May 25, 2021

Ep. 65 – Featuring J.P. Bauman, Kelcy Pegler, and Yann Brandt

For this week's session, we had the opportunity to visit with a great friend of the firm: J.P. Bauman, Principal at Altira Group. As you may know, Altira Group is a Denver-based venture capital firm that takes earned pride in building companies focused on the technology and software that will underpin the sustainable, vibrant, and fun future of supplying energy to all of us. We also had the opportunity to visit with one of Altira's amazing portfolio companies, FlexGen.

FlexGen is one of the biggest energy companies in the crucial yet still emerging industrial/utility-scale battery segment. We had the pleasure to hear from Kelcy Pegler, Chief Executive Officer, and Yann Brandt, Chief Financial Officer. Kelcy and Yann gave an overview of FlexGen's business and were kind enough to answer our many questions about the future of power grids large and small, how flexible battery storage will fit into that model, the company's roots in creating homeland jobs for US veterans, and what they've learned along the way so far. We had a great time and a fantastic discussion.

We kicked off the session with our panel of TPH experts: Mike Bradley provided an insightful update on market dynamics, Matt Portillo walked us through TPH Research's Global Automotive Forecast and Battery Cost Update and handed it to Colin Fenton who served a smorgasbord of warning signs now creeping up in emerging markets and segued from analysis of this week's G-7 climate communiqué and IEA Roadmap 2050 into our discussion with this week's guests.

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