Field notes The Energy Transition for the Rest of Us

Catalyst N° 055 of 125 13 Mar 2025

An ode to electrochemistry

with Yet-Ming Chiang, professor of materials science and engineering, MIT, and co-founder of Form Energy, Sublime Systems and other electrochemistry companies

In this note
  1. 01The question
  2. 02The answer
  3. 03The argument
  4. 04What you need to know first
  5. 05Details worth keeping
  6. 06Claims worth citing
  7. 07Where it’s contested

The question

What is electrochemistry actually good at, and how do you tell which industrial problems are worth pointing it at?

The answer

It is exceptionally good at forcing chemical reactions that would not otherwise happen, driving them with voltage rather than heat and in some cases at room temperature. Its main limitation is the mirror image of that strength: the reaction happens only at an electrode surface, so throughput is capped by area rather than by volume. The rule Chiang draws from that is to use electrochemistry at the one step where concentrated energy is indispensable, and let ordinary bulk chemistry do everything else.

03The argument

Start with why the field is powerful at all. Spontaneous reactions run downhill and happen by themselves; the interesting ones run uphill and do not. Electrochemistry makes uphill reactions go by applying a voltage. Chiang’s illustration is a lithium-ion cell, which sits at roughly three and a half to four volts. Charging it pushes a lithium ion across about four volts, imparting four electron volts of energy to that ion, which he puts at roughly ten times the heat of vaporization of water and thermally equivalent to about 46,500 degrees kelvin. You do that at room temperature by turning a knob. Set it against mechanical energy, meaning how much you can store elastically in a solid before it snaps, and the electrochemical number is enormous by comparison, which is why he says electrochemistry is powerful enough to break anything. That is meant literally: put an acoustic sensor on a fresh cell and cycle it, and you hear the solid compounds inside cracking. His group later ran that backwards and used electrochemistry as a mechanical actuator, including a DARPA project to twist helicopter rotors in flight.

The limitation follows from the same picture. Electrons have to cross into or out of an electrode, so an electrochemical reaction is a two-dimensional process happening at an interface, while a thermal reaction is a three-dimensional process happening throughout a volume. You can engineer more surface area, which Chiang guesses buys you something like a factor of ten, but the constraint is fundamental and no amount of cleverness removes it. Hence his warning against the hammer looking for a nail. The interesting designs do not electrify every step; they electrify the step where electrochemistry does the most good.

Cement is the worked example. The tempting move, given cheap electricity, is to use it as heat, and that is precisely what Sublime did not do. Instead the electricity goes into an electrolyzer, and the electrolyzer makes reagents. Split water at something above roughly one and a quarter volts and you get hydrogen at one electrode and oxygen at the other; because you are pulling hydrogen off the water at one end and oxygen off at the other, one electrode is left basic and the other acidic. A single device therefore produces acid and base at once, and those reagents do the chemical work downstream in a tank, where the reaction is volumetric rather than interfacial. Water splitting is the familiar illustration; describing his own process he corrects himself in passing to splitting salt. Chiang says the same pattern has since propagated into mining. It also solves a second problem almost for free. Cheap electricity is often intermittent electricity, and acid and base are storable, so they act as chemical storage and let the downstream process run continuously on a front end that runs only when power is cheap. He is careful not to oversell that: if your capacity factor is well below one hundred percent, the capital cost consequence is what it is and cannot be engineered away. What storage buys is decoupling in time, not a free lunch. Kann’s summary, which Chiang accepts, is that you either bolt a battery onto the process or design one into it.

Which gives the hunting-ground heuristic. Look for transformations that are not merely energy-hungry but energy-intense, where the energy has to be concentrated in one place, usually involving small inorganic species, and which today are done by burning fossil fuels for high heat. The contrast is biology, where the total energy involved may be large but the concentration is low, and where bulky organic molecules make it hard to reach high current density, the amount of current you can push through a given area of electrode. The boundary on the other side is solid-to-solid transformations, which electrochemistry handles badly because insulating solid particles do not conduct electrons well enough to react briskly at an electrode. Notably, Chiang names that limitation and then names a solid-to-solid reaction, reducing iron oxide to iron metal in an alkaline electrolyte near room temperature, as one of the things he finds most exciting, on the grounds that his group thinks it has a way around the problem. The boundary is a live research question, not a settled wall.

04What you need to know first

Uphill reaction
One that will not proceed on its own because it needs energy put in. Applying a voltage is how electrochemistry supplies it, and this is the source of the field’s leverage.
Electrolyzer
A device that uses electricity to split a compound, most familiarly water into hydrogen and oxygen. In the cement case its real product is not the gases but the acid and base left behind.
Current density
Current per unit area of electrode. Because electrochemistry is surface-limited, this is the number that decides whether a process is economically plausible at scale.
Capacity factor
The fraction of the time a plant actually runs. Running only when electricity is cheap lowers it, which raises the capital cost burden carried by every unit of output.

05Details worth keeping

  • The largest electrochemical process ever scaled is not hydrogen electrolysis but chloralkali: a sodium chloride solution yields sodium hydroxide at one electrode, chlorine gas at the other and hydrogen along the way, with hydrochloric acid available by recombining the two gases.
  • Industries that need enormous amounts of electricity have always chased cheap power geographically; Chiang’s example is high-temperature ceramics clustering around Niagara Falls. Kann notes the modern version of that hunt now competes with data centers for the same cheap capacity.
  • Electrolyzers making acid and base for extraction show up across several projects in the ARPA-E mining program.
  • On iron, Boston Metal’s approach is high-temperature electrolysis of molten iron oxide, reducing iron metal at one electrode and releasing oxygen at the other. A colleague of Chiang’s (the transcript garbles the name) is working on molten sulfides, which he says would take roughly another 300 degrees C out of the process.
  • Rare earth separation is on his list because the elements are chemically very similar while a magnet mostly wants neodymium and praseodymium specifically; a postdoc in his lab is testing whether an electrochemical route can separate them. He also wants an emissionless electrochemical path for copper but says that work is not mature enough to discuss.
  • His framing of AI in the lab is that it is a continuation, not a break. High-throughput computation to narrow down which experiments to run started in the mid-1990s, became machine learning over large databases, and AI is the next step along the same line.

06Claims worth citing

All figures as stated on 2025-03-13 and attributed to the speaker rather than independently verified. The physical constants are durable; the assessment of AI-assisted discovery is a snapshot of that moment.

  • A lithium-ion cell sits at roughly 3.5 to 4 volts. Chiang
  • Four electron volts is about ten times the heat of vaporization of water and thermally equivalent to roughly 46,500 degrees kelvin. Chiang
  • Neutral water splits at something above about 1.25 volts in a pH-7 electrolyzer. Chiang
  • Increasing electrode surface area might buy a factor of about ten against the two-dimensional limit, given explicitly as an approximation. Chiang
  • Molten sulfide electrolysis would operate roughly 300 degrees C below molten oxide electrolysis for iron. Chiang
  • On battery cathodes, the judgment is that good solid-state chemist intuition has still outperformed computational discovery to date, with disordered rock salt cathodes among the few genuine computational wins, and that the balance is improving. Chiang
  • Chiang has co-founded at least six electrochemistry companies, among them Form Energy, Sublime Systems, 24M, Desktop Metal and A123 Systems. Kann

07Where it’s contested

  • Chiang declines the host’s setup. Kann suggests electrochemistry was a backwater before lithium-ion; Chiang rejects that, noting there has always been sustained work in the field, and agrees only that interest exploded with the battery. Kann also calls the field kind of magic. Chiang does not answer that directly, but his own framing, offered a little later, is that being absolutely clear about the limits is what stops you becoming a hammer looking for a nail.
  • The cheap-electricity premise is not resolved. The whole case rests on low-cost electricity, and Kann points out in the same breath that anyone seeking cheap power now competes with data centers, and that the genuinely cheap power is often the intermittent kind. Chiang’s answer is process design and storage, not a claim that the power will be there.
  • Solid-state transformations are a limitation he is simultaneously claiming to work around. Both halves are in the episode and neither is demonstrated in it.
  • Whether AI can invent is left explicitly open. Chiang distinguishes finding a catalyst for a stated reaction from imagining a whole system that links production, use and disposal, and says plainly that he does not know enough to answer whether AI can do the second. Kann’s closing restatement, that AI will make Chiang more efficient rather than redundant, draws a joke rather than an endorsement, so it should not be read as his considered view.
  • Two of the companies discussed are portfolio companies of the host’s firm, disclosed up front. Nothing here is a product pitch, but the cement and grid-storage examples come from a founder describing his own approach.

Cite as: “An ode to electrochemistry,” The Energy Transition for the Rest of Us, note on Catalyst with Shayle Kann, March 13, 2025. CC BY 4.0. View the Markdown