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Solid Power Eyes 2027 Electrolyte Output, Korea JV to Scale Solid-State Batteries

Solid Power (SLDP) plans to produce 75 metric tons of electrolyte in Colorado by 2027, aiming for 500 metric tons by 2028 through a Korean joint venture. The company is shifting focus to electrolyte sales and expanding partnerships with BMW, SK On, and Samsung SDI. Solid Power sees potential in EVs, robotics, and other markets, with key milestones including the Colorado project and ISO 9001 certification.

QuantumScape Falls 6%, Enovix Sinks 14%, Solid Power Drops 4% as Yields at 19-Year Highs Hit Speculative Growth

QuantumScape (QS) fell 6%, Enovix (ENVX) dropped 14%, and Solid Power (SLDP) declined 4% amid rising Treasury yields. The battery developers are sensitive to long-term rates, impacting their valuations. QuantumScape's fundamentals remain intact, with partnerships with Honda and Volkswagen. Enovix and Solid Power also reported recent developments. The Amplify Lithium & Battery Technology ETF (BATT) fell 2%.

SLDP sentiment & insider activity

Recent SLDP coverage spans earnings, market movers and financial news.

What's driving SLDP

  • The article provides concrete scale-up milestones and a commercialization shift toward electrolyte sales, which can re-rate near-to-midterm execution risk for SLDP.

    yahoo.com · Aug 18, 2026

  • SLDP is trading as a high-duration battery developer, so price action should track the long-end yield tape.

    247wallst.com · Aug 18, 2026

  • The update is directionally mixed, with collaboration momentum offset by revenue pressure.

    metal.com · Aug 18, 2026

  • Lower Q2 revenues are a near-term negative for SLDP sentiment and can pressure estimates for subsequent quarters.

    bizwest.com · Aug 5, 2026

  • Partnership progress and a planned South Korea electrolyte JV are near-term commercialization catalysts, but the article provides no new financial guidance beyond liquidity and operating loss.

    yahoo.com · Aug 5, 2026

alphai scores every news story that mentions SLDP with an AI model for sentiment and relevance, and aggregates insider trades from Solid Power, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SLDP

Score
$SLDPMed

Solid Power Eyes 2027 Electrolyte Output, Korea JV to Scale Solid-State Batteries

Solid Power (SLDP) plans to produce 75 metric tons of electrolyte in Colorado by 2027, aiming for 500 metric tons by 2028 through a Korean joint venture. The company is shifting focus to electrolyte sales and expanding partnerships with BMW, SK On, and Samsung SDI. Solid Power sees potential in EVs, robotics, and other markets, with key milestones including the Colorado project and ISO 9001 certification.

$QSMed

QuantumScape Falls 6%, Enovix Sinks 14%, Solid Power Drops 4% as Yields at 19-Year Highs Hit Speculative Growth

QuantumScape (QS) fell 6%, Enovix (ENVX) dropped 14%, and Solid Power (SLDP) declined 4% amid rising Treasury yields. The battery developers are sensitive to long-term rates, impacting their valuations. QuantumScape's fundamentals remain intact, with partnerships with Honda and Volkswagen. Enovix and Solid Power also reported recent developments. The Amplify Lithium & Battery Technology ETF (BATT) fell 2%.

$SLDPMed

Solid Power Q2 Earnings Call Highlights

Solid Power (NASDAQ:SLDP) reported Q2 capex of $6.3M, mainly for its pilot line. It said electrolyte work with Samsung SDI and BMW continues under a joint evaluation agreement, with an expected end in September and talks on an ongoing framework. Solid Power also received an SK On milestone payment, advanced ISO 9001 certification, and ended Q2 with $419.3M liquidity and a $30.3M operating loss.

Solid Power, Inc. (SLDP): Results of Operations and Financial Condition

Solid Power, Inc. (SLDP) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 SOLID POWER REPORTS SECOND QUARTER 2026 RESULTS LOUISVILLE, Colo., August 4, 2026 – Solid Power, Inc. (Nasdaq: SLDP), a leading developer of solid-state battery technology, today announced its operational and financial results for the second quarter and first half of

$BLKLow

BlackRock (NYSE: BLK) discloses 7.5% beneficial stake in Solid Power (SLDP)

BlackRock (NYSE: BLK) discloses 7.5% beneficial stake in Solid Power (SLDP) Rhea-AI Filing Summary BlackRock, Inc. filed an amended Schedule 13G reporting a significant ownership position in Solid Power Inc. Class A Stock. BlackRock reports beneficial ownership of 16,851,924 shares, representing 7.5% of the outstanding Class A shares. BlackRock reports sole voting power over 16,499,483 shares and sole dispositive power over 16,851,924 shares, with no shared voting or dispositive power.

$QSMedAI 8/10

QuantumScape Sinks 14%, Solid Power and SES AI Fall as Solid

QuantumScape (NYSE:QS) fell about 14% to $5.03 after its Q2 2026 results, despite a narrower-than-expected net loss of ~$98 million ($0.16/share vs est. $0.1781). It reaffirmed 2026 adjusted EBITDA loss guidance of $250 million to $275 million and trimmed capex to $27 million to $37 million. Honda partnership and defense/AI milestones did not prevent selling; Solid Power (NASDAQ:SLDP) and SES AI (NYSE:SES) also dropped.

$QSMedAI 8/10

QuantumScape Sinks 14%, Solid Power and SES AI Fall as Solid-State Battery Stocks Slide

QuantumScape (NYSE:QS) shares fell about 14% after its Q2 2026 results, despite a narrower net loss of about $98 million, or $0.16 per share, versus an expected $0.1781 loss. The company reaffirmed 2026 adjusted EBITDA loss guidance of $250 million to $275 million and said it trimmed capex to $27 million to $37 million. Solid Power (SLDP) and SES AI (SES) also dropped.

$SLDPLow

Solid Power appoints BMW executive to board – BizWest

Solid Power Inc. (Nasdaq: SLDP) said it appointed Uwe Breitweg, BMW Group’s VP for powertrain, emissions and battery strategy, to its board effective July 1. The company noted BMW is a key partner in its solid-state battery development and said Breitweg’s experience will support its technology and strategy with automotive and cell manufacturing partners.

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