Caleb Boyd @Caleb_C_Boyd
Building tech to decarbonize heavy industry @Molten_Ind. 2022 @Breakthrough Energy Fellow. @Forbes 30 Under 30. @StanfordMSE PhD. @UCBerkeley undergrad. Oakland, CA Joined October 2019-
Tweets648
-
Followers933
-
Following595
-
Likes1K
Excited to announce that our team at @Molten_Ind was awarded commercialization support from @ENERGY alongside @CPFD_Software. Great work team!
Excited to announce that our team at @Molten_Ind was awarded commercialization support from @ENERGY alongside @CPFD_Software. Great work team!
Steve Albrecht's Lab @AlbrechtLab
4K Followers 199 Following Department Perovskite Tandem Solar Cells @HZBdeJuan-Pablo Correa-Bae.. @jpcorreabaena
5K Followers 1K Following Assist Prof @GeorgiaTech @baenalab low-cost semiconductors #solar #optoelectronics. Previously @mit @epfl @uconn. Opinions my own. He/hisMike Toney @MMftoney
2K Followers 976 Following University of Colorado Boulder faculty. Interests in materials & processes for sustainable energy technologies, esp energy storage, photovoltaics, clean waterBruno Ehrler @brunoehrler
4K Followers 2K Following Physicist, solar cell researcher at AMOLF Amsterdam @brunoehrler.bsky.socialSascha Feldmann @sascha_feldmann
3K Followers 982 Following Scientist passionate about sustainable energy materials, lifting & baking! Research group leader at the Rowland Institute @Harvard #firstgen https://t.co/s0krQe4rNnperovdaddy @joe_jberry
2K Followers 332 Following @PSU PhD Physicist/Sr Research Fellow @NREL, leaning as much as I can, doing entirely too much chemistry to be credible, but trying to move the needle on solar.Ted Sargent @tedsargentNU_TO
7K Followers 3K Following Ted Sargent is a professor at Northwestern and UofT.Iván Mora-Seró @IvanMoraSero
3K Followers 1K Following Researcher INAM-UJI; Optoelectronic Devices; Physical Chemistry; Halide Perovskites; Quantum Dots; Solar Cells; LEDs; lasers...Eike Koehnen @EikeKoehnen
762 Followers 172 Following PostDoc working on monolithic perovskite/silicon tandem solar cell in the department „Perovskite Tandem Solar Cells“ @albrechtLab @HZBdeMichael Saliba @miliba01
5K Followers 1K Following Professor & Director @SalibaLab @Uni_Stuttgart @fz_juelich. Research on sustainable energy production & consumption. Former: @Junge_Akademie @GlobalYAcademyPhilip Schulz @HybridInterface
903 Followers 174 Following Physicist/Engineer/Chemist dabbling in Making Our Planet Great AgainAnita Ho-Baillie @AnitaHoBaillie
1K Followers 718 Following Professor, John Hooke Chair of Nanoscience @Sydney_Uni @SydneyNano @Sydney_Science @sydney_physicsErkan Aydın @solarerkan
1K Followers 599 Following Leading "Aydin Research Group" at LMU Munich | ERC StG Grantee | Ultra-efficient Photovoltaics | formerly Selcuk U., TOBB ETU, KAUSTDane deQuilettes @DanedeQuilettes
1K Followers 397 Following Materials chemist & applied physicist. Passionate about combatting climate change, cheap solar, growing quantum diamonds. 📚@MIT 🎓@UW he/his/him. #firstgenJuan Bisquert @physolcell
4K Followers 945 Following Researcher INAM-UJI, editor J. Phys. Chem. Lett, author 'Physics of Solar Energy Conversion' https://t.co/K6uXB07fZy. Hiperactiu, manifasser, i escodrinyadorMonica Morales-Masis @MMoralesMasis
1K Followers 732 Following Materials Scientist, physicist, art passionate. Professor @utwente, leading @m3lab_ . @ERC_Research fellow #CREATE project. @yacadeuro memberChristian Wolff @pero_pal
1K Followers 1K Following PV enthusiast, group leader @epfl_PVLAB, @yacadeuro, @MSCActions alumni, @neher_labs alumni, PhOG @LMU_Muenchen alumniAmran Al-Ashouri @AmranLux
637 Followers 159 Following Solar researcher trying to do useful things. Science, climate, perovskite solar cells. PhD @HZBde, @albrechtlab. Part of @climactivityYuzhang Li 李煜章 @YuzhangLi
1K Followers 200 Following Asst. Professor of Chemical and Biomolecular Engineering @UCLA @UclaCBE | Inventing new materials and tools for energy sustainability | PhD '18 @StanfordMSELaura Crowe @lauraelenamundt
713 Followers 580 Following Solar enthusiast working on perovskite PV. Currently @SwiftSolarPV, previously @SLAClab and @FraunhoferISE. Caretaker of Roary the T-Rex. Née Mundt._Gezelligheid @Gezellighe32609
7 Followers 871 Following_Serendipity @Serendipit3118
10 Followers 478 FollowingWill Lovatt @Willlovattme
0 Followers 27 Following Looking for a challenge, Studying agriculture at HAUMaeve @Maeve29221242
2K Followers 260 Following San Francisco Food + Travel 💁🏼♀️ 💎 Local view of San Francisco 🏠 A unique SF trip home; Eating. 🚧 Similar hobby 👩🏼⚕️ Full time at workToafoez @toafoez58261
0 Followers 201 FollowingLaura_Belang @LauraBelan60383
1 Followers 317 FollowingScr_een @EenScr4149
6 Followers 1K Following_Augenstin_ @augenstin48859
6 Followers 295 Followingminicoward @minicoward54323
3 Followers 853 FollowingSprkleSrnity7 @SSrnity74268
3 Followers 722 FollowingEmma_Thomp @thomp_emma69817
9 Followers 1K FollowingAudrey_Lewis @AudreyLewi23311
1 Followers 1K FollowingKennedy @Kennedy92386726
6 Followers 1K FollowingCool_Chick @CChick32067
2 Followers 873 Followingtomas @Tomasenriquev
16 Followers 160 FollowingAnna18501850 @Anna18501850
81 Followers 485 Following Born in Shanghai, China. I love traveling ✈️ |beach🌊|yoga 🧘♀️|tennis🎾|skiing🏂⛷️|golf 🏌️ |Cf_200D↩♂️|Love to read 📚|Hard Love life while enriching your knAriana_Baker @ArianaBake86014
7 Followers 988 Followinglayamantra @layamantra86158
20 Followers 686 FollowingMia Harmony @harmony_mi43892
4 Followers 878 FollowingFrance Mcneece @FMcneece91595
107 Followers 5K FollowingAcqualoop @acqualoop
311 Followers 4K Following Pioneering organic aquaculture & sustainable food systems through advanced tech. #ICT #Ecologic #Future #Ecosystems #ResponsibleAquacultureDr Hari Shankar @DrHariShan99673
1 Followers 119 FollowingArya Suarez @SuarezArya84815
53 Followers 5K FollowingEvelyn Dior @EvelynD40539
2 Followers 817 Followingandre @andreczbolado
15 Followers 205 Followingtony @dinorawr93
55 Followers 45 FollowingLuiz Júnior @luizjuniordt
24 Followers 51 Followingibrahim meşe @kerpeten42
2 Followers 75 FollowingAyşen savak @AysenSavak
2 Followers 38 FollowingAlexiaRibeiro @Alexia_13_
16 Followers 72 FollowingJade Shields @shieldsmylee1
904 Followers 3K Following LVMH Investment Analyst: Keep everything you like with you, this is the meaning of hard work. Energy lovers like to talk about energy.Sistar1 @Sistar_1
54 Followers 70 Following we are fanbase of sistar who call yourself star1 feel free follow us ;)bacha @youssoufbacha
18 Followers 89 FollowingNils AUBE @nilsninou
20 Followers 52 Followingjaviyañez @javiyaez1
22 Followers 73 Followingrichar estiben c @richarestibenc
17 Followers 40 FollowingCarlos De La Rosa @elticohpf21
9 Followers 85 FollowingGriselda Mckinnies @MckinnieGrisel
74 Followers 5K FollowingMiodrag smiljic @Mio588
41 Followers 72 Followingelectrolights @electrolights1
25 Followers 92 Followingvictor xavier @victor05911
29 Followers 78 FollowingShiva @skhannayamamoto
125 Followers 2K FollowingJade Martin @Jade6467
828 Followers 3K Following LVMH Investment Analyst,Choice is more important than effort, and the direction of steps is more important than .Love fitness, travel, reading,Esra DOĞAN @DOANYakamoz
5 Followers 81 FollowingAmanda @euu_amanda
1 Followers 48 Following Bem eu sou uma menina feliz gosta muito de comer doces,sair com os amigos,e principalmente do meu amor né? não posso esquecer ... ele é tão especial&essencial !Mateo Ramirez @MateoRaSossa
440 Followers 3K Following Antioqueño ⚒... Energy 🌊☀️ | Hydrogen 🌌 Pasiones: Salsa | Data Science - ML | Python 🐍💖Max @Bako_CC12
83 Followers 644 Following Chronically curious about space colonization, climate change, absolute poverty, technology, nutrition, autophagy, cold water, breathing!juan ysidro jabier @jabierjuan
5 Followers 76 FollowingSteve Albrecht's Lab @AlbrechtLab
4K Followers 199 Following Department Perovskite Tandem Solar Cells @HZBdeJuan-Pablo Correa-Bae.. @jpcorreabaena
5K Followers 1K Following Assist Prof @GeorgiaTech @baenalab low-cost semiconductors #solar #optoelectronics. Previously @mit @epfl @uconn. Opinions my own. He/hisMike Toney @MMftoney
2K Followers 976 Following University of Colorado Boulder faculty. Interests in materials & processes for sustainable energy technologies, esp energy storage, photovoltaics, clean waterBruno Ehrler @brunoehrler
4K Followers 2K Following Physicist, solar cell researcher at AMOLF Amsterdam @brunoehrler.bsky.socialSascha Feldmann @sascha_feldmann
3K Followers 982 Following Scientist passionate about sustainable energy materials, lifting & baking! Research group leader at the Rowland Institute @Harvard #firstgen https://t.co/s0krQe4rNnSam Stranks @SamStranks
4K Followers 522 Following Professor of Optoelectronics leading @strankslab @cambridge_uni @cebcambridge changing ways we transform + consume energy. Co-founder @swiftsolar @SustainEd_UKperovdaddy @joe_jberry
2K Followers 332 Following @PSU PhD Physicist/Sr Research Fellow @NREL, leaning as much as I can, doing entirely too much chemistry to be credible, but trying to move the needle on solar.PKamat @KamatlabND
15K Followers 2K Following Prof. Kamat @ Researchers @NotreDame interested #photovoltaics #solar energy #nanomaterials #environmental #renewables and #publications Views are my own.ACSEnergyLett @ACSEnergyLett
15K Followers 2K Following Editor-in-Chief Prashant Kamat and ACS Staff on all aspects of energy, including capture, conversion and storageMaksym Kovalenko @mvkovalenko
5K Followers 878 Following non-professional account. born in Hola Prystan, South 🇺🇦 (occupied and then flooded by RU). live in Zurich, but where you continue to support Ukraine from?Ted Sargent @tedsargentNU_TO
7K Followers 3K Following Ted Sargent is a professor at Northwestern and UofT.Yuanyuan (Alvin) Zhou @Alvin_Y_Zhou
2K Followers 887 Following Father; Associate Professor at @HKUST and Principal Leader of ΣLab ; Associate Editor of @Jenergychem Journal of Energy Chemistry (IF: 13.1)Iván Mora-Seró @IvanMoraSero
3K Followers 1K Following Researcher INAM-UJI; Optoelectronic Devices; Physical Chemistry; Halide Perovskites; Quantum Dots; Solar Cells; LEDs; lasers...Kyle Frohna @KFrohna
746 Followers 64 Following 🇮🇪🇮🇪🇮🇪 @Stanford Energy postdoctoral fellow. Previously @Strankslab @Cambridge_Uni | @tcddublin. Working on hard problems to tackle climate change.Eike Koehnen @EikeKoehnen
762 Followers 172 Following PostDoc working on monolithic perovskite/silicon tandem solar cell in the department „Perovskite Tandem Solar Cells“ @albrechtLab @HZBdeMichael Saliba @miliba01
5K Followers 1K Following Professor & Director @SalibaLab @Uni_Stuttgart @fz_juelich. Research on sustainable energy production & consumption. Former: @Junge_Akademie @GlobalYAcademyAhmad R. Kirmani @AhmadRKirmani
655 Followers 184 Following Assistant Professor | Chemistry & Materials Science | Rochester Institute of Technology @RITtigers @Kirmani_Group Postdoc @NREL, @NIST; PhD @KAUST_NewsPhilip Schulz @HybridInterface
903 Followers 174 Following Physicist/Engineer/Chemist dabbling in Making Our Planet Great AgainErkan Aydın @solarerkan
1K Followers 599 Following Leading "Aydin Research Group" at LMU Munich | ERC StG Grantee | Ultra-efficient Photovoltaics | formerly Selcuk U., TOBB ETU, KAUSTStranksLab @StranksLab
4K Followers 183 Following Research group @CEBcambridge @DeptofPhysics @Cambridge_Uni led by @SamStranks working on new photovoltaic, lighting & detector tech. Account student/postdoc runSandra Malmberg @sandraemalmberg
512 Followers 1K Following Partner @eqtventures & occasional angel 👼. Ai, critical infra, climate- & deep tech is my kind of vibe! From first check to Series A, in Europe and the US.Jose Urizar @joseaurizar
364 Followers 708 Following @DTEMaterials decarbonizing concrete via bioaggregates made from forest & agriculture residues @ChelseaFCRobina von Stein @robina_stein
157 Followers 441 Following Study 📗 @ContrarianVC go deep or don’t goGarrison 🇺🇦 @Guzzak
352 Followers 677 Following Innovating Alaska since 2001. Tech, Contracting, Science and Datalogy.𝐍𝐚𝐨𝐦𝐢 .. @naomicshah
972 Followers 903 Following CEO of Meet Cute, a wellness company built on stories. Previously: @USV, @GoldmanSachs, and @StanfordRutger Van Raalten @Rutger_CarbonX
302 Followers 1K Following Co-founder and CEO at CarbonX. Accelerate sustainability through better performance. Tweets are my own.Ashley Pilipiszyn @AviatorAshley
2K Followers 910 Following space industrialist 🚀 🛰️🏗️ pilot ✈️ fmr @OpenAI 👾Nat Herz @Nat_Herz
13K Followers 5K Following Alaska writer, hobby skier/podcaster/fisherman. Settler on traditional Dena'ina land. Text/Call: 907-793-0312. [email protected]David Jaramillo @davestjar
367 Followers 2K Following Focused on the clean energy transition. CTO & Co-founder at @VerneH2. @Breakthrough Energy Innovator Fellow. Views are my own.Chris Bernkopf @chrisbernkopf
185 Followers 301 Following Building a climate tech company 👨💻 Prev: @YCombinator W21, CERN 🏗️ Brain dump: https://t.co/s7AAMKx5Tm 🦉MattKirsch @mattpkirsch
9 Followers 140 FollowingKeith D. Patch @KeithDPatch
2K Followers 978 Following @MITChemE with 30+ years leading green hydrogen #H2 & #decarbonization technology/business/innovation. Tweets/Links/RTs mine, not my clients', & ≠ endorsementsMatt Warner @sakhalinsk_matt
262 Followers 1K Following Long-termism, economics, energy, and low carbon insights. Industrial focus. Sometimes housing and politics. Once an earth scientist. At bp, but own viewsJonny Everett @JonnyChats
2K Followers 1K Following Founding Partner @marbleclimate. Ex @joinef team. 2x founder 🇬🇧 in 🇫🇷Athena Kan @athenakan_
5K Followers 2K Following CEO @dreambound helping people find meaningful work👷♀️👨⚕️ prev @8vc @harvardiienergy2022 @iienergy2022
64 Followers 277 Following Focusing on the field of electricity sources, the contents of articles include comprehensive energy systems, smart energy technologies (ISSN 2097-0706).Sarah T. Fischell @estee_nj
2K Followers 4K Following Climate action advocate. Born at ~314 ppm. Climate solutions & #energytwitter fan. Unitarian Universalist, @CitizensClimate, Cornell. She/her/hers. Band person.Brad Lambert @lambertbrad
845 Followers 3K Following Director, Strategic Initiatives, Louisiana Economic Development (tweets are my own)Nathan Iyer @NiyerClimate
4K Followers 2K Following Mostly energy focused. State modeling and federal yodeling. Views are my own fault.Lane D. Smith @lanesmith_
228 Followers 1K Following Energy systems engineering and policy | Optimization modeling | Ph.D. candidate @UW_ECE and @PNNLab | Previously: @BreakthroughWilson Ricks @wilson_ricks
2K Followers 620 Following PhD candidate working in Macro-Energy Systems modeling at Princeton University. Energy tech/policy evaluation, with a primary focus on next-gen geothermal.kevin 🇺🇸 unspun @kevinmart_in
2K Followers 2K Following (techno) optimist, ergophile, & climate-advocate. cofounder & CTO @unspun_io, robotically weaving the future of apparel & local manufacturing. 🏭 e/accBrent W Novak @brentnovak
37 Followers 435 FollowingSawyer Merritt @SawyerMerritt
656K Followers 321 Following Co-Founder of @TwinBirchUSA | sustainable lifestyle apparel. $TSLA investor. EV/tech news. My posts aren’t financial advice.Henry Liu @liuhenry
686 Followers 827 Following Head of Engineering @LithosCarbon 🌽🪨🚜 | geochemistry🌋, soils 🌱, mapping 🗺 | past: quantum @Yale, ultracold @Columbia, @ycombinator founderMadeleine Laitz @mlaitz
139 Followers 176 Following Tough tech investor | ex-Bain | PhD @MIT EECS | @USUKFulbright | tough tech, climate, semiconductorsAlex Modon @alexmodon
335 Followers 341 Following Exploring the intersection of climate deep tech and AI. Currently living in the coolest moment in history - what an epic time to be alive 🙌⏩Dani Grant @thedanigrant
12K Followers 1K Following CEO https://t.co/NlthzioyiE – helping 100K builders and 32 of the Fortune 100 fix bugs faster. ⚡️ We're hiring!Somin Park @sominpk
494 Followers 491 Following Postdoctoral Fellow, Northwestern University @NUChemistry @Sargent_Group University of Toronto @UofT PhD @GrahamlabUKY 🌿🔬👩🔬Nabojitkar @Nabojitkar
2K Followers 4K Following Soon intern @applied4tech | X @corteva | #CASFutureLeader | @materials_MRS GSA'23 | @Merck risingstar | 👀work @naturesynthesis | PhDing with @saraskrabalakVenkatesh Rao ☀️ @vgr
66K Followers 292 Following Showroom account. Writing @ribbonfarm. Running https://t.co/NRkXVMI8Bn ☀️ Also at https://t.co/2rmN6nMOddBalaji @balajis
1.0M Followers 4K Following Immutable money, infinite frontier, eternal life. #BitcoinElena Jones @Elena8418Jo
3K Followers 2K Following Physical astronomy laboratory, new energy field workers, a personal R&D technical team! And has a strong interest in neuroscience. Interesting queen.Carbon Direct @Carbon_Direct
6K Followers 3K Following We are a science-first carbon management firm helping organizations address climate change by reducing their carbon footprint with our end-to-end platform.oliver hill @_oliver_hill
357 Followers 490 Following building digital armor for your attention https://t.co/QwRpENaT8yAndrew Wang @ndrewwang
5K Followers 5K Following climate fellow @CEEC_CU | All things batteries @IntercalationSt 🔋🚂 🇳🇿Siddarth Shrikanth @siddshrikanth
880 Followers 1K Following Author of The Case for Nature | ex-FT & McKinsey | views my own etcDr. Sotiria Anagnosto.. @SotiriaAna
366 Followers 1K Following Climate, ESG & corporate sustainability 📈 PhD in Climate Risk and Adaptation @asu 🌎 Dog lover + Desert dweller 🐶🌵Arjav Shah @aushah98
309 Followers 896 Following PhD + MBA Candidate at @MIT | Doyle Group @DoyleGroupMIT @MITChemE | @IITBombay ’20 | Water Entrepreneurship💧Kristian Branaes @KristianBranaes
322 Followers 2K Following Climate tech investor. Partner @TransitionVC. Previously @Atomico, @CPPInvestments and @inseadDavid Helgason @davidhelgason
18K Followers 549 Following Icelandic entrepreneur & climate investor. Partner @TransitionVC. Founder and former CEO of @Unity.royce branning @rbfasho
1K Followers 421 Following apps are great, scroll responsibly. 📵 ◻️cofounder @getclearspace (YC W23)John Arnold @JohnArnoldFndtn
78K Followers 386 Following Co-chair of Arnold Ventures. Fighting special interests and status quo bias to build better systems for people.Danielle Fong 💁�.. @DanielleFong
49K Followers 9K Following physics / AI / energy / art / realposting. 🏳️🌈/ally. cofounder, inventor, CEO, https://t.co/oSXgT0x7Mm "extraordinary alien" - US govt HIGH VOLUME ACCOUNTMario Nawfal @MarioNawfal
1.4M Followers 20K Following Unfiltered Unbiased Verified 24x7 Breaking News | NO BIAS, NO ECHO CHAMBERS: Host of the Largest Show on 𝕏 | Founder & InvestorMael @labsloth
2K Followers 847 Following @QunnectInc Co-founder + Chief Technology Officer. @ActivateFellows #quantum Science and Technology Entrepreneur. Science instrumentation & poly-hobbyist 🪛.BE Fellows project, @Molten_Ind has discovered a new, clean way to produce graphite, a material essential to battery production. While Molten will be focusing on graphite, they will continue to produce clean hydrogen.
@Molten_Ind is moving fast to scale up the US graphite supply chain with a clean, low-cost way to make battery graphite anode, as featured in the @WSJ Energy and Climate Newsletter today! climate.cmail19.com/t/d-e-enjyid-i…
Good write-up of the incredible developments at @Molten_Ind “Molten’s reactor heats methane to produce hydrogen and carbon. Originally the carbon was an afterthought. It could be produced in different forms depending on variables such as temperature. The problem was it kept…
@Molten_Ind is moving fast to scale up the US graphite supply chain with a clean, low-cost way to make battery graphite anode, as featured in the @WSJ Energy and Climate Newsletter today! climate.cmail19.com/t/d-e-enjyid-i…
@Caleb_C_Boyd @Molten_Ind @WSJ Nice job, Caleb!
@Caleb_C_Boyd @Molten_Ind @WSJ Molten reactor looking 🔥
🤯 when Bill Gates casually name drops your company
Thank you @BillGates for the support! To change global dietary habits (and reverse climate change) we need to make meat that people know and love at price points they can afford. vimeo.com/910640468
This renewable developer’s perspective on limiting LNG exports: not good. Un-shippable gas will put downward pressure on domestic power prices & value of local renewables, slowing their adoption, while increasing both domestic gas burn and int’l coal consumption. Lose lose lose.
Food $200 Data $150 Rent $800 Replacement Keys $3,600 Utility $150 someone who is good at the economy please help me budget this. my family is dying
🤔 Are startup accelerators worth it for founders? 🎙️In this episode of Next Unicorn podcast, we talk with Collin Wallace @pithyprof all about startup accelerators, and more! Collin is the former founding head of @Techstars Silicon Valley (one of the top startup accelerator…
Our new forklift is a type of Tesla that runs on water instead of rare earth white gold elements like lithium.
@Caleb_C_Boyd @Molten_Ind @ENERGY @CPFD_Software huge - well deserved
mmm potatoes 🥔
Natural graphite is strip mined from deposits that are typically 6-12% graphite embedded in rock, purified using corrosive acids like HF, and then “spheronized” or shaped, and finally coated. Fun fact, insiders call the spherical graphite “potatoes” 🥔 [3] (4/20)
Two Harvard Crimson articles, one from 2006 and the other from 2023, describing the legendary Math 55 class showcase how much college has changed in less than a generation. '06: “This is probably the most difficult undergraduate math class in the country,” reads a page on the…
@Caleb_C_Boyd @Tesla @GM @Ford @BMW Brilliant thread...
@Caleb_C_Boyd @Nat_Herz yes, that is my thought exactly. And while we may not be able to do without natural graphite altogether, I think it's worth letting the public know that there are some cost tradeoffs & that China doesn't hold all the cards. Too much of the narrative is 'China controls all'.
Check out our first industrial scale facility in Copenhagen. If you think we're doomed, think Again.
By combining our CO2-eating bacteria with cutting-edge technology, we're on a mission to turn CO2 into valuable materials. We are excited to lift the lid on our first production facility, which went live in late 2023 in Copenhagen. youtube.com/watch?v=0eES_g…
US has good laws to protect environment- imagine if not present people wouldnt try to innovate on this.
@Nat_Herz @Caleb_C_Boyd and thanks so much for being willing to engage! This is the vital issue in AK today, with you & me some of the only folks discussing the real heart of the matter.
@Nat_Herz @Caleb_C_Boyd neither is the mining or refining online. We are at a crossroads now where we have to pick what mix of synthetic & trad graphite refining we want to do. Both are highly toxic during refining; one relies on a road to Ambler. China has no strategic advantage on graphite.
@Guzzak @Caleb_C_Boyd I looked at the recycling and substitution options for graphite as part of my reporting and it doesn’t seem like it’s plausible to suggest that those could allow battery and car makers to avoid the need for new natural graphite supplies in the short and medium term.
@Guzzak @Caleb_C_Boyd Sure, but I think a key takeaway here is that these technologies are not online at anything close to the scale that’s needed for the kind of mass EV adoption that’s being pushed thru policies like the IRA right now.