Posted on 05/11/2026 5:45:44 AM PDT by delta7
On April 14, a Chinese battery startup backed by one of the world's largest automakers rolled the first A-sample all-solid-state battery cells off a production line in Guangzhou....The company is targeting GWh-scale output by the end of 2026, twelve to eighteen months ahead of where Toyota’s timeline stood at the start of this year. The silver market has not priced this in....
...Greater Bay Technology’s A-Sample Changes the Timeline
Greater Bay Technology (GBT) is a battery startup backed by GAC Group, China’s fourth-largest automaker by volume. On April 14, GBT confirmed that A-sample all-solid-state battery cells are now rolling off its production line in Guangzhou’s Nansha district. The specifications: energy density of 260 to 500 Wh/kg (compared to roughly 250 to 350 Wh/kg for current liquid lithium-ion); stable 2C to 3C fast charging; and a proprietary deep eutectic composite electrolyte that passed needle penetration, extrusion, and thermal shock testing without thermal runaway. Vehicle integration in GAC’s Hyptec models is the target platform. GWh-scale production is targeted by the end of 2026. That last point is what changes the industry timeline. Toyota has been the most credible name in solid-state development for the better part of a decade. Its announced target for mass production has been 2027 to 2028. GBT’s April 14 announcement puts A-sample production hardware in Guangzhou now. Not in 2027. Not in a laboratory. The commercialization clock has moved. Why Solid-State Batteries Are a Silver Story
Samsung SDI’s leading solid-state architecture uses a silver-carbon (Ag-C) composite anode, approximately 5 grams of silver per cell, and roughly 200 cells per pack, producing around 1 kilogram of silver per 100 kWh of battery capacity. In a mid-size EV with a 75 kWh pack, that is roughly 750 grams of silver per vehicle. Current liquid lithium-ion EVs use between 25 and 50 grams of silver per vehicle, primarily in electrical contacts, sensors, and thermal management. Solid-state architecture at Samsung SDI’s silver intensity would represent a 15x to 30x increase per vehicle in silver content....
“Coal
solar
methane
hydro
wind turbines
nuclear
all of the above”
Yeah all of the above. Coal is on its way out in Texas though. It’s 7% of the total right now.
Texas is 46% solar, 7% wind, 7% nukes right this second.
Texas routinely goes 85+% wind,solar plus nukes during the day.
At night it hits 60-70% wind and nukes regularly too.
https://www.ercot.com/gridmktinfo/dashboards/fuelmix
My homes are exporting power today as well. I will put well over 100kWh to the grid today over what I will use to keep the AC at the 67F it is set at right now. Tesla is full from yesterday because I didn’t drive it and it sat plugged in through midday sun.
I always charge my Telsa off the panels above it. It sees a supercharger once or twice a year mostly to New Orleans and Biloxi. It does Austin door to door , energy corridor and San Antonio all with no stops if I don’t want too. I always stop for BBQ or texmex or soul food if it’s a bucces stop I will supercharge it for as long as it takes to get snacks, jerky,leak and grab a six pack , oh yeah it’s FSD so hands free the whole way in every interstate and mostly door to door now too. Technically open container is a class A but what probable cause is there of the FSD is doing exactly the speed limit holding the lane better than any human ever could. They simply don’t have a valid reason to stop you in FSD mode and if they did your lawyer will hear them apart j. Court. When not if the damn feds get out of the way of real L3 autonomous driving FSD will be like robotaxi I will sit in the back seat and munch , drink and wwatch Netflix via Starlink.
“You forgot the fact that there is yet no large scale recycling of the battery materials.”
Surprisingly, LiIon batteries don’t contain any toxic chemicals and is quite easy to recycle. I’ve visited a recycling site, it’s very large scale, highly automated and highly profitable (our tax is at work), something rich countries industry is still capable to do.
I know because it interests me.
The avg joe only needs to know the new CATL equipped cars if you could buy one here would go 625 miles and take 4 min to fill up on the go or you could fill it up at home over night for the equivalent of 67 cents per gallon of gasoline.
That last number will be the selling factor.
My model 3 goes 4 miles on a single kWh.
It works out to 2.25 cents per mile at Texas retail price of power 9 cents per kWh.
My Volvo S60 used to get 28mpg that’s better than the light duty fleet average of 25.5mpg overall.
At 28 mpg gasoline would need to cost 63 cents per gallon to equal 2.25 cents per mile in energy costs. It’s actually 67 when you include AC/DC>pack losses from the L2 on the wall.
So you can pay $3.99 which I saw last night near by or the equivalent of 67 cents.
Yeah that’s all you need to know.
O and my Model 3 is $20,000 less total than the S60 it replaced from mile one it has been less to operate.
I won’t own an ICE ever again. I laugh at people putting $4+ per gallon in the tank , honk and wave like suckers.
The last coal plant in New England shut down here in NH last year.
We are running off of Methane and Nuclear primarily.
Eversource which is the main utility in New England gives a breakdown something like the following for electric production:
Natural gas 52-57%
Nuclear(Seabrook, NH) 22-27%
Hydro dams 8-9%
Trash(we burn most of it) 3%
wood waste(tree tops) 3%
wind 3-5%
solar 3-6%
Our problem is that we do not get the sun that you or other SW US places receive. Especially in the winter.
So, our solar & wind is variable. We can not count on it for base line power like you can.
Our solar production from June-August is probably 10X what it is in Dec-Feb.
The nuclear plant at Seabrook and the Natural gas burning plants provide all the base line power. Along with trash.
We continue to produce trash 24/7.
I did the math in another post.
Based on recent data, replacing all US combination truck (tractor-trailer) shipping with Tesla Semis at 1.7 kWh per mile would require approximately 43 to 45 1-Gigawatt electric (GWe) nuclear reactors to power the entire fleet, assuming they operate continuously.
1. Total Annual Mileage (Combination Trucks)Total Miles: Combination trucks (the “shipping” fleet) traveled approximately 195.76 billion miles in 2023.
Total Annual Energy: (195.76 \ billion miles x 1.7 kWh/mile = 332.79billion kWh) (or 332.79 Terawatt-hours/TWh) per year.
But but long haul semi bros and charges times. Irrelevant look at the real world data.
It’s in their minds less than 7% of all freight moves more than 1000 miles. 87% is under 250 and the Tesla Semi does that with ease today.
How long to charge....
“The Tesla Semi Megacharger charges the Tesla Semi at a rate of 1.2 megawatts (1,200 kW), enabling the truck to replenish up to 60–70% of its battery range in just 30 minutes. This allows for roughly 300 miles of added range in half an hour, primarily using the Megawatt Charging System (MCS) standard”
Most states mandatory rest breaks are longer than this.
The vast majority of trucking by tonnage moved is regional and under 500 miles per day.
Yeah the numbers.
Breakdown of Truck Tonnage by Distance (2024–2025)
Recent data from the Bureau of Transportation Statistics (BTS) and the Department of Energy highlights a strong concentration of freight in short-distance brackets:
Under 100 miles: Approximately 44% of total truck tonnage.
100 to 249 miles: Approximately 43% of total truck tonnage.
Total Regional (Under 250 miles): Roughly 87% of all U.S. truck freight tonnage moves within this range.
Long-Haul (1,000+ miles): Only about 6.4% of total freight weight travels 1,000 miles or more
Based on total U.S. light-duty vehicle miles and Tesla Model 3 efficiency, powering all light vehicle travel with Tesla Model 3s would require approximately 100 to 150 1-GWe (Gigawatt-electric) nuclear power plants.
The BreakdownTotal Light Vehicle Miles: As of early 2026, Americans drive over 3.2 trillion miles annually.
Model 3 Efficiency: Real-world usage indicates an average efficiency of roughly 4 miles per kWh (or 250 Wh/mile).Total
Electricity Needed: 3.2 trillion miles \ 4 miles/kWh = 800 billion kWh (or 800 TWh) per year.
Nuclear Plant Output: A typical 1-GWe nuclear plant running at 90% capacity produces roughly 7.88 billion kWh
We could just cover the existing parking spaces for vehicles and power not only them , trucks too, but also the entire country.
https://x.com/JessePeltan/status/1844827966066377060
“Solar covered parking could generate as much electricity as all existing sources combined in the U.S.
(~4,400 TWh/year)
- U.S. has an estimated 1-2 billion parking spaces
- 1 billion standard sized parking spaces = 14 billion square meters (3.4 TW @ 24% efficiency)
- 4,400 TWh/year (17% CF, 14% system losses)
- U.S. electricity generation 4,178 TWh (2023)
U.S. electricity generation:
https://eia.gov/tools/faqs/faq.php?id=427&t=3
Capacity factor and loss assumptions:
https://nrel.gov/docs/fy16osti/65298.pdf “
That's the bottleneck though, isn't it? (Assuming all the rest is 100% true.) Where's the infrastructure to provide 3 MW chargers all over the place? 6 to 10 charging bays at one station = 18 - 30 MW. That's a lot.
If you look in my post history you will see I am HUGE nuclear fan, especially fast spectrum reactors and SMR reactors factory built like Henry Ford style.
I know people at Aalo in Austin they are doing sodium cooled modular reactors they are dry cooled to the air they use zero water because sodium runs so much hotter 500-560C than water based tech you can dump heat as 45C air and still trounce 300C to 30C water based cycles.
That far north you want vertical bifacial solar panels. Much more winter output , snow cannot stick to them being vertical and the reflections nearly double the output as well like 60% more
https://x.com/JessePeltan/status/1844102046871666963
What do you do for employment?
FYI, I am a lumber broker. That means I sell sticks by the truck and rail car load.
I have a degree in Wood Products Engineering. Which is mechanical engineering for wood.
Germany has been installing a lot of the bifacial solar panels.
I recently watched a YouTube video comparing output of these panels and whether it was better to orient them facing south or one side east, the other side west.
The answer was facing south and back side north still produced more than E/W.
The arrays that track the sun are still the biggest producers. However, they do require a motor to make sure they track the sun east/west and the proper angle for the sun depending on the time of year.
A buddy has one with twenty panels. It is nearly vertical at 7:30 in the morning(when I pass his house on the way to work). Then it is almost flat at noon on June 21st.
My daughter/son in law have a static free standing array. Oriented due south with a 40 +/- degree slope. The snow slides off of it in the winter. However, his production is primarily in the summer. It is about eight year old.
I saw several solar covered parking lots when I was in Cabo San Lucas, MX a few years back. Not only do they generate electricity, the keep your car in the shade when you are in Costco or the supermarket.
If the USA gave a TAX CREDIT for electricity generation, every Walmart, Costco, Home Depot, Lowes, Target, Menards, etc would put these solar panels in their parking lots all over the country. Plus on the flat rooks of their buildings.
CATL is deploying 1MW which is the 4 min charge in a sedan semi trucks are the 1-3MW it’s a different plug type. Much larger obviously.
The Chinese GBT standard plug does 1MW by design as is they have 800-1000V standards not the 450 Tesla uses cept Cyber truck which is a 800V architecture.
They have ISO container sized megapacks next too their MW chargers BYD and CATL both make them in 10-14.5 MWh sizes to a standard 20ft map box.
One iso box handles 4 stalls which at 10 foot standard lane widths is two on each long side of the box
4 min charges is theoretically 15 per hour per stall but you have to move and plug times so 10 is probably a reasonable number.
40 megawatt minutes per stall per hour. It works out to 2.66MWh over the 4 stalls or 66.6kWh per EV which is 70% of a 95kWh pack or what it would take to go from 10% to 80% in 4 min at a megawatt in a 95kWh sized pack.
How many 4 min charges are in a 14.5MWh megapack... 217 @ 4 min and 1 MW
This assumes zero taken from the grid during those sessions. If we limit charging the megapack to just off peak times a 12 hour window you need a 1.2MW grid tie this is 100 amps at a typical T&D 12,000v local distribution line , near major office parks you will have 32,000v lines. 100 amps at 12kv is single phase all T&D is triple phase so you would have three 12,000v lines and need 36 amps from each for a 1.2MW load to fill you megapack off peak.
Two megapacks holds 434 x 4 min charging opportunities or 11 hours of 4 stalls charging 10 per hour an avg of 6 min per cycle with one min to pull in plug and one min to pull plug and out. CC card or app charge negotiating is in those one min blocks too. Probably generous in 10 per hour.
China already does this they have mega packs right next to their GBT hyper fast chargers. Their grid is a triple phase system with 400v 3p to individual homes and condos the 240v is phase to neutral and 400v phase to phase in a Y set up, it’s brilliant. The GBT plug also supports 3p so even AC charging is fast there. 22kw @400v 3P is the GBT standard plug. That’s 88 charge mi per hour. Their avg distance is less than our 40 too it’s equal to 13 miles when converted from km. It takes 8.86 min to put 13 miles in a Model 3 sized EV at 22kw 3p 400v rates. There is a reason why NEV are more than 50% of all sales in China now. They saturated the urban areas with L2 and now rolling out hyper fast for longer trips. If you go to a city all the condos have L2 poles along the outside spaces and also along the walls in the parking decks they are ubiquitous now all of them are 3p GBT standard. Private home ownership is rising fast but Shanghai is like 95% condos and apartments yet 50% are EVs because L2 is everywhere and power is cheap compared to gasoline 1/10 it’s cost per mile.
Will we finally hear “now is a great time to sell,silver” ads on conservatives radio?
I am a energy consultant (oil&gas,solar), partial LCC owner of a VPP(solar) , consult in operations geology for SWD, shale & offshore drilling. Geotechnical consult for TBM drilling. All under another LLC
Then a slew of passive income endeavors that get my attention only if they need it. Used to trade & commodities now I have a dedicated guy for that on my other LLC payroll, an investing group and capital funding endeavor.
I fund energy projects and tech. Aalo is one of them I know people there personally. They are doing SMR nukes.
Energy generation and reliable safe transport of those electrons to where they can deploy into these vehicles in a few minutes … and as noted without criminal professionals stripping everything bare.
FFS they’re stealing hydrant covers in Detroit…
I hold multiple degrees
PhD in Geoscience
Master’s Geology(Sedimentology)
Master’s remote sensing & GIS
Master’s Hydrogeology
My UG is engineering (ME) & Finance double degree
I lecture and do research periodically in academia having spent nearly two decades in academia the above shows why all of that was funded research and development. Really consulting has been.secondary to my passion for research.
> If the USA gave a TAX CREDIT
Which means our $ subsidy. Yea the whole tax code is riddled with that stuff but I’m beyond tired of politicians advancing and profiting by picking some and punishing others via taxation.
China has the death penalty for sabotaging or theft of public infrastructure
Common Capital OffensesViolent Crimes: Intentional homicide, intentional injury resulting in death, rape (especially of a child), robbery, and kidnapping.
Drug Offenses: Smuggling, dealing, transporting, or manufacturing drugs.
Public Safety & Terrorism: Arson, bombing, spreading hazardous substances, or sabotaging transportation facilities.
Economic Crimes: Large-scale corruption, bribery, or embezzlement.
State Security: Treason, espionage, and armed rebellion.
Military Offenses: Sabotaging weapons, military installations, or providing substandard military equipment.
I guess I would rather have solar panels covering the local Walmart or Home Depot parking lot and store roof as opposed to cutting down the forest to build a solar array facility.
At least, that seems to be what they do around here in New England.
China has the death penalty for sabotaging or theft of public infrastructure
Wish we had that here for graffiti.
Bruh have you ever seen the tax credits the oil industry gets, and every one down and no stream from the mineral owners to the truck drivers taking the fuel to the station every single stage gets a write off of a credit or a break.
Goose and gander my guy.
I am an equal opportunist, all energy is good energy as long as you can sell it to someone who wants to use it.
I don’t get all emotionally charged about green anything. If a land owner wants panels ok dude let’s spec out a system a d get you that monthly mail box money.
You want wind turbines yeah ok sure again let’s make a deal and get all us paid.
You want to drill for oil&gas I got peeps for that too, we will do the GIS and land management in house you just worry about mail box money.
Want to also put down some SWD wells and get paid to take water from your neighbors wells yeahs buddy we got you.
Want to run sheep under raised panels and make more than row crops we can set up the system how you want it’s your land.
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