Daan (Dan) Walter

Daan Walter, principal at Ember Energy with a background in theoretical physics and nuclear work, explains how cheaper solar and batteries are driving an electrotech revolution. He traces rapid solar+battery adoption in emerging markets, the shifting value from hardware to software and systems, geopolitical shifts from fuel dependence, and risks like dark factories and weaponization.

Drew Baglino, the innovative CEO of Heron Power with a rich Tesla background, joins Sam D'Amico of Impulse, electric tech expert Tristan Doherty from LG, and Daan Walter from Ember Energy. They dive into how electricity is reshaping global power dynamics, with China leading as the first 'electrostate.' The panel debates the U.S.'s industrial capabilities, the electric tech stack, and the importance of onshoring expertise. They also explore geopolitics tied to energy dominance and foresee a world increasingly dominated by electrostates over the next half-century.