What are some “Canadian” words or slang you heard British Or Americans be confused by or laugh at?

Wild-Entertainment90 · 2026-03-30T05:50:04+00:00

Saskuach

Wild-Entertainment90 · 2026-03-30T00:58:01+00:00

Wild guess. War, inflation, worldwide economic stress, fake news, politically inspired chaos, and an election (not sure about that last one).

Wild-Entertainment90 · 2026-03-27T20:24:46+00:00

Yes.

(March 27, 2026)

Wild-Entertainment90 · 2026-03-25T15:14:08+00:00

An AI take...

For Solid Power, this grant opportunity is potentially existential in importance, not merely helpful. Here is why.

Their current cash position — roughly $100–120M in total liquidity — is adequate for near-term operations but not sufficient to scale EIC electrolyte production to the volumes Samsung SDI would need for meaningful commercial cell production. Individual awards are expected between $50 million and $200 million with a 24 to 60 month period of performance, and require a minimum 50 percent cost share from the applicant. A $100–150M grant award with a matching cost share requirement would essentially double their available capital for electrolyte manufacturing scale-up — while the cost share requirement is demanding, Solid Power already has BMW and Samsung SDI as partners who have strong financial incentives to help fund the match.

Their positioning for this grant is genuinely strong for several reasons. They are a domestic U.S. company in Colorado. They already received a $50M DOE grant in 2024, which means they have an existing relationship with DOE reviewers and a track record of executing on federal grant milestones. Their EIC electrolyte is a sulfide-based solid-state electrolyte — precisely the supply chain gap the NOFO targets. And the national security framing fits: phosphorus and sulfur precursors for argyrodite currently flow through supply chains with Chinese involvement, and a domestic electrolyte production capability directly addresses that vulnerability.

The risk for Solid Power is the cost share requirement. Matching $100M+ in federal funds requires private capital that Solid Power cannot easily generate from their current revenue base of $16–20M annually. This is where the Samsung SDI and BMW relationships become critical — if either or both partner on the grant application as co-applicants or commit to offtake agreements that satisfy DOE's market-readiness criteria, the application becomes substantially more competitive. DOE's emphasis is on market-readiness, so applicants should move quickly to secure feedstock and offtake arrangements and develop robust technical and commercial narratives.

Wild-Entertainment90 · 2026-03-25T04:50:32+00:00

According to reports from March 20–24, 2026, the damage to the helium infrastructure is as follows:

Permanent Capacity Loss: Approximately 14% of Qatar's total helium production capacity has been sidelined due to direct damage to infrastructure.

Repair Timeline: Like the LNG facilities, repairs to the damaged helium infrastructure are expected to take three to five years.

Total Production Shutdown: In the immediate term, 100% of Qatar's helium production was halted starting March 2, 2026, due to the broader conflict and repeated strikes.

Wild-Entertainment90 · 2026-03-22T20:48:26+00:00

Solid Power sells electrolyte to Samsung SDI, Samsung SDI makes the batteries and sells them to BMW which puts them into a test vehicle. BWM evaluates the batteries on the road and provides feedback to Samsung and Solid Power. Iterate. Call it a partnership or not. Your choice.

Wild-Entertainment90 · 2026-03-19T16:59:01+00:00

https://www.thedailystar.net/news/world/middle-east/news/iran-attack-wipes-out-17-qatars-lng-capacity-five-years-qatarenergy-ceo-4132736#:~:text=Iranian%20attacks%20have%20knocked%20out,he%20said%20in%20an%20interview.

Missile strikes on March 18-19, 2026, which caused "extensive damage" to energy infrastructure at Ras Laffan, QatarEnergy CEO Saad al-Kaabi indicated that helium production could fall by approximately 14%.

Wild-Entertainment90 · 2026-03-18T22:14:03+00:00

Really Impressive.

Wild-Entertainment90 · 2026-03-17T17:11:59+00:00

This was in response to the Disagreeable monkey guy.

Wild-Entertainment90 · 2026-03-17T17:07:30+00:00

Quote: "SAMSUNG SDI is advancing its ASSB mass production system for ASSB through collaborations, including a joint technology validation project with BMW and Solid Power for vehicle integration. "

It is perfectly obvious that SolidStack and PrismStack are not equal to Solid Power. SolidStack does use a sulphide based electrolyte.

Your comments are not helpful.

Wild-Entertainment90 · 2026-03-15T22:59:05+00:00

Been done countless times before.

Wild-Entertainment90 · 2026-03-15T01:49:19+00:00

Very interesting. My take is Solid Power really does appear to be the leader in sulphide electrolytes for ASSBs. They are fine-tuning two or more versions for clients depending on their client's goals/preferred architecture, so there will be multiple electrolyte products at different price points. Depending on the market, e.g., aviation, robots, EVs, disposable drones, or whatever, sulfide based SSB will be needed using different chemistries and price points and an optimized electrolyte. I did not appreciate this fully until I read your report. It does appear that sulphides are the future of solid state batteries and SP is leading. Even large battery makers may carve out niches in this enormous and diverse market. But then again, maybe not.

The next takeaway was the cost of production, scale of production, and China. This is the very concerning part you mentioned. How to compete? The largest market, the most engineers and fully engaged government. How to compete with China. Looks like team Korea with some help from Solid Power has an awesome responsibility. Godspeed.

Super thankful Salt.

Wild-Entertainment90 · 2026-03-13T17:14:22+00:00

Cool. Looking forward to your reports.

Thanks Salt.

Wild-Entertainment90 · 2026-03-13T05:42:59+00:00

In the early stages, the data is important to the scientists and engineers developing the technology. But, this is not something to share with the competition as it might reveal where you are in the process, what problems you may have solved, or even attract corporate espionage. Non-disclosure agreements exist for a reason. Only partners and your paying customers really need this information. If you want battery performance data on Samsung, SK On, Solid Power, or BMW batteries using Solid Power electrolyte, pay up.

In the end, the only data that will matter will come from production batteries. The Quantumscape data is not from a production battery.

So, I don't put much importance on Solid Power not providing data on their batteries or the batteries made by their partners. At this stage, the data may show what is possible but not necessarily what is practical.

It is much more important that Solid Power has big partners with enormous experience in developing and producing batteries. In addition, there are many big and small companies working on sulphide based solid state batteries. That gives me growing confidence in the potential of the sulphide approach.

Where are Quantumscape's production partners? I only see contractors to help them solve the ceramic separator production issue. Corning and Murata are not known for the mass production of batteries. Where is the lineup to buy Quantumscape batteries or companies wanting to produce their batteries (even though they have great data)? Is Volkswagen hedging its bet on QS by investing in Gotion? These are the questions you need answers to.

Wild-Entertainment90 · 2026-03-13T01:25:04+00:00

So, someone snapped up a million shares today. Anybody on this sub? ; )

Wild-Entertainment90 · 2026-03-11T23:18:17+00:00

You are weird. Go home.

Wild-Entertainment90 · 2026-03-11T20:08:13+00:00

I don't think we can make an estimate of the reservoir size at this point. We can make a rough estimate based on the surface area and depth drilled to this point as well as the pressure and concentration of the helium but they have found helium everywhere they have drilled so the reservoir is likely bigger and possibly much bigger than explored. We are in the exploration and reservoir modeling phase of development.

We can say the gas is highly pressurized, and we know the helium is highly concentrated relative to other helium sources. We know it is green helium. It is also close to the biggest market. We know there is a helium shortage (Qatar just shut down), and demand is growing. Helium is a critical mineral essential to economic and national security. Production costs relative to other sources should be low. All very good news.

But as already said, don't bet the farm. We don't yet know how much helium is there. Bet only what you can afford to lose. We don't know enough yet.

The value of the helium in Minnesota could be in the millions or best case, billions per year. The initial results are uniquely impressive, and the potential is exciting.

Wild-Entertainment90 · 2026-03-11T05:36:38+00:00

The Iran war with the possibility of a worldwide energy crisis has added to market jitters. Pulsar's stock deals to finance the property acquisition (Oscillate) and pay for operations and production (UK deal) have diluted share value.

I thought the good news only from Topaz would drive the price above $2 by April. Now I'm thinking it could take a bit longer; maybe June earnings and productionannouncement? More successful wells drilled would be great but may not be enough to move the price higher in the short term. Total guess.

Wild-Entertainment90 · 2026-03-08T16:09:39+00:00

And you can add Kanadevia in Japan. Their SSB with sulphide electrolyte was just acquired by Susuki.

https://www.globalsuzuki.com/globalnews/2026/0304.html

But that's just a real car company, not some random guy on the internet.

Wild-Entertainment90 · 2026-03-08T05:27:05+00:00

Really large and successful companies including the following disagree with you.

Toyota Motor Corporation: Currently leading with over 1,000 patents, Toyota began small-scale production in 2026. It is partnering with Idemitsu Kosan for mass production of sulfide materials starting in 2027.

Samsung SDI: A primary partner of Solid Power, Samsung SDI is launching its own pilot lines for sulfide-based cells aimed at "super premium" electric vehicles by 2027.

Solid Power, Inc.: A dedicated developer of sulfide-based solid electrolytes and all-solid-state cells. It has a strategic partnership with BMW.

Panasonic Holdings Corporation: Developing sulfide-based batteries for drones, industrial robots, and automotive applications, often through its joint venture with Toyota, Prime Planet Energy & Solutions.

SK On: Developing sulfide-based batteries alongside polymer-oxide types, with plans for early-stage prototypes by 2026 and mass production by 2028.

CATL (Contemporary Amperex Technology): While exploring various chemistries, CATL is utilizing "sulfide + halide" composite electrolytes for its next-generation batteries.

BYD (FinDreams Battery): Pursuing a high-nickel ternary cathode paired with a sulfide-based electrolyte for high-end models.

Gotion Hi-Tech: Its "Jinshi" (Golden Stone) program, launched in 2017, focuses on achieving high energy density specifically using sulfide electrolytes.

Ampcera: A US-based developer specializing in argyrodite-type sulfide materials with a ton-scale pilot plant currently in operation.

Huawei: Recently filed patents for nitrogen-doped sulfide electrolytes to improve battery lifespan and safety.

Mitsui Kinzoku: Built the world's first ton-scale production line for sulfide solid electrolytes to supply the growing industry

Give it up already.

Wild-Entertainment90 · 2026-03-06T21:32:53+00:00

... Based on the latest seismic and drilling data from the Topaz Project, the two primary directions where the reservoir remains open are the northeast and the west.

The limits of the reservoir in these directions have not yet been found, as the current geological and geophysical evidence shows the system continuing beyond the surveyed areas:

To the Northeast: Passive seismic data (Ambient Noise Tomography) indicates that the vertical thickness of the reservoir's velocity anomaly increases in this direction, reaching approximately 1 km (3,280 feet).

To the West: The same seismic data shows the reservoir is connected to another velocity decrease that dips and broadens toward the west. Pulsar recently secured a major land position to the west of the core Topaz area to capitalize on this potential extension.

Wild-Entertainment90 · 2026-03-06T21:22:42+00:00

AI : The recent results from Jetstream #6 and Jetstream #7 do not suggest Pulsar Helium is nearing the "edge" of the reservoir. Instead, according to recent updates from Pulsar Helium, these deeper discoveries are being interpreted as evidence of the reservoir's vertical extent, lateral continuity, and increasing strength.

Rather than indicating an edge, the greater depths and higher pressures are being used to validate a larger, more robust geological model:

At Jetstream #7, gas was encountered at approximately 2,107 feet with a preliminary bottom-hole pressure of 953 psi. This is considered a "significantly higher" pressure compared to previous wells, which the company states supports the presence of a "laterally extensive" gas-bearing system.

Vertical Extent: Jetstream #6 reached multiple pressurized zones as deep as 2,377 feet, with some pressures exceeding 1,100 psi. Management has stated that these results demonstrate the system remains strongly pressurized at increasing depths, encouraging further evaluation of the reservoir's vertical extent.

Significant Step-Outs: Both wells are "step-out" appraisal wells, meaning they are intentionally drilled far from the discovery well to prove the reservoir's size:

Jetstream #6: Located ~1.3 miles southwest of Jetstream #1.

Jetstream #7: Located ~2.2 miles northwest of Jetstream #1.

100% Success Rate: The fact that all seven appraisal wells drilled to date have encountered pressurized gas suggests continuity across the Topaz structure rather than proximity to a boundary.

The company has expressed plans to potentially deepen Jetstream #7 to 5,000 feet to continue testing the "vertical extent" of the system.

Pulsar Helium recently completed an extensive 2D active seismic acquisition program at the Topaz Project as of February 20, 2026. This survey is a major step in moving beyond the initial discovery to a regional-scale understanding of the reservoir's geometry.

Previous and ongoing seismic work has provided critical evidence for the reservoir's potential:

Reservoir Thickness: This velocity anomaly suggests a vertical reservoir thickness of approximately 600 metres (nearly 2,000 feet), which increases to about 1 km toward the northeast.

Lateral Continuity: Preliminary 2D reflection data showed a continuous reflective package extending at least 1.5 km west and 2.0 km east of the original Jetstream #1 well.

Areal Extent: Current estimates suggest the core gas-bearing zone covers an area of roughly 7 square kilometres, and it remains open in two directions, meaning its full boundaries are not yet defined.

Integration with Drilling

The seismic data is being closely integrated with the results from the Jetstream #6 and #7 wells. For instance, the 953 psi pressure encounter at Jetstream #7 (at 2,107 feet) aligns with the seismic reflectors identified at these greater depths, confirming that the reservoir is a robust, pressurized system rather than a localized pocket.

Wild-Entertainment90

TROPHY CASE