Smoltalk
In episode two of SmolTALK, Magnus Andersson welcomes Dr. Fabian Wenger, Head of R&D at Smoltek Hydrogen, for a deep dive into the technology and business behind green hydrogen production. Fabian shares his background – from earning his PhD in high-temperature superconductors at Chalmers to 25 years in product development at companies like Ericsson – and how he became fascinated by Smoltek's nanotechnology platform. The conversation covers: The Technology How Smoltek's carbon nanofibers create a massive 3D surface effect that enables more efficient use of precious metal catalysts. The episode explains PEM electrolysis in detail, including how the electrochemical process splits water into hydrogen and oxygen. The Iridium Breakthrough Iridium is essential for industrial-scale PEM electrolysis but extremely scarce (only 7–9 tons mined annually as a byproduct of platinum). Smoltek's Porous Transport Electrode (PTE) achieves 0.1 mg/cm² iridium loading – a 95% reduction compared to conventional solutions – removing a critical growth barrier for the green hydrogen industry. Strategic Partnerships Smoltek has announced partnerships with AGC (plasma source technology for scalable manufacturing), Impact Coatings and Spark Nano (coating technologies), and Heraeus Precious Metals (world-leading catalyst expertise). These partnerships form the foundation for industrialization. Fuel Cells & Future Applications The technology also has applications in fuel cells, supercapacitors, solid-state batteries, and potentially medical devices. Investment Perspective Smoltek is positioned at the intersection of two megatrends: AI/semiconductors and the green energy transition. The conversation covers the importance of energy system resilience and hydrogen as a tool for seasonal energy storage.
3 episodios
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