According to a recent LinkedIn post from Electrified Thermal Solutions, the company’s Joule Hive thermal battery has begun operating at commercial scale in San Antonio. The post indicates the system can store 20 MWh of heat at temperatures up to 1,800°C, targeting high-temperature industrial processes such as cement, steel, chemicals, and glass using off-peak electricity.
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The LinkedIn post characterizes the addressable industrial heat market for this application at about $400 billion and claims no competing technology currently matches this capability at commercial scale. It also notes backing from strategic investors including Holcim, Vale, EDP, and ArcelorMittal, and suggests first customer units are planned for delivery by early 2027.
A quote from CEO Daniel Stack, as relayed in the post, points to expectations for “really large deployments” before 2030 in hard-to-abate sectors. For investors, this progression from pilot to commercial-scale operation, combined with strategic industrial investors and a defined multi-year delivery timeline, may signal growing commercialization prospects and potential for future revenue in the industrial decarbonization and thermal energy storage markets.