Ses Ai Corporation · NYSE:SES
Ses Ai — Investor Presentation (January 2026)
13 slides from Ses Ai's investor presentation, Jan 16, 2026
Slide 1: Accelerating Energy Transition Through Battery Materials Discovery and Health Management
Accelerating Energy Transition Through Battery Materials Discovery and Health Management January 2026
Slide 2: Although all information and opinions expressed in this Presentation, including market data and other
Although all information and opinions expressed in this Presentation, including market data and other statistical information, were obtained from sources believed to be reliable and are included in good faith, SES has not independently verified the information and makes no representation or warranty
Slide 3: Accelerating the Energy Transition Through AI
ACCELERATING THE ENERGY TRANSITION THROUGH AI Source: 1. Meticulous Research. (2023, June). Battery Energy Storage System Market - Global Forecast to 2030 2. CATL’s A1 Prospectus, GGII Report 3. Precedence Research 3 UNIQUELY POSITIONED TO SOLVE THE ISSUES OF BATTERY DEVELOPMENT AND SAFETY REQUIREME
Slide 4: The Genesis Mission quote
4 “The Genesis Mission marks a defining moment for the next era of American science. We are linking the nation’s most advanced facilities, data, and computing into one closed-loop system to create a scientific instrument for the ages, an engine for discovery that doubles R&D productivity and solves
Slide 5: SES AI History
@2026 Molecular Universe Pte. Ltd. (Confidential & Proprietary) Est. (MIT spinoff) Establish 3 Business Units: ESS, Drones, Materials focusing on revenue generation Molecular Universe focusing on value generation Launched Molecular Universe Acquired UZ for ESS Formed JV with Hisun for Materials Part
Slide 6: Multi-Pronged Business Opportunities Enabled by Molecular Universe
Materials Supply materials discovered through Molecular Universe SaaS platform ESS Supply fully integrated hardware/software solutions with battery health and safety management software powered by Molecular Universe for data centers and C&I Cells Supply high energy and power density and NDAA-complia
Slide 7: ESS (Acquisition of UZ)
SES AI Material discovery (ESS is #1 most searched query on MU) SES AI Battery Health Monitoring (Ensure safety and lifetime) 5-10kWh 10-100kWh 5MWh ESS (Acquisition of UZ) Supply fully integrated hardware/software solution for data centers and C&I 100-500kWh • Molecular Universe battery health mana
Slide 8: Materials (JV with Hisun)
Materials (JV with Hisun) Supply materials discovered through Molecular Universe on a commercial scale Currently 6 breakthroughs discovered through Molecular Universe being tested at 40+ customers A. SES H2.32 – better cycle life and storage for EV B. SES S8.62 – better cycle life and power density
Slide 9: Molecular Universe has discovered 6 novel electrolyte materials
A. SES-H2.32 B. SES-S8.62 C. SES-K3.1 D. SES-I3/J1 E. SES-K3/4/11 F. SES-G5-Gel Low Si anode –NCM811 High Si /Li-Metal – NCM811 Graphite anode- LFP Si/Gr anode-LCO or NCM Graphite anode - LFP Graphite anode - LCO EV Drones/UAM Heavy-duty Trucking Consumer Electronics, EV ESS or EV Consumer Electroni
Slide 10: Drones: Supplying High Energy and Power Density NDAA-compliant Cells
High energy density: up to Capacity beyond 1 million cells/year Customized to meet customer requirements Certification: UN38.3, UL1642, IEC 62133, etc. ✓ ✓ ✓ ✓ 280 320 360 400 440 480 520 0 2 4 6 8 10 12 Energy Density @ 0.2C (Wh/kg) Max. Continuous Discharge Current (C-Rate) H10M Li-Metal, 500Wh/kg
Slide 11: Why Molecular Universe is the best battery domain AI4Science platform
11 Why Molecular Universe is the best battery domain AI4Science platform Repeat the old ways—or accelerate discovery with Molecular Universe, an AI4Science SaaS platform covering the complete end-to-end workflow. It has already helped users discover several breakthroughs including battery materials
Slide 12: 2026 execution priorities
12 LEVERAGE NEW BUSINESS UNIT LEADERSHIP TO EXECUTE ON ESS AND DRONE CELL OPPORTUNITIES • Experienced industry veteran leading commercial and military drone and urban air mobility initiatives as well as ESS software integration of battery health monitoring • New sales lead experienced in selling mil
Slide 13: All-in on AI
13 All-in on AITM