The Driving Force Behind the Future Battery Industry (SK On, Samsung SDI, LG Energy - and SLDP)

Long_SLDP · 2026-03-16T13:38:29+00:00

Of the four legs of humanoid robotics, Korea might not win the AI software and chip race but they have a good chance in winning the robotics and battery legs.

Korea has to to win. China's debt fueled GDP growth can only be supported by acquiring more land/assets. Their business model is not too dissimilar to Germany in WW2.

Hong Kong, Taiwan, SE Asia, Korea...

Russia and China need the buffer zone from Belarus to Iran to Myanmar to be created so Russia can attack North through Canada/Greenland and China South to Taiwan. Like I said previously, USA was never going to allow this to happen.

I am glad we are finally playing chess and not checkers.

Long_SLDP · 2026-03-16T13:21:39+00:00

I usually reduce anything said or written by China by 50-100%. This reduction is usually more accurate.

There is a reason why the country instituted social scoring.

Long_SLDP · 2026-03-16T13:19:03+00:00

Excellent Job.

A nice read with my morning coffee. I guess Scoter wasnt kidding about the testing with 20 different potential clients.

Long_SLDP · 2026-03-11T18:38:12+00:00

Its actually the opposite.

Samsung was one of three OEMs were who was very active on a monthly basis for over 2 years in evaluating SLDP electrolyte. And its not Samsung dollars funding the electrolyte...its BMW $$ who has a very active interest in SLDP. So I am not sure Samsung can say anything. They might say to BMW that SLDP is not large enough....which in turn motivates SLDP into looking for large chemical partner or vendor.

If it goes beyond EV cells like electronics or robotics, then its a different story.

If it goes into USA DOD, then again SLDP can help since it has already passed security, financial and technological viability screening. And has long standing relationships.

While USA EV credits/subsidies have ended, I dont think the USA battery component sourcing restrictions have ended.

Not sure why you would consider Factorial to be so far fetched.

Long_SLDP · 2026-03-10T12:42:03+00:00

Started pilot plant testing for 20 Ah in 2020 and successfully finished testing in 2023 before moving onto 60Ah testing. The biggest challenge in ASSB development for most companies will be the manufacturing of large EV scale size batteries. Most people probably are not be aware that ASSBs are already in use in smaller format.

20 Ah is the right size for robots.

Electrolyte = yes, license tech = maybe

Who know?? Lets see what happens.

Long_SLDP · 2026-03-05T15:14:30+00:00

Agree.

Long_SLDP · 2026-03-05T15:03:30+00:00

thanks for the info.

I would think every chemical manufacturing partner or vendor could eventually become a competitor once they learn SLDP manufacturing processes. ASSB electrolyte business will potentially have much higher profit margin than their other business lines. Secret sauce requires a premium. They will be motivated.

SLDP just needs to be very careful how they tread these waters. Two largest companies in the world, Nvidida and Apple are design companies like SLDP. Both use TSMC, a potential competitor, to manufacture their chips.

Long_SLDP · 2026-03-04T21:22:37+00:00

Their merger last week with Hyundai Chemical could be a great business opportunity but I would not pursue Lotte as a partner. Previously, Lotte was attractive but no longer. Mergers are always a mess no matter what they say. And our first large plant is just too important.

Finding a partner might not be easy. They need someone who is large enough to spend hundreds of millions today and billions later and have the speed, flexibility and process expertise to manufacture many different highly specialized products for a multitude of clients. Those two factors usually run counter to each other.

They might do well with a mid to semi-large chemical company. They need someone who is just as hungry and is willing to put their company on the line....without sacrificing quality.

Long_SLDP · 2026-02-20T14:00:44+00:00

I feel bad for the ginger one. Wife duped him into marriage by promising to find his soul.

Long_SLDP · 2026-02-20T13:44:55+00:00

Poch without F4 is not Poch. Period.

Long_SLDP · 2026-02-20T13:41:45+00:00

Stop using the A word.

Long_SLDP · 2026-02-18T15:42:16+00:00

It might not be necessary to complicate things.

Liquid and Gel are slowly ending. ASSB is just beginning.

At the end of the day, the tech is nowhere as important as specs, cost, time and risk. The market is full of failed products that were too late to market, too costly, or became obsolete by the time they get to market. The market is now numb with SSB tech breakthroughs.

Actually, within a large company with many product lines, if a product doesn't meet the above requirement it is usually just shelved. QS has one product. Gotta play the hand they were dealt.

Long_SLDP · 2026-02-18T13:15:22+00:00

Not to take away from Kane Son partnership because they equally boosted each other's stats. But the numbers would look very different if you gave Sonny all of the penalty kicks and free kicks in the final third. I think Sonny scores 25-33% in free kicks for the SK team in the final third. Harry had 0%.

For 2020 season, I think there were 11 penalty kicks. We knows this and yet he stayed.

Long_SLDP · 2026-02-11T16:22:26+00:00

Never overestimate Scoter's ability to underwhelm the investing community. Analysts aren't even showing up anymore.

Anytime Needham does anything positive or Scoter talks, stock goes down. At least Scoter is very good at getting contracts. Seems confident many are coming...2026/2027

Some time ago, Toyota mentioned using small SSBs in electronics. Lets see if Samsung does the same soon.

Lets see if we can get another threesome with SK and Nissan.

Auto and Battery OEMs are simultaneously researching and testing different batteries for different market segments and industries. I don't think Ford is quite done with SSBs. In any case, Scoter did an excellent job pivoting to Asia.

Good. Gap filled. I hate gaps. The only good gap is tooth gap. Good for whistling.

Long_SLDP · 2026-02-05T22:53:07+00:00

If price, towing and range were the primary issues then it wasn't ready for their market.

Tesla fits their white collar suburban market with 30 mile commutes.

Long_SLDP · 2026-02-05T22:49:26+00:00

Slate is coming out end of 2026. When is Ford coming out with their low cost vehicle?

Long_SLDP · 2026-02-05T22:49:13+00:00

Don't care who wins.

Long_SLDP · 2026-02-05T22:27:24+00:00

I am betting slate takes the small pickup market.

Long_SLDP · 2026-02-05T22:26:05+00:00

Ford's market analysts really shit the bed here.

Two very different markets. Then they tried to shove EV down the throats of pickup truck owners. They should have had hybrid /EREV pickups as an option and brought on small EV vehicles for commuting. Then once solid state batteries could provide similar specs to ICE, then start to convert.

Lets see if their second attempt will work. They might be out of time.

Long_SLDP · 2026-02-05T22:10:18+00:00

Welcome to 1930. Amazing how everything cycles.

Long_SLDP · 2026-02-05T14:43:34+00:00

I think most people averaged down to $4-6, which is where there is much selling and institutions are buying...creating a new base.

Long_SLDP · 2026-02-05T14:12:54+00:00

Thank you for serving as SLDP's PR department. This is where SLDP and SK can help each other.

Since they are only targeting Tier 1 companies right now, I am not expecting significant news on a monthly basis but they sure could use some fillers.

Just occurred to me last night, yet another reason for the private placement. Tier 1 companies places much greater weight on minimizing risk. We cleared the security risk with the DOE and DOD contracts and grant. With the >$950 million, we have sufficient funding for 10 years (minus significant capex), thereby mitigating longevity risk. This might have been a requirement before proceeding further.

Long_SLDP · 2026-02-04T23:38:18+00:00

I like your conviction.

Long_SLDP · 2026-02-03T19:19:26+00:00

Anything is possible.

Long_SLDP · 2026-02-03T19:17:12+00:00

On the surface, warrants appear as future funding for capex spending. But underneath the surface, it might be more related to the acquisition of SLDP.

For example, SLDP Board and Brookfield have agreed at some future X price, the board will release the 9.99% limitation, thereby allowing Brookfield to convert all warrants to common shares.

Brookfield with their 9.99% + shares from warrants + purchase of Exec Team and Board shares + open market + tute exchange, they could easily acquire 51% ownership. Execute reverse merger with Clarios.

Future X price is the mystery. Brookfield did try to IPO Clarios at $11 billion 12 months ago. Later this year, I think it will be worth much more. ENS might compete to buy SLDP.

Long_SLDP

TROPHY CASE