Elon Musk US power usage on average is 500 gigawatts. China, just in solar that can provide steady state power and batteries, can do half of the US electricity output per year just with solar https://t.co/VshRiUXWMK ...

Zach Dell, the son of billionaire computer pioneer Michael Dell, seeks to shore up the Texas power grid with an army of batteries installed one home at a time https://t.co/S8Okz77wsl ...

Big batteries have been helping Texas keep the lights on in the summer. They also come in handy during freezing temperatures https://t.co/NYux3GWOCh ...

RT Adam Lowisz X Meetup 🇺🇸🇵🇱🇪🇺🇬🇧🇺🇦 (@AdamLowisz)The US continues to fall behind China. We have to go all in on solar + batteries with nuclear for some special cases. Energy is a measure of the work being done. https://t.co/5Tw5HUXHZS ...

Elon Musk: US power usage on average is 500 gigawatts. China, just in solar that can provide steady state power and batteries, can do half of the US electricity output per year just with solar https://t.co/CBQbWtaWbW ...

Batteries are getting cheaper and allowing solar power to be used beyond daylight hours, according to a new analysis from clean energy think tank Ember https://t.co/vq9ToDTgo6 ...

Company Development - Redwood Materials has opened a new $3.5 billion facility [1] Industry Focus - The facility aims to extract critical minerals from batteries [1]

Energy & AI Landscape - Urgent need for new energy infrastructure for data centers and general needs exists, while grid supply is constrained [1] - AI race is critical, impacting nations, and solar energy offers the fastest hyperscaling solution within 12-24 months [2] - China's rapid solar energy adoption demonstrates its strategic importance [2] - Solar + batteries reduce demand on the existing grid by up to 65%, enabling localized energy grids [5] - Gas plants are a faster fossil fuel solution but take longer to scale than solar and require gas pipelines [6] Solar Energy Potential & Challenges - Earth harnesses less than 1% of the sun's energy, with 1 square mile receiving 25 gigawatts of solar energy [3] - Solar energy faces intermittency and efficiency challenges, but costs are collapsing exponentially [4] - Battery technology, like Tesla's Megapacks growing at 50%-70% annually, is improving storage solutions [4] Investment Opportunities - Solar ETF TAN is down 84% from its high, forming a base on log and regular charts [8] - Tesla (TSLA) is a key player in the large battery sector, with batteries accounting for 10% of total revenues and growing rapidly [9] Strategic Imperative - Solar energy is becoming an economic imperative to meet data center energy needs in the next 1-2 years [7] - AI is more energy-efficient than humans, making solar energy crucial for scaling intelligence per unit of energy [7]

A $250 Million Plan To Pull Lithium For Batteries From The Great Salt Lake https://t.co/8hhMaqcdtx https://t.co/1R9timSt9S ...

Industry Trend - Datacenter power is projected to transition towards solar energy and battery storage solutions [1]