Hi, everybody. Welcome to Shift, a podcast about mobility. My name is Pete Bigelow. I'm your host and reporter from Automotive News.

My guest on the podcast today is Cal Langton, chief commercial officer of Redwood Materials.

The battery recycling company, that's not just a

battery recycling company anymore. Redwood is branching now into energy storage, and we're going to

delve into that in just a minute. Two million EVs sold last year. It's like 140 gigawatt

hours equivalent of storage. First, in lieu of our headlines this week, I have a quick public service announcement that I hope you'll find interesting.

This week, I started writing about emerging transportation technology on Substack.

In addition to my work at Automotive News, I wanted a place where I could write about everything going on under the future of transportation

umbrella beyond specifically just autotech, although you'll get plenty of that there as well.

So I'm going to be writing about interesting developments across autonomous vehicles,

electrification, batteries, EV tolls, drones, and more.

My substack's called Velocity, a digest about emerging transportation technology.

You can search for that or find me at petebigolo.substack.com.

I invite you to come check it out and come along for the ride.

One of the things I'm interested in particularly is how certain technologies can cross-pollinate

across different transportation modes or different end applications.

So think about Joby Aviations tie up with Toyota as one example, or their collective interest

in hydrogen fuel cells together.

Or think about the way Redwood Materials is taking batteries from electric vehicles and giving them a second life

in energy storage. The demand for which, incidentally, is booming because AI data centers are

coming online and demanding considerable amounts of electricity from electric grids.

Data centers alone could consume 12% of all electricity available in the United States by 2028,

...