From The Mobilist Inbox This Week

Solid Power pivot, Ford wakes up, Cyber threat

Steve LeVine
The Mobilist

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Photo: Constance Bannister/Getty

Pivot at Solid Power? In December, Solid Power, the Denver-based solid-state battery startup, announced a big achievement — it had scaled up its pure lithium-metal anodes to an industry-standard, 20-amp-hours, an impressive 22-layer cell with specific energy density of a whopping 330 watt-hours per kilogram. It had a couple of serious flaws — performance plunged during fast-charging and at room temperature. But the company said it was working on that, and expected better performance this year. At the time, industry darling QuantumScape had produced only a single-layer cell. And, for public confidence of its progress, Solid Power had even sent its cells for independent, third-party validation, and expected results in a couple of months.

Early this month, the company announced a big new investment — Ford and BMW were leading a $130 million infusion of cash. In part, Solid Power planned to use the money to scale up to 100 Ah cells, the size required for commercial EVs. The company said it had overcome its fast-charging and low-temperature shortcomings and was pushing ahead. One thing caught my eye — unlike prior news releases by the company, the announcement said nothing about lithium metal, which was strange since most experts view the possibility to use lithium metal and its much…

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Steve LeVine
The Mobilist

Editor at Large, Medium, covering the turbulence all around us, electric vehicles, batteries, social trends. Writing The Mobilist. Ex-Axios, Quartz, WSJ, NYT.