portfolio

Why we invested in Bihar Batteries

Sodium-ion batteries for stationary storage.

sector
energy
stage
pre-seed
site
biharbatteries.com
  1. the problem

    Storage is the bottleneck of the energy transition, and lithium ties Europe to supply chains it does not control.

  2. what they build

    Bihar builds sodium-ion cells from abundant European materials, for stationary storage. The chemistry is cheaper, safer and sovereign.

  3. the moat

    The moat is physical: proprietary cell and system development, a manufacturing roadmap, and consumption data that compounds with every install.

Every bet sits where physical meets digital, with data an LLM cannot replicate.

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