Cellmates provides a focused, expert-led exploration into battery tech, energy and storage in the US renewable energy sector - whether materials, manufacturing, testing & analytics, business models, policy, or recycling. Co-hosts Mike and Jackson talk with the brightest minds in battery tech; featuring in-depth conversations with engineers, founders, researchers, and experts shaping the energy transition. Key topics include battery innovation, grid-scale storage, clean energy policy, supply chain challenges, and the role of energy storage in decarbonization. www.linkedin.com/company/lumicity/

Cellmates by Lumicity
Claim This Podcastby Mike Norton and Jackson Lyons
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Podcast Overview
Cellmates provides a focused, expert-led exploration into battery tech, energy and storage in the US renewable energy sector - whether materials, manufacturing, testing & analytics, business models, policy, or recycling. Co-hosts Mike and Jackson talk with the brightest minds in battery tech; featuring in-depth conversations with engineers, founders, researchers, and experts shaping the energy transition. Key topics include battery innovation, grid-scale storage, clean energy policy, supply chain challenges, and the role of energy storage in decarbonization. www.linkedin.com/company/lumicity/
Language
🇺🇲
Publishing Since
8/23/2024
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Recent Episodes

July 21, 2026
Nishchay Chadha, Ace Green Recycling — Cleaner Battery Recycling and the Case Against the Smelting Furnace
<p><strong>Battery recycling startup Ace Green Recycling: building a cleaner, modular alternative to the smelting process that's been polluting the industry for decades.</strong></p><p><br></p><p>Mike Norton and Jackson Lyons sit down with <strong>Nishchay Chadha, co-founder of Ace Green Recycling</strong> — a company that's been quietly doing battery recycling differently since 2019, and is now building its first US facility in Texas.</p><p><br></p><p>Nishchay's path to founding a battery recycling company started at the bottom of an IIT engineering ranking list, took him through commodity trading in Singapore, global recycling operations, and a chance encounter with a technologist co-founder who'd spent six years developing a process to eliminate the smelting furnace entirely.</p><p><br></p><p>The result: a room-temperature recycling process, no toxic slag, organic food-grade chemicals - and a business model built on licensing and supply chain before anyone else thought that was the right order of operations.</p><p><br></p><p>In this episode:</p><ul><li>Why <strong>smelting is the defining problem</strong> of the battery recycling industry - and why most players haven't solved it</li></ul><p><br></p><ul><li>How Ace Green eliminated the furnace and runs a <strong>room-temperature process</strong> that produces no toxic solid waste</li></ul><p><br></p><ul><li>The <strong>Texas facility</strong>: Phase 1 at 30,000 tonnes per year, scalable to 150,000 tonnes - and why getting it operational is 90% of their current energy as a company</li></ul><p><br></p><ul><li>Why Ace Green <strong>switched from NMC to LFP recycling</strong> two and a half years ago - before the rest of the industry caught up</li></ul><p><br></p><ul><li>The uncomfortable truth about battery recycling investment: <strong>investors want billion-dollar spreadsheets</strong>, and that's pushed startups toward oversized plants that can't get feedstock</li></ul><p><br></p><ul><li>Why <strong>nobody is a competitor</strong> in this space - and what it actually looks like to run a recycling business as a platform</li></ul><p><br></p><ul><li>The human side of recycling: the children Nishchay saw working in global recycling operations, and why that's what actually drove him to start the company</li></ul><p><br></p><p>One of the most grounded, opinionated conversations of Series 8.</p><p><a href="https://www.linkedin.com/in/nishchay-chadha-9855475/">Nishchay Chadha | LinkedIn</a><a href="https://www.linkedin.com/company/ace-recycling-pte-ltd/">(4) ACE Green Recycling, Inc.: Overview | LinkedIn</a></p>

July 7, 2026
Virginia, Sylvatex - Building Cathode Materials Before Anyone Knew They Mattered
<p><strong>Sylvatex founder Virginia on building a battery cathode materials company ahead of the curve - and surviving long enough to be proved right.</strong></p><p><br></p><p>Mike Norton and Jackson Lyons close out Series 8 with one of the most personal and most commercially sharp conversations of the whole series. </p><p><br></p><p><strong>Virginia, founder of Sylvatex</strong>, has been building in the cathode active materials space since before it was considered interesting. What she's built, and how she's built it, is a case study in patience and conviction.</p><p><br></p><p>Virginia grew up in Bangkok, surrounded by diesel pollution at a level she describes as equivalent to smoking a pack of cigarettes a day. Her father was a chemist who pioneered low-emissions diesel fuel and biofuels. She started her career in medical devices. She walked away from all of it - a secure, well-paid, hard-to-get career - to start Sylvatex based on her father's work, after he passed away.</p><p><br></p><p>That's the foundation. Here's what she built on it:</p><p><br></p><ul><li><p>Why <strong>cathode material is the highest-cost component of any battery</strong> - and why almost the entire global supply chain runs through a single region in China</p><p><br></p></li><li><p>Sylvatex's manufacturing-first, <strong>chemistry-agnostic approach</strong>: designed to work with locally available feedstocks, scalable to any region, using off-the-shelf equipment rather than novel machinery</p><p><br></p></li><li><p>Why battery materials should be thought of as <strong>commodities, like petrochemicals</strong> - and why regional production is the only way that makes long-term sense</p><p><br></p></li><li><p>How Sylvatex is positioned to qualify for <strong>IRA tax credits</strong> that most cathode manufacturers can't access — because their process is genuinely disconnected from Chinese precursor supply chains</p><p><br></p></li><li><p>What it looks like to <strong>survive the hype cycle</strong> without chasing disproportionate capital - and why that positions them better now that the bubble has burst</p><p><br></p></li><li><p>"If you're on the right side of history, you always win the long game."</p></li></ul><p>Virginia is one of those founders who operates at a civilizational scale while staying completely clear-eyed about the next milestone. This is a conversation worth your time.</p><p><br></p><p><a href="https://www.linkedin.com/in/virginia-klausmeier-2a34ab9/"><u>Virginia Klausmeier | LinkedIn</u></a> </p><p><br></p><p><a href="https://www.linkedin.com/company/sylvatex/people/?viewAsMember=true"><u>(36) Sylvatex (SVX): People | LinkedIn</u></a> </p><p><br></p>

June 23, 2026
Jill Pestana, Pestana Solutions — Why Communication Is the Battery Industry's Missing Infrastructure
<p><strong>Battery industry consultant Jill Pestana: 15 years in the field, and one clear conviction - communication is as critical as the technology.</strong></p><p><br></p><p>Mike Norton sits down with <strong>Jill Pestana, founder of Pestana Solutions</strong> - a strategic advising firm helping battery companies translate complex technology into messages that move investors, customers, and partners to act.</p><p><br></p><p>Jill's story is one of the most interesting in Series 8. Physics undergrad. NASA intern. Boeing. A pivot into electrochemistry and material science once she realized that batteries - not fuel cells - were going to define the energy transition. Years as a senior scientist working on silicon-dominant anodes, publishing patents, building expertise. Then Accenture, leading their North American battery consulting team. Then the moment where she had to choose: keep saying no to the battery companies knocking on her door, or start her own firm.</p><p><br></p><p>She started her own firm.</p><p><br></p><p>In this episode:</p><ul><li><p>Why <strong>communication is the missing infrastructure</strong> in the battery industry - and why it matters as much as the technology itself</p><p><br></p></li><li><p>How Jill built one of the most recognized personal brands in the battery space - by accident, starting with a YouTube channel in 2018 before anyone else was doing it</p><p><br></p></li><li><p>Why <strong>2025 wasn't a bust</strong> for the battery industry - it was a reset, and 2026 is where we find out whose plans actually hold</p><p><br></p></li><li><p>The <strong>Nano Battery Courses</strong> platform launching this spring - a lithium-ion fundamentals course designed to compress five years of industry learning into seven hours</p><p><br></p></li><li><p>Her role as <strong>Director of Research & Programming at NAATBatt</strong>, and the career pathways work happening across the US battery belt right now</p><p><br></p></li><li><p>Why the battery industry needs to think of itself as a community - and what it looks like when it actually does</p><p><br></p></li></ul><p>This is a different kind of Cellmates conversation. No scale-up challenges or seed rounds - just an honest look at the human infrastructure the battery industry is still building around itself.</p><p><br></p><p><a href="https://www.linkedin.com/in/jillpestana/"><u>Jill Pestana | LinkedIn</u></a> </p><p><br></p><p><a href="https://www.linkedin.com/company/pestana-solutions/"><u>(36) Pestana Solutions: Overview | LinkedIn</u></a> </p><p></p>
45 total episodes available
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