Jul. 14 at 5:29 PM
⚖️ 5 ELI5 Reasons Solid Power Might Match or Surpass QS
1. “Built on today’s factories” – Their sulfide-based electrolytes work with existing lithium-ion lines, meaning less expensive upgrades versus QS’s ceramic separator, which demands more new infrastructure
2. Multiple big-name car buddies – Ford and BMW are actively co-developing with Solid Power (not just backing it), spreading the risk and speeding validation
3. Global manufacturing boost through SK On – The SK On partnership gives Solid Power a pilot line in Korea with electrolyte purchase agreements, plus upfront cash and global scale
4. Lean model, less capital burden – They focus on supplying materials and know-how (electrolyte + cell licensing), not building giant gigafactories, which helps conserve cash and speed adoption
5. Safety first with sulfide chemistry – Sulfide electrolytes are non-flammable and stable, giving rides extra protection. Solid Power touts this as a key differentiator
$QS $SLDP $TSLA $ILIKF $SES