Matt Sloustcher

EVP Corporate Affairs & Chief Communications Officer @mpmaterials UCSB Gaucho | dad | policy wonk | opinions strictly my own

[Trung Phan @TrungTPhan]

LinkedIn, X, Instagram, Reddit

[Matt Sloustcher @SF_Matt]

@ChurchillWw 20 to 30% yield loss (or even more) in the finishing process is very possible. A lot hinges on the size and shape of the pieces you make. This is why recycling capability (or a place to sell that material) is so vital.

[Matt Sloustcher @SF_Matt]

@petereharrell We’re suing them, Peter!

[Matt Sloustcher @SF_Matt]

@biglithium 💯

It’s gross, and sadly, not shocking

[Matt Sloustcher @SF_Matt]

We're out here crushing $MP

[MP Materials @MPMaterials]

$MP Q1 2026 highlights:

• Record NdPr production: 917 MT (+63% YoY)
• Record NdPr sales: 1,006 MT (+117% YoY)
• Record Q1 REO production: 12,983 MT (+6% YoY)
• Generated $132.9M of consolidated revenue and PPA Income
• Generated $114.5M revenue + PPA income & $36.7M Adjusted EBITDA in Materials Segment
• Generated $21.1M revenue & $9.6M Adjusted EBITDA in Magnetics Segment
• Broke ground on 10X
• HREE circuit set for commissioning in Q2

Webcast link and full results in first reply 👇

[Matt Sloustcher @SF_Matt]

Critical minerals investment and supply chain innovation is something everyone can get behind

[MP Materials @MPMaterials]

$MP has been awarded an $18.5M CalCompetes Tax Credit to support the advanced recycling circuit we’re developing at Mountain Pass

Grateful to @CAGoBiz for backing innovation & manufacturing in the Golden State

https://t.co/2NF0MMVqT3

[Matt Sloustcher @SF_Matt]

@matt_fernley Yep

[Matt Sloustcher @SF_Matt]

@biglithium there are easier ways to make money, yes but
impact matters!
money will follow impact

[Matt Sloustcher @SF_Matt]

💯

[Lulu Cheng Meservey @lulumeservey]

Going direct doesn’t mean never talking to the press and instead doing long-form podcasts (although All-In is an amazing platform)

It means establishing direct comms to avoid dependence on others, including reporters

It means making your own content, speaking live, doing trusted podcasts - basically filterless mediums where you don’t have to rely on misaligned third parties to represent you fairly

But self-reliance doesn’t mean wholesale knee-jerk rejection of all media, just as sovereignty doesn’t mean rejection of all potential allies. It’s “and” not “or”

Elon is fine boycotting media because he owns the global town square. But if you run a startup that’s selling to banks, maybe you should care about financial press because your customers do

When I began advocating to go direct a few years ago, the world was different. Relying on media as the main way to communicate publicly was the default. Against that backdrop founders needed to rotate hard to direct channels

Now, going direct is already the default for corporate communications. Being judicious and opportunistic about the right media to work with (whether journalists, podcasters, bloggers, YouTubers) is a complement, not a replacement, to going direct

[Matt Sloustcher @SF_Matt]

🔥 🔥 🔥

[Emil Michael @emilmichael]

Truth bomb! Forgiving @benchmark and others would be like letting the Wuhan Institute of Virology slide back into a good reputation because the new Senior Manager of Pandemic Causation has made more friends than his predecessor.

[Matt Sloustcher @SF_Matt]

@biglithium so true

[Matt Sloustcher @SF_Matt]

Hey, it’s me 🙈

Recycling isn’t a panacea, but it is a huge part of the success equation

[60 Minutes @60Minutes]

One untapped resource to meet the rising need for rare earth elements: recycling what's already been used. https://t.co/gesPBS73mx

[Matt Sloustcher @SF_Matt]

Reindustrialization needs to go mainstream

Really proud of how this turned out

[MP Materials @MPMaterials]

The 🇺🇸 rare earths company seeking to topple China's dominance | 60 Minutes | $MP

https://t.co/BOq5182xTf

[Matt Sloustcher @SF_Matt]

@SullyCNBC @CNBC 🫡

[Matt Sloustcher @SF_Matt]

@Dagnum_PI Wut?

[Matt Sloustcher @SF_Matt]

Been working on something important and fun. Can't wait for you all to see it. Tune in Sunday.

[60 Minutes @60Minutes]

In the U.S. trade war with China, rare earths are a critical battleground. Jon Wertheim reports from the only active rare earth mine in the US that is challenging China's near-monopoly over the strategic metals that are key components in smartphones, robotics, fighter jets, and drones. Sunday. https://t.co/o3HSfJAt5B

[Matt Sloustcher @SF_Matt]

A lot of money to be made here

[The Wall Street Journal @WSJ]

Breaking: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them https://t.co/bBjxEelixr

[Matt Sloustcher @SF_Matt]

@andrewquillin @Divergent3D Also the founder!

[Matt Sloustcher @SF_Matt]

In 2009, when I joined a fledgling EV startup called CODA Automotive that ended up selling 140 cars and went BK, the CEO, Kevin Czinger (now @Divergent3D) told me prismatic LFP cells would change the world and formed a JV with Lishen, then the world's largest producer, in Tianjin. We also tried (and failed) to convince DOE to finance a JV LFP plant in Ohio. Post Solyndra and Fisker, the private and public capital markets went dark. It was too early, but boy was he right.

[Sawyer Merritt @SawyerMerritt]

BREAKING: The U.S. Government has officially announced that @Tesla and LG ​Energy have signed an agreement to ‌build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production.

"American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement.

Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3:

Megablock:
• 23% faster to install with up to 40% lower construction costs
• Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3
• Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly
• 91% MV round trip efficiency
• 20 MWh of usable AC energy
• Operates in temps of -40°C (-40°F) to 60°C (140°F)
• 248 MWh per acre
• 25-year life & >10,000 cycles
• With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month

Megapack 3:
• Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped.
• 5 MWh of usable AC energy
• Weight: 86,000 lbs
• 28 foot long enclosure that can be shipped globally
• Optimized for up to 8-hour applications
• New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points
• Larger battery module and larger battery cell
• 2.8 liter battery cell, co-engineered with Tesla's cell team
• LFP battery
• Operates in -40°C to 60°
• Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections
• 75% of the mass of Megapack 3 is battery cells.
• A single module in it weighs as much as a Cybertruck
• Tesla has enabled easier front access service, so there are no roof penetrations
• Drastically simplified bussing system