The rise of metal fuels

Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, noise, maintenance requirements, permitting challenges, and growing footprint are becoming increasingly problematic as data centers drive demand for backup generation.

In this episode of Catalyst, Shayle Kann talks with Richard Wang, co-founder and CEO of Voya Energy, about the company's effort to replace diesel generators with generators powered by aluminum.

Richard explains why diesel has been so difficult to displace, why natural gas and batteries fall short for some backup applications, and how Voya's electrochemical generator uses aluminum pellets and air to produce electricity. Unlike combustion-based generators, the system is designed to operate without air emissions, while offering high energy density, quiet operation, rapid startup, and long-duration capabilities.

The conversation also explores aluminum's potential as a globally transportable energy carrier and why low-grade scrap aluminum could provide Voya's initial fuel supply.

Richard and Shayle discuss:

The global diesel generator market and why diesel remains dominant

Why natural gas generators and batteries haven't displaced diesel

Aluminum as a high-energy-density fuel

How Voya Energy's electrochemical aluminum generator works

Voya vs. diesel on cost, footprint, power quality, and runtime

Using Voya generators as grid assets and battery alternatives

Why metal fuels are becoming viable now