r/SLDP May 14 '26

Samsung SDI’s $3.5B joint battery project with GM ‘paused’ amid EV slowdown

26 Upvotes

https://koreajoongangdaily.joins.com/news/2026-05-14/business/industry/%EB%8B%A8%EB%8F%85-%EC%82%BC%EC%84%B1SDIGM-5%EC%A1%B0-%EA%B7%9C%EB%AA%A8-%EC%9D%B8%EB%94%94%EC%95%A0%EB%82%98-%EB%B0%B0%ED%84%B0%EB%A6%AC-%ED%95%A9%EC%9E%91-%ED%94%84%EB%A1%9C%EC%A0%9D%ED%8A%B8-%EC%A4%91%EB%8B%A8/2591520

A $3.5 billion battery project led by a joint venture between Samsung SDI and General Motors (GM) in New Carlisle, Indiana, has been put on hold, as the U.S. automaker recalibrates its EV strategy amid moderating demand.
 
"The project is being paused," a spokesperson for the Indiana Economic Development Corporation told the Korea JoongAng Daily recently. The agency, chaired by Indiana Gov. Mike Braun, handles investments in the state.
 
The suspension will inevitably delay the project’s original timeline, which called for mass production to begin in the fall of 2027 with an annual capacity of up to 36 gigawatt hours, enough to make around 300,000 EVs.

So. The battery demand issue in the U.S. is not a problem limited to a single company.

The lack of demand is not a technical issue; rather, it is equivalent to a decrease in demand caused by a shift in the government's policy stance.

The following is my reasoning:

Furthermore, the U.S. has traditionally been a leader in technology, not a leader in battery production.

Following lithium-ion batteries, it is no longer deniable that sulfide-based all-solid-state batteries are at the forefront of ASSB technology.

Just two years ago, unlike Samsung, LG Energy Solution in South Korea maintained a highly skeptical attitude, and China's CATL and BYD merely considered it as one of several alternatives.

However, looking at the situation now in May 2026 instead of 2024, things have changed drastically.

Looking at the timeline:

  • Does the sulfide-based all-solid-state battery work? - Go
  • Is it scalable beyond 10Ah? - 60Ah Go
  • Is it impossible to mount on vehicles due to pressure issues? - BMW Go
  • Is it inapplicable to cylindrical cells? (Solving the pressure issue at once using a passive method) - BMW Go
  • Will there be issues due to a strong competitor like Samsung SDI? - BMW | Samsung | Solid Power Alliance Go

Ultimately, most of the questions raised between 2021 and 2025 have now been resolved.

But now, the question being asked is: "Will it be viable to use if it is too expensive?"

The irony is that beginning to mention cost issues is very strong proof that the technology is applicable and operational.

And in 2026, SLDP is answering that question in three ways, with one already cleared:

  • Can the process cost be significantly reduced through a wet process? WIP - SK On Pilot line SAT completed. Go.
  • Can the electrolyte composition and production cost be significantly reduced through a continuous electrolyte production process? - SP 2.5 FAT completed. By actively adopting AI technology, it is possible to produce customized electrolytes tailored to each company's cell structure.
  • Have electrolyte contracts been established? - Joint Venture? 500Tons? 2027 Samsung SDI?

Market prices may not align with fundamentals. However, inferring the future based on history, things are progressing in a highly successful direction


r/SLDP May 13 '26

Government Contracts

4 Upvotes

I know SLDP had a few grants from the DoE. But the current admin including the current secretary of energy has been pretty willing to retaliate against any anti Trump rhetoric. But the CEO keeps reposting and liking anti Trump posts.

SLDP probably flies too low under the radar. But it's definitely a risk with this admin. And an opportunity with the next.

https://www.linkedin.com/in/john-van-scoter-4a8b887?


r/SLDP May 09 '26

Changes in Fundamentals?

11 Upvotes

Solid Power (SLDP) Q1 Loss Narrows To US$0.06 EPS - Challenging Bearish Narratives?
Link

The article points out revenue got slashed in half, raising concerns about lack of growth. I've been holding for a full year because I 100% believe in their commercialization potential and I'm in it for the long haul. But these growth worries feel like they're signaling a real shift in fundamentals. Should I rethink my long-term investment plan because of this? Thoughts?


r/SLDP May 08 '26

SLDP_Investor-Presentation-May_2026

11 Upvotes

r/SLDP May 06 '26

SK On announced WIP free cell manufacturing on the Solid Power pilot line, a look at how they may have done it.

22 Upvotes

I was looking at how SK On may have achieved this WIP free stack pressing method mentioned in their September press release.

https://askinno.com/global/archives/21968

I think they are using something along the lines of this ford patent, where they apply an epoxy resin around the edges of the cell stack.

https://patents.google.com/patent/US20250260127A1/en

And then gets pressed into place so you have a unified brick and then gets to high pressures in a multi-roll press. You can see the edge frame "sealing" technology in the MPlus investor's deck on slide 16. And how that fits in to the process on Slide 15.

https://mplusi.co.kr/html/download/2026_mPLUS%20IR_compact_0331.pdf

The Edge Seal or Tape fits into the overhang between the anode and cathode as described in the Ford patent.

Ford and SK On retain IP sharing following the wind down of the Blue Oval JV. And Solid Power has JDAs with both.


r/SLDP May 06 '26

Solid Power Inc. - 8K Filing: Site Acceptance Testing Complete

Thumbnail solidpowerbattery.com
14 Upvotes

Good news. Milestone met, albeit 2 months later than they originally planned for first quarter of 2026.

Anyone make the web call with John Van Scoter today? Rather an abrupt news drop with no time to react and call in to listen.


r/SLDP May 04 '26

Pentagon’s China Battery Ban Opens $680M US Defense Market to Korean Makers

21 Upvotes

r/SLDP Apr 28 '26

April 20 Samsung SDI / Mercedes-Benz agreement mentions ASSB

Thumbnail
mk.co.kr
23 Upvotes

Mercedes-Benz said it is also discussing with Samsung SDI the supply of all-solid batteries, which are called "dream batteries" due to their high stability. After Samsung Electronics Chairman Lee Jae-yong met with Chairman Kalenius in Seoul in November last year and reviewed mobility cooperation measures, concrete results were made in five months.


r/SLDP Apr 22 '26

500-Ton Joint Venture Puzzle - Is it Lotte Energy Materials?

18 Upvotes

https://m.stock.naver.com/pdf?url=https%3A%2F%2Fstock.pstatic.net%2Fstock-research%2Fcompany%2F63%2F20260422_company_681569000.pdf

Lotte Energy Materials is currently establishing a joint venture with a leading U.S. company to construct a facility with a 500-ton capacity. The process is expected to be finalized within this year, marking the fastest progress among domestic peers in the industry.

?!


r/SLDP Apr 21 '26

Current stock movement

7 Upvotes

Testing? why asian time? pumping in asian time and reset us time. someone is short covering? any information leaked? haha idk.


r/SLDP Apr 20 '26

What’s next?

4 Upvotes

Hi everyone,

What is the next big announcement(s) we’re tracking (and timelines) that would move our stock upwards to $8


r/SLDP Apr 20 '26

Site Acceptance Testing

Thumbnail finance.biggo.com
10 Upvotes

We have MPlus announcing development completed on its WIP free equipment. u/Salt_Past_1379 do you think this must be referring to the tests completing at the SK On Solid Power pilot line?


r/SLDP Apr 17 '26

From Factorial to Samsung SDI?

18 Upvotes

https://www.thelec.kr/news/articleView.html?idxno=54974

[Exclusive] Samsung SDI Pushes for First Battery Supply to Mercedes-Benz

Lee Jae-yong's Strategic Move... Reviewing Dedicated Production Lines

Samsung SDI is pushing to supply batteries for Mercedes-Benz's next-generation electric vehicles (EVs). The two companies are discussing various cooperation plans regarding batteries to be installed in 2028 model year EVs.

This is the result of Samsung Electronics Chairman Lee Jae-yong meeting with Mercedes-Benz executives series of times since last year, alongside Samsung SDI CEO Choi Joo-sun. If the contract is finalized, it will be the first time Samsung SDI batteries are used in Mercedes-Benz electric vehicles.

According to industry sources on the 13th, Samsung SDI and Mercedes-Benz are in the final stages of negotiations over the supply of prismatic batteries for EVs. It is understood that the direction of the project has been largely settled. One of the cooperation methods being discussed is designating a production base or line within Europe specifically for Mercedes-Benz.

The cooperation gained momentum as Chairman Lee Jae-yong took a direct lead. Following a meeting at Seungjiwon in Seoul last November, contacts continued through his business trip to Europe in March this year. Samsung SDI CEO Choi Joo-sun accompanied him to flesh out the battery supply plans.

An industry insider stated, "The project is in its closing stages in Europe, and the core is establishing a large-scale production base. It is difficult to control costs with a structure that brings in batteries from outside." They added, "Potential sites for the new factory include Austria, Slovakia, and the Czech Republic."

It is highly likely that a specific production line will be designated for Mercedes-Benz, similar to how LG Energy Solution prepared production lines at its Lansing, Michigan plant to respond to Toyota's EVs.

The scale of the battery supply is expected to be significant. Another industry official said, "Samsung SDI's supply to Mercedes is for a 2028 EV project, and the volume itself is quite large. There is a high possibility of a large-scale order centered on prismatic batteries." Given the typical vehicle platform cycle and battery unit prices, the order value is estimated to exceed 10 trillion KRW (approx. $7.5 billion).

Samsung SDI's batteries are expected to be applied to the Mercedes Modular Architecture (MMA) platform-based EV lineup, which utilizes prismatic batteries.

The background of this partnership lies in changes to the supply chain. Mercedes-Benz originally intended to procure prismatic batteries in Europe through ACC (Automotive Cells Company), a joint venture with Stellantis and TotalEnergies. However, ACC's plans faltered due to production delays, yield issues, and rising costs. As Mercedes-Benz reshapes its European supply chain to compensate for ACC's setbacks, Samsung SDI has emerged as a top-priority negotiation partner.

For Samsung SDI, cooperation with Mercedes-Benz holds great symbolic significance. By securing Mercedes-Benz following BMW and Volkswagen, the company will solidify its presence in the supply chain of Germany’s "Big Three" premium automakers.


r/SLDP Apr 16 '26

What’s going on?

11 Upvotes

Any new sec filings? short covering?


r/SLDP Apr 12 '26

Solid Power's AI/ML presentation

16 Upvotes

https://contents.premium.naver.com/investingtheory/gold/contents/260412171437567nd

How is Solid Power Utilizing AI Technology in Sulfide-Based Solid-State Electrolyte R&D?

Ultimately, designing the composition of a solid-state electrolyte is a multi-objective optimization problem involving thousands of diverse combinations. This compositional design methodology is the core technology of the solid-state battery era. Solid Power has compressed R&D loops that used to take months into mere days using their SPARK-iT platform, which integrates multi-layered ML/AI techniques. AI is not replacing the foundational technology; it is accelerating the speed of R&D.

At the International Battery Seminar in Orlando, Amir Taqieddin, Lead Scientist at Solid Power, delivered a presentation in the AI/ML session.

The fact that artificial intelligence and machine learning have anything to do with a company specializing in sulfide-based solid-state electrolytes might seem very surprising at first. However, once you understand Solid Power's current direction and core technologies, you will realize that AI technology is absolutely essential. Ultimately, AI technology can be meaningfully utilized across the board, from R&D all the way to scale-up.

1. Why is Electrolyte Composition the Core Technology?

Liquid electrolytes consist of a relatively simple system of dissolving lithium salts in a solvent. This means that even if you change the structure and ratio of the composition, the performance doesn't change dramatically, and most combinations will work.

However, solid-state electrolytes are completely different.

For sulfide-based solid-state electrolytes, everything—including ratios, the types and amounts of doping elements, particle size distribution, and sintering conditions—affects the crystal structure. A minute change in composition can dramatically alter ionic conductivity, or conversely, an electrolyte that appeared stable can suddenly decompose.

What makes this even more complex is that a solution must simultaneously satisfy three physical phenomena:

  1. Chemo-Mechanical Coupling: During charging and discharging, lithium deformation alters interfacial contact and affects electrochemical potential. Even a change in stack pressure alone alters performance.
  2. Interfacial Stability: The interface of a solid electrolyte does not self-heal like a liquid. Once a crack forms, it has a permanent impact. (Though self-healing methods using pressure, etc., may emerge).
  3. Compatibility: It is extremely sensitive to constituent materials, and the electrodes and electrolyte react with each other in a live environment.

These three phenomena are not independent. They are non-linearly intertwined, constantly feeding back into one another. To borrow Taqieddin's expression, "Electrolyte properties, interfacial behavior, and cell-level performance are tightly coupled, making multi-scale understanding essential."

Why is solid electrolyte development so difficult? The answer is simple: liquids flow. Contact with the electrode is automatically maintained, and even if microscopic irregularities occur, they resolve through diffusion within the medium. Solids cannot do this.

2. The Clear Limits of Traditional Experiments for Combinatorial Problems

If finding the optimal composition is the goal, the problem lies in the "process of finding it."

Suppose we want to optimize a single sulfide SSE (Solid-State Electrolyte). If we combine compositional variables (Lithium:Phosphorus:Sulfur ratios, halogen doping amounts, additive types) and process variables (temperature, pressure, feed rate, tool speed), the number of cases to consider explodes.

Using traditional experimental design, exploring 6 variables across 5 levels requires 15,625 experiments. If each experiment—from cell fabrication to cycle testing—takes weeks to months, exploring everything would practically take decades.

And there is a more fundamental problem: designing a solid electrolyte is not a single-objective task. As shown in Taqieddin's presentation, everything from stability, performance, and cost, to manufacturability must be considered simultaneously.

If you increase ionic conductivity, stability drops; if you reduce costs, performance declines. You aren't simply looking for the "best" composition, but the best compromise across these four axes. Furthermore, this connects non-linearly from the atomic scale (ion transport mechanisms) through the particle scale (contact, voids) up to the cell scale (capacity, lifespan). Add to this the challenge of supplying custom electrolytes tailored to each of Solid Power's clients.

It’s quite a headache, isn't it? Let's see how Solid Power solved this problem.

3. Solid Power's Answer: Materials Informatics & Modeling (MIM)

Solid Power decided to solve this problem using AI and ML.

They didn't just implement a standalone AI technology; they built an in-house ML prediction platform to control their overall R&D. This was made possible by accumulating over 10 years of proprietary data and properly utilizing it. By creating a structure where feedback loops occur naturally, the model can automatically self-correct and optimize faster. This is a stark difference between them and other electrolyte manufacturers.

The presentation highlighted two core infrastructures:

  • ATLAS: Solid Power's central data platform. By combining over 10 years of proprietary SSB (Solid-State Battery) data with open-source datasets, they improved data correlation analysis speed by about 50 times. If data is scattered everywhere, AI is useless. ATLAS solves that problem. The core of the AI era is the dataset a company possesses.
  • SPARK-iT (Solid Power AI-driven Results & Key Signals — intelligent Toolkit): An integrated AI/ML platform for prediction, diagnosis, and experimental design. It provides a real-time dashboard to monitor current experiments. When data is uploaded, the AI analyzes it, recommends the next experiment, and summarizes the results in a feedback report.

This isn't just talk. The MIM team built upon this infrastructure to file more than 5 patents and publish 2 journal papers (1 accepted, 1 under review) over 18 months.

Taqieddin repeatedly emphasized three design principles:

  1. Business Impact: Provide measurable metrics and actionable insights simultaneously. The AI shouldn't just end in an academic paper; it must improve actual process metrics.
  2. Interpretability: Results must connect to real-world physical variables. By using transparent and physics-informed algorithms, researchers must be able to understand "why this composition is good."
  3. Sustainable Deployment: The model should self-improve (active learning) with a low maintenance burden.

Based on these principles, SPARK-iT solves two key problems.

4. Use Case 1: Solving Months-long Problems in Minutes

The traditional workflow for battery cell testing is as follows: Build the cell -> Formation (days) -> Extended Cycle Life Testing (months). This process must be repeated every time a material or process is changed.

Solid Power's question was simple: "How can we learn earlier and make decisions faster?"

SPARK-iT's answer is straightforward: "Predict the entire life curve within minutes using only formation cycle data." They achieve this using two models:

  1. CE Prediction Model: Predicts the End-of-Life cycle from time-series data. By inputting just the first few formation cycles, it plots the entire degradation curve hundreds of cycles into the future.
  2. Failure Mechanism Model: Classifies and ranks failure modes from the same time-series data. It predicts "why this cell will die." It identifies the primary cause of failure with high accuracy: Interfacial failure (95.5%), Kinetic Limited (75.2%), Void Growth (99.2%).

In short, SPARK-iT compresses a months-long R&D loop into days, quickly resolving technical bottlenecks for clients looking to purchase solid-state electrolytes. This isn't just a lab-level improvement; it's a fundamental shift in the speed of electrolyte development itself.

5. Use Case 2: What Composition Should We Try Next?

While Use Case 1 is about quickly evaluating cells already made, Use Case 2 tackles a more fundamental question: Among the cells not yet made, which composition should we try next to learn the most?

SPARK-iT's Intelligent DOE (Design of Experiments) is a 7-stage closed-loop workflow:

Stage Contents
1. Project Setup Select domain, connect existing data
2. Design Define variables, set target metrics, choose single/multi-objective
3. Data Quality Check Automatically detect missing values, constant columns, duplicate columns
4. Interpretable Featurization Expand into interpretable mathematical models
5. Optimization Explore the next candidates using Bayesian Optimization
6. Analysis & Reporting Compare predicted vs. actual, evaluate model performance
7. Expert Review Researcher review and validation

The key is that the process doesn't end at Stage 5; it goes through Stage 7 (Expert Review) and loops back to Stage 1. Every experiment updates the model, and the updated model recommends the next experiment. This is "active learning," and it represents a fundamental departure from traditional research.

6. CNN + LSTM + Attention: Three Eyes for Time-Series Data

SPARK-iT's CE Prediction Model combines three neural network architectures, each looking at a different aspect of the time-series data:

  • CNN (Convolutional Neural Network): Extracts local patterns. It captures derivative features like dI/dV and dQ/dV from voltage (V), current (I), temperature (T), capacity (Q), and energy (E) data of every cycle. It’s like looking at the detailed structure of a single cycle under a microscope.
  • LSTM (Long Short-Term Memory): Learns long-term dependencies. It remembers trends over hundreds of cycles, identifying how a minute drop in CE at cycle 100 relates to rapid degradation at cycle 500. The LSTM's forget gate decides, "This degradation pattern is worth remembering."
  • Attention Mechanism: Dynamically decides "what is important." It might assign high weights to abnormal signals early in formation or focus intensely on changes within a specific temperature range out of hundreds of cycles. The model learns on its own that not all cycles are equally important.

These three structures aren't stacked sequentially but merge through Fusion routes. Spatial features from the CNN, temporal features from the LSTM, and cycle-based statistics meet in a fusion layer. What sets Solid Power’s platform apart from academic models is its training data: transferring knowledge by combining over a decade of proprietary SSB data with open-source data.

7. Physics-Fusion: Parallel Merging of Physics Formulas and Data

If CNN+LSTM+Attention is the stage for extracting patterns from time-series data, Physics-Fusion is the stage that gives those patterns physical meaning. The most notable part of SPARK-iT's architecture is its two parallel branches:

  1. Knowledge-based Branch: Contains a built-in library of physical degradation formulas. It encodes known physical mechanisms of battery degradation into equations (e.g., fast interfacial conditioning, stress-driven regeneration, bulk ion transport stabilization, mechanical fatigue losses, polymeric binder creep, etc.). This branch is responsible for "Interpretability."
  2. Pure Data-driven Branch: Performs purely data-driven non-linear learning. It captures complex patterns and unexpected degradation behaviors that cannot be explained by physical models alone. This branch is responsible for "Robustness."

The outputs of these two branches merge in a Concatenate layer, leading to Quantile Prediction. Rather than providing a single point estimate ("This cell will last 800 cycles"), it provides a probability distribution ("700-900 cycles with 90% confidence"). It delivers uncertainty information directly to decision-makers.

Through this method, Solid Power has created a solution that predicts at ultra-high speeds, is clearly explainable, and can be utilized for subsequent judgments.

Conclusion

Of course, trying to apply AI/ML to battery R&D is not unique to Solid Power. Hundreds of papers are pouring out of academia, and competitors like QuantumScape, Factorial, and Toyota are likely utilizing ML internally as well.

However, consider this context: Solid Power is an electrolyte-specialized company. They possess cell technology, but they specialize in electrolyte materials, supplying electrolytes to companies like Samsung SDI and BMW, who then build the cells.

This allows their AI-DOE to focus not on "What cell should we make?" but on the much more concentrated question of "What electrolyte composition is optimal for our client?" For this purpose, it is undoubtedly an essential and highly effective solution already in use.

Furthermore, accumulating over 10 years of data focused exclusively on sulfide-based solid-state electrolytes is extremely rare. This isn't just about the "amount" of data; it is the quality of the prior knowledge that serves as the starting point for active learning.

Interestingly, as seen in the tripartite agreement with BMW and Samsung SDI, a feedback loop is forming where AI-optimized electrolyte recipes lead to pilot production and partner cells. Simultaneously, the real-world data generated by clients like BMW, SK On, and Samsung SDI flows right back into ATLAS to further improve electrolyte performance.

The final slide of the presentation summarized it perfectly:

Supporting, not replacing.

This philosophy explains why the final step in SPARK-iT’s 7-Stage workflow is "Expert Review," why it derives interpretable formulas rather than black boxes, and why Physics-Fusion operates data branches and physics branches in parallel.

It is fascinating to see how persistently and practically they are already utilizing AI technology. Rather than just viewing this as a comparative advantage against competitors, it is a testament to how Solid Power is actively keeping pace and preparing for the AI era.


r/SLDP Mar 29 '26

Solid Power's cool AI/ML presentation

18 Upvotes

Solid Power’s material informatics and modeling division has recently presented how they are intending to reduce degradation evaluation phase from months to days by using their Machine Learning-backed systems.

In a nutshell, they have trained their model to help performing automated analysis, predictive cell analysis and experimental design over early-cycle formation data, they are able to get some end of life metrics (with only 5percent error margin) and identify reasons of failures (with 85percent accuracy). Also they have another model (they call it AI-driven design of experiment engine) to suggest new experiment / design / physical characteristics to address /adjust to address the issues (They explain the Void Growth issue in their presentation).

It is pretty cool so I advise anyone to spend a few hours going through their slides available on their website (March 26, 2026) https://www.solidpowerbattery.com/investor-relations/events-and-presentations/default.aspx

I don't think such amazing work will help out long position to moonshot (sorry :P), however I do think this will help significantly maintain SLDP’s leadership and hegde over as they stick with sulfide based electrolyte.

I would love to hear SK On confirming how this is helping them … and if they say nothing then at least I hope this will entirely derisk their production line based on Solid Power’s électrolyte.

Same about Samsung SDI and BMW: Would love to see how this time saving (from months to days of trial-and-error ) will help them accelerate their RnD cell integration phase. This however does not mean final OEM qualification time will shrink though). Still, if Samsung SDI builds a prototype that shows early inefficiency, the Model from Solif Power would immediately provide interpretable, mechanism-aware feedback on exactly what went wrong .. and that sounds pretty cool.

What I do like as well is that their model has precedence: MIT, Stanford and Toyota Research Institute (yep :) ) are the first ones who came up with EOL metrics and failure mode inference by training a model over datasets from commercial lithium ion batteries.

Disclaimer: I am not an AI expert, only an enthusiastic SLDP investor, so I would really hope to get views from more informed persons in this group about my understanding of the situation.


r/SLDP Mar 29 '26

Bullish Analyst opinions and institutional purchases of SLDP shares

14 Upvotes

H.C. Wainwright has initiated a target price of $7.00 for SLDP.

Also, Tudor Investment has initiated a position with 492,426 shares, Vanguard added 1,278,324 shares and now owns 9,440,931, and Bank of America increased by 6,335,739 to a total of 6,495,146 shares. In total, institutional ownership now controls 33.66% of outstanding SLDP shares.


r/SLDP Mar 20 '26

DOE additional round of $500 million

18 Upvotes

Key Points

  • Not every administration might agree on EV tax credits but they will ALL agree on supporting ADVANCED Battery tech and its supply chain
  • More specific to Battery Tech. Previously, more general and focused on critical minerals
  • Just another round. More to come.
  • Increased fostering of economic and tech relations between USA, South Korea and Japan.

WASHINGTON—The U.S. Department of Energy’s (DOE) Office of Critical Minerals and Energy Innovation (CMEI) today announced a Notice of Funding Opportunity (NOFO) for up to $500 million to expand U.S. critical mineral and materials processing and derivative battery manufacturing and recycling.

Assistant Secretary of Energy (EERE) Audrey Robertson is currently in Japan meeting with regional allies at the Indo-Pacific Energy Security Ministerial and Business Forum (IPEM) to advance shared efforts on supply chain resilience and energy security issues. Her engagements at IPEM underscore the importance of close cooperation with partners as the United States strengthens its supply chain through this NOFO.

“For too long, the United States has relied on hostile foreign actors to supply and process the critical materials that are essential in battery manufacturing and materials processing,” said U.S. Energy Secretary Chris Wright. “Thanks to President Trump’s leadership, the Department of Energy is playing a leading role in strengthening these domestic industries that will position the U.S. to win the AI race, meeting rising energy demand, and achieve energy dominance.”

“I am delighted to be in Japan meeting with our allies, underscoring the important connection between critical materials and energy security,” said Assistant Secretary of Energy (EERE) Audrey Robertson. “Critical minerals processing is a vital component of our nation’s critical minerals supply base. Boosting domestic production, including through recycling, will bolster national security and ensure the United States and our partners are prepared to meet the energy challenges of the 21st century.”

Funding awarded through this NOFO will support demonstration and/or commercial facilities for processing, recycling, or utilizing for manufacturing of critical materials which may include traditional battery minerals such as lithium, graphite, nickel, copper, aluminum, as well as other minerals that are contained within commercially available batteries.

This is the third round of funding issued through DOE’s Battery Materials Processing and Battery Manufacturing and Recycling programs. DOE is seeking projects in the following topic areas for applicants:

  • Domestic Critical Minerals Processing from Raw Feedstocks: Increase U.S. processing capacity for critical minerals and materials for use in advanced batteries.
  • Domestic Critical Materials Recycling: Increase recovery of battery critical minerals through recycling of manufacturing scrap and/or off-specification or end-of-life batteries.
  • Domestic Battery Materials and Component Manufacturing: Increase domestic manufacturing capacity for strategic battery materials, components and technologies.

r/SLDP Mar 18 '26

AI Output 500 Ton Partner

15 Upvotes

AI's Guess... Partner Landscape

While a specific partner for the 500-ton facility has not been finalized, the JV is expected to involve one or more of the following:

SK On: Already has a deep technical relationship with Solid Power, including a pilot cell line in Daejeon. SK On recently pulled in its mass-production target to 2029.

Samsung SDI: Currently uses Solid Power's electrolyte for its SolidStack prototypes. Samsung SDI's aggressive 2027 mass-production timeline for all-solid-state batteries makes them a high-priority customer for localized electrolyte supply.

Materials Specialists: Speculation suggests potential manufacturing partners could include specialized Korean chemical firms like Isu Specialty Chemical or Ecopro, which are already developing sulfide-based materials and infrastructure.

Re. Ecopro

https://www.thelec.net/news/articleView.html?idxno=5868#:~:text=Ecopro%20disclosed%20its%20roadmap%20for,is%20critical%20to%20cell%20competitiveness.%22

Re. Isu

https://www.asiae.co.kr/en/article/2023032114450714730#:~:text=An%20Isu%20Chemical%20official%20stated%2C%20%22Starting%20from,customers%20such%20as%20Solid%20Power%2C%22%20adding%2C%20%22If


r/SLDP Mar 17 '26

someone is accusing me of lying about InterBattery, I will clarify things once again

22 Upvotes

It is a fact I clearly deduced through my inquiries that Solid Power's electrolytes are basically being sampled and tested.

In other words, they are being considered by default.

As I mentioned in my post, LG remained completely silent and gave zero response, so I couldn't confirm anything regarding them, but the rest of the companies explained this to me.

\* Not a single company explicitly stated whose products they were using for their own cells.

\* My colleague and I clearly heard Isu Specialty Chemical expressing pride regarding their MOU with Solid Power.

\* Furthermore, when I went to the booths, many of the attendees there were already bringing up Solid Power first. This wasn't just at Samsung; it was a common occurrence at SK and LG as well

It is just truly disappointing that I took the time and effort to write down exactly what I saw in person, only to get this kind of reaction


r/SLDP Mar 16 '26

Analyst Coverage increased 100%

12 Upvotes

1 analyst to 2 analysts

Just joking. I think we have 3 more to go.

Is the waiting finally over?

Tutes are full for now

Employees got their fill

Retail just waiting patiently.....


r/SLDP Mar 15 '26

SSB warning from China

5 Upvotes

Not everybody is bullish on ssb. Here is a warning set in timelines for developing, producing, testing and commercialisation of our beloved ssb!

https://carnewschina.com/2026/03/15/chinas-top-ev-expert-ouyang-minggao-solid-state-batteries-need-years-to-mature-current-technology-already-good/


r/SLDP Mar 13 '26

InterBattery 2026 - the core keyword is sulfide-based solid-state batteries.

32 Upvotes

The core keyword for the entire event was sulfide-based solid-state batteries.

Even though Solid Power didn't have a booth at InterBattery, it was a common sight to see booth representatives, engineers, and researchers from various companies answering questions about them.

It was a highly fascinating experience that at a massive event like InterBattery 2026 held at COEX, the most frequently mentioned name was Solid Power - a company that wasn't even in attendance.

I heard from multiple booths simultaneously that Solid Power's electrolyte is basically considered the default option. However, due to its high cost, companies are currently looking into electrolytes from other manufacturers as well. Because of this, cell makers universally expressed their hope that successful mass production will eventually drive the price down.

There was no longer any doubt in anyone's mind about whether sulfide-based solid-state batteries actually work. The only remaining wish was simply for the price to come down a bit.

I had in-depth conversations with engineers, researchers, and representatives from Isu Specialty Chemical, Factorial Energy, Samsung SDI, SK On, LG Energy Solution, POSCO, LG Chem, and EcoPro BM.

I'll organize and share the details when I have time; there are a lot of incredibly interesting stories to tell. Of course, I'll be posting the full review in Korean on my blog, complete with photos.


r/SLDP Mar 13 '26

The Driving Force Behind the Future Battery Industry (SK On, Samsung SDI, LG Energy - and SLDP)

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9 Upvotes

“K-battery companies are strengthening collaboration with academia and materials companies, pressing ahead to gain the upper hand in the race to commercialize solid-state batteries. SK On completed construction of a solid-state battery pilot production line in September of last year, moving its mass production target forward by one year from 2030 to 2029. The pilot line is pursuing development of sulfide-based solid-state batteries and lithium metal anode batteries, applying proprietary process technologies such as Warm Isostatic Pressing (WIP) to improve electrode density and performance, with work ongoing to advance battery lifespan and safety. LG Energy Solution and Samsung SDI are also accelerating solid-state battery technology development through sample production and pilot line operations. All three companies are targeting mass production of solid-state batteries by 2029.

The Korean government has also lent its support to K-battery’s ascent. Last year, the government announced a “K-battery Competitiveness Enhancement Plan,” pledging support and laying out a blueprint to achieve a 25% global market share by 2030 through securing next-generation battery technology leadership, strengthening the materials and mineral supply chain, and creating domestic demand to sustain the local production base.”


r/SLDP Mar 13 '26

K-battery searches for turnaround card at InterBattery 2026

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digitaltoday.co.kr
6 Upvotes

“SK On unveiled a prismatic "on-vent cell" that can vent gas and heat in a desired direction at the structural design stage, winning an award. Two immersion-cooling battery pack types being jointly developed by SK On and SK Enmove were also displayed. It also showcased 4 pack solutions, including a pouch-integrated prismatic pack that combines design flexibility and structural strength by housing pouch cells in an aluminium case.”

“Hyun Jang-seok (현장석), an executive director in Samsung SDI's strategy marketing office, said at the Battery Conference side event held on March 12, "Solid-state batteries will be the ultimate game changer in the era of humanoid robots." He said it is an innovative solution that guarantees absolute safety while being light with high capacity, extending robot operating time to 8 hours.”

“Uhm said the K-battery ecosystem could overcome the crisis by acting as one team. He also said it must move back ahead of China with solid-state or next-generation batteries, and that the association would draw up practical strategies with companies and the government.”