Solid Power Q2 earnings call highlights. August 4, 2026 Key points. * Solid Power reported a $23.8 million second-quarter net loss and negative revenue of $300,000 after reversing previously recognized milestone revenue under its SK On agreement. Year-to-date revenue was $2.8 million. * The company's continuous electrolyte-production pilot line remains on schedule, with acceptance testing expected in the third quarter, commissioning by year-end and initial 45-metric-ton output targeted for the first quarter of 2027. * Solid Power is advancing potential collaborations with Samsung SDI, BMW, SK On and South Korean manufacturing partners, while maintaining strong liquidity of $419.3 million and no debt. * MarketBeat previews the top five stocks to own by September 1st. Solid Power NASDAQ: SLDP reported a second-quarter net loss of $23.8 million, or $0.11 per share, as the solid-state battery materials company continued to invest in electrolyte development, customer programs and a continuous-production pilot line. Revenue for the second quarter was negative $300,000, primarily because the company reversed $1.2 million of revenue recognized in the first quarter after changing assumptions related to certain milestone payments under its SK On research and development license agreement. Chief Financial Officer Linda Heller said the adjustment was non-cash and did not represent an obligation, cash outflow or associated cost reversal. Year-to-date revenue totaled $2.8 million, reflecting work under a U.S. Department of Energy assistance agreement and collaboration agreements with SK On, Heller said. Electrolyte manufacturing pilot line remains on schedule. President and Chief Executive Officer John Van Scoter said installation of Solid Power's continuous electrolyte production pilot line remained on schedule. The company has installed its major equipment, including a rotary kiln installed in May, and is preparing equipment for acceptance testing. Van Scoter said the company expects equipment acceptance testing to be completed in the third quarter, with plant validation and operational startup anticipated in the fourth quarter. Commissioning is expected to begin in the fourth quarter and conclude by the end of the year. The line is designed to demonstrate the scalability of Solid Power's proprietary wet-process electrolyte technology as the company transitions from batch production toward continuous manufacturing. Once fully commissioned, the line is expected to have capacity of 45 metric tons, with output anticipated in the first quarter of 2027, according to Van Scoter. Capital expenditures totaled $6.3 million in the quarter, driven primarily by construction of the pilot line. Partnership discussions progress. During the quarter, Solid Power continued work under its joint evaluation agreement with Samsung SDI and BMW, including electrolyte shipments supporting their development activities. Van Scoter said the company improved electrolyte performance and quality through the work and remains optimistic about potential use of its electrolyte in electric vehicles and other all-solid-state battery applications. The initial phase of the Samsung SDI and BMW agreement is expected to expire at the end of September. However, Van Scoter said Solid Power is discussing an ongoing collaboration framework with both companies, citing performance improvements, quality gains and the company's long-term wet-process cost roadmap. Solid Power is also pursuing a joint venture for commercial-scale electrolyte production in South Korea. Van Scoter said the company has been in active discussions with three potential parties and has advanced one discussion to a draft term sheet. The company continues to expect to announce a joint venture by year-end. Van Scoter said South Korea is an active market for all-solid-state battery development, and a partnership with an industry-leading company could provide manufacturing scale and market access. The company also completed its line installation agreement with SK On and received the associated milestone payment during the quarter. Solid Power is negotiating a potential new collaboration agreement with SK On, though Van Scoter said discussions remain in early stages and that additional details may be available next quarter. Quality certification and customer interest. Solid Power completed the first stage of its ISO 9001 certification process during the quarter. Van Scoter said the one-day audit produced no major findings, though the company is addressing some minor items. The second stage, a three-day audit, is scheduled for the middle of the third quarter. Solid Power expects to have time to address any findings before year-end and continues to target certification by then. Van Scoter said the company is focused on improving lot-to-lot consistency and controlling customer-specific specifications, including particle size. He also said Solid Power believes its wet process provides a structural cost advantage compared with dry-process approaches, based on benchmarking work conducted with potential Korean partners. In response to questions about potential U.S. customer development, Van Scoter said Solid Power has seen increasing interest from humanoid robotics companies over the past six months. He said several domestic companies are interested in all-solid-state batteries because of potential advantages in energy density, safety and charging rate, though the company does not yet see domestic cell manufacturing at that scale. Solid Power also received some interest from defense and aerospace markets during the quarter, he said. Liquidity remains strong. Second-quarter operating expenses were $30 million, compared with $29.4 million in the first quarter. Operating loss totaled $30.3 million. The company ended the quarter with $419.3 million in total liquidity, $3.2 million in contract assets and accounts receivable, and $17.2 million in total current liabilities. Heller said Solid Power had no debt. "We remain focused on disciplined capital allocation while continuing to invest in strategic initiatives that support long-term growth," Heller said, adding that the balance sheet provides flexibility to execute the company's commercialization strategy and support customer development programs. About Solid Power (NASDAQ:SLDP). Solid Power, Inc NASDAQ: SLDP is a Colorado-based company specializing in the development and manufacturing of all-solid-state rechargeable battery cells for the electric vehicle (EV) and aerospace industries. Founded in 2012 as a spin-out from the University of Colorado Boulder, Solid Power has focused on advancing solid electrolytes and high-energy battery architectures to deliver improved safety, higher energy density and longer cycle life compared with traditional lithium-ion batteries. The company's core offerings include multilayer solid-state battery cells that utilize sulfide-based solid electrolytes and high-capacity cathode materials. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. 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Solid Power has appointed Uwe Breitweg, BMW Group's Vice President Powertrain, Emission and Battery Strategy, to its board of directors, effective 1 July 2026. The appointment reinforces BMW's strategic partnership with the solid-state battery technology developer. Breitweg brings over 20 years of automotive leadership experience, having held his current role since 2021. Previously, he served as Vice President Powertrain Systems Industrial Customers at BMW from 2016 to 2021. Solid Power is developing solid-state battery technology using sulfide-based solid electrolyte material, aiming to deliver extended range, longer life, improved safety and lower costs compared to traditional lithium-ion batteries. The company's business model focuses on selling electrolyte to cell manufacturers and licensing its designs and manufacturing processes.

Anthro Energy strengthens manufacturing leadership. 08 Jun 2026 Anthro Energy has named Hyungrak Kim as its new Executive Vice President of Manufacturing, bringing more than 25 years of expertise in advanced battery materials, electrolyte innovation, and large-scale production. His background includes senior roles at Solid Power and Dongwha Electrolyte, where he helped shape major developments in next-generation battery technologies. In his new position, Kim will oversee production strategy and scale-up for Anthro Energy's advanced polymer electrolyte platform and its high-performance lithium-ion cells. These activities span the company's facilities in Alameda, California, and Louisville, Kentucky. The appointment aligns with Anthro Energy's wider push to expand domestic manufacturing capacity as demand rises for safer, more robust batteries across defence, robotics, embodied AI, wearables, and cutting-edge electronics. Before joining Anthro Energy, Kim served as EVP of Electrolyte Technologies at Solid Power, contributing to progress in sulfide solid electrolyte development and leading pilot-scale engineering programmes. Earlier in his career, he directed manufacturing operations at Dongwha Electrolyte, a major global supplier of lithium-ion battery materials. Kim is recognised as a leading voice on topics such as scaling next-generation materials, manufacturing challenges in advanced electrolytes, and the importance of compatibility in commercialisation. He also speaks extensively on domestic supply chain resilience and the future of safer, mechanically durable batteries for robotics and wearables, defence systems, and embodied AI. His arrival signals Anthro Energy's intent to accelerate commercial readiness while strengthening the U.S. battery manufacturing ecosystem.