4680 Cathode & Anode discussion for investors

Buckminster · Sep 8, 2023

https://twitter.com/x/status/1699962847474614394

Buckminster · Sep 11, 2023

https://x.com/TheKikoKK/status/1701288040562397574?s=20

Buckminster · Sep 27, 2023

Buckminster · Oct 20, 2023

https://twitter.com/x/status/1715351187359207497

Buckminster · Nov 1, 2023

https://twitter.com/x/status/1719714217123885196

Buckminster · Nov 24, 2023

https://twitter.com/x/status/1728018731723358585

Buckminster · Nov 24, 2023

https://twitter.com/x/status/1728183413050401268

Buckminster · Dec 1, 2023

Stretch2727 said:
Ok even at 1376 it looks like a good improvement.

View attachment 995455

Buckminster · Dec 12, 2023

https://twitter.com/x/status/1734428552110460966

Sila’s Titan Silicon is the first market-proven graphite anode replacement, engineered for mass scale and high performance, delivering a 20% increase in range today, with a development runway to double those gains. Sila’s nano-composite silicon also improves battery charging time with the aim to drive charge times down to a mere ten minutes. Titan Silicon generates substantially less CO2 per kWh than graphite during production and is U.S. manufactured, enabling automakers to meet requirements for the Inflation Reduction Act tax credits.

Buckminster · Dec 19, 2023

CorneliusXX said:
It doesn't seem like it has been mentioned here, however Panasonic NA signed a contract with Sila a couple of weeks ago for silicon anodes in North America - Almost certainly feeding into the Tesla supply chain.

It doesn't appear to show any significant energy density increase assumptions (25% over 8 years), however volume is presumably going to be healthy to feed Panasonic's factories.

PDF Below
https://news.panasonic.com/uploads/tmg_block_page_image/file/20900/en231212-3-1.pdf