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Kurt Kelty

Kurt Kelty

Oct 22, 2026

11:34
out is really much too low.
11:36
Yeah, exactly.
11:37
We've learned.
11:38
But at 55 C and cycling at a half C rate over and over again, we actually proved out what Landon said would happen, which is unusual.
11:51
I mean, I've been in the battery business forever.
11:53
And when a startup says they can do something, there's usually a lot of fluff in that.
11:57
But what ended up happening is we put them on test.

24 MINS LATER

35:44
telling Kurt, please don't go to Panasonic
8:58
What was the news from that event, if you can give us an overview?
9:02
Yeah, it was a big event for us.
9:04
What we announced there was our further, our deepening entry into the ESS market, the energy storage system market.
9:13
Until now, we've been addressing this market in other ways.
9:18
Specifically, we've been using second use battery packs and working with Redwood.
9:24
Redwood then puts them into a system where they're all connected together.
9:30
And we put in, it was about 50 megawatt hours about a year ago in Sparks, Nevada, They're backing up a Crusoe database, data center.

12 MINS LATER

21:12
Do you think we're ever going to get there here in the United States? Or are we so far behind at this point?

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