Dustin Grace (@siliconanode) 's Twitter Profile
Dustin Grace

@siliconanode

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

ID: 201421764

linkhttp://estes.energy calendar_today11-10-2010 20:30:37

487 Tweet

779 Followers

373 Following

Dustin Grace (@siliconanode) 's Twitter Profile Photo

Thanks Cory Steuben Munro Live for stopping by @Proterra_Inc at Powered 1 today!! Always up for a #battchat with a pro. The team really enjoyed our conversation today, hope to host you at our technology center in the Bay Area soon! All electric. No emissions. For the earth 🙌🏻

Thanks <a href="/CorySteuben/">Cory Steuben</a> <a href="/live_munro/">Munro Live</a> for stopping by @Proterra_Inc at Powered 1 today!! Always up for a #battchat with a pro.  The team really enjoyed our conversation today, hope to host you at our technology center in the Bay Area soon! 

All electric. No emissions. For the earth 🙌🏻
Dustin Grace (@siliconanode) 's Twitter Profile Photo

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 🙌🏻🤯

Last night we embarked on our maiden voyage in an L4 AV. Heavy traffic, pedestrians, cyclists, emergency vehicles…no problem for  <a href="/Waymo/">Waymo</a>. Robotaxi is the future.

I’ve been cautiously acclimating to Tesla FSD this last year, but it’s incomparable to Waymo in revenue service 🙌🏻🤯
Dustin Grace (@siliconanode) 's Twitter Profile Photo

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 The Limiting Factor

Gene Berdichevsky (@silagene) 's Twitter Profile Photo

"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! 🔋⚡️🚀

Ben Inskeep (@ben_inskeep) 's Twitter Profile Photo

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…

Dustin Grace (@siliconanode) 's Twitter Profile Photo

👏🏻 👏🏻 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

Dustin Grace (@siliconanode) 's Twitter Profile Photo

Exceptional preso by Evelina Stoikou 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…

Exceptional preso by <a href="/EvelinaStoikou/">Evelina Stoikou</a> 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…
Simon Moores (@sdmoores) 's Twitter Profile Photo

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

Dan Priestley (@danwpriestley) 's Twitter Profile Photo

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

Dustin Grace (@siliconanode) 's Twitter Profile Photo

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. 👏🏻 👏🏻

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. 👏🏻 👏🏻
Dustin Grace (@siliconanode) 's Twitter Profile Photo

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

Dustin Grace (@siliconanode) 's Twitter Profile Photo

“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