and how he and the team are dealing with challenges like unpredictable tariff policy. He also hints at some future developments that might drive down the price tag much as EVs themselves have gotten cheaper and more accessible.

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Long before the Tesla Roadster or GM EV.1 were a twinkle in engineers' eyes, there were people hard at work making whacky electric cars in their garages. Declan Kavanaugh, a college student and budding engineer interning at startup Telo Trucks, is one such enthusiast, taking pride in buying cheap EV curiosity projects from the 1970s and restoring them with modern-day battery technology and upgrades. He documents his efforts in entertaining fashion on YouTube.

This episode is a fun one for the nerds among you, and if you're still unsure what a kilowatt is worry not, Max and Declan break down some of the jargon as they dive down the messy history of electric cars into our present day. In the present, they discuss the buzz around Telo as well as Slate Auto's cheap mini electric pickup, examining how new niches are starting to become possible with better commoditized technology that can (hopefully) be built for affordable prices in America.

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Harbinger Motors is making medium-duty electric trucks in America, which believe it or not, almost no one else is. While Rivian, GM, Ford, and Daimler have rolled out light duty vans for deliveries, John Harris wants to make chassis for vehicles with higher gross vehicle weight ratings for delivery customers with those needs. Of course, we talk tariffs—an ongoing and changing development for the auto industry—and how his company is dealing with them through vertical integration.

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Andrew Lambrecht owns a Tesla Model 3, freelance writes for several EV publications, and is a graduating engineering student who's interned at startups like Lucid Motors. Max speaks to him to get a sense of where Tesla lies as a company in 2025 amidst a chaotic and unpredictable CEO, global headwinds, an aging product lineup, and revolt among some of its most formerly loyal customers.

While we've explored the polling data behind this at EV Politics (and will continue to do so!) it's worth hearing from an educated expert on the company and someone invested in its product on where they stand. Even if you hold your nose and decide to buy a Tesla, how competitive are they when you can buy a Hyundai IONIQ 5, Mustang Mach-E, or even lightly used older Tesla for less? Max and Andrew also go over the story by analyzing their colleague John Voelcker's excellent piece on Tesla's messy, seemingly unbreakable bond with Elon Musk.

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Max, Mike, Joe, and Sarah from the EV Politics team break down the goings-on at the EV Charging Summit and Expo live from Las Vegas. They also react in real time to the 25% imported car tariff. Special guest star Tom Moloughney!

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EV charging is a hard business, and it's only gotten tougher with the federal axing of incentive programs like NEVI. But Rohan Puri, CEO and co-founder of Stable, thinks there's a way to make it sustainable in the long term. His company uses data analytics so that site hosts can have happy accounts and keep deploying electrons to a growing population of EV drivers.

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