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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Solid Power
Solid Power (SLDP) investor relations material
Solid Power H.C. Wainwright 28th Annual Global Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H.C. Wainwright 28th Annual Global Investment Conference summary15 Sep, 2026
Company overview and technology focus
Specializes in advanced battery materials, particularly all-solid-state batteries using sulfide electrolytes.
Employs a scalable wet process for electrolyte manufacturing, reducing CapEx compared to competitors.
Maintains a unique feedback loop to test and validate electrolyte performance in battery cells.
Partnerships with major industry players, including BMW, SK On, Samsung SDI, and others.
Applications extend beyond EVs to humanoids, drones, aviation, and industrial vehicles.
Product advantages and market validation
Sulfide solid electrolytes replace liquid electrolytes, improving energy density, safety, and battery life.
Enables existing lithium-ion battery factories to retrofit without new equipment.
Market validation through adoption by leading battery and automotive companies globally.
Demonstrated use in demo cars, with broader fleet adoption expected in the early 2030s.
Rapid innovation cycle supported by AI-driven modeling and a dedicated Electrolyte Innovation Center.
Scaling, financials, and future plans
Current pilot scale produces 30 metric tons annually, scaling to 75 metric tons by year-end.
Plans for a 500 metric ton plant in Korea by 2028, with further expansion in 2,000 metric ton increments.
Cost reductions expected with scale, aiming for parity with existing lithium-ion battery electrolytes.
Strong financial position with nearly $420 million in cash, no debt, and disciplined spending.
Leveraging external funding, including a $50 million DOE grant and shared CapEx with Korean partners.
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Latest events from Solid Power
- Scaling sulfide-based solid-state battery electrolytes for global OEMs with strong financial backing.SLDP
Investor presentation - Scaling electrolyte production and forging global partnerships to drive all-solid-state battery adoption.SLDPJ.P. Morgan Automotive Conference
- Scaling sulfide-based solid-state battery technology with global partners and strong financials.SLDPCompany presentation
- Q2 2026 saw a $23.8M net loss, strong liquidity, and progress in pilot line and partnerships.SLDPQ2 2026
- Scaling sulfide-based solid electrolyte production with strong IP, partnerships, and financial stability.SLDPCompany presentation
- Q1 2026 saw $3.1M revenue, $13M net loss, and $435M liquidity after a $130M capital raise.SLDPQ1 2026
- Virtual annual meeting on May 20, 2026, covers director elections, auditor, and pay votes.SLDPProxy filing
- Board recommends approval of director nominees, auditor, and executive compensation at 2026 meeting.SLDPProxy filing
- AI-driven tools cut battery testing time by 80–90% and boost failure mode detection accuracy.SLDPInvestor presentation
Next Solid Power earnings date
Q3 20263 Nov, 2026
Solid Power
Next Solid Power earnings date
Q3 20263 Nov, 2026
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Frequently asked questions
Solid State Batteries
Solid Power is an American company that specializes in the development and manufacturing of all-solid-state batteries, a technology poised to revolutionize the energy storage sector. Founded in 2012, this U.S.-based company focuses on creating batteries that are safer, more reliable, and capable of higher energy density compared to traditional lithium-ion batteries. These innovations are particularly relevant for electric vehicles (EVs), and Solid Power collaborates with established automotive manufacturers to integrate its technology into next-generation electric vehicles. The company is headquartered in Louisville, Colorado, and its shares are listed on the Nasdaq.
From UC Boulder to Public Listing
Solid Power was founded in 2011 by Doug Campbell, Sehee Lee, and Conrad Stoldt. The company was initially set up at the University of Colorado Boulder but was spun out into a company with funding from the Defense Advanced Research Projects Agency (DARPA). The following years were marked by research funded by grants, as well as by a contract with the US Air Force. In 2017, the company entered a partnership with BMW to develop solid-state batteries for use in high-performance EVs. The first outside round of funding came in 2018 with Samsung, Ford, and several others providing capital for Solid Power to Continue to grow. The company went public in 2021.
A Different Kind of Battery
Solid Power specializes in the development of all-solid-state batteries (ASSBs), which are distinct from traditional lithium-ion batteries. These batteries use a solid electrolyte instead of the liquid or gel electrolytes found in conventional batteries. This solid electrolyte is typically made from ceramics or other non-flammable materials, enhancing safety by reducing the risk of fire or explosion. ASSBs offer higher energy density, which translates to longer battery life and extended range for applications like electric vehicles. Furthermore, Solid Power's technology improves charging speeds and operational temperature ranges, making these batteries more versatile and robust.
The Applications
Solid Power'ASSBs find application primarily in the EV sector. Their higher energy density and enhanced safety features make them ideal for powering EVs, Additionally, these batteries hold promise for use in consumer electronics, where their improved safety and longevity could be crucial. Solid Power's technology is also being researched for use in aerospace and defense.