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Two U.S. startups, Sila Nano and Group14, are on the verge of a commercial breakthrough with their high-range, fast-charge silicon anodes. These anodes are expected to be deployed in electric vehicles (EVs) by about seven carmakers within the next two years. This development represents a significant shift in the battery industry, potentially reducing the reliance on graphite anodes, which are currently dominated by Chinese manufacturers. Additionally, one U.S. startup has partnered with battery giant SK to scale up production in South Korea. In a related development, $ENVX appears to be the only company advancing silicon battery production for smartphones, which could impact the use of graphite anodes in this sector as well. Qualcomm's upcoming processor is contingent on being paired with $ENVX's battery, signaling a Western Battery Coup.
What’s scarier for Chinese EV and battery makers than tariffs? Getting technologically leapfrogged. Silicon anodes would drastically reduce the need for graphite, which China dominates. One US startup has partnered with battery giant SK to scale up production in South Korea. https://t.co/hk7d36k5Xo
✍️ by @stevelevine for @theinformation (The Electric) "Amid the bloodletting in batteries and EVs, two US startups--Sila Nano and Group14--seem on the verge of a commercial breakout, getting their high-range, fast-charge silicon anodes into the EVs of about seven carmakers. The… https://t.co/5gzSKSPzvh
Amid the bloodletting in batteries and EVs, two US startups--Sila Nano and Group14--seem on the verge of a commercial breakout, getting their high-range, fast-charge silicon anodes into the EVs of about seven carmakers. The Electric. https://t.co/CUGYBH6rnt
