HPQ Silicon Inc V.HPQ

RE:RE:New Press Release - Silicon-Based Anode Batteries Achieve 3,606 mAh with 93% Capacity Retention after 300 Cycles

[BCONTVentures]

And some great posts from ceo on today's NR:

@meu_21 If this generational capacity and performance trend continues, GEN4 will be a total game changer. We should be getting close to an update on it as well. I don't mind the slow motion trial and error, pushing the battery capabilites - it's good for scientific support and justification for the performance of each generation.

@helloween 93% at 300 cycles, that's what we needed to make it relevant for a lot of markets!

Reminder from my September 18th post :

"For those who wants to know more about the 18650 batteries, here's a great article. This part explains the magic numbers HPQ needs to achieve: "Most 18650 batteries have a life cycle of around 300-500 charge cycles. For example, Fenix batteries are rated for 500 cycles. This means that the battery will be able to fully charge to at least 80% of its initial capacity. Once it reaches that threshold, the battery’s “life cycle” is considered over. Though you can still probably get plenty more charges out of the battery, it’s capacity will slowly diminish further with time." https://www.fenixlighting.com/blogs/news/the-ultimate-guide-to-the-18650-battery

So we must at least reach 300 cycles with a degradation less than 80%"

@RobyK For the context: At room temperature, after 300 cycles: HPQ/Novacium (18650) ....... 93% capacity Panasonic (NCR18650G) ..... 83% capacity Samsung (INR18650-35E) .... 82% capacity Crazy good achievement!

@ordos This is huge, it cannot be understated. We no longer see that sharp drop in capacity experienced by Gen1 and Gen2, and the Gen3 testing is already at 300 cycles.

@ordos Once again, things to remember and keep in mind: 1. HPQ Silicon produces its own "green" silicon metal using QRR in a single step from raw quartz rock. SiOx production would use the output from QRR as input to produce the battery additive material. No other silicon based battery materials manufacturer has this critical advantage. Others depend on other silicon metal producers, who produce silicon metal using century old dirty process 2. There will not be any need to modify existing battery production equipment by the manufacturers of batteries. It's literally replacing 10% of the graphite with the SiOx additive while producing anodes. Think about how many battery manufacturers would jump on the prospect of having 40% capacity increase to their batteries without having to do anything else but buy and add the HPQ Silicon \ Novacium SiOx additive 3. All the results are with the most restrictive battery form factors, cylindrical. Other form factors would have only better results, especially pouch 4. HPQ Silicon \ Novacium are very transparent about their results and those are based on one of the most mass produced and well known / tested batteries, the 18650. There is no vagueness of real world performance as with most if not all other additive / battery producers

@imminent Today's news is pretty substantial just purely from a research standpoint, looks like Novacium figured out the right ingredients to solve the issue of sharp drop-off in capacity (which is also an industry-wide issue). There may be opportunities to monetize Gen3 and Gen4 and onward could be game-changing

@ordos @imminent The Novacium team has been confident from the beginning, based on the interviews with Bernard and the NRs.

@ordos And their patented coating process, which I believe is the full optimization step, hasn't even been fully applied, or even applied at all.

@ordos In my opinion, it's only a matter of time before a major or majors move in. I have no doubt that there are a number of NDAs already in place and conversations are ongoing. Same as with Evonik and fumed silica. Bernard said, multiple times, that they are in the same place with battery anode materials today as they were with fumed silica a year ago. Battery materials may move faster too, and the market is much bigger. Fully secure North American (local) supply chain from raw quartz to SiOx additive, no manufacturing process modifications / equipment investment, 40%+ capacity gain. It's a no brainer.