David Snydacker
@dsnydacker.bsky.social
PhD engineer, lithium extraction, battery materials, mining and metals, climate tech. President & CTO, Lilac Solutions.
Excited to announce Lilac's Gen 5 technology for lithium extraction and share our new technical white paper.
This is a major step forward in performance and cost, creating an opportunity for lithium project developers to rethink the technology landscape.
lilacsolutions.com/news/lilac-u...
This is a major step forward in performance and cost, creating an opportunity for lithium project developers to rethink the technology landscape.
lilacsolutions.com/news/lilac-u...
Lilac Unveils Fifth-Generation Lithium Extraction Technology,…
28 — Lilac Solutions, a leading provider of direct lithium extraction (DLE) technology, today announced the release of its fifth-generation ion exchange…
lilacsolutions.com
October 28, 2025 at 3:34 PM
Excited to announce Lilac's Gen 5 technology for lithium extraction and share our new technical white paper.
This is a major step forward in performance and cost, creating an opportunity for lithium project developers to rethink the technology landscape.
lilacsolutions.com/news/lilac-u...
This is a major step forward in performance and cost, creating an opportunity for lithium project developers to rethink the technology landscape.
lilacsolutions.com/news/lilac-u...
We're thrilled to share the results of our pilot plant at the Great Salt Lake. With Lilac IX technology, we can ramp American lithium production at this iconic landscape while protecting its natural beauty.
www.technologyreview.com/2025/10/07/1...
www.technologyreview.com/2025/10/07/1...
This company is planning a lithium empire from the shores of the Great Salt Lake
Lilac Solutions is pioneering a new type of lithium extraction that could double US production in two years and shake up the industry.
www.technologyreview.com
October 8, 2025 at 2:45 PM
We're thrilled to share the results of our pilot plant at the Great Salt Lake. With Lilac IX technology, we can ramp American lithium production at this iconic landscape while protecting its natural beauty.
www.technologyreview.com/2025/10/07/1...
www.technologyreview.com/2025/10/07/1...
Reposted by David Snydacker
Reposted by David Snydacker
Germany's finally joining the EV party 🎉🚗⚡March 2025: EVs = 27.1% of new car sales (up from 18%)! BEVs alone at 16.7%, led by VW ID.7. Despite subsidy cuts, demand’s booming. Tesla plunges -42.5%. The ICE age is ending fast—even in the land of Kransky & Autobahns. 🇩🇪 #EVs #Disruption #Volkswagen #BEV
EVs At 27.1% Share In Germany - VW Group Strong - CleanTechnica
March saw plugin EVs at 27.1% share in Germany, up from 18.0% year-on-year. BEV volume increased by some 35% YoY, from a low baseline.
cleantechnica.com
April 8, 2025 at 3:46 PM
Germany's finally joining the EV party 🎉🚗⚡March 2025: EVs = 27.1% of new car sales (up from 18%)! BEVs alone at 16.7%, led by VW ID.7. Despite subsidy cuts, demand’s booming. Tesla plunges -42.5%. The ICE age is ending fast—even in the land of Kransky & Autobahns. 🇩🇪 #EVs #Disruption #Volkswagen #BEV
For battery nerds: University of Michigan engineers have delivered very impressive fast-charging performance at cold temperatures. Might be difficult to implement cheaply at scale, but manufacturing innovations could help here.
www.greencarcongress.com/2025/04/2025...
www.greencarcongress.com/2025/04/2025...
U Mich engineers develop manufacturing process enabling 5x faster EV charging in subfreezing temps without capacity loss
Researchers at the University of Michigan have developed a modified manufacturing process for EV batteries that enables high ranges and fast charging in cold weather. A paper on their work is publishe...
www.greencarcongress.com
April 2, 2025 at 3:48 PM
For battery nerds: University of Michigan engineers have delivered very impressive fast-charging performance at cold temperatures. Might be difficult to implement cheaply at scale, but manufacturing innovations could help here.
www.greencarcongress.com/2025/04/2025...
www.greencarcongress.com/2025/04/2025...
LFP energy storage systems are getting very cheap. At $65/kWh, these systems can combine with renewable energy to outcompete natural gas in a growing range of applications and markets. www.ess-news.com/2025/03/24/c...
China's Huadian announces winners in 6 GWh BESS tender with average bid at $65/kWh - Energy Storage
The procurement exercise has attracted 67 battery energy storage companies but only six have emerged as winners. The average bid stood at CNY 0.473/Wh ($65/kWh).
www.ess-news.com
March 31, 2025 at 8:36 PM
LFP energy storage systems are getting very cheap. At $65/kWh, these systems can combine with renewable energy to outcompete natural gas in a growing range of applications and markets. www.ess-news.com/2025/03/24/c...
Perhaps Canadian steel and aluminum are important for the US economy?
March 14, 2025 at 2:51 PM
Perhaps Canadian steel and aluminum are important for the US economy?
Reposted by David Snydacker
The US generated more power from wind and solar in 2024, than from coal. (data: EIA Electricity Data Browser)
March 3, 2025 at 4:04 AM
The US generated more power from wind and solar in 2024, than from coal. (data: EIA Electricity Data Browser)
Very exciting to see Microsoft advancing American leadership in quantum computing. However, as a trained quantum chemist, I would offer a word of caution about the compute applications proposed by Microsoft and others in this space.
Read more: www.linkedin.com/posts/david-...
Read more: www.linkedin.com/posts/david-...
David Snydacker on LinkedIn: Very exciting to see Microsoft advancing American leadership in quantum…
Very exciting to see Microsoft advancing American leadership in quantum computing. However, as a trained quantum chemist, I would offer a word of caution about…
www.linkedin.com
February 20, 2025 at 11:32 PM
Very exciting to see Microsoft advancing American leadership in quantum computing. However, as a trained quantum chemist, I would offer a word of caution about the compute applications proposed by Microsoft and others in this space.
Read more: www.linkedin.com/posts/david-...
Read more: www.linkedin.com/posts/david-...
Exciting to see Chinese EVs making a real impact. With US leadership focused on antiquated combustion technology, China is on track to electrify the world.
electric/hybrid vehicles now account for more than half of passenger vehicle sales in china
January 27, 2025 at 5:40 PM
Exciting to see Chinese EVs making a real impact. With US leadership focused on antiquated combustion technology, China is on track to electrify the world.
Reposted by David Snydacker
Good to see @nexteraenergy talking about why #solar and #wind are dominating new electricity. Their NatGas costs are high due to $1,500/kw costs and massive gas pipeline challenges. Their nuclear costs are a bit higher than everyone else’s numbers probably on disagreements over IRA incentives
January 24, 2025 at 4:16 PM
Reposted by David Snydacker
So, China installed more solar last year (277 gigawatts) than the entire world installed in 2022.
Just out: Solar power additions in China in 2024 exceeded expectations, again, with a whopping 277 GW installed in just one year! This was up 28% on the already towering 217 GW added in 2023.
Wind power made a new record as well, with 79 GW added to the grid, up 5% on year.
Wind power made a new record as well, with 79 GW added to the grid, up 5% on year.
January 21, 2025 at 10:09 AM
So, China installed more solar last year (277 gigawatts) than the entire world installed in 2022.
As geopolitical tensions persist, US and EU companies continue the search for raw materials sourced from mines and technology partners located in friendly jurisdictions. This includes partners supplying key consumables like sorbents and ion exchange media. www.mining.com/web/china-pl...
China flexes lithium dominance with plans for tech-export curbs - MINING.COM
Beijing proposes including battery cathode material preparation technology to its catalog of applications that are subject to export bans or restrictions.
www.mining.com
January 16, 2025 at 9:10 PM
As geopolitical tensions persist, US and EU companies continue the search for raw materials sourced from mines and technology partners located in friendly jurisdictions. This includes partners supplying key consumables like sorbents and ion exchange media. www.mining.com/web/china-pl...
Exciting case study on electrochemistry for low-carbon chemicals. Lilac's mega projects will rely on a similar technology: chlor-alkali. // Plug Power Seals Monumental Deal with Allied Green Ammonia for a Mega 3 GW Electrolyzer System www.ir.plugpower.com/press-releas...
Plug Seals Monumental Deal with Allied Green Ammonia for a Mega 3 GW Electrolyzer System
SLINGERLANDS, N.Y., Jan. 15, 2025 (GLOBE NEWSWIRE) - Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions for the green hydrogen economy, today announced a landmark purc...
www.ir.plugpower.com
January 16, 2025 at 4:47 PM
Exciting case study on electrochemistry for low-carbon chemicals. Lilac's mega projects will rely on a similar technology: chlor-alkali. // Plug Power Seals Monumental Deal with Allied Green Ammonia for a Mega 3 GW Electrolyzer System www.ir.plugpower.com/press-releas...
Reposted by David Snydacker
We are on track to reaching 3 billion gallons of SAF by 2030. More in the SAF #liftoff report
liftoff.energy.gov/sustainable-...
liftoff.energy.gov/sustainable-...
Sustainable Aviation Fuel - Pathways to Commercial Liftoff
Learn more about the U.S. Department of Energy’s Pathways to Commercial Liftoff Report on Advanced Nuclear Technology
liftoff.energy.gov
January 11, 2025 at 12:34 AM
We are on track to reaching 3 billion gallons of SAF by 2030. More in the SAF #liftoff report
liftoff.energy.gov/sustainable-...
liftoff.energy.gov/sustainable-...
Congrats Jigar and LPO team! Hope these companies continue to advance their investments and line up supply chains. Korean and Japanese partners can help here as well.
With these eight new facilities the US battery mfg capacity will be at ~400GWh, enough to provide batteries to meet the 50% EV and plug-in hybrid EV goal by 2030. Also provided grants to the next generation technologies to leapfrog our foreign competitors.
December 18, 2024 at 4:50 AM
Congrats Jigar and LPO team! Hope these companies continue to advance their investments and line up supply chains. Korean and Japanese partners can help here as well.
Reposted by David Snydacker
This is huge: China's refined oil consumption peaked in 2023, says the research arm of the China National Petroleum Corporation (CNPC). Will decline 1.3% in 2024, despite ~4.8% GDP growth projected this year. Why? EVs! (Mostly) www.reuters.com/world/china/... 🔌💡 🔌🚗
China’s oil consumption peaked in 2023, CNPC says
China's refined oil consumption peaked in 2023 at 399 million metric tons (7.98 million barrels per day) and is expected to fall 1.3% to 394 million tons in 2024, CNPC Economics & Technology Research Institute said on Friday.
www.reuters.com
December 15, 2024 at 4:01 PM
This is huge: China's refined oil consumption peaked in 2023, says the research arm of the China National Petroleum Corporation (CNPC). Will decline 1.3% in 2024, despite ~4.8% GDP growth projected this year. Why? EVs! (Mostly) www.reuters.com/world/china/... 🔌💡 🔌🚗
In 2022, a spike in lithium & nickel prices halted 20 yrs of steady cost reductions in batteries. Now, investments in metal/material production have put the world back on a path toward ever cheaper batteries and EV demand growth. But, this has been dominated by China, and the US is playing catch-up.
The results from BloombergNEF's 2024 lithium-ion battery price survey are out. Lithium-ion battery pack prices dropped 20% from 2023 to a record low of $115 per kilowatt-hour. This is the largest decline observed in our survey since 2017. 🧵⬇️
December 10, 2024 at 4:29 PM
In 2022, a spike in lithium & nickel prices halted 20 yrs of steady cost reductions in batteries. Now, investments in metal/material production have put the world back on a path toward ever cheaper batteries and EV demand growth. But, this has been dominated by China, and the US is playing catch-up.
Quantum computing is truly mind boggling. Exciting to see California at the forefront of another technology revolution. Unclear when this could be commercialized but hopefully the US can retain leadership and manufacturing domestically.
Google reveals quantum computing chip with ‘breakthrough’ achievements - https://www.theverge.com/2024/12/9/24317382/google-willow-quantum-computing-chip-breakthrough
Google reveals quantum computing chip with ‘breakthrough’ achievements
Google’s quantum computing initiative is getting more advanced.
www.theverge.com
December 10, 2024 at 12:55 AM
Quantum computing is truly mind boggling. Exciting to see California at the forefront of another technology revolution. Unclear when this could be commercialized but hopefully the US can retain leadership and manufacturing domestically.
Population is the story of the decade. This will have massive implications for economy, culture, geopolitics, and climate. Creating various investment theses on automation, elder care, real estate, etc. www.ft.com/content/3862...
Peak population may be coming sooner than we think
Birth rates keep coming in below the forecasts — the models may need an overhaul
www.ft.com
December 9, 2024 at 4:28 PM
Population is the story of the decade. This will have massive implications for economy, culture, geopolitics, and climate. Creating various investment theses on automation, elder care, real estate, etc. www.ft.com/content/3862...
China dominates global manufacturing of solar panels, batteries, and electric vehicles. A big factor here is long-term investments in mining and materials processing. Will China replicate this approach for other high tech hardware? www.reuters.com/markets/comm...
China bans exports of gallium, germanium, antimony to US
The ban on exports of 'dual-use items' related to these and superhard materials takes effect from Tuesday.
www.reuters.com
December 3, 2024 at 6:46 PM
China dominates global manufacturing of solar panels, batteries, and electric vehicles. A big factor here is long-term investments in mining and materials processing. Will China replicate this approach for other high tech hardware? www.reuters.com/markets/comm...
Reposted by David Snydacker
Excellent reporting on China's affordable EVs that are as robust as US made cars. No amount of $7500 rebates or ridiculous tariffs will match the hubris of Detroit automakers whose only solution to competition is protectionism. If they can't compete in a global market, they should get out.
Small, well-built Chinese EV called the Seagull poses a big threat to the US auto industry
The car, Seagull, launched last year by Chinese automaker BYD, sells for around $12,000 in China.
apnews.com
November 30, 2024 at 12:37 AM
Excellent reporting on China's affordable EVs that are as robust as US made cars. No amount of $7500 rebates or ridiculous tariffs will match the hubris of Detroit automakers whose only solution to competition is protectionism. If they can't compete in a global market, they should get out.
ICYMI, Lilac launched our fourth generation lithium extraction technology this year, unlocking new low grade lithium resources in the US and EU during a time of shifting supply chains. Read more… lilacsolutions.com/2024/06/lila...
Lilac Unveils Latest Generation Lithium Extraction Technology
Lilac Solutions announces the launch of its latest generation ion exchange (IX) technology for lithium extraction and a new technical white paper.
lilacsolutions.com
November 28, 2024 at 9:32 PM
ICYMI, Lilac launched our fourth generation lithium extraction technology this year, unlocking new low grade lithium resources in the US and EU during a time of shifting supply chains. Read more… lilacsolutions.com/2024/06/lila...
Reposted by David Snydacker
I wrote something with @azeem.bsky.social for Exponential View on forecasts, projections, descriptions of the expected near-term and theories of change. I enjoyed turning a riff int writing; hopefully you enjoy reading. www.exponentialview.co/p/the-foreca...
📈 Why everyone missed solar’s exponential growth
The forecasters’ gap
www.exponentialview.co
November 24, 2024 at 12:44 AM
I wrote something with @azeem.bsky.social for Exponential View on forecasts, projections, descriptions of the expected near-term and theories of change. I enjoyed turning a riff int writing; hopefully you enjoy reading. www.exponentialview.co/p/the-foreca...
Reposted by David Snydacker
*taps mic*
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
November 19, 2024 at 8:38 AM
*taps mic*
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...