Slide 1: Solid Power, Inc. Company Overview September 2026
Solid Power, Inc. (Nasdaq: SLDP) Company Overview September 2026
Slide 2: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regarding Forward - Looking Statements All statements other than statements of present or historical fact contained herein are “forward - looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of
Slide 3: Leading Electrolyte Technology for the Solid-State Battery Era
Leading Electrolyte Technology for the Solid - State Battery Era 3 1 Leading developer of solid - state battery materials Positioned at the critical materials layer of next - gen batteries 2 Capital - light partner model Provides electrolytes to OEMs and Tier 1 battery manufacturers rather than comp
Slide 4: Solid Power at a Glance
An industry - leading developer of next - generation all - solid - state battery technology Solid Power at a Glance 1. As of June 30 , 2026 2. As of August 3, 2026 Strategic Partners Founded 2011 $419.3M liquidity 1 Strong IP Position 2 >25 issued US patents >100 pending US patent applications >120
Slide 5: Meeting future demand will require more than incremental lithium-ion improvements
Meeting future demand will require more than the incremental improvements lithium - ion batteries can offer Market Problem 1. McKinsey: Battery 2030 5 • Benchmark for cost, scale and manufacturability • Yet gains are increasingly incremental, suggesting little room for improvement • Meanwhile, globa
Slide 6: Why Solid-State Batteries
Technology designed to meet the demand and performance needs of the future Why Solid - State Batteries Solid Power is developing sulfide - based solid electrolyte , designed to offer a compelling balance of performance and manufacturability Solid - State Batteries Offer Potential Performance Improve
Slide 7: Industry leaders are choosing sulfide-based chemistries for solid-state programs
Industry leaders are choosing sulfide - based chemistries for their solid - state programs, where Solid Power is a leading technology provider Why Sulfide - Based Chemistry While EVs represent the near - term commercial opportunity , Solid Power's solid - state technology is designed to enable a bro
Slide 8: Why Solid Power
Solid Power's development and manufacturing platform combines speed, technical agility, and capital efficiency Why Solid Power 8 Our industry - leading innovation capabilities, strong liquidity, and disciplined capital deployment allow us to explore sulfide - based chemistry while being responsive t
Slide 9: Business Model
Revenue is transitioning from licensing and development collaborations to electrolyte production and sales Business Model 9 Electrolyte Supply Supplied at pilot level today, expected to become the primary revenue source as volumes increase Business Model Technology Licensing + Collaboration Supporti
Slide 10: Partner and Ecosystem Integration
Automotive Test Vehicles Solid Power has advanced its technology through multiple partner pathways across the global battery ecosystem Partner and Ecosystem Integration 10 Electrolyte Supply Cell Technology Evaluated electrolyte for use in EVs and other potential applications of ASSB technologies So
Slide 11: Superior battery performance can give innovators the edge to lead their markets
Superior battery performance can give innovators the edge to lead their markets ASSBs may address challenges in next - gen electrified industries Electric Vehicles Robotics Off H ighway / Mining, Oil & Gas Defense & Aviation With 25 + U.S. patents, 100+ U.S. patent applications and 120+ global paten
Slide 12: South Korea: Strategic Commercialization Hub
We are already on the ground Solid Power's Korean presence supports local engagement with regional battery manufacturers and partners Access to customer ecosystem Korea is home to leading battery manufacturers and advanced cell development activity Potential production pathway Solid Power is evaluat
Slide 13: Revenue & Profitability Phases: Pilot Validation to Commercial Readiness
Phase 4 Revenue & Profitability 13 Phase 2 – 2026 Scale - up Phase 1 – Today Pilot Validation Phase 3 – 2027+ Commercial Readiness • 30 MT annual capacity from two pilot electrolyte manufacturing lines • Customer sampling and partner evaluation underway • Feedback from cell development enables elect
Slide 14: Path to Cost Leadership
Cost per kilogram is expected to decline as production scales from pilot to commercial Path to Cost Leadership Drivers of Cost Reduction Illustrative Electrolyte Cost per Kilogram Cost per kg 30 MT (Current) Pilot Continuous 45 MT* (Once completed) Pre - Commercial 500 MT ~1 GWh Early Commercial 2,0
Slide 15: Financial Position Supports Commercialization Runway
15 Solid Power's disciplined decisions support its ability to reach commercialization Financial Position Supports Commercialization Runway Strategic cash investment 2026 cash investment expected at $85M - $100M, down from prior years' guidance 01 Maintaining expense discipline Ongoing review of spen
Slide 16: Executive Leadership Team
Deep technical, strategic, operational, and public company experience Executive Leadership Team JOHN VAN SCOTER Chief Executive Officer, President, and Director • Extensive C - level technology and public board experience • Successful track record developing and commercializing technologies JOSH BUE