Übertreffen Festkörperbatterie-Aktien Lithium?

Der Dienst PV Magazine schreibt: 

Ion Storage System’s $30 million capital raising will go toward scaling up its solid-state battery cell production facility in the US state of Maryland, with aims to produce 10 MWh per year by the end of 2023, for a range of applications.

D.h auch andere Festkörperbatterien nähern sich größerer Produktionsmengen. Es wird Zeit, mehr positive Nachrichten von Quantumscape zu deren Fortschritten zu lesen!

Ion Storage Systems, a US battery startup based in Maryland, has received $30 million in Series A venture capital funding from the likes of Toyota Ventures, Tenaska, and Bangchak Corp. The company aims to develop factories to reach mass battery cell production.

Ion Storage is developing solid-state batteries and aims to produce 10 MWh per year and generate commercial revenue by the end of 2023. The key differences to other solid-state and next-generation batteries is a bi-layer cell design. This reduces typical lithium-ion battery defects, and works with existing and next-generation cathode chemistries, avoiding the use of critical raw materials like cobalt, nickel, and gold.

Neil Ovadia, Ion’s vice-president of operations, told pv magazine that the company can target multiple markets, ranging from defense to consumer products to electric vehicles and stationary grid storage. Ovadia noted that Ion is working on a variation to the core product meant for stationary storage applications.

“Ion’s unique technology unlocks the power of solid-state batteries through its patented Bi-layer cell design. The dense ceramic electrolyte separator is connected to a porous ceramic electrolyte scaffold,” explained Ovadia. “The porous scaffold acts as a “sponge,” creating uniform and continuous pathways for lithium metal plating without external volume change, while the dense layer acts as a solid-state separator blocking lithium metal dendrites – thereby avoiding the need for compression and preventing short circuits. This architecture makes Ion’s solid-state electrolyte compatible with a wide range of existing and next-generation cathode chemistries.”Ion Storage Systems, a US battery startup based in Maryland, has received $30 million in Series A venture capital funding from the likes of Toyota Ventures, Tenaska, and Bangchak Corp. The company aims to develop factories to reach mass battery cell production.

Ion Storage is developing solid-state batteries and aims to produce 10 MWh per year and generate commercial revenue by the end of 2023. The key differences to other solid-state and next-generation batteries is a bi-layer cell design. This reduces typical lithium-ion battery defects, and works with existing and next-generation cathode chemistries, avoiding the use of critical raw materials like cobalt, nickel, and gold.

Neil Ovadia, Ion’s vice-president of operations, told pv magazine that the company can target multiple markets, ranging from defense to consumer products to electric vehicles and stationary grid storage. Ovadia noted that Ion is working on a variation to the core product meant for stationary storage applications.

“Ion’s unique technology unlocks the power of solid-state batteries through its patented Bi-layer cell design. The dense ceramic electrolyte separator is connected to a porous ceramic electrolyte scaffold,” explained Ovadia. “The porous scaffold acts as a “sponge,” creating uniform and continuous pathways for lithium metal plating without external volume change, while the dense layer acts as a solid-state separator blocking lithium metal dendrites – thereby avoiding the need for compression and preventing short circuits. This architecture makes Ion’s solid-state electrolyte compatible with a wide range of existing and next-generation cathode chemistries.”

auch BMW ist durch dessen Investment in das Startup Solid Power aus Colorado stark in Festkörper-Batterie-Technik investiert.

electrek schreibt dazu:

The completed installation of the production pilot line will allow Solid Power to produce silicon anode, solid-state battery cells for internal testing before delivering them to automotive partners BMW and Ford to begin qualification testing.

Auch Hyundai und Ford sind investiert! Die ersten Zellen zum Test bei den Autoherstellern sollen bald eintreffen!

Solid Power shared that when the cell pilot line gets running at full capacity, it is expected to produce 300 cells per week, which translates to about 15,000 solid-state battery cells per year. According to the battery developer, a majority of those pilot cells will be used for EV qualification testing through some of the partners mentioned above like Ford. Solid Power CEO Doug Campbell spoke about the new pilot line and its potential:

Solid Power is encouraged by taking this next step on its automotive qualification road map. The installation of this EV cell pilot line will allow us to produce EV-scale cells suitable for initiating the formal automotive qualification process. Over the coming quarters, we will work to bring the EV cell pilot line up to its full operational capability and look forward to delivering EV-scale all-solid-state cells to our partners later this year.

To begin, BMW and Ford are scheduled to receive their own solid-state battery cells to test in their respective EV platforms. Solid Power’s solid-state battery cells contain over 50% active silicon in each anode, providing greater energy density and thus longer range – all without the volatility of a liquid electrolyte that is present in traditional lithium-ion cells.

Solid Power believes it can optimize its Silicon EV cells to varied energy capacities, ranging from 60 to 100 amp-hours (Ah). Thanks to this range of flexibility, Solid Power has the potential to meet several automotive OEM specifications. While this will include Ford and BMW initially, there is plenty of room for additional automotive partners with their own respective design specifications.

Es geht weiter aufwärts mit der Festkörperbatterieaktie Quantumscape.

Fetskörperbatterien sind eine Weiterentwicklung der Lithium-Ionen-Batterien und versprechen viel höhere Energie- und Leistungsdichten als heutige Batterien. Sie verwenden keine flüssigen oder polymere Elektrolyte mehr, sondern feste. Diese dehnen sich aber mehr aus und altern dadurch viel schneller.

Quantumscape gilt bei den Herstellern von Festkörperbatterien als führend. Der Aktienkurs steigt seit einigen Wochen. Auftrieb bekam er nun vom Quantumscape CEO Jagdeep Singh, dieser verkündete über veröffentlichte Testergebnisse eines unabhängigen Testinstituts:

""We are happy that these independent test results substantially replicate the cycling performance we reported at our December 2020 Battery Showcase," said Jagdeep Singh, CEO and co-founder of QuantumScape. "With the publication of this report, we will continue to focus on our product roadmap goals and delivering cells to our customers."

Insider kennen sicherlich das Quantumscape Video aus dem Dezember, darin wurden von Quantumscape herausragende Zell-Eigenschaften vermeldet, die nun offenbar unabhängig bestätigt wurden.

Damit scheint der Erfolg von Quantumscape wahrscheinlicher, die Aktie steigt, am Freits allein 13,9 % nachbörslich nochmal 2,4%!

Viele hoffen auf den schnellen Durchbruch von Aktien Festkörperbatterien. Deren bekanntester Vertreter Quantumscape dürfte hier am weitesten sein. Man sollte aber folgendes berücksichtigen.

Quantumscape gelingt es erst seit kurzem 4 Schichten ihrer Zellen zusammenzufügen. Es ist bisher noch nicht gelungen. den nächsten Meilenstein mit 10 Schichten zu verwirklichen. Für eine Festkörper-Batterie im Elektroauto werden aber 54 Schichten benötigt. Das dürfte also noch eine Zeit bis zur Realisierung benötigen.

Sollten die 10-Schichten dieses Jahr noch gelingen könnte die Quantumscape-Feskörperbatterie-Aktie aber durchaus zulegen. 

Update vom 21.09.21

Quantumscape Aktie steigt heute 14% da man neben Volkswagen einen weiteren Top 10 Autohersteller als Partner gewonnen hat. Dieser wird 10 Megawatt Batteriekapazität aus der Quantumscape Pre-Pilot Fabrik bezoehen, um die Batterien in Vorserienfahrzeugen zu testen. Dies soll etwa 2023 geschehen.  Mit dieser Menge sollte man ca. 200 Fahrzeuge ausstatten können und die Batterien ausgiebig testen können.

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Es gibt ständig neue Batterientwicklungen, welche angeblich bahnbrechend sein sollen. Vorsicht ist hier angebracht. Daher war ich auch zunächst vorsichtig bei den Ankündigungen von Quantumscape.

Überzeugend fand ich aber, dass sich folgende Batterieexperten äusserst positiv zu den Errungenschaften von Quantumscape äusserten:

Tesla Co-Founder JB Straubel: “Es ist ein großer Durchbruch“ oder genauer (laut electrek:): „“The team at Tesla did an amazing job over the years optimizing inside that window to build a prototype with incredible performance, characteristics, and it’s now part of why EVs are succeeding, but all these little edge cases where the product is limited, this technology can really breakthrough that.”

Ferner sagte Stan Whittingham, Miterfinder der Lithium-Ionen-Batterier und Nobel-Preis-Gewinner: „If QuantumScape can get this technology into mass production, it holds the potential to transform the industry.”

Quantumscape hatte vor dem fulminanten SPAC-Börsengang bereits Finanzierungsrunden mit Volkswagen und Bill Gates. Die Aktie stieg enorm nach dem SPAC-Börsengang, fiel seitdem jedoch auch wieder drastisch. 

Akuell lohnt sich aus meiner Sicht über einen Einstieg nachzudenken. Ich selbst halte Quantumscape, VW und Porsche-Aktien.