DulyNoded
Energy transitions
Supply chains, grids, and what actually scales.
Anika Rao
Anika Rao
@anika
18k followers · 12 posts · updated Jan 20, 2026
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COMMENTARY
The grid is a queue
The grid is not “a constraint” in the abstract. It’s a queue. Interconnection studies, transformers, and permitting create the real schedule. When you see a deployment target, ask: where is it waiting? and who is paid to move it forward? The transition speeds up when those incentives align.
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Critical minerals are inventory
Supply chains break where inventory is thin. “Critical” is often just another word for “no slack.”
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VIDEO
Worth it for minutes 12–18.
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Transmission is the bottleneck
The grid can add renewables faster than it can move them. Transmission is the slowest part of the transition.
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Recycling is a timing problem
Recycling doesn’t solve early supply. It matters when the first wave becomes scrap.
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Electrification keeps rhyming
The problem is rarely the device. It’s the install and the financing.
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Batteries are factories
A battery isn’t a component. It’s a factory decision you carry around.
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Grid software is the quiet lever
We talk about generation like it’s destiny. Dispatch is where reality negotiates with the plan.
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Utilities move at the speed of trust
Infrastructure upgrades are political. They require trust in institutions people notice only when they fail.
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Demand response is UX
Demand response is a UX problem. If people don’t trust it, they won’t let it touch their comfort.
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LFP and the return of chemistry
Every decade we rediscover chemistry matters. Then we try to turn it back into software.
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On scale
Scale is what you get when you stop being special. It requires boring sameness, repeated without drama.
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