Dustin Grace @SiliconAnode
Decarbonization is the door. Batteries are the key. Co-founder & CEO at Estes Energy Solutions, Inc. estes.energy San Francisco, CA Joined October 2010-
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Coming out of stealth, Estes Energy is building a chemistry-agnostic battery platform manufactured in the United States.
“Scaling up manufacturing capacity, especially in batteries and electric drivetrains, is the vital next step as companies establish the supply chain necessary for higher sales in the years ahead. Such expansion of the technology portfolio requires high investment and can also be…
“Scaling up manufacturing capacity, especially in batteries and electric drivetrains, is the vital next step as companies establish the supply chain necessary for higher sales in the years ahead. Such expansion of the technology portfolio requires high investment and can also be…
Removing inverter costs, and sizing systems between 50-4000MWh (their best pricing tier), Tesla’s 2024 advertised market rate for LFP stationary battery (powered by CATL cells) is $210-214/kWh. Made-in-China but Assembled-in-USA battery systems — such as this Megapack — are…
Removing inverter costs, and sizing systems between 50-4000MWh (their best pricing tier), Tesla’s 2024 advertised market rate for LFP stationary battery (powered by CATL cells) is $210-214/kWh. Made-in-China but Assembled-in-USA battery systems — such as this Megapack — are…
I’ve denied it for so long but now it’s hard for me to unsee…
Somebody forgot to inform the Nordics that EVs don’t work in cold climates… 🤔 Joking aside, polar amplification of climate change appears to be a significant driver of climate tech adoption. 👏🏻 👏🏻
Every day, the Tesla Semi demonstrates that battery electric trucks can directly replace diesel trucks. With our own fleet of Semis, Tesla has shipped >20,000 battery packs out of Gigafactory Nevada to support Fremont vehicle builds. These trucks run the same route, carrying the…
Every day, the Tesla Semi demonstrates that battery electric trucks can directly replace diesel trucks. With our own fleet of Semis, Tesla has shipped >20,000 battery packs out of Gigafactory Nevada to support Fremont vehicle builds. These trucks run the same route, carrying the…
Solid state batteries were supposed to be in EVs around now. People overestimated the ease of their commercialisation and underestimated how good lithium ion (NCA / NCM / LFP) batteries could get. Nothing is static. Everything is up for grabs. ‘Classic’ lithium ion is still…
Exceptional preso by @EvelinaStoikou in SF a couple weeks ago. 👏🏻 The rewiring of globalization is a powerful market force in the battery industry. Supply chain reorientation will persist. “BNEF Talk: Localization and the Cost of Batteries” on #Vimeo vimeo.com/showcase/10697…
Cummins has agreed to pay a $1,675,000,000 penalty for violating the Clean Air Act for a decade, 2013-2023, by installing "defeat devices" in 960,000 RAM truck engines. This is the largest CAA civil penalty ever, and the 2nd largest enviro penalty ever. ibj.com/articles/cummi…
"Panasonic, a Tesla supplier and the largest battery manufacturer in North America, will buy silicon anodes from US start-up Sila, to use in its global factories, the companies said on Monday." An incredible partner to help us realize our ambitious goals! Go go go! 🔋⚡️🚀
"Panasonic, a Tesla supplier and the largest battery manufacturer in North America, will buy silicon anodes from US start-up Sila, to use in its global factories, the companies said on Monday." An incredible partner to help us realize our ambitious goals! Go go go! 🔋⚡️🚀
Guesstimate: @Tesla Cybertruck pack is a 224s6p configuration with a ~91Wh Gen2 Tesla 4680 cell. Solid improvement over Gen1 Model Y cell (+10%)!! This is 2p112s6p in charge mode. Cells from other mfrs in 2024 exceed 98Wh+, so @cybertruck range should exceed 400mi @LimitingThe
Guesstimate: @Tesla Cybertruck pack is a 224s6p configuration with a ~91Wh Gen2 Tesla 4680 cell. Solid improvement over Gen1 Model Y cell (+10%)!! This is 2p112s6p in charge mode. Cells from other mfrs in 2024 exceed 98Wh+, so @cybertruck range should exceed 400mi @LimitingThe
Legitimate Cybertruck beats legitimate FSD to market. Mechanical Engineers: 1 Software Engineers: 0 @larsmoravy @baglino @elonmusk 👏🏻 👏🏻 👏🏻
Buffs. R. Back. PrimeTimeBaby!!!
Last night we embarked on our maiden voyage in an L4 AV. Heavy traffic, pedestrians, cyclists, emergency vehicles…no problem for @Waymo. Robotaxi is the future. I’ve been cautiously acclimating to Tesla FSD this last year, but it’s incomparable to Waymo in revenue service 🙌🏻🤯
🔊 That @eightsleep REM interval hits different Highly recommended if you live in SF with no AC Sasha certainly approves 🐾

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