Solid Power (SLDP) Company presentation summary

Technology leadership and innovation

• Leading developer of solid-state battery materials, focusing on sulfide-based electrolytes for next-generation batteries.

• Achieved over 3x improvement in lithium-ion conductivity across electrolyte generations.

• Holds more than 25 issued US patents and over 100 pending US patent applications, with a strong global IP portfolio.

• Integrated feedback loop between electrolyte and cell development accelerates chemistry improvements.

• Validated by global partners including BMW, SK On, and Samsung SDI, with operations in the US, Germany, and South Korea.

Business model and commercialization strategy

• Employs a capital-light partner model, supplying electrolytes to OEMs and Tier 1 battery manufacturers.

• Licenses cell technology and supports partner-led cell development, expanding pilot capacity and validating continuous production.

• Evaluates commercial-scale production pathways, especially in South Korea, leveraging proximity to leading battery manufacturers.

• Maintains a debt-free balance sheet with $419.3M in liquidity as of June 30, 2026.

• Targets diverse end markets including electric vehicles, robotics, energy storage, and defense.

Market opportunity and competitive advantages

• Sulfide-based all-solid-state batteries offer superior performance and manufacturability compared to lithium-ion.

• Industry leaders are adopting sulfide chemistries for their solid-state programs, with broad value chain participation.

• Wet process manufacturing enables scalability, yield, and capital efficiency.

• Strong partner ecosystem with technology licensed to BMW and SK On, and active collaborations with Samsung SDI.

• Korean operations support local engagement and potential commercial-scale production.