Read on Twitter
Settling down for the much-anticipated #QuantumScape reveal. A little taste of this already on their website, link below. Feels like a thread coming on... https://ir.quantumscape.com/news/news-details/2020/QuantumScape-Releases-Performance-Data-for-its-Solid-State-Battery-Technology/default.aspx
Interesting to hear from the start a clear disclaimer about this showcase presenting "forward looking statements", making clear that reality might differ from expectation outside of QS's control
Recap of investment: they're well-funded by now, having raised ~$1.5bn so far, about ~$300m has gone into R&D so far. VW are committed to the tune of $300m, and have a joint venture with QS for manufacturing. Now they're listed, market cap was ~$15bn last I checked...
More recap of basic concept: solid state electrolyte with Li metal anode, but the cell is fabricated "zero excess" or "anode free", i.e., there is no Li metal in the cell from the start, it is plated out of the cathode on 1st charge, for maximum energy density
Conventional knowledge is that this means big capacity losses because Li metal generally means bad efficiency. QS is arguing that not only have they solved that, but going without an anode host means eliminating a transport bottleneck, enabling fast charge as well...
