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Dustin Grace Profile
Dustin Grace

@SiliconAnode

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457

Decarbonization is the door. Batteries are the key. Co-founder & CEO at Estes Energy Solutions, Inc.

San Francisco, CA
Joined October 2010
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@elonmusk
Elon Musk
5 months
@JessePeltan Truly massive battery tonnage is coming
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@withtenacity
Ally Bell
10 months
Coming out of stealth, Estes Energy is building a chemistry-agnostic battery platform manufactured in the United States.
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@thelithiumminer
Daniel
1 year
Up next: Batteries 🔋
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@SiliconAnode
Dustin Grace
1 year
“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
@BloombergNEF
BloombergNEF
1 year
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
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@SiliconAnode
Dustin Grace
1 year
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
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@DevInTheLab
Ten000Hours
2 years
I’ve denied it for so long but now it’s hard for me to unsee…
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@SiliconAnode
Dustin Grace
2 years
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. 👏🏻 👏🏻
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@danWpriestley
Dan Priestley
2 years
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
U.S. EPA
2 years
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
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@sdmoores
Simon Moores
2 years
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
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@JamesLucasIT
James Lucas
2 years
Thread of the most epic images and videos from SpaceX Starship's launches 🧵
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@SiliconAnode
Dustin Grace
2 years
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
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@Garydwayne
GPII
2 years
“Stephen Curry never worry”
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@SiliconAnode
Dustin Grace
2 years
👏🏻 👏🏻 3C up to 60% & 2C up to 75% is a job well done from the cell to the pack!! @Porsche It’s great to see charge limits pushing into a new echelon
@johnnylevai
Johnny Levai
2 years
2025 Taycan charging curve from @edmunds Me: I’d rather have a flat charging curve than a high charging rate @Porsche: Why not both?
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@Ben_Inskeep
Ben Inskeep
2 years
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.
Tweet card summary image
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...
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@SilaGene
Gene Berdichevsky
2 years
"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! 🔋⚡️🚀
@FT
Financial Times
@FT
2 years
Panasonic’s EV battery unit boosts US supply chain with silicon deal
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@SiliconAnode
Dustin Grace
2 years
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
@TroyTeslike
Troy Teslike
2 years
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
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@SiliconAnode
Dustin Grace
2 years
Legitimate Cybertruck beats legitimate FSD to market. Mechanical Engineers: 1 Software Engineers: 0 @larsmoravy @baglino @elonmusk 👏🏻 👏🏻 👏🏻
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@JeremyBloom11
Jeremy Bloom
2 years
Buffs. R. Back. PrimeTimeBaby!!!
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@SiliconAnode
Dustin Grace
2 years
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 🙌🏻🤯
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@SiliconAnode
Dustin Grace
2 years
🔊 That @eightsleep REM interval hits different Highly recommended if you live in SF with no AC Sasha certainly approves 🐾
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