Dustin Grace
@SiliconAnode
Followers
834
Following
2K
Media
67
Statuses
457
Decarbonization is the door. Batteries are the key. Co-founder & CEO at Estes Energy Solutions, Inc.
San Francisco, CA
Joined October 2010
Coming out of stealth, Estes Energy is building a chemistry-agnostic battery platform manufactured in the United States.
7
7
98
“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
Battery-electric & fuel-cell truck sales are gaining traction, with China leading. BloombergNEF’s new report highlights falling battery costs & innovative models scaling the market. ⚡ 👉 Read more: https://t.co/FvcSMhu6DB
#EVs #CleanEnergy #ElectricTrucks
2
2
7
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
2
0
9
I’ve denied it for so long but now it’s hard for me to unsee…
273
2K
26K
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. 👏🏻 👏🏻
4
1
9
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
EPA is finalizing stronger standards to reduce greenhouse gas #emissions from heavy-duty vehicles such as delivery trucks and tractor-trailers. These new standards will benefit public health and save truck owners and operators money. https://t.co/SDv5W0Gt1q
74
170
1K
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
18
28
221
Thread of the most epic images and videos from SpaceX Starship's launches 🧵
445
5K
66K
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
https://t.co/kzVODxaa4M
0
1
1
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
Cummins has reached an agreement with the U.S. Department of Justice and will pay $1.675 billion—the largest Clean Air Act settlement in history—to resolve allegations that the company violated the...
28
174
562
"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! 🔋⚡️🚀
14
18
216
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
We have new EPA data for the Cybertruck battery. Source: https://t.co/FpZLhrb7pF • Voltage: 816 V • Ampere-Hour Capacity: 150 Ah • Energy Capacity= 816 V * 150 Ah =122,400 Wh =122.4 kWh • Energy density at pack level: 170 Wh/kg • Pack Weight =122,400/170 =720 kg =1,587 lb
0
1
0
Legitimate Cybertruck beats legitimate FSD to market. Mechanical Engineers: 1 Software Engineers: 0 @larsmoravy @baglino @elonmusk 👏🏻 👏🏻 👏🏻
0
0
4
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 🙌🏻🤯
0
0
11
🔊 That @eightsleep REM interval hits different Highly recommended if you live in SF with no AC Sasha certainly approves 🐾
1
3
18