Innovation

Built from solid carbon blocks in a South Dakota corn town, 200 thermal batteries started delivering heat to an ethanol still this spring and displaced fossil fuel combustion that had run the plant for decades

By Hugo Rojas · September 26, 2026 · 12:50 PM · 5 min read
Solid carbon thermal batteries in a row at a South Dakota bioethanol plant, solid carbon blocks

Steam has been rising from the Big Stone City ethanol plant for years, fed by the same combustion most industrial facilities take for granted.

This spring, something different arrived on the grounds.

More than 200 carbon block units, built in California and trucked across the plains, were lined up beside the facility and switched on.

Carbon is chosen because it holds enormous amounts of heat without melting, reacting or degrading over thousands of cycles, the way a liquid electrolyte would.

On May 19, the system was commissioned, delivering heat from stored electricity rather than burning fuel.

Could blocks hot enough to run a distillery actually survive real industrial life?

What a thermal battery actually does inside a boiling plant

The mechanism is simpler than it sounds. The system stores inexpensive electricity as heat in insulated solid carbon blocks. Carbon is chosen because it holds enormous amounts of heat without melting, reacting or degrading over thousands of cycles, the way a liquid electrolyte would.

When electricity prices fall, typically at night or when wind generation spikes, the blocks absorb surplus power, climbing to temperatures that rival a furnace interior. When the plant needs heat for fermentation, distillation or dehydration, stored thermal energy flows out on demand, displacing the fossil fuel combustion the operator would otherwise employ.

Because the blocks hold their heat for days rather than hours, the plant is not at the mercy of the next cheap electricity window. Multi day duration is precisely what separates this technology from a four hour lithium ion system, which would struggle to carry an industrial heat load through a calm, warm week. Grid electricity that would otherwise be curtailed becomes process heat, arriving with no flame and no combustion byproduct.

Big Stone City: a corn belt town that became a test bed

The 50 MW and 5 GWh facility sits some 180 miles west of Minneapolis, Minnesota. Big Stone City does not appear on most energy industry maps, which is partly the point.

The bioethanol plant that anchors its economy runs around the clock, consuming heat in quantities that a single large industrial boiler might supply. That steady, predictable demand was exactly what the storage developer needed for a first commercial project: a customer whose appetite for heat does not switch off on weekends.

The project advanced from initial construction to delivering energy in under 12 months and will be fully operational later this year. The investment has created and supported over 300 manufacturing jobs in rural South Dakota and at the developer’s recently expanded San Jose factory, where all of the thermal batteries are made. The regional electric utility acts as the grid partner, enabling charging during off peak and low cost periods.

The hard evidence behind the commissioning date

The companies announced the commissioning on May 19 in a joint release. The deployment ranks among the largest thermal energy storage projects worldwide and represents the first commercial scale integration of solid carbon thermal battery technology at a US biofuels facility.

The technology advanced from a high level prototype to a commercially bankable, gigawatt scale solution in under three years. That compression of development time matters for buyers weighing whether to sign a similar deal, and it was enabled by a design using simple, earth abundant materials focused on a turnkey industrial solution.

Financing came from a single outside investor rather than a syndicate, giving the operator one point of accountability on the money side. Senator Mike Rounds of South Dakota captured the local logic plainly: “America’s need for energy is continuing to rise year after year. The more of that energy we can make right here at home, the better.”

Where the technology runs into its limits

The Big Stone City project is a heat supply story, not a power round trip story. Stored heat delivers thermal energy to the plant rather than electrons back to the grid, and that distinction matters for anyone comparing this system to a conventional battery storage project.

Round trip efficiency when converting heat back to power is lower than that of a lithium ion system; the value proposition depends on finding an industrial buyer who needs heat, not kilowatt hours. That limits the near term market to industries with large, steady process heat demands: ethanol plants, food processors, paper mills and chemical facilities.

Each deployment needs a co located industrial partner, a willing utility and a long term offtake agreement before a shovel goes in the ground. As innovators in adjacent fields have found, the gap between a promising bench result and a commissioned industrial unit remains one of the hardest crossings in energy, whether the material is a carbon block or a stainless steel alloy built for an electrolyzer.

What the corn belt commissioning opens next

The bioethanol plant at Big Stone City is not an obvious candidate for energy innovation headlines. But that ordinariness is exactly the point: the most durable market for a new storage technology is not the glamorous pilot but the unglamorous facility that needs heat every single day.

The project charges selectively during periods of surplus local energy production, making use of existing grid infrastructure and offering a model for broader thermal storage integration. If that model is replicable, and the developer’s California factory suggests it is tooling up to try, the next installations will likely be at industrial sites where heat demand is both large and predictable. That pattern echoes what builders of flow battery projects have found elsewhere.

The honest caveat is that the May commissioning was a beginning, not a completed proof. What the date does confirm is that solid carbon heat storage has now cleared the highest bar available to it: a real industrial site, a paying customer and a utility partner willing to design a rate around it. Whether the economics replicate at the next plant is the question that months of operational data will begin to answer.

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Hugo is an engineer with strong technical expertise. Multilingual from an early age, his writing combines technical clarity with a strong interest in science and energy.

Hugo Rojas
Hugo Rojas

Hugo is an engineer with strong technical expertise. Multilingual from an early age, his writing combines technical clarity with a strong interest in science and energy.

Hugo_writer
Hugo Rojas

Hugo is an engineer with strong technical expertise. Multilingual from an early age, his writing combines technical clarity with a strong interest in science and energy.