Sam Jaffe @samjaffe
Raver, seer of visions, painter, piper, prisoner Boulder, CO Joined April 2009-
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Anthropic wants to know about staying private after you're a $1 trillion company.
Staying private until you're a $1T company is unAmerican.
I am 35 years old, today. And I've come a long way: ▸ 221 million miles around Earth's axis ▸ 20.4 billion miles around the Sun ▸ 158 billion miles around the galactic center ▸ 253 billion miles through the universe
Look at the battery companies' profits too. CATL made $7.1 billion in 2024 and clearly beat that in 2025 (q4 still TBD). CATL has the largest R&D effort in the battery industry and I've heard employs more Ph.D.'s then there are electrochem Ph.D.'s in the entire U.S.
How much left for R&D? Chinese Automaker Profits / 2025 BYD: $4.5B SAIC: $2.2B Geely: $1.8B Leapmotor: $25 million Xpeng: Negative NIO: negative for year (Q4 profit of $100m) Comps: Toyota: $31.5 billion GM: $12.7 billion BMW: $8.1 billion
@jczuleta Juan Carlos: the link you provided for this is not working. Do you have an updated link?
If you're a young adult optimizing for high impact in the world. Do manufacturing. It's not sexy, but it’s the backbone of nearly every meaningful industry.
I'll be talking about Mana Battery and its exciting data and innovative approach to building batteries tomorrow at AABC.
Big move in the magnesium world.
With this joint venture, Magrathea graduates from tech R&D to building an industrial project in zip code 71860. Making magnesium in America again is quickly becoming very real!
With this joint venture, Magrathea graduates from tech R&D to building an industrial project in zip code 71860. Making magnesium in America again is quickly becoming very real!
Magrathea & TETRA (NYSE: TTI) have signed a term sheet to form a joint venture. Governor @SarahHuckabee says, “Magrathea & TETRA’s investment builds on Arkansas’ defense industry & ensures our nation’s future is powered by American innovation.” Read more: magratheametals.com/news/arkansas
All my heart is with the family of Tamir Nimrodi today. He was taken hostage on October 7th and then murdered. His body was returned yesterday. He was a good friend to my daughter and a good man.
We don't publish much about @magratheametals' technology pilot work because it's highly need-to-know with external stakeholders. However I'm gosh-darn gobsmacked by what our team has pulled off and I'm going to brag about them now.
Which one is giving you the most anxiety? Eggshell, Parchment or Sea Foam?
designing an app has me losing sleep over different shades of white
On specs alone, the SU7 is comparable to a Model S. That makes it comparable to a Taycan. On price it’s in the Model 3 range. Don’t freak out about everything from China. But this car is freak-out-worthy. Just ask Jim Farley.
this car isn't even close to a porsche taycan. if people were honest they'd do side by side comparisons but of course that breaks the narrative.
this car isn't even close to a porsche taycan. if people were honest they'd do side by side comparisons but of course that breaks the narrative.
The more Chinese car reviews I watch, the more I want to short the entire Western car industry. With the Xiaomi SU7 you get: •Ferrari-level exterior design (basically a Purosangue rip-off) •German-level interior finish •Tesla-like performance, range, and UX All for 50% less
Absolutely love this thread.
If God wanted us to make metal sustainably, he would have given us:
Yesterday should have been the worst summer electricity emergency in Texas history. But ERCOT has changed in the last two years. Wholesale pricing at $20/MWH! This is what happens when dozens of GW of new solar and batteries enter a grid. And it's only just begun.
One of the hottest days of the year so far in Texas: 53% of the power on peak is coming from solar & wind. Wholesale power is ~$20 per megawatt-hour or 2 cents per kilowatt-hour. No conservation calls, no energy emergencies. ~20 gigawatts of extra power just sitting around.
With the imposition of the 93% AD-CVD tariffs on any graphite from China announced today, it becomes much harder to make an affordable battery in America, unless you know where to score some U.S.-made graphite (you can't; it doesn't exist yet and might not for 3 more years).
What a fascinating paper. Battery degradation is one of the last great frontiers of electrochemistry. This paper explores the principles debonding of particles from the electrolyte matrix. Turns out that particle size is key. iopscience.iop.org/article/10.108…
@KevinGShang Interesting separator advance. They somehow managed to double the porosity and still maintain the required structural integrity for it to work in a roll to roll environment. The SEM images look more like a fibrous separator than polymer. Who did the breakdown? Is it public?
Apple veteran joins Magrathea as COO. magratheametals.com/updates/coo
“Magnesium metal is the perfect case study of what American trade protection without industrial policy leads to: divestment from the United States and industrial decay.” ~ @biglithium environmentenergyleader.com/stories/tariff…
Joe Lowry @globallithium
32K Followers 298 Following Global Lithium™ provides advisory services to the lithium-ion battery supply chain with clients on 5 continents. Host of The Global Lithium Podcast and author.
Simon Moores @sdmoores
36K Followers 2K Following Benchmark Mineral Intelligence ~ Critical Minerals - Energy Supply Chains - From Mine to Grid #MUFC
Chris Berry @cberry1
11K Followers 5K Following Research and advisory on energy metals supply chains, materials, cycles & absurd valuations. Interests: longevity & loud music. Host: The Power Current Podcast
Steve LeVine @stevelevine
22K Followers 2K Following I run The Electric; author The Powerhouse. Signal 650.804.5563 https://t.co/LQmwaf3WRy…
Lithium Americas @LithiumAmericas
16K Followers 628 Following Lithium Americas Corp. (TSX & NYSE: LAC) is focused on advancing Thacker Pass in northern Nevada, U.S. to production. $LAC #lithium
Alex Grant @biglithium
9K Followers 100 Following Natural resources, critical minerals, and fly fishing in no particular order. CEO @magratheametals Principal @ https://t.co/89sVJDzr5q
Daniel Jimenez Sch @D_Jimenez_Sch
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James Frith @JamesTFrith
8K Followers 754 Following Investor @VoltaEnergyTech. Lithium battery expert. Tweets about prices, technology, supply chains and startups. Formerly @BloombergNEF. All views are my own.
Thematica @Thematicafunds
6K Followers 903 Following Unlocking the next disruptive evolution | Thematica - Future Mobility
Benchmark Mineral Int... @benchmarkmin
24K Followers 2K Following Mine to grid battery supply chain intelligence. Trusted data, global coverage, and the largest analyst team specialising in energy transition supply chains.
The Limiting Factor @LimitingThe
60K Followers 1K Following Humanity is a project. What's holding us back today? https://t.co/hN3JngjtC6
Andrew Wang @ndrewwang
5K Followers 6K Following plugging batteries into the grid @EveryElectricCo. go read @IntercalationSt 🔋🚂
Hans Eric Melin @hanseric
5K Followers 2K Following Founder of Circular Energy Storage – the global source of intelligence on use, reuse and recycling of lithium-ion batteries.
AGRO @agroasx
16K Followers 10K Following Equities | Strategic & Critical Minerals | Clean Energy | Energy Storage | Current Affairs | All information, views and opinions provided are general in nature.
Nano One @NanoOne_NANO
4K Followers 1K Following Nano One Materials is a #CleanTech company changing how the world makes #BatteryMaterials. TSX: $NANO
Intercalation Station @IntercalationSt
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Henry Sanderson @hjesanderson
15K Followers 5K Following EVs, minerals, batteries & clean energy. Associate fellow at RUSI and visiting fellow OIES. Author Volt Rush. Subscribe to my weekly newsletter below
Andrew Miller @amiller_bmi
6K Followers 447 Following COO @BenchmarkMin | Supply Chain Analysis | Lithium-ion Batteries | Price Assessments | Lithium, Graphite, Cobalt, Nickel, Anodes, Cathodes, Cells & EVs
Stu Crow @CrowStu
6K Followers 3K Following Chairman Lake Resources (ASX:LKE; OTC:LLKKF) Chairman Ricca Resources(unlisted public)
David Roberts @drvolts
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Newtown @newtown75
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raghu batta @rvbatta
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Ethan Loosbrock @ELoosbrock
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Felix Hamer • elect... @electricfelix
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Freatin @FreatinL4brlM
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s~e~x~y~ @TirxauYjj
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JodieGibson @tC7YG0GYVKfv9
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Shyshal @Shyshalyvmw0R
37 Followers 3K Following
Sharen @SharenebTRX5
45 Followers 4K Following
Keikei @67jNz22vz6j4Y
75 Followers 7K Following 感情の言語化ができます｜虐待サバイバー｜6年関わった回避に致命傷を負い、少しずつ共依存から抜け出しました。今は生きやすさ模索中
余姚个人兼职 �... @v432PiEE23amCJ
48 Followers 5K Following 个人兼职00年，性感甜妹，Q，2224175134,胸推，会夹会吸,，私密紧致，配合度高，会叫爸爸，会撒娇，制服丝袜求撕破,https://t.co/M3cm2DJYfn ❤️，有需要的哥哥联系我，无定金上门，面付，口嗨，中介勿扰
Britin @hanitasumi84813
102 Followers 7K Following
さとう @91SGES4Su3e5KJt
94 Followers 7K Following 平成元年生まれ、36歳。 まだ独身。だれか貰ってくれる? 私に優しくしてくれる人が好きです😊💕 🌂 👍 🔥 💎
DarleneBridges @36GM5m508vHFz
63 Followers 7K Following
Amadeus Pagel @AmadeusPagel
242 Followers 3K Following I made https://t.co/mQFFEo4I5h to write, https://t.co/HyJb2QKS1S to read, https://t.co/whC8oanLav to talk and https://t.co/Au98XdH4JR and https://t.co/XMxyjyDoQP to make music.
Peter @Peter84502528
18 Followers 458 Following
Teautard @TeautardDW5
9 Followers 1K Following
Adam Warmoth @AdamWarmoth
2K Followers 3K Following Founder and CEO, @chariotdefense. Archer, Anduril, Uber Elevate, Kitty Hawk, Stanford Mechatronics / Eng. Physics
Dr. Jasmin Smajic @smajicdr
384 Followers 536 Following Materials scientist | All things energy, matter, and batteries → https://t.co/ZmmNEinMGI
Sean O'Kane @sokane1
17K Followers 4K Following Senior Reporter @TechCrunch covering the fast-changing transportation industry 🚗 🛩 🚄 || Fmr @business & @verge reporter || Signal: okane.01
Make money easily @K88QQy6bT5z3f2r
17 Followers 556 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Jeanne @Lisle590956
21 Followers 2K Following My world is a field full of sunflowers, where the sun shines and hope blooms.
fash @grumpyoldpapi
53 Followers 1K Following
Mason Sullivan @Mason__Sullivan
83 Followers 235 Following
Alex @olsson_17
20 Followers 358 Following
Marcin Orzech @MwOrzech
12 Followers 71 Following
HAIFENG LI @haifengli2007
89 Followers 444 Following Postdoc @Northwestern | @CabanaChemistry alum | interested in X-ray spectroscopy and energy storage and energy conversion.
Niavana @Niavana12
3 Followers 127 Following
Matt @greens30319
0 Followers 101 Following
Chris Logan @chrislogan
288 Followers 308 Following executive, entrepreneur, investor CEO, 3GO Security Inc.
Taylor Kuykendall @taykuy
7K Followers 2K Following Senior mining/energy reporter | Energy Evolution podcast host | S&P Global Commodity Insights | [email protected] | https://t.co/wIUmcedpLa
Moshiel Biton @moshielb
251 Followers 396 Following CEO of Addionics, next gen of energy storage by transform battery physics to accelerate electrification&support the creation of a clean and sustainable planet
Gaussion @GaussionLTD
58 Followers 14 Following The magneto-electrochemistry company. Inventors of MagLiB technology.
Grynn-ai-bot @Grynn
766 Followers 2K Following Growth Investor; ex-Code Monkey, Engineering Manager; love founders, #stonks, #BTC, web3, code, humor and you!
Joshua Siegel @SiegelScribe
12K Followers 6K Following Energy Congress reporter @politico. Co-host POLITICO Energy podcast. Writer, reader, kabob eater. Chi sports fan. Tennis hack. [email protected]
Simon Moores @sdmoores
36K Followers 2K Following Benchmark Mineral Intelligence ~ Critical Minerals - Energy Supply Chains - From Mine to Grid #MUFC
Steve LeVine @stevelevine
22K Followers 2K Following I run The Electric; author The Powerhouse. Signal 650.804.5563 https://t.co/LQmwaf3WRy…
Lithium Americas @LithiumAmericas
16K Followers 628 Following Lithium Americas Corp. (TSX & NYSE: LAC) is focused on advancing Thacker Pass in northern Nevada, U.S. to production. $LAC #lithium
Alex Grant @biglithium
9K Followers 100 Following Natural resources, critical minerals, and fly fishing in no particular order. CEO @magratheametals Principal @ https://t.co/89sVJDzr5q
Daniel Jimenez Sch @D_Jimenez_Sch
7K Followers 140 Following Lithium advisory: from resource to lithium chemicals
Juan Carlos Zuleta @jczuleta
14K Followers 170 Following Lithium Economics Analyst. Writes extensively on lithium resources, lithium batteries, and electric vehicles on https://t.co/Xrvttu2tpS
James Frith @JamesTFrith
8K Followers 754 Following Investor @VoltaEnergyTech. Lithium battery expert. Tweets about prices, technology, supply chains and startups. Formerly @BloombergNEF. All views are my own.
Electrek.co @ElectrekCo
126K Followers 58 Following Leading source for all things electric vehicles and clean energy.
Andrew Wang @ndrewwang
5K Followers 6K Following plugging batteries into the grid @EveryElectricCo. go read @IntercalationSt 🔋🚂
Hans Eric Melin @hanseric
5K Followers 2K Following Founder of Circular Energy Storage – the global source of intelligence on use, reuse and recycling of lithium-ion batteries.
Intercalation Station @IntercalationSt
6K Followers 2K Following Leading energy storage insight from academia, industry, and everything in between 🔋
Henry Sanderson @hjesanderson
15K Followers 5K Following EVs, minerals, batteries & clean energy. Associate fellow at RUSI and visiting fellow OIES. Author Volt Rush. Subscribe to my weekly newsletter below
Emily Hersh @UraniumEmily
4K Followers 702 Following Cheerful Pessimist CEO of @LunaLithium Friend of DeSoto & Grown Woman
Ulderico Ulissi @UldericoUlissi
2K Followers 632 Following Manager @Catl_official 🇨🇳 | Former @Nissan 🇪🇺🇯🇵 @SphereEnergy | Electrochemist 🔋| Advocating for open science | @BSACdivers | Opinions: my own
Cody Hill @cody_a_hill
9K Followers 2K Following Batteries and clean energy infrastructure developer. Interested in everything. Personal account.
Troy @TroySmothers3
6K Followers 5K Following 🇺🇦 Rockstar dad, Real Estate BTC, Investor, USMC medic,all around great guy. https://t.co/9ObPmOf8cW
Tyler Rogoway @Aviation_Intel
184K Followers 3K Following Creator/Editor-In-Chief of https://t.co/yE3nwVuT3d.
Dr Kylie Moore-Gilber... @KMooreGilbert
21K Followers 487 Following Academic. Author. Advocate. https://t.co/ZdxumawUcQ https://t.co/9vIz0sEnvZ Insta: @kyliemooregilbert Email: [email protected]
Trey Yingst @TreyYingst
646K Followers 3K Following Chief Foreign Correspondent @FoxNews | | NYT Bestselling Author
avi scharf @avischarf
40K Followers 170 Following NatSec/cyber/OSINT editor @ Haaretz ➡ https://t.co/UX3wFOVhe8 ■ Prev: editor-in-chief @haaretzcom ■ I also follow planes
Aviva Klompas @AvivaKlompas
271K Followers 5K Following Co-founder of Boundless 🌍 Former Head of Speechwriting at 🇮🇱 Mission to UN. Author. Speaker. Write on.
EVwire.com @theevwire
448 Followers 242 Following Daily EV industry news and research delivered in a concise, non-fluff way. Built by Jaan @theevuniverse.
Tonya Levchuk 🇺�... @TonyaLevchuk
15K Followers 2K Following Creator of @libertyukrainef 🇺🇦🇺🇸 $20M+ raised for 🇺🇦 defenders. Personally delivering aid & hope to the frontlines #freeukrainianpows 🤍🖤
REINDUSTRIALIZE SUMMI... @reindsummit
20K Followers 509 Following Official account of the Reindustrialize Summit.
Aaron Slodov @aphysicist
53K Followers 5K Following Building the future of manufacturing: @atomic_inc, @reindsummit, @newindustrials
Kevin Dahlstrom @Camp4
96K Followers 821 Following Marketing guy. Currently building ⚡️ https://t.co/FNe8v1zP3I Also climb rocks and raise girls. Join my free email list at https://t.co/PmsiQhN25w
Palmer Luckey @PalmerLuckey
936K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of @ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.
Christian Keil @pronounced_kyle
47K Followers 2K Following investor @a16z ◦ fmr. satellite builder @astranis ◦ dad
Maha Yusuf @MahaYusuf1
5K Followers 3K Following @Princeton Presidential Postdoc (Mechanical) | @UniofOxford Visiting Scientist (Chemistry & Materials) | @Stanford PhD (Chemical) | ex-Engineer, Schlumberger.
Brian Bartholomew @BPBartholomew
16K Followers 4K Following Energy infrastructure, elecricity markets, niche memes. Dreaming of the hyperscale grid. Previously @REVRenewables, @BNEF, @PrincetonInAsia, @Fulbright.
Sean O'Kane @sokane1
17K Followers 4K Following Senior Reporter @TechCrunch covering the fast-changing transportation industry 🚗 🛩 🚄 || Fmr @business & @verge reporter || Signal: okane.01
Jordan Taylor @Jordan_W_Taylor
47K Followers 507 Following Weekly technical threads, no fuss. Check the Highlights tab for the biggest threads, or subscribe for a growing library of articles!
Marques Brownlee @MKBHD
6.1M Followers 483 Following Web Video Producer | ⋈ | Pro Ultimate Frisbee Player | Host of @WVFRM @TheStudio
Barak Ravid @BarakRavid
504K Followers 861 Following Global Affairs Correspondent for Axios. CNN analyst. Washington correspondent for Israel's channel 12. Author of Trump's Peace. link in Bio
Luca Greco @lucagrecoita
9K Followers 445 Following Reindustrializing ⚙️ Working in high pressure die casting 🏭 Gigacasting and magnesium market analyst 📊
Anshel Pfeffer אנש... @AnshelPfeffer
77K Followers 3K Following Manc-born hack @TheEconomist correspondent. Unauthorized biographer of Netanyahu and Ovadya Yosef. Next book No King in Israel @penguinpress @ProfileBooks Nonno
Joe Truzman @JoeTruzman
127K Followers 313 Following I track Palestinian armed groups and Iranian proxy organizations. Inquiries: [email protected].
Tatarigami_UA @Tatarigami_UA
209K Followers 160 Following Former UA officer Founder of the Frontelligence Insight To support my work: https://t.co/A9oLjGWIYc Have insights on Russia? Write to [email protected]
Def Mon @DefMon3
291K Followers 557 Following Support my work: https://t.co/08QF2RJJ56 I am not Tom Clancly.
Battery Papers @BatteryPapers
6K Followers 9 Following Twitter bot that finds research papers on battery materials and brings them to your Twitter timeline. Operated by @pzarabadip.
Intel Doge @IntelDoge
155K Followers 2K Following I follow world events and help feed the desire to know more! | he/him | NOT AFFILIATED WITH DEPT OF GOVERNMENT EFFICIENCY (DOGE)
OSINTtechnical @Osinttechnical
1.7M Followers 926 Following PAI enjoyer, OSINT guy @hntrbrkmedia, my views/freezing cold takes are my own. For full disclosures, visit https://t.co/JOtQx4pI3e.
MAKS 26 🇺🇦👀 @Maks_NAFO_FELLA
337K Followers 7K Following ☕️ https://t.co/lxtbRwUkm3 🇺🇦PayPal: [email protected] 👀 https://t.co/rMYZMXeCTf
Magrathea @magratheametals
2K Followers 15 Following Rebuilding America's primary magnesium metal supply base
Shayle Kann @shaylekann
28K Followers 2K Following Managing Partner, Frontier at Energy Impact Partners. Host @Catalystpod. Used to lead GTM Research (acq by @verisk).
Mike Colias @MikeColias
2K Followers 79 Following U.S. autos editor @Reuters. Formerly: @WSJ @Automotive_News @CrainsChicago. Chicagoland native. Alum: @ohiou. DM for Signal
Out of Context Human ... @NoContextHumans
4.3M Followers 309 Following The ORIGINAL Out of Context Human Race page! No Copyright intended. DMs open for business enquiries.📲
Gaussion @GaussionLTD
58 Followers 14 Following The magneto-electrochemistry company. Inventors of MagLiB technology.
Catalyst w/ Shayle Ka... @CatalystPod
3K Followers 274 Following @shaylekann asks big questions about how to decarbonize the planet. Produced by @_LatitudeMedia. Leave a voicemail at ☎️ 919-808-5832
Michael Kofman @KofmanMichael
436K Followers 405 Following Senior Fellow, Carnegie Endowment. Defense analysis with a focus on the Russian and Ukrainian militaries.
BlueSauron👁️ @Blue_Sauron
200K Followers 120 Following Provide coverage on the military side of a conflict, currently focusing on || #Ukraine #Donbas ||
Luna Energy @luna__energy
332 Followers 96 Following uranium exploration company developing projects in the Americas.
Kent Griffith @KentJGriffith
3K Followers 1K Following Dad. Assistant Professor at UC San Diego working broadly on energy-related materials. PhD from University of Cambridge on new battery materials.
Vivas #lithium #batte... @VivasVK7
7K Followers 601 Following CEO and Co-Founder at Mitra Chem | Immigrant 🇺🇸
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