Strategic Intelligence Report
Generated July 29, 2026
Energy
Solid Power
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Thornton, Colorado, USA
Website
Employees
285 (2026, approximate)
Founded
2011
Listing
SLDP · NASDAQ
Market Cap
$481.47M
Revenue (TTM)
$14.89M
Price
USD2.14 (-7.36%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A developer of solid-state battery technology using a proprietary sulfide electrolyte, partnered with Samsung SDI and BMW through a Joint Evaluation Agreement to progress all-solid-state battery development. Solid Power completed site acceptance testing for its SK On pilot cell line and factory acceptance testing for its continuous manufacturing pilot line for sulfide electrolyte production, expected to be installed and commissioned by the end of 2026; the company reported Q1 2026 revenue and grant income of $3.1 million alongside a $26.3 million operating loss.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- Data Center Power & Cooling: Solid Power's sulfide-electrolyte solid-state battery technology, while initially targeting electric vehicles, is part of the broader next-generation battery landscape relevant to future stationary energy storage.
Competition / Other
- QuantumScape: Solid Power competes with QuantumScape in solid-state EV battery technology, partnered with Samsung SDI and BMW versus QuantumScape's relationships with Volkswagen and Honda.
- Form Energy: Solid Power competes with Form Energy in the broader next-generation battery landscape, though Form Energy focuses on long-duration iron-air stationary storage versus Solid Power's EV-focused solid-state chemistry.
Strategic Risks
- Solid-state battery commercialization remains pre-revenue at meaningful scale, with continued operating losses
- Success depends heavily on OEM partners (Samsung SDI, BMW, SK On) advancing their own EV programs
Future Outlook
- Continuous manufacturing pilot line for sulfide electrolyte production expected to be installed and commissioned by end of 2026
- Q2 2026 earnings release scheduled for August 4, 2026
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Solid Power FY2025 Annual Report (Form 10-K), filed with the SEC
- POWER Magazine / Solid Power Investor Relations (May 2026) — Solid Power signs Joint Evaluation Agreement with Samsung SDI and BMW
- Solid Power Investor Relations (May 2026) — Solid Power reports Q1 2026 revenue of $3.1M, operating loss of $26.3M
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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