Solid Power Inc — MarketDX

Critical Materials & Supply Chain▲

Solid Power targets South Korea electrolyte JV announcement by year-end as it ramps 45-metric-ton pilot line

Solid Power expects to announce a joint venture in South Korea by the end of the year as it advances a continuous electrolyte production pilot line with a capacity of 45 metric tons. CEO John Van Scoter said the company has three potential partners and has progressed quite far with one on a draft term sheet. The pilot line remains on schedule for equipment acceptance testing in the third quarter, plant validation and operational start-up in the fourth quarter, and first output in the first quarter of next year. The company also completed Stage 1 of ISO 9001 certification and expects full certification by year-end. Second-quarter revenue was negative $300,000 due to a noncash reversal of $1.2 million in revenue from the first quarter tied to a change in milestone-payment assumptions under the SK On R&D license agreement, while total liquidity stood at $419.3 million with no debt.

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Critical Materials & Supply Chain

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Electrification & Mobility▼2

QuantumScape Sinks 14% as Solid-State Battery Stocks Slide After Earnings

QuantumScape shares fell 14% to $5.03 in a sell-the-news reaction despite beating second-quarter loss estimates and announcing a Honda solid-state battery partnership. The company posted a net loss of approximately $98 million, or $0.16 per share, narrower than the $0.1781 loss analysts expected, and reaffirmed full-year 2026 adjusted EBITDA loss guidance of $250 million to $275 million while trimming capital-expenditure plans to $27 million to $37 million. The selling spread across the small solid-state battery cohort, with Solid Power down 8% to $2.15 and SES AI down 10% to $0.53, as a broader market decline punished speculative names. QuantumScape highlighted a multi-year partnership with Honda, updated milestones with Volkswagen's PowerCo unit, and initial QSE-5 cell shipments to a major American defense prime alongside engagement with AI data center design partners. The bear case cites no near-term revenue and manufacturing execution risk, while bulls see the technology unlocking electric vehicles, AI data centers, and defense markets.

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Electrification & Mobility ▼Energy Transition & Power Demand

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Alliance Global Initiates Solid Power with Buy Rating and $6.75 Target

Alliance Global initiated coverage of Solid Power with a Buy rating and a $6.75 price target on June 10. The firm highlighted that Solid Power is one of only a few companies focused solely on supplying solid electrolyte materials to the solid-state battery industry, noting that this electrolyte improves overall battery performance. Separately, Solid Power completed site acceptance testing for SK On's pilot cell line and began construction of its continuous sulfide electrolyte manufacturing pilot facility, with commissioning on track for the end of 2026. The company also supplied electrolytes to Samsung SDI under a joint evaluation agreement with Samsung SDI and BMW, continued customer sampling, and explored commercial-scale production partnerships in South Korea. Solid Power strengthened its balance sheet by completing a $130 million registered direct offering.

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Solid Power Appoints BMW’s Uwe Breitweg to Board of Directors

Solid Power has appointed Uwe Breitweg, Vice President Powertrain, Emission and Battery Strategy of the BMW Group, to its board of directors effective July 1, 2026. The appointment was made pursuant to BMW Holding B.V.'s director nomination rights and underscores the close strategic partnership between the two companies in solid-state battery development. Mr. Breitweg brings more than two decades of automotive leadership experience, with deep expertise in battery strategy, powertrain development, and vehicle engineering. Solid Power President and CEO John Van Scoter stated that Mr. Breitweg's perspective will be invaluable as the company advances its solid-state technology and executes its strategy with global automotive and cell manufacturing partners.

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Electrification & Mobility

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