Become a Member

Roundup of “Forever” EV Battery Pitches: Who’s Teasing What?

"Forever Battery," "Quantum Glass Battery," "12 Million Mile Battery," ... What's being pitched by various newsletters these days?

By Travis Johnson, Stock Gumshoe, January 18, 2022

You’ve seen the teaser ads, I’m sure — the “Forever Battery” or the “Million Mile Battery” or the “Quantum Glass” battery, for a while some were even touted as the “Jesus Battery.” Investment newsletters know that investors are hungry for exciting ideas in the electric vehicle space, for ways to find those 1,000% returns as you make the world a better place, and they are happy to oblige by tantalizing you with stock ideas.

It’s a little overwhelming, and, just a reminder, it’s marketing. There is not going to be a “million mile battery” in your car in the next few years. Electric vehicles you might buy during this next phase of rollout in 2022 or 2023, whether it’s the next Tesla or the Ford F-150 Lightning or the Rivian or whatever other hot brand catches your fancy, are going to use pretty standard EV batteries that are in commercial production today, with evolutionary improvements stacked on top of of those first battery packs that Tesla used in its Roadster in 2008.

Progress is continuing, but the basic cylindrical Lithium Ion cell that Tesla packages together into massive battery packs with their management software and cooling systems, with each cylinder looking like a gigantic AA battery, is still the heart of the business. The Tesla you buy this year has essentially the same basic battery at its heart as your laptop computer would have had 15 years ago, though the batteries and the battery management technology have continued to get a little bit bitter every year, and Panasonic is pushing progress toward the larger 4680 cell as the next evolution of the older 1865 and 2170 cells that are the current standard (larger, with the shape of a C battery instead of AA). That larger cell is just starting test production this year, so even that won’t be in your car immediately, but it does promise to help with the next evolution — those larger cells should mean more efficiency, better range, and faster charging.

But production of EV batteries is still very much in the hands of the established market leaders — Tesla and Panasonic, CATL, LG Chem, SK Innovation and a lot of other companies who make and are constantly trying to improve standard Li Ion battery cells. The companies trying to develop, commercialize and mass-produce the next generation of batteries, with markedly different materials and chemistries and form factors, are not quite ready for prime time yet — but investors always look to the future, and there is a broad consensus in the industry that we’re going to be able to develop new solid state batteries that get rid of that liquid electrolyte in the standard lithium ion battery, which will theoretically help those batteries last longer, charge faster, and, importantly, not catch fire if the liquid leaks out (the electrolyte is super flammable — as is gasoline, of course, but battery fires are apparently more intense and dangerous).

Investors often get a little ahead of themselves in expecting life-changing advancements to happen overnight, and that just doesn’t happen in the battery industry (or the automotive industry). It takes years to prove safety and efficiency, develop manufacturing processes that are inexpensive enough for mass production, and build capacity… and though many of these battery technology companies have partnerships or deals with big automakers that could lead to major orders if they develop a commercial product, it also takes years to design, engineer and build a new car.

I’m sure there’s some flexibility in which battery packs a car can use as it goes through initial design, but in most cases the battery is an integral part of the structure of an electric vehicle, distributed throughout the undercarriage and accounting for a lot of the weight of the car — you probably can’t just pause production, scrap your pack made of 20 4680 Li-Ion cylindrical cells that the 2024 model you’re working on is designed for, and slot in a battery pack made of 100 solid state pouches instead, and turn the production line back on. Which means the cars getting finalized this year will not necessarily be waiting for the batteries that might be available in two or three years — they don’t want to scrap those designs and start over if the battery isn’t ready, so the temptation to stick with proven technologies is very strong. That’s true in all things automotive — not as true as it used to be, but still true, building a new factory line and sourcing all the parts and having confidence that the vehicle will be safe and run well and will be a good representative of your brand even after it’s been on the road for eight years, is a much bigger challenge than running a test of a new folding smartphone that has a battery or a screen that nobody has tried to use before. Innovation will come, but it takes a while. That process has definitely gotten faster over the years, it used to take an average of six or seven years to design and build a new car model, but even if you’re pretty optimistic you should assume that the new cars that will sell big in 2025 are at least already in progress — they’re likely to be the models whose basic designs are being settled on right now, and which have been in development for a couple years already.

Which means that although the transition to electric vehicles feels like a revolution in many ways, the actual transition of the cars being designed and built is probably going to continue to be more of an evolution. There will be small releases of cars that use different battery designs over the next 3-5 years, most likely, but the vast majority of electric cars sold over the next five years are probably going to use batteries that are not wildly different from what’s in a Tesla today.

So that’s some context.

But there are plenty of companies trying to develop the next electric vehicle battery… and plenty of pitchmen trying to attract your attention by recommending one or another of those companies, with lots of them using very similar arguments about the size of the market opportunity, the exciting partnerships these companies have with automakers (most automakers are working with and even investing in several different battery partners, you have to keep your options open), and the technological advantage or patent moat that their favorite company has.

I don’t know which, if any of them, is likely to be the winner — but we get so many questions about these that I thought I’d try to answer those questions all at once. So let’s run down the ads I’ve seen repeated over the past couple years, particularly the ads that are still being distributed today, and take a quick look at the companies they tease. A lot of these ads have been circulating for years, so many of them will sound familiar, though they get regularly repackaged with new headlines and hooks.

The $3 Quantum Battery

The $3 “Number One EV Stock of the Decade” and “Quantum Battery” stock, from Luke Lango and, before him, Matt McCall (Lango took over McCall’s letters when McCall bolted Investorplace to launch a new service with Stansberry, though both are divisions of Marketwise (MKTW)). This one has also carried headlines like “Quantum Glass Battery” and “Jesus Battery” and, yes, “Forever battery,” and we covered the first version of it in January of 2019, when the Thinkolator told us that the primary tease was pointing at a microcap UK R&D company called Ilika (IKA.L in London, ILIKF OTC in the US).

It’s an interesting company, the corollary that’s tempting is that it could be like buying into ARM holdings decades ago, when it was establishing a standard for chip design that would eventually grow to be used by most of the chipmakers in the world and generate tons of royalties. That’s the strategy Ilika has hoped to use in their development of solid state batteries, starting in small devices (like hearing aids) but also moving up, through their Goliath program, into electric vehicles. Someday. They haven’t generated any revenue to speak of yet, and their revenue has actually mostly declined over the past few years (it was never anything but trivial, and mostly from research grants), but it remains an interesting idea as they try to commercialize their solid state battery technology.

That attention from McCall and then Lango has lifted the profile of Ilika among investors over the years, so despite what remains pretty slow progress it’s now a $400 million company (it was a ~$30 million company when we first covered that McCall tease three years ago). They’ve also boosted the share count by 50% or so, as they’ve raised money to keep funding their work, so shareholders haven’t enjoyed all of that 600% increase in the market cap, but the share price has also had a nice run, now up 350% or so. I last covered that pitch a few months ago here, when Luke Lango took over the reigns and the story was updated a bit.

This is what Ilika’s website says now:

“Ilika are the leading industrial developers of solid state batteries in the UK. Our R&D road map over the next 3-4 years will yield 3 generations of demonstration cells with specifications guided by market needs in transportation (e-bikes, performance automotive, motorbikes and e-VTOL, electric Vertical Take Off and Landing) and consumer electronics (health and beauty, cordless domestic appliances, tools) through the following technical steps”

Most of their work is still really in the R&D phase, working on those “demonstration cells,” but they are also pushing forward with gradually testing the scale-up of their Goliath batteries at the UK Battery Innovation Center, which is essentially a larger test factory. That’s the EV story… the first commercialization story at Ilika will be microbatteries, for medical implants and industrial wireless sensors, and that first production line is apparently complete and will go “live” in the second quarter, though we don’t know what level of sales they might have from that initial production. They hosted a capital markets day to update analysts and investors in December, so you can view that video here if you’re interested in the latest:

The 12 Million Mile Battery

The most recent update I’ve written on the “12 million mile battery” teased by Paul Mampilly is here, that ad has essentially been a “bait and switch” as far as the primary teaser goes, because the big sell is for a company that is not currently investable — that’s Sila Nanotechnologies, which was started by an early Tesla employee, and the company is certainly cool and interesting, they are commercializing a silicon anode for batteries that they say will make them faster-charging and more durable. It’s not public, though, and there’s no indication that they will be public soon, so the ads — which in the latest iterations I’ve seen are still dated “August 2020” — are overwhelmingly a tease for a company that you can’t and I can’t invest in.

Mampilly seems to throw in some secondary ideas as well, without any real hints. I was speculating that Eaton (ETN) and Stem (STEM) might be among them, as plays on “grid storage,” or if you’re very focused on getting some exposure to Sila Nanotechnologies you can buy shares of their large corporate investors — just don’t expect much return, because even if Sila is fantastic, eventually, it’s not going to make a big dent in the income statements of their big strategic partners like Daimler or BMW… and the last funding round for Sila, at a valuation of $3.3 billion about six months ago, was led by venture capital companies and T. Rowe Price, I haven’t seen word that any real “strategic” investor participated in a big way.

That fundraising also reminds us that Sila doesn’t need to go public — every SPAC was no doubt calling them, promising them the moon, and it will be expensive to build out their production capacity, but they raised $590 million at a nice valuation without going public or losing control. They probably will go public someday, particularly if they want to build up to a much larger production footprint, or they get to the point that they have enough employees that those employees are clamoring for a way to monetize their stock options… but there’s no obvious rush or deadline as we close in on the two-year anniversary of the launch of this teaser pitch from Banyan HIll.

Are you getting our free Daily Update
"reveal" emails? If not,
just click here...


The Forever Battery

Lots of folks use the term, “The Forever Battery” in ads, but the one that I haven’t covered yet is a pitch from Charles Mizrahi over at Banyan Hill — the ad for his Alpha Investor is dated August 2021, though I didn’t write about it at that time. Here’s a little excerpt from the pitch:

“All told, we’re looking at an estimated $5 TRILLION in new wealth being created.

“Even if you get a tiny piece of that, it could move you closer to the financial future you’ve dreamed of … or at the very least, give you enough money to enjoy life more.

“When The New York Times said “it has the potential to mint the next Steve Jobs,” THIS is what they were referring to.

“Simply put, the Forever Battery is more than just a revolution … it’s an unstoppable force…

“And one company is at the heart of it all.

“Renowned scientist Paul Albertus says the company has hit a ‘home run in terms of their solid-state battery performance data.’

“A senior analyst at Investor Place, Luke Lango, calls it ‘a revolutionary company in its own right’ … and says that right now is ‘a golden buying opportunity’ for investors.

“Inside Charles’ report, you’ll learn the details of the world-changing Forever Battery…

“You’ll also learn the ticker symbol … and how much his research indicates the stock could go up.

“As the Forever Battery fuels a 1,500% surge in EV sales, the potential for massive gains skyrockets.”

Well, if it was a “golden buying opportunity” back in August, I guess it’s still golden… that tease points at solid state battery pioneer QuantumScape (QS). More on that in a moment, because QuantumScape has also been teased over the past year or so as the maker of …

The Electric Glass Battery

“Electric Glass” is the term used most by Jason Williams in pitches for The Wealth Advisory — those ads are still running, we’ve seen them come over the transom in just the past couple weeks, and the pitch remains the same as when I wrote about the ad back in May of 2021.

The good news? That was way after the peak in the share price for Quantumscape (QS), which was briefly an investor darling back in December of 2020, when they were first publicly traded after their SPAC merger closed, and which has been through a couple cycles of enthusiasm in its short life as a public company — so it’s not a $50 billion pipe dream and a $100 stock anymore, it’s a somewhat more rational $20 stock, and a company with an $8 billion market cap. That’s still a lot for a firm that remains “pre-revenue,” but it at least gets us a slightly more rational starting point.

QuantumScape (QS) is probably still the highest-profile battery technology company, and like some of the others mentioned here their technology is “solid state” — the goal is to use lithium metal sheets as the electrolyte instead of a liquid, though the technology is somewhat “under wraps” still. Bloomberg had a good story about them last Spring, so that’s a good starting point if you want to understand the technology and the potential, and the story has certainly kept moving forward since then, with deals with Fluence to explore the use of QuantumScape’s batteries in grid storage and with continued progress in the lab as they push their technology closer to commercial viability (the big news in November was that their 10-year battery cell had been tested through at least 800 cycles), and they added a second automotive partner back in September (unnamed, but the previous partner and large QS investor is Volkswagen), so there are now two automakers who have agreed to order sufficient quantities of their solid state batteries to test them in prototype vehicles. That should begin to happen over the next couple years, here’s how they put it in their Q3 shareholder letter:

“… we are focused on achieving our 10-layer cell goal [since completed, as they announced a month or so later] and delivering prototype samples in commercially relevant form factors to automotive OEMs from our engineering lines in 2022. Longer-term, we continue to target providing cells for R&D test cars from QS-0 in 2023 and entering commercial production in the 2024–2025 timeframe.”

Will they succeed? Dunno. QuantumScape does still have well over a billion dollars in cash, so they should have more than enough money to get through to that 2023 goal, assuming their investments in production will generate enough battery packs for those R&D test cars, but we don’t know how those cells in prototypes and “test cars” will perform or how the customers (the automakers) will respond, and high customer enthusiasm will probably be needed by 2023 or 2024 to get them to a much more aggressive investment in capacity for full production vehicles. Maybe the automakers will invest heavily in accelerating this technology, maybe problems arise and slow things down, or maybe they remain satisfied with other battery tech for the near future and push off heavier investment in solid state for a few more years, we’ll have to wait and see. As long as batteries remain a hot story, though, QuantumScape has all the ingredients to be a focal point for investors.

The secret, undergound Tesla connections.

Mampilly’s tease of Sila Nanotechnologies certainly is teased as having a Tesla connection, and Mampilly even introduces the video from the front seat of his Tesla Model X… but the more specific teaser pitch about a company that’s “about to be announced as a Tesla supplier” in the battery world has generally pointed at Novonix (NVX.AX, NVNXF) — that one was first heavily promoted by Ray Blanco going into one of Tesla’s “Battery Day” events in mid-2020, with his assurances that Elon Musk would call them out by name (they did not), then again a year ago with certainly that Tesla’s annual update would include a plan to use Novonix batteries (it didn’t), so those teases were not terribly profitable… but then Michael Robinson got his teeth into Novonix over the summer, highlighting something more important than the possible Tesla connections: Novonix was trying to get a Nasdaq listing, and that, combined with the buzz about the company, might send the stock soaring. He expected 1,000% gains by the end of the year, and that of course didn’t happen… but the stock has now tripled, so he wasn’t wrong about a surge coming.

The latest news is that the application for a listing in New York has been submitted, as of January 7 — they’ve applied to issue ADRs on the Nasdaq, with each ADR of NVX on the Nasdaq equaling four shares of NVX in Australia. I expect the trading volume will migrate away to the ADR and away from the NVNXF over the counter (OTC) ticker, though sometimes in these situations the OTC ticker also just gets automatically converted to ADRs. Either way, it’s been a long process but I don’t know of any reason why the SEC or the Nasdaq would block it at the last minute, so probably we’ll see Novonix trading with more liquidity in the near future. Sadly, that comes at a time when investors are being a little more skeptical about growth stocks, so we’ll see how things progress.

What do they do? Like Sila Nanotechnologies, they’re primarily focused on developing synthetic anode materials as a way to improve efficiency and “cycle life” (that means it can be recharged more times, with less degradation of performance)… though they also have a couple other businesses… their revenue comes mostly from their battery testing business, which is effectively a service business for battery companies (and counts lots of big names among their customers), and their future hope comes from their other R&D work, including into more advanced anode and cathode materials.

The connection between Tesla and Novonix is indirect — Tesla may be a customer of Novonix on the battery testing side, it’s no longer listed on their “customers” slide but has been in the past, the connection that excites investors runs through Dalhousie University in Canada. That’s where the battery lab helmed by Jeff Dahn is housed, and it’s a lab whose research is partly funded by Tesla, in a deal that was just renewed a year or so ago for another five-year term, and Jeff Dahn is also the Chief Science Advisor for Novonix. Novonix doesn’t own the lab or its output, or supply materials to Tesla, as far as we know, but there’s at least enough of a connection to get the occasional newsletter pundit excited. Tesla is not otherwise mentioned in the 20-F that Novonix filed with the SEC in preparation for its ADR listing, for whatever that’s worth.

The advantage that I can see for Sila Nanotechnologies and Novonix is that they’re primarily focused on that evolution of lithium ion batteries and other in-production battery chemistries… they say that their new materials are both a big leap forward and also essentially compatible with existing technologies and production methods, so a new synthetic graphite anode material or new electrolyte from Novonix, or Sila’s nano-silicon anode, could theoretically be incorporated into battery cells from Panasonic or CATL and go into commercial production fairly quickly, using existing battery manufacturing facilities (though “quickly” could still mean “years” — and Novonix and Sila have been working on these materials for a decade or so).

Maybe those new materials are a stopgap technology on the way to solid state batteries, maybe that’s the real solution that powers everything, maybe the battery companies have other ideas they like better, I don’t know where it’s headed… but with low levels of revenue and a dependence on commercialization partners, Novonix and Sila are both primarily R&D labs. The good news? Costs are pretty low, and big breakthroughs may make a big difference in how investors see your future. The bad news? You don’t really control the timeline or production decisions — you need partners to choose your technology and do a lot of the heavy lifting to make it commercially viable.

Those are the ones we see teased most regularly… what else is out there?

There are going to be plenty more EV-related stocks that catch investors’ attention over the next few years, one imagines — and a fair number of them will be battery-related. Here are a few that I’ve come across or mentioned briefly in the past, but haven’t yet seen teased heavily by newsletters:

Solid Power (SLDP) seemed for quite a while to the second-most-exciting solid state battery company when it was private, after QuantumScape, though it went public about a year after QS and never quite got as much investor attention (both companies merged with SPACs at a value based on a $10 share price, QS is now around $20 and SLDP at about $8). They have joint development and/or partnership deals with Ford, BMW and SK Innovation (one of the big battery producers), and unlike some of the others they’re not trying to build their own big battery factories, they’re planning to license their technology to partners. Their focus is on replacing electrolyte gels and liquids with solid sufides. Like pretty much everyone else, they’re working with “test” lines of production right now, hoping to prove out the technology and attract a bunch of customers to commit, and hope to really begin to scale up, with licensing partners doing the heavy lifting, in four or five years. They do expect small scale production of their 100Ah “pouch” cells this year, so they do have a fairly standard product almost available that might end up being attractive.

Enovix (ENVX) is not yet focusing in EVs, but they are commercializing their silicon anode Li-ion batteries now, mostly into mobile devices and wearables, and aim to step up to EVs eventually (“after 2025”). Revenue will likely be pretty low in 2022. Their shareholder letter is worth a read — they’re not really a “solid state” battery maker at the moment, but they do use a different architecture than conventional lithium cells, with lots of layers to improve energy density. Also came public through a SPAC, in mid 2021, but holding up better than most since the deal was consummated — at $18 as we hit mid-January, ENVX has been cut in half since the highs of November… but is still one of the few battery-related SPAC mergers that’s holding up well above the $10 SPAC deal price.

Romeo Power (RMO) came public through a SPAC deal shortly after QuantumScape, and investors got briefly excited immediately after that (in December of 2020), but it’s been downhill ever since. Their plan is to be a commercial leader, building much larger battery packs for heavier vehicles (trucks and buses) — they don’t make the battery cells themselves, they buy the cells and use them to make modular battery packs with their own thermal systems and battery management technology. They do have some industry partners, including a joint venture with BorgWarner (BWA), and a few trucking industry customers, but investors are unimpressed — the stock is down below $3, more than 70% below the SPAC deal price, and the short interest is still extremely high at about 25%. I don’t know if the company is guilty of fraud, as some investors have been asserting, or is just making disappointingly slow progress compared to their optimistic SPAC deal claims of $300+ million in orders and billions of dollars of possible backlog, but it’s certainly not a popular investment these days.

Microvast (MVST) is similar to Romeo in someways in focusing on batteries heavy trucks and buses, though they claim more technology on the cell manufacturing side — still in the Lithium ion battery space, and, like Romeo, quite unpopular. Maybe as much because they’re Chinese as because most of these battery SPAC deals came public at pretty ridiculous valuations, with SPAC managers desperately throwing money at anyone who could come up with a good slide deck that mentioned electric vehicles.

No “next generation EV battery” company is likely to have meaningful revenue until at least 2025 or 2026, which means that the stocks will probably continue to be volatile — “long duration” stocks that are bets on big future growth have certainly been suffering of late, largely because of fears that rising inflation and rising interest rates will hurt those kinds of investments the most. That may or may not be true in each individual case, but it’s certainly the current driver of valuations… if every investor believes that rising rates or inflation are the key for these kinds of stocks, and reacts to the shifting tides of sentiment, it doesn’t really matter whether it’s true or not — “growth stocks fall” means it’s very likely that the baby gets thrown out with the bathwater.

The silver lining in that cloud? There should be no FOMO panic toiday, you don’t have to do anything RIGHT THIS SECOND to catch the excitement… so perhaps if you have some favorites in this R&D-heavy sector that’s focused on building the future, your favorites might continue to get cheaper on the worst market days.

That’s just the stock price and the sentiment, though, and when you’re buying into R&D projects like these it’s also important to be ready for huge operational failures, not just the huge successes we daydream about. None of these are really commercial technologies that are accepted by the market and guaranteed to be viable — they may work out, if the technological challenges continue to be met and the cost and reliability of the batteries reaches a point where automakers are ready to commit at high volume, maybe things will continue to progress pretty nicely, and maybe there will be huge winners in this bunch. Certainly it’s the consensus that demand for EVs is only going to rise, and automakers area committing a lot of capital to new designs right now, but we’ve also been through waves of enthusiasm before that failed to really generate EV traction — and even if EV sales really do rise dramatically, and even if the battery companies continue to stay on track with their pilot production and early-stage testing in the real world, delays and disappointments can happen. The difference between commercialization in three years and commercialization in seven or eight years could be dramatic for early-stage suppliers and their investors.

So just keep in mind that progress is not guaranteed, and it’s certainly not guaranteed that the progress will match the sometimes very optimistic forecasts of these next-generation battery companies. The precision of saying that commercial scale for solid state batteries for electric vehicles will be reached in 2026, even if you don’t specify a single winner, should still come with a few asterisks and footnotes. Better technologies might come along, the world might change its mind and shift unexpectedly to hydrogen fuel cells instead, or companies might advance the current standard Li-Ion battery chemistries far enough that they remain cheaper and more attractive than solid state batteries for another decade. We can’t really be sure.

Which doesn’t mean you can’t bet on the future, but just keep in mind that the people speculating on QuantumScape at $100 per share a year ago, for example, were betting on essentially the same forecast the company has today, at $20 a share. And they were convinced they were right, and that the progress would be so dramatic that even paying that huge price would be worthwhile. It still might work out, given enough time — perhaps QS will end up being the technology leader, maybe Volkswagen and QuantumScape will make leaps forward and ride EV dominance to be the Microsoft and Intel of the 2030s, but the stock prices of all of these companies are not going to move in a straight line.

You’ve probably got time to think it over, and you might have a grand time picking favorites among the hopefuls, but don’t get too wrapped up in the urgency of the newsletter pitches.

Have any favorites among this bunch, or in one that I’ve forgotten to name? Let us know with a comment below.

Irregulars Quick Take

Paid members get a quick summary of the stocks teased and our thoughts here. Join as a Stock Gumshoe Irregular today (already a member? Log in)
guest

12345

This site uses Akismet to reduce spam. Learn how your comment data is processed.

55 Comments
Inline Feedbacks
View all comments
Craig Swartz
Member
Craig Swartz
January 19, 2022 10:39 pm

Great report, Travis! Bot NVNXF in July, when Ray Blanco recommended it in his low cost newsletter. So far, it’s been awesome – up ~250%! Not sure why during the last 6 months it has vastly outperformed all of those other stocks you discussed above . Notably QS, which quickly flunked my UP or OUT test.

Craig Swartz
Member
Craig Swartz
January 19, 2022 11:02 pm

SLDP looks fairly promising as well, so I think I’ll buy some! I see they’re here in Colorado. Thanks for mentioning it!

capsule63
January 20, 2022 6:30 am

Hello,
As per usual,
great job Travis.
A small company to watch: Hyllion Holding.
thank you.

👍 5
russellvw
russellvw
January 23, 2022 2:50 pm
Reply to  capsule63

I like the product of a commercial hybrid and electrified power train Solution for commercial trucks and trailers. This may be the time to invest at $4 /share . It has dropped $ 18 in the past year and $5 in the past 3 months. Several brokerage analysts give it F or strong sell rating

youwannabet
youwannabet
January 22, 2022 10:54 pm

Travis, thanks for putting this excellent summary together.

I like QS and bought a small stake back in October 2021 after the initial hoopla died down. We shall see …

Add a Topic
6496
👍 423
Philip
Guest
Philip
January 23, 2022 10:56 am

Great article, thorough! Learned a great deal. Always with common sense.

Last edited 2 years ago by Philip
Jim Martin
Jim Martin
January 23, 2022 12:35 pm

I have really been looking for something like this. I can’t tell you how much I appreciate this
summary of R/D battery companies. Thanks.

Add a Topic
1614
marketbreakaway
Member
marketbreakaway
January 24, 2022 10:17 am
Reply to  Jim Martin

Strongly concur with Jim Martin. Wow! What a great report.

👍 1
jrussel18
jrussel18
January 23, 2022 2:21 pm
👍 35
IRWIN
IRWIN
January 23, 2022 2:57 pm

Gmgmf. Graphene Aluminium ion Co. Has working prototype safe fastest charging battery. Will replace lithium ion batteries. They are backed by agreement with BOSCH.

Add a Topic
2576
Add a Topic
1614
Add a Topic
2096
Terence Karkabe
Member
Terence Karkabe
January 23, 2022 3:40 pm

You didn’t mention Tesla purchase of Maxwell and I wonder how that is panning out in terms of possible production?

Add a Topic
6483
👍 21718
THOMAS
Member
THOMAS
February 10, 2022 1:33 pm

WHAT ABOUT VANADIUM BATTERY TECHNOLOGY ?… T H E FOREVER BATTERY !!!

Add a Topic
2982
Add a Topic
1614
JACK KENDLE
Member
JACK KENDLE
February 12, 2022 10:02 am

WHAT IS THE BOTTOM LINE FOR “THE FOREVER BATTERY”

Add a Topic
1614
👍 21718
lalgulab12
February 16, 2022 3:01 pm

Doc, any comments on AMPRIUS BATTERIES

👍 184
irwinblumenthal
irwinblumenthal
February 16, 2022 8:23 pm

Any comments on graphene ion batteries
Gmgmf

Add a Topic
2576
👍 1
tko1x1
tko1x1
February 23, 2022 9:29 pm

Great summary Travis as usual!

👍 21
Dick Caro
Guest
Dick Caro
May 9, 2022 6:48 pm

Not mentioned is Factorial, Inc. (factorialenergy.com) in Woburn, MA. Currently not listed on any stock exchange. Their story appeared in the Boston Globe.

Add a Topic
1772
Jean
Member
Jean
June 22, 2022 3:34 pm

Thank you for such a thorough discussion of future batteries’ production!

bmckechnie41
bmckechnie41
August 23, 2022 2:52 pm

What about the graphene aluminum ion battery being developed by GMG in Australia . Backed by Bosch and doesn’t rely on lithium….less degradation and really fast charging

Add a Topic
2576
Add a Topic
1614
Add a Topic
1270
👍 21718
Dennis McCartney
Member
Dennis McCartney
November 3, 2022 9:21 am

mvst just got a contract with biden

Add a Topic
12970
Holistic Hypnosis & Hypnotherapy - Los Angeles
Guest

Very Informative, was reading Charles Mizrahi, decided to check it out. You solidified my gut opinion that it was seriously hyped.

peter aliferis
Guest
peter aliferis
January 16, 2023 11:24 am

which company is working with NASA solid state battery tech?

Add a Topic
1614

We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

More Info  
34
0
Would love your thoughts, please comment.x
()
x