Sawyer Merritt It will indirectly help Tesla. This is why large infrastructure projects normally get awarded to large well established companies so that supplier bankruptcy risk isn’t an issue. As it is, the company that bought these battery systems is going to be in a world of hurt.

Batteries are booming and just now starting to bring real value to the grid. BBB and tariffs will cripple their growth.

Really sad 😞 to see this #energystorage

The story of the last few years of the U.S. economy has been that of a manufacturing boon, particularly in the electric vehicle and battery sectors.

People still don’t seem to understand why Moore’s law happened. 1. Substrate material is the cheapest on earth 2. Solid state operation which means ZERO opex costs ONLY capex 3. Capex can be amortized over more and more chips 4. Reinvest in lower capex and higher throughput 5.

Hithium's 1175Ah is for 4-8 hour "long duration" #energystorage markets, slightly different from what we often talk about in Europe/US regarding LDES >=8 hours.

This is the way. (Battery systems are super effective at stabilizing the grid once you give them the right incentives.)

Sorry - I already reposted this once. But, it's been sitting with me... I'm just starting to realize how absolutely incredible this graph is. We've been talking about virtual power plants for 20+ years. And, it's now happening at a meaningful scale. And it's not just Tesla -

A couple of Chinese battery manufacturers announced an ambitious timeline for producing and using all # solid-state batteries. Can they achieve it? #battchat

Tesla's LFP cell manufacturing facility in Nevada is nearly complete! God damn this is exciting.

A reliable source inside Tesla has provided me with the following additional tidbits on Tesla's LFP cell production in Nevada: 1) The LFP cell production lines are what's known as "Project Howard" within Tesla. This is new information. 2) The cell production lines are indeed

China to accelerate high-quality development of PV sector. An attendee of the symposium revealed that "manufacturers are required to report their product costs. Those who sell below cost will be severely penalized." #Solar #SolarPower #SupplyChain

Morrow and SEEL to fast-track LNMO battery cells bestmag.co.uk/morrow-and-see…

strong speech from Von der Leyen ...

“We are relieved that the AMPC will be maintained and the clause on foreign entities of concern has been strengthened, making it more difficult for 🇨🇳companies to benefit from 🇺🇸 tax scheme, which is good for us,” said 🇰🇷 LGES. #Battery #EnergyStorage #battchat

Last European solar glass manufacturer files for insolvency. “This means that the EU is knowingly running into dependence on Chinese products.” pv-magazine.com/2025/07/08/ger…

🔥Proposal locked in on July 15 — now in full force 1. #Cathode side test pressure scaled down 300 → 220 MPa. Signals a focus on high-end LFP/LMFP tech 2. Iron phosphate’s tap density takes a dive 2.1 → 1.2 g/cc. 👀broadening the scope of restrictions #battchat #BatteryMetals

🇺🇸 Department of Commerce ruled that 🇨🇳 is wrongfully dumping #graphite active #anode material into the US. As a result, AD tariffs of 93.5% placed on AAM imports from #China, including AAM within finished lithium-ion #batteries. The total effective tariff rate for AAM is 160%.