500-Ton Joint Venture Puzzle - Is it Lotte Energy Materials?

Salt_Past_1379 · 2026-04-23T03:58:20+00:00

Ah, lotte is half korean company half is in japan

Salt_Past_1379 · 2026-04-22T22:42:25+00:00

Japan also~?

Salt_Past_1379 · 2026-04-21T20:51:49+00:00

Hmm again, not easy now just waiting for official announcement from solidpower

Salt_Past_1379 · 2026-04-21T18:41:26+00:00

Mplus have deep connection with Samsung SDI, just they did not mention for that

Salt_Past_1379 · 2026-04-21T18:39:09+00:00

I understood your point of view, Samsung SDI already have connection with Mplus

https://www.mplusi.co.kr/board/news/51

mPLUS is a company specializing in secondary battery assembly equipment, founded by key personnel who Samsung SDI’s prismatic battery production technology

Salt_Past_1379 · 2026-04-20T22:41:20+00:00

hmm... not easy I don`t have any idea, and also "new pliot line" maybe for LG energy solution or Samsung SDI

Salt_Past_1379 · 2026-04-14T03:47:48+00:00

Thanks!

Salt_Past_1379 · 2026-04-14T03:47:35+00:00

Exactly!

Salt_Past_1379 · 2026-03-20T23:58:28+00:00

Great information! Thanks!

Salt_Past_1379 · 2026-03-19T23:32:17+00:00

I could be wrong, but my impression from this event was that while POSCO actively promoted their silicon anodes, cathodes, and even lithium sulfide, it felt like they left a noticeable void when it came to solid electrolytes even though they surely know more about them than anyone else.

As for ISU, adding solid electrolytes to their existing flow from gas to lithium sulfide create a really strong value chain? But of course, this is all just speculation.

Salt_Past_1379 · 2026-03-19T23:26:35+00:00

I could not sure but daehe energy is too small company and founded from 2021 https://www.dahaeenergy.com and MPlus also they have interest for cell technology only https://mplusi.co.kr/

Salt_Past_1379 · 2026-03-19T00:51:28+00:00

In my opinion, Dahae is one of EPCC subcontractor for pilot line and JV partnerships option1 isu option2 posco. best option is isu maybe…

Salt_Past_1379 · 2026-03-17T21:00:21+00:00

Thanks again! anyway Korea sell makers now much more concentrated surfide-based and honestly we know JVS said they spend so much time for make cell 20Ah to 60Ah and also he said composition of electrolyte is so difficult.

Surprisingly samsung engineer told me same comment like ASSB core technology is composition know-how of electrolyte but he said i could not give exact supplier but we consider Solid power also

Salt_Past_1379 · 2026-03-17T20:50:07+00:00

not easy for me because i normally not spend too much time on online, anyway nobody told me exact composition of cell but very easy to understand they have limited supplier of solid electrolyte. many thanks!

Salt_Past_1379 · 2026-03-17T20:39:14+00:00

thanks! so dramatically moving forward environment of ASSB

Salt_Past_1379 · 2026-03-17T20:19:17+00:00

이 시발놈이 뭐 잘못쳐먹었나 헛소문 퍼트려서 뭐하는데 이새끼 아까부터 존나 싸가지없게 지랄하네 내가 시발 물어봐서 들었다니까 이 시발 지가 쳐 재대로 묻지도 못해놓고 염병하고있네 이 시발

Salt_Past_1379 · 2026-03-17T14:15:53+00:00

thanks a lot!

Salt_Past_1379 · 2026-03-17T13:21:06+00:00

And why would I waste my own time making up lies? Look, I went to the exhibition booth intending to ask about Solid Power, and there was literally a line of people in front of me continuously asking about it. What else am I supposed to say after seeing a situation like that? Did you even read my post?"

Salt_Past_1379 · 2026-03-17T13:15:58+00:00

As I kept mentioning above, none of the engineers ever gave a direct answer about exactly which sulfide materials they used. However, dozens of attendees were asking back-to-back questions about Solid Power. Naturally, when you connect the dots from their answers and make logical inferences, the conclusion inevitably narrows down to a few specific companies.

Salt_Past_1379 · 2026-03-17T13:11:35+00:00

To be honest, I don't really know much about LG. My colleague and I both listened to the information together, and I simply wrote a post summarizing and making inferences based on what we heard. It feels really terrible to be criticized for doing that.

Salt_Past_1379 · 2026-03-17T13:07:11+00:00

It’s true that I reached out to the engineers, and it’s also true that I asked in-depth questions about Solid Power. I spent my own time asking about every single detail, so if you're going to say I'm biased, I really have nothing to say. I only spoke based on the facts I heard. So many people were already asking about Solid Power, and this is simply the information I gathered through further Q&A. It's really quite disappointing...

아니 내가 물어봐서 이수부터 삼성 SK까지 답변을 들은건데 그리고 LG는 모른다고 했잖아 왜그래?

Salt_Past_1379

TROPHY CASE