Solid Power, Inc. · NASDAQ:SLDP
Solid Power — Janney Clean Energy Investment Symposium (October 2023)
15 slides from Solid Power's conference presentation, Oct 26, 2023
Slide 1: Technology for a New Breed of Battery
Technology for a New Breed of Battery Investor Deck October 2023
Slide 2: Disclaimer
Disclaimer This presentation (this “Presentation”) is being provided by Solid Power, Inc. (“Solid Power,” “we,” “our,” “us,” or the “Company”) solely for informational purposes for its public stockholders. To the maximum extent permitted by law, none of us or our affiliates, directors, officers, par
Slide 3: Solid Power By the Numbers
Solid Power By the Numbers Nasdaq: SLDP | Market Cap: $360M1 1 Only publicly traded pure play $700M Raised to date1 10+ yrs of investment in R&D true solid-state battery developer Nearly 50 Worldwide patent families 3 Industry-leading development 250+ Employees 2 Colorado production facilities partn
Slide 4: A Leading Developer of Solid-State Battery Technology
A Leading Developer of Solid-State Battery Technology Transformative Large addressable technology that market drives value Electrolyte focus Industry-leading is capital light partners Our Battery Established Technology manufacturing Solid balance sheet capabilities Strong cell Strong design expertis
Slide 5: Transformative Technology That Drives Value
Transformative Technology That Drives Value Focused on liquid- and gel-free battery technology targeting improved performance, safety and cost advantages IMPROVED PERFORMANCE FOR CONSUMER RANGE COMPELLING ADVANTAGES Solid-state technology has FOR OEMS potential to deliver significant improvement in
Slide 6: Electrolyte Focus is Capital Light
Electrolyte Focus is Capital Light Solid Power endeavors to be a leading provider of sulfide-based electrolyte material to battery producers Larger Capital Light Addressable Market Lower Barrier to Use Eliminates $1-$3 billion Partner with battery Expect customers will in gigafactory spend, producer
Slide 7: Large Addressable Market
Large Addressable Market 2035 Estimated Total Addressable Market (TAM) is large and expected to grow; room for multiple winners 60.2m EVs $616bn $60bn EV EV Battery EV Electrolyte Based on BNEF EV Outlook. Based on SNE Research estimates. Internal estimate assumes Represents 15% CAGR electrolyte is
Slide 8: Industry-Leading Partners
Industry-Leading Partners OEMs recognize the importance of Solid Power's leadership and solid-state technology Deep R&D relationship dating back to Development relationship dating back Development relationship dating back 2016, expanded 2022; equity investor to 2018; equity investor to 2021; e
Slide 9: Established Manufacturing Capabilities
Established Manufacturing Capabilities Recent investments elevate operational capabilities for automotive qualification SP1 EV cell manufacturing line Installed 2022 and now in production Capable of producing 300 EV-scale cells per week EV cell deliveries targeted in 2023 Intended to drive i
Slide 10: Strong Cell Design Capabilities
Strong Cell Design Capabilities Cell licensing offers potential high-margin secondary revenue opportunity and can drive electrolyte sales SILICON EV CELL LITHIUM METAL EV CELL NICKEL-FREE COBALT-FREE CELL ANODE: High-content silicon Ultra-thin lithium metal Ultra-thin lithium metal SEPARATOR: Propri
Slide 11: Solid Balance Sheet
Solid Balance Sheet Well-capitalized, no debt and capital light model TOTAL LIQUIDITY COMPLETED LARGE, NEAR-TERM (in millions) CAPITAL INVESTMENTS $589.3 SP1 EV cell line (2022) $564.2 $534.2 $507.6 SP2 electrolyte production facility $496.1 (2023) $468.2 $443.4 WELL-POSITIONED FOR NEXT STAGE OF
Slide 12: Strong Leadership – Deep Expertise
Strong Leadership – Deep Expertise Management team has extensive history in battery science, materials, manufacturing and public companies JOHN VAN SCOTER KEVIN PAPRZYCKI Chief Executive Officer, President, Board Member Chief Financial Officer Extensive C-level technology and public board 25+ ye
Slide 13: Strong Leadership – Board of Directors
Strong Leadership – Board of Directors Board of Directors brings extensive history in automotive and tech industries, public company governance JOHN STEPHENS RAINER FEURER MARYANN WRIGHT KALED AWADA ALEKSANDRA MIZIOLEK Chairperson, Solid Power SVP, Corporate Investments Former Group VP, Engineering
Slide 14: A Leading Developer of Solid-State Battery Technology
A Leading Developer of Solid-State Battery Technology Transformative Large addressable technology that market drives value Electrolyte focus Industry-leading is capital light partners Our Battery Established Technology manufacturing Solid balance sheet capabilities Strong cell Strong design expertis
Slide 15: Thank You
Thank You 2s Solid Power
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