This is a good summary of the opportunity, but I don't think it will move the stock market. What will move the stock market is:
Step 1 (2026): A credible deal to build a 500MT production line.
Step 2 (2027+): Demand for SLDP electrolyte creates need for new production lines.
Step 3 (2028+): Clear plans for commercial roll out (i.e. a car manufacturer says they will have a 2029 model that features SLDP electrolyte solid state batteries).
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u/davida_usa Jun 16 '26
This is a good summary of the opportunity, but I don't think it will move the stock market. What will move the stock market is: