56. Why Energy Is Still Not Abundant (And What Might Finally Change That)

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Think about a water tap that only runs when it rains. That is roughly the state of clean energy today. The sun and the wind hand us more power than we could ever use, but the moment the sky clouds over or the wind dies down, the tap runs dry. We have not solved energy. We have only solved sunny afternoons.

That gap between how much clean energy exists and how much of it we can actually use is the subject of this episode of The Mizter Rad Show. Mizter Rad sat down with Florian Hildebrand, a mechanical engineer who walked away from a software company he built to 200 people and 80 million euros in funding, to chase a much harder problem: fuel for the things that cannot plug in.

The Industries Electricity Cannot Reach

Planes, cargo ships, steel plants, cement factories. None of them can run on batteries. They are too heavy, the distances too long, the heat requirements too extreme. Together, these hard-to-electrify sectors account for roughly 30 percent of global CO2 emissions, and for decades nobody has found a clean way to fuel them without rebuilding the entire world's infrastructure from scratch.

Florian's company, Greenlyte, is trying to do exactly that, without asking a single airport or engine to change. The idea is almost stubbornly simple: pull CO2 out of the air, combine it with hydrogen split from water, and produce a fuel that is chemically identical to the kerosene already flowing into a Boeing 737. No new engines. No new pipelines. Just a different source for the same molecule.

"In a way, we are storing energy," Florian said, explaining the technology the way he would to his own child one day. "We cannot really store the light of the sunshine, the energy of the sunshine. And that's exactly what we're doing. Our technology is called liquid solar because in a way we're liquefying that sun into a chemical energy storage, almost like a battery."

The Real Reason Energy Isn't Abundant Yet

Here is the uncomfortable truth Florian laid out on the show: the world is not short on clean energy. It is short on a way to hold on to it.

"When you look at it on a yearly basis you would say, why is there a problem? We're producing more energy over the course of a year than we actually consume," he said. "And the problem is that we cannot store this energy."

Solar panels and wind turbines are not the bottleneck anymore. Storage is. Batteries are heavy, expensive at scale, and simply the wrong tool for anything that needs to fly across an ocean or run a steel furnace for months at a time. Fossil fuels, whatever their downsides, solved storage brilliantly, which is exactly why the world has stayed hooked on them for over a century. "Fossil fuel has been a great invention by nature," Florian admitted, a strange compliment coming from a man trying to replace it.

There is a second, less obvious culprit: money. Greenlyte's technology has cleared the scientific hurdle, its patents are filed, and its pilot plants are running. But scaling from a lab result to a facility that a bank will finance is its own multi-year battle. "The whole thing that we're trying to solve is bankability," Florian said. "How can we build a technology that is not financed from equity or grants as it is today, but financed through predictable bank cash flows?" Venture capital can fund an idea. It cannot fund the hundreds of millions of euros needed to build ten identical plants in the Saudi desert. That kind of money, the infrastructure fund and pension fund kind, does not bet on unproven technology. It bets on toll roads and airports: boring, predictable, and already working.

And then there is the failed detour the industry keeps circling back to. Hydrogen propulsion, the dream of flying planes on pure hydrogen, has quietly stalled at most major airlines. "When you take a bottle of water and you fill it up with compressed hydrogen, and you take the same bottle and you fill it up with compressed natural gas, in your natural gas bottle you have four times as much energy compared to the hydrogen bottle," Florian explained. Physics, not ambition, is the wall there. It is a reminder that not every clean-energy dream survives contact with the laws of thermodynamics.

The Crystal at the Center of It All

The piece of Greenlyte's technology that makes the storage problem solvable is a white powder Florian calls "the green light," a potassium bicarbonate crystal formed when CO2 reacts with a liquid solution pulled from the air. It is its own kind of backup system, not unlike the biological one Andrew Hessel described to Mizter Rad in What If You Could Clone Yourself? Andrew Hessel's Radical Plan to Back Up Your Life, just built to preserve carbon instead of a genome.

"The green light is dissolved again in our back end, which is an electrolysis where we then release the CO2 from that green light, produce green hydrogen and regenerate the liquid we need in the front end," he said.

The trick is that the front end, the part absorbing CO2, runs constantly and needs no energy at all, while the energy-hungry back end only fires up when solar or wind power is cheap. That separation is what lets the whole system flex with the weather instead of fighting it. "In the back end you can almost imagine it's like a speaker," Florian said. "You can run it at 50 percent, you can run it at 200 percent." When clouds roll in, the crystal simply holds its CO2 and waits for the next sunny stretch.

The Outlook: What Abundance Actually Looks Like

Florian's timeline is candid rather than hyped. Scientific de-risking is done. Technology and scaling de-risking are underway now at Greenlyte's first-of-a-kind facility near Essen, Germany, built inside an old chemical park rather than from scratch. A commercial-scale plant in the Middle East, aimed at sustainable aviation fuel, could follow. Real bankability, the point where infrastructure money finally shows up, is targeted for around 2030 or 2031.

"Once it's de-risked, cash flow wise, demand wise and so on, then it should be faster," Florian said. "That's where we think we will see a hockey stick."

What is at stake is bigger than aviation fuel. Florian connected the dots to a question every futurist eventually runs into: what happens once energy stops being scarce. "If we really want to hit AGI, artificial general intelligence, then we will be limited by energy," he said. It is the same kind of question Mizter Rad chased with James Glattfelder in How Consciousness and Information Will Reshape Humanity, a conversation that also kept circling back to what actually underlies the systems we build civilization on top of.

Florian also pointed to a more human version of the same idea, one that echoes what Adrian Woolfson told Mizter Rad about the energy cost of storing the world's data. "If people have access to energy for free, then this will significantly, significantly reduce poverty," Florian said. Cheap, abundant energy is not just an engineering milestone. It is one of the more direct levers we have on global inequality.

By his own admission, the deciding factor was never going to be climate conscience. "Everybody believes that climate change will come and in the long term it will be much, much more expensive, but nobody knows exactly who will pay how much," he said. "It's economics. I think we need to build the technology to the economics."

That may be the most useful reframe in the whole conversation. Energy abundance will not arrive because enough people cared. It will arrive the day clean fuel is simply cheaper than the dirty kind, at which point nobody will need convincing.

Curious how that shortage of stored energy connects to the race for artificial general intelligence and even data storage itself?

Mizter Rad explored that exact tension with Adrian Woolfson, where the conversation turns to how much of the planet's energy is already going toward keeping AI running.

‍ _____

This article was produced with the assistance of AI tools. The Mizter Rad Show is hosted by Mizter Rad.‍ ‍

Guest: Florian Hildebrand, Founder of Greenlyte.

Follow Florian on LinkedIn.

Listen to the full conversation with Florian on the Mizter Rad Show.

‍Stay curious, question everything.

Mizter Rad

 
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55. Adrian Woolfson: Writing Life From Scratch