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![FreemyerGreg Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1396742700523786240.png) 🔋Greg🔋💎🤲 [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1033 followers
Created: 2025-07-24 16:18:14 UTC

I'm not sure all grasp the slide.

Look at the sub+title:

XX% Cost out as of Q1

XX% Cost out at "volume"

++++
If we assume launch COGS was $1000/KWh, the. Q1 was still $360/KWh COGS.

But, if we are now "at volume" (like I propose), then we are down to $230/KWh COGS.

++++
Thus my theory that very early in Q2 "CM+ with the 45X credit" was achieved and now X months later we are near achieving "CM+ without the 45X credit" and may have already done so.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948417451319795774/c:line.svg)

**Related Topics**
[$230kwh](/topic/$230kwh)
[$360kwh](/topic/$360kwh)
[$1000kwh](/topic/$1000kwh)
[greg](/topic/greg)

[Post Link](https://x.com/FreemyerGreg/status/1948417451319795774)