Home / Themes / US Industrial Manf '26: Batteries
US Industrial Manf '26: Batteries
Last updated
Theme no thesis · 1/5 sections · Tickers 9 with notes · 3 pending
Bull / Bear Details has the investment thesis and bull/bear points. Overview is monitoring guidance (hiring, forums, second-order trends, search keywords, Google Trends, datasets).
Upcoming Catalysts
| Catalyst | Estimated Timing | Estimated Date Start | Estimated Date End | Why It Matters | Ticker Or Theme Specific | Source Types | Contributing Tickers | Mention Count | Bridge Mention Count | Base Score | Theme Base Score | Source Weight | Specificity Weight | Macro Bridge | Macro Bridge Multiplier | Theme Importance Score | Theme Score | Manual Override | Date Aggregated | Catalyst Source | Catalyst ID | Transcript Date | Source Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Completion of milestones under the $14.8 million Defense Innovation Unit (DIU) contract, including supply chain diversification, Fremont pilot line expansion, selection of NDAA-compliant contract manufacturing partners, and operationalization of new NDAA-compliant suppliers. | over the next several quarters | 2026-04-01 | 2027-03-31 | Successful execution of these milestones will accelerate the production of NDAA-compliant cells, strengthen Amprius's domestic manufacturing capabilities, and secure its position as a key supplier for military applications, directly impacting future revenue and market access. | Theme | earnings_transcript | AMPX | 1 | 1 | 0.0001 | 0.0006 | 1.25 | 0.92 | Regulatory/Policy | 1.35 | 0.0974 | 0.0137 | False | 2026-03-16 | Theme aggregation | |||
| Amprius Technologies achieving its 2026 financial guidance of at least $125 million in revenue and at least $4 million in positive adjusted EBITDA. | in 2026 | 2026-01-01 | 2026-12-31 | Meeting or exceeding this guidance would demonstrate strong operational execution, continued market demand, and a clear path to sustained profitability, positively influencing investor sentiment and company valuation. | Ticker | earnings_transcript | AMPX | 1 | 1 | 0.0001 | 0.0005 | 1.25 | 0.92 | 1.0 | 0.0596 | 0.0071 | False | 2026-03-16 | Theme aggregation | ||||
| Solid Power pursues and potentially secures a partnership for commercial-scale electrolyte production in Korea. | This year | 2026-01-01 | 2026-12-31 | This partnership aims to establish a facility capable of producing up to 500 metric tons of electrolyte annually, significantly expanding Solid Power's production capacity and accelerating commercialization. Securing a strong partner with capital and process capabilities would be highly bullish. | Theme | earnings_transcript | SLDP | 1 | 1 | 0.0 | 0.0002 | 1.25 | 0.92 | Regulatory/Policy | 1.35 | 0.0242 | 0.0034 | False | 2026-03-16 | Theme aggregation | |||
| Delivery of the first prototype in partnership with Skoda Group, a leading European rail and public transport manufacturer. | anticipate the first prototype by 2026 | 2026-01-01 | 2026-12-31 | This partnership validates Microvast's technology in extreme duty and high-safety rail applications. A successful prototype could lead to further commercial agreements, expanding market reach, and new revenue streams, positively impacting investor sentiment and valuation. | Ticker | earnings_transcript | MVST | 1 | 1 | 0.0 | 0.0002 | 1.25 | 0.92 | 1.0 | 0.0191 | 0.0023 | False | 2026-03-16 | Theme aggregation | ||||
| Solid Power begins delivering electrolyte to SK On to support line validation activities. | Following site acceptance testing | 2026-04-01 | 2026-12-31 | This signifies the operationalization of the SK On pilot line with Solid Power's material, moving closer to commercialization and potential future revenue streams from electrolyte supply. Successful validation is bullish, showing progress in partner integration. | Ticker | earnings_transcript | SLDP | 1 | 1 | 0.0 | 0.0001 | 1.25 | 0.92 | 1.0 | 0.0148 | 0.0018 | False | 2026-03-16 | Theme aggregation | ||||
| Solid Power pursues and potentially secures a partnership for commercial-scale electrolyte production in Korea. This partnership aims to establish a facility capable of producing up to 500 metric tons of electrolyte annually. | This year | 2026-01-01 | 2026-12-31 | Securing a strong partner with capital and process capabilities would be highly bullish, significantly expanding Solid Power's production capacity and accelerating commercialization. | Theme | earnings_transcript | SLDP | 1 | 0.0 | 1.25 | 0.92 | Regulatory/Policy | 1.35 | 0.0037 | False | 2026-02-28 | Theme composer | ||||||
| Solid Power begins delivering electrolyte to SK On to support line validation activities. This signifies the operationalization of the SK On pilot line. | Following site acceptance testing | 2026-04-01 | 2026-12-31 | This moves Solid Power closer to commercialization and potential future revenue streams from electrolyte supply. Successful validation is bullish, showing progress in partner integration. | Ticker | earnings_transcript | SLDP | 1 | 0.0 | 1.25 | 0.92 | 1.0 | 0.0019 | False | 2026-02-28 | Theme composer | |||||||
| Amprius Technologies achieving its 2026 financial guidance of at least $125 million in revenue and at least $4 million in positive adjusted EBITDA. | in 2026 | 2026-01-01 | 2026-12-31 | Meeting or exceeding this guidance would demonstrate strong operational execution, continued market demand, and a clear path to sustained profitability, positively influencing investor sentiment and company valuation. | Ticker | AMPX (ticker) | AMPX_cc6408fd | 2026-03-04 | earnings_transcript | ||||||||||||||
| Completion of milestones under the $14.8 million Defense Innovation Unit (DIU) contract, including supply chain diversification, Fremont pilot line expansion, selection of NDAA-compliant contract manufacturing partners, and operationalization of new NDAA-compliant suppliers. | over the next several quarters | 2026-04-01 | 2027-03-31 | Successful execution of these milestones will accelerate the production of NDAA-compliant cells, strengthen Amprius's domestic manufacturing capabilities, and secure its position as a key supplier for military applications, directly impacting future revenue and market access. | Ticker | AMPX (ticker) | AMPX_771e2ce6 | 2026-03-04 | earnings_transcript | ||||||||||||||
| Bloom Energy's achievement of its full-year 2026 revenue guidance of $3.1 billion to $3.3 billion. | 2026 revenue to be $3.1 billion to $3.3 billion | 2026-01-01 | 2026-12-31 | Achieving or exceeding this revenue guidance would demonstrate strong demand and execution, positively impacting investor sentiment and valuation. Missing it would have a negative impact. | Ticker | BE (ticker) | BE_3db0c744 | 2026-02-05 | earnings_transcript | ||||||||||||||
| Bloom Energy's achievement of its full-year 2026 non-GAAP gross margin guidance of approximately 32%. | Non-GAAP gross margin of approximately 32% | 2026-01-01 | 2026-12-31 | Meeting this margin target would indicate successful cost reduction efforts and a favorable project mix, positively impacting profitability and investor confidence. Failure to meet it could raise concerns about cost control. | Ticker | BE (ticker) | BE_dbca82db | 2026-02-05 | earnings_transcript | ||||||||||||||
| Bloom Energy's achievement of its full-year 2026 non-GAAP operating income guidance of approximately $125 million to $475 million. | Non-GAAP operating income of approximately $125 million to $475 million | 2026-01-01 | 2026-12-31 | Achieving this operating income range would demonstrate operating leverage and profit expansion, crucial for valuation. Performance outside this range will significantly affect investor sentiment. | Ticker | BE (ticker) | BE_33ab23aa | 2026-02-05 | earnings_transcript | ||||||||||||||
| Formal execution of the strategic partnership agreement with Oracle, which includes the warrant transaction. | you'll see that soon | 2026-04-01 | 2026-06-30 | The execution of this agreement would formalize a significant strategic partnership, potentially leading to further repeat orders and validating Bloom's technology with a hyperscale customer, positively impacting investor sentiment. | Ticker | BE (ticker) | BE_bb9138e2 | 2026-02-05 | earnings_transcript | ||||||||||||||
| Bloom Energy's continuous expansion of manufacturing capacity to reach an annual run rate of 5 gigawatts within its current footprint, and the subsequent development and construction of new factories to further increase capacity beyond 5 gigawatts. | continuously. Hundreds of megawatts a quarter. Our current manufacturing footprint will allow us to deliver 5 gigawatts of product annually. We will expand to that capacity and meet the delivery dates needed by our customers. Going beyond the 5 gigawatt capacity... we are going to need new factories as we go forward. | 2026-04-28 | 2027-12-31 | Successfully scaling manufacturing capacity is crucial for Bloom to meet rapidly growing demand from AI data centers and C&I customers, directly impacting revenue growth, market share, and investor confidence. Delays or constraints could negatively impact financial results. | Ticker | BE (ticker) | BE_b59c6155 | 2026-04-28 | earnings_transcript | ||||||||||||||
| Bloom Energy's ability to achieve sustained double-digit cost reductions year after year across its product and operations. | Should you expect a double-digit cost reduction like we have over the last decade, answer is absolutely yes. We will still focus on that. | 2026-04-28 | 2026-12-31 | Consistent cost reductions are vital for improving product and service gross margins, enhancing overall profitability, and maintaining a competitive pricing structure, which directly impacts financial performance and valuation. | Ticker | BE (ticker) | BE_c20085bf | 2026-04-28 | earnings_transcript | ||||||||||||||
| EnerSys realizes approximately $19 million in savings in fiscal year 2027 from the substantially completed plant closure in Monterrey, Mexico. | in fiscal '27 | 2026-04-01 | 2027-03-31 | These cost savings will directly improve margins and operating earnings, contributing to overall profitability and demonstrating the effectiveness of cost reduction initiatives. | Ticker | ENS (ticker) | ENS_1438d72b | 2026-05-20 | earnings_transcript | ||||||||||||||
| New lithium data center solutions and battery energy storage solutions for warehouse operators gain commercial traction and begin to generate meaningful revenue. | upcoming years | 2026-06-03 | 2028-03-31 | Successful commercialization will drive top-line growth, shift earnings improvement drivers, and capture incremental market share in high-growth data center and warehouse automation markets. | Ticker | ENS (ticker) | ENS_a564b18a | 2026-05-20 | earnings_transcript | ||||||||||||||
| The Department of Energy completes the grant award process for EnerSys's Greenville, South Carolina lithium cell factory, allowing for disclosure of the revised plan and manufacturing footprint. | final stages of the grant process | 2026-06-03 | 2027-06-03 | This will provide clarity on the strategic direction for domestic lithium cell manufacturing, derisk the program, and confirm the path to production for aerospace and defense applications, potentially impacting future revenue streams. | Ticker | ENS (ticker) | ENS_1c977db1 | 2026-05-20 | earnings_transcript | ||||||||||||||
| The ongoing impact of additional Section 122 tariffs on EnerSys's supply chains, costs, and pricing strategies. | will have an impact roughly equal to the reversed AEFA tariffs | 2026-02-01 | 2027-02-01 | These tariffs could lead to sustained elevated freight and inflationary pressures, potentially impacting gross margins if mitigation efforts (diversifying supply chains, in-region manufacturing) are not fully effective. | Ticker | ENS (ticker) | ENS_3a40d2f6 | 2026-05-20 | earnings_transcript | ||||||||||||||
| Continued elevated freight costs, inflationary pressures, and heightened economic uncertainty affecting customer buying patterns due to geopolitical conflicts in the Middle East. | continue as long as the conflict persists | 2026-01-01 | 2027-06-03 | These macro factors could exert temporary pressure on metal costs and overall margins, and significantly impact customer purchasing behavior, particularly in GDP-sensitive segments, affecting revenue and profitability. | Theme | ENS (ticker) | ENS_14e31140 | 2026-05-20 | earnings_transcript | ||||||||||||||
| Eos Energy achieving its 2026 revenue guidance of $300 million to $400 million. | our outlook on 2026 as we initiate guidance on revenue. | 2026-01-01 | 2026-12-31 | Meeting this guidance would demonstrate significant growth and improved execution, positively impacting investor sentiment and valuation. | Ticker | EOSE (ticker) | EOSE_8588a185 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Approval of Eos Energy's 300-MWh Brooklyn Navy Yard project and another project under NYSERDA's Bulk Storage procurement program. | when approved by NYSERDA as part of their Bulk Storage buy would go into delivery almost immediately. | 2026-03-01 | 2026-12-31 | Approval of these large projects would contribute significantly to the higher end of the 2026 revenue guidance and validate Eos's technology for utility-scale applications. | Ticker | EOSE (ticker) | EOSE_27930c9c | 2026-02-26 | earnings_transcript | ||||||||||||||
| Materialization of additional projects from the Florida hotel developer following initial projects. | over the next 12 to 18 months. | 2026-03-01 | 2027-08-31 | These projects represent scaling long-term partnerships and growth opportunities in the commercial and industrial sector. | Ticker | EOSE (ticker) | EOSE_5fc43140 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Conversion of the Talen framework agreement and other PJM opportunities into firm orders and revenue due to improved economics for long-duration storage. | aligns very well with our framework agreement that we have in place with Talen. | 2026-01-01 | 2026-12-31 | This could unlock significant revenue opportunities in the PJM market, validating the demand for long-duration storage and Eos's technology. | Ticker | EOSE (ticker) | EOSE_0c749868 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Conversion of Bimergen's 400-MWh Redbird project and the subsequent 2 GW development pipeline into firm orders and revenue. | following this project, there is an additional 2 gigawatts of project development pipeline that spans ERCOT, PJM and MISO that we are currently working on. | 2026-03-01 | 2027-02-28 | This represents a substantial pipeline of potential projects across key markets, demonstrating strong commercial traction and significant future revenue potential. | Ticker | EOSE (ticker) | EOSE_b5008143 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Delivery of the first prototype in partnership with Skoda Group, a leading European rail and public transport manufacturer. | anticipate the first prototype by 2026 | 2026-01-01 | 2026-12-31 | This partnership validates Microvast's technology in extreme duty and high-safety rail applications. A successful prototype could lead to further commercial agreements, expanding market reach, and new revenue streams, positively impacting investor sentiment and valuation. | Ticker | MVST (ticker) | MVST_326fbb62 | 2025-11-10 | earnings_transcript | ||||||||||||||
| Solid Power begins delivering electrolyte to SK On to support line validation activities. | Following site acceptance testing | 2026-04-01 | 2026-12-31 | This signifies the operationalization of the SK On pilot line with Solid Power's material, moving closer to commercialization and potential future revenue streams from electrolyte supply. Successful validation is bullish, showing progress in partner integration. | Ticker | SLDP (ticker) | SLDP_1a10da92 | 2026-02-24 | earnings_transcript | ||||||||||||||
| Solid Power pursues and potentially secures a partnership for commercial-scale electrolyte production in Korea. | This year | 2026-01-01 | 2026-12-31 | This partnership aims to establish a facility capable of producing up to 500 metric tons of electrolyte annually, significantly expanding Solid Power's production capacity and accelerating commercialization. Securing a strong partner with capital and process capabilities would be highly bullish. | Ticker | SLDP (ticker) | SLDP_f2e1b25a | 2026-02-24 | earnings_transcript | ||||||||||||||
| Closing of the Cornerstone acquisition. | this summer | 2026-06-01 | 2026-08-31 | This acquisition is expected to create more than $4 in incremental annual impact on adjusted free cash flow per share upon closing and contribute to maintaining net leverage below 3.5x by year-end 2026. It will enhance Talen's generation portfolio and large load contracting opportunities. | Ticker | TLN (ticker) | TLN_3fb8a602 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Industry-wide rationalization of data center development projects and associated power deals. | 2026 will be the year of rationalization | 2026-01-01 | 2027-12-31 | This rationalization will determine which data center projects proceed, are delayed, or are cancelled, directly impacting Talen's opportunities for new power purchase agreements and its 'powering AI thesis'. | Theme | TLN (ticker) | TLN_4ef326f6 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Talen Energy's 'Plan B' for the Montour site development, involving alternative commercial solutions or other organic/inorganic sites, following the Montour County commissioners' decision. | today or happens 6 months from now | 2026-02-27 | 2026-08-27 | A successful 'Plan B' would demonstrate Talen's ability to overcome regulatory hurdles and secure future data center power contracts, supporting its long-term growth strategy and reducing uncertainty around a key development opportunity. | Ticker | TLN (ticker) | TLN_a311d497 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Finalization and implementation of the PJM Reliability Backstop Procurement (RBP) policy and rules for participation. | continuing the dialogue on this critical policy development | 2026-02-27 | 2026-12-31 | The RBP aims to address resource adequacy in PJM, potentially providing long-term contracts (e.g., 15-year) for new or upgraded generation. This could create significant opportunities for Talen to secure financing for new builds and contribute to grid reliability, impacting future revenue and investment decisions. | Theme | TLN (ticker) | TLN_3b179d30 | 2026-02-26 | earnings_transcript | ||||||||||||||
| PJM's decision and implementation of an extension of the price collar for the Base Residual Auction. | for 2 additional base residual auctions | 2026-02-27 | 2027-12-31 | Extending the price collar provides market stability and allows time for longer-term capacity market reforms. This impacts future capacity prices and revenue certainty for generators like Talen, influencing investment decisions and market sentiment. | Theme | TLN (ticker) | TLN_779ee9a6 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Talen Energy announcing new Power Purchase Agreements (PPAs) with data center operators for its existing fleet, powered land opportunities, or new build projects, beyond the current AWS ramp. | in the coming quarters and years | 2026-03-01 | 2028-12-31 | Securing new PPAs diversifies Talen's revenue streams, increases contracted cash flows, and de-risks its merchant generation assets, supporting its 'Talen flywheel' strategy and driving higher returns for investors. | Ticker | TLN (ticker) | TLN_9bbefd0b | 2026-02-26 | earnings_transcript | ||||||||||||||
| EnerSys hosts its Investor Day. | June 11 | 2026-06-11 | 2026-06-11 | The event will provide updates on strategic priorities, technology roadmap, and growth opportunities, which could significantly influence investor sentiment and valuation based on new insights and the company's future outlook. | Ticker | ENS (ticker) | ENS_642b3b76 | 2026-05-20 | earnings_transcript | ||||||||||||||
| Release of EnerSys's Q1 Fiscal Year 2027 financial results, including net sales and adjusted diluted EPS. | For the first quarter of fiscal 2027 | 2026-07-01 | 2026-08-15 | Actual performance against guidance will directly impact investor sentiment and valuation, especially the Adjusted Diluted EPS ex 45X, and could lead to a rerating if results significantly exceed or fall short of expectations. | Ticker | ENS (ticker) | ENS_2fdeb51c | 2026-05-20 | earnings_transcript | ||||||||||||||
| Eos Energy achieving gross margin positive status. | gross margin positive in the second half of 2026. | 2026-07-01 | 2026-12-31 | This is a critical step towards profitability and cash sustainability, which would significantly improve investor confidence and valuation. | Ticker | EOSE (ticker) | EOSE_25bc74e5 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Commencement of Indensity product shipments. | begin shipping Indensity as we get into the second half, later part of this year. | 2026-07-01 | 2026-12-31 | Indensity is expected to offer better footprint density, easier manufacturing, and lower costs, enhancing Eos's competitive position and driving future profitability. | Ticker | EOSE (ticker) | EOSE_c37acf4e | 2026-02-26 | earnings_transcript | ||||||||||||||
| Commissioning of Solid Power's continuous electrolyte production pilot line. | by the end of 2026 | 2026-10-01 | 2026-12-31 | This line is designed to support small volume customer programs and optimize manufacturing processes, advancing the path towards commercialization and potentially expanding electrolyte supply capacity to 75 metric tons. Successful commissioning is bullish for scaling production, while delays would be bearish. | Ticker | earnings_transcript | SLDP | 1 | 1 | 0.0 | 0.0001 | 1.25 | 1.0 | 1.0 | 0.0161 | 0.0019 | False | 2026-03-16 | Theme aggregation | ||||
| Commissioning of Solid Power's continuous electrolyte production pilot line. This line is designed to support small volume customer programs and optimize manufacturing processes. | by the end of 2026 | 2026-10-01 | 2026-12-31 | Successful commissioning is bullish for scaling production and advancing the path towards commercialization, potentially expanding electrolyte supply capacity to 75 metric tons. | Ticker | earnings_transcript | SLDP | 1 | 0.0 | 1.25 | 1.0 | 1.0 | 0.0021 | False | 2026-02-28 | Theme composer | |||||||
| A return to positive volume growth in EnerSys's Motive Power and Transportation end markets. | as the year progresses | 2026-10-01 | 2027-03-31 | This recovery would signal an improvement in underlying demand conditions and pent-up demand, positively impacting revenue growth, operating leverage, and investor sentiment for these key segments. | Ticker | ENS (ticker) | ENS_ec494f6c | 2026-05-20 | earnings_transcript | ||||||||||||||
| Full automated production of Line 2 becoming operational. | fully automated production targeted in Q4. | 2026-10-01 | 2026-12-31 | Line 2 will provide redundancy, eliminate a single point of failure, and improve efficiency and cost structure, crucial for scaling reliably and achieving profitability. | Ticker | EOSE (ticker) | EOSE_36b02df9 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Eos Energy achieving 4 GWh of annualized manufacturing nameplate capacity. | coming out of 2026. | 2026-10-01 | 2026-12-31 | This capacity expansion is essential to meet growing customer demand and support the company's revenue guidance and long-term growth objectives. | Ticker | EOSE (ticker) | EOSE_8f583fdb | 2026-02-26 | earnings_transcript | ||||||||||||||
| Commissioning of Solid Power's continuous electrolyte production pilot line. | by the end of 2026 | 2026-10-01 | 2026-12-31 | This line is designed to support small volume customer programs and optimize manufacturing processes, advancing the path towards commercialization and potentially expanding electrolyte supply capacity to 75 metric tons. Successful commissioning is bullish for scaling production, while delays would be bearish. | Ticker | SLDP (ticker) | SLDP_ab3c21de | 2026-02-24 | earnings_transcript | ||||||||||||||
| Bloom Energy's acceleration of international market development and expansion, particularly in regions like Europe, following current delays related to natural gas infrastructure. | there will be a pause before it takes off... there is going to be a delay, and we are going to be prepared for it when that opportunity comes. | 2027-01-01 | 2028-12-31 | Successful international expansion would significantly broaden Bloom's addressable market, diversify its revenue streams, and contribute to long-term growth, impacting valuation and investor sentiment. | Ticker | BE (ticker) | BE_a89034c7 | 2026-04-28 | earnings_transcript | ||||||||||||||
| EnerSys begins to realize approximately $20 million in incremental 45X tax benefits from the closure of its Tijuana, Mexico facility and the shift of production to its Springfield, Missouri plant. | beginning in fiscal '28 | 2027-04-01 | 2028-03-31 | This will structurally enhance profitability and shareholder value by optimizing the manufacturing footprint, maximizing tax benefits, and supporting the transition to higher-margin solutions. | Ticker | ENS (ticker) | ENS_8548ebd2 | 2026-05-20 | earnings_transcript | ||||||||||||||
| SK On targets Start of Production (SOP) for their solid-state batteries based on Solid Power's technology. | SOP for their batteries in 2029 | 2029-01-01 | 2029-12-31 | This represents a major commercialization milestone for solid-state batteries and Solid Power's technology, indicating a potential ramp-up in demand for Solid Power's electrolyte in the future. Achieving this would validate the technology and partnership. | Theme | earnings_transcript | SLDP | 1 | 1 | 0.0 | 0.0002 | 1.25 | 0.92 | 1.0 | 0.0179 | 0.0021 | False | 2026-03-16 | Theme aggregation | ||||
| SK On targets Start of Production (SOP) for their solid-state batteries based on Solid Power's technology. | SOP for their batteries in 2029 | 2029-01-01 | 2029-12-31 | This represents a major commercialization milestone for solid-state batteries and Solid Power's technology, indicating a potential ramp-up in demand for Solid Power's electrolyte in the future. Achieving this would validate the technology and partnership. | Theme | earnings_transcript | SLDP | 1 | 0.0 | 1.25 | 0.92 | 1.0 | 0.0023 | False | 2026-02-28 | Theme composer | |||||||
| SK On targets Start of Production (SOP) for their solid-state batteries based on Solid Power's technology. | SOP for their batteries in 2029 | 2029-01-01 | 2029-12-31 | This represents a major commercialization milestone for solid-state batteries and Solid Power's technology, indicating a potential ramp-up in demand for Solid Power's electrolyte in the future. Achieving this would validate the technology and partnership. | Theme | SLDP (ticker) | SLDP_4aab25a3 | 2026-02-24 | earnings_transcript |
Constituents
- — Fluence Energy, Inc.
- — Siemens Energy AG
- AMPXT3— Amprius Technologies, Inc.
- BET3— Bloom Energy Corporation
- ENST3— EnerSys
- EOSET3— Eos Energy Enterprises, Inc.
- MVSTT3— Microvast Holdings, Inc.
- SLDPT3— Solid Power, Inc.
- TLNT3— Talen Energy Corporation
- ELVAT3· no notes yet
- NEOVT3· no notes yet
- QST3· no notes yet