Thermal Energy Storage - Deepdive
Heat accounts for 50% of global energy consumption, yet industrial heat remains 90% fossil-fueled. In this deep dive, we explore how Thermal Energy Storage (TES) is emerging as the critical link to decarbonize heavy industry. We analyze the technologies, the battle for LCOH parity with natural gas, and why "Heat-as-a-Service" is the business model needed to scale.