[Solid-State: GEM Co-Founds Joint Laboratory For Solid-State Battery Cathode Materials]

his week, the Chicago Summit clarified the industry timeline: oxide electrolytes will be prioritized for deployment within 2–3 years, while all‑solid‑state sulfide batteries will be delayed until 2028–2030. The Baihu Lake Laboratory achieved a breakthrough in boride‑based solid‑state batteries with 400 Wh/kg, wide temperature range, and low‑pressure operation, targeting low‑altitude economy and robotics applications.

[SMM Solid-State Battery Weekly Analysis: Summit Sets the "Oxide First, Sulphide Delayed" Tone; Capital and Projects Accelerate in Resonance on the Eve of Mass Production] This week, the Chicago summit set the industry pace: oxide electrolytes are expected to be deployed first within 2-3 years, while sulphide all-solid-state batteries are postponed to the period from 2028 to 2030. Baima Lake Laboratory's boride solid-state battery has broken through 400 Wh/kg, operating over a wide temperature range and under low pressure, and targeting low-altitude economy and robotics scenarios. Sichuan Advanced Battery Innovation Center will be delivered at the end of August, Shandong Chuanglu's 100 mt-class production line will enter mass production, and De'er Co., Ltd.'s PACK pilot line was completed. Ruizhi New Energy and Guxin Energy raised a combined total of more than 100 million yuan, a joint laboratory for robot batteries was established, and solid-state batteries have fully transitioned from the laboratory to mass-production-driven development.

[SMM Analysis: Solid-State Battery Layout of US Nuvvon in the Polymer Electrolyte Track] Nuvvon is a solid-state battery startup based in New Jersey, US, pursuing a pure solid polymer electrolyte (SPE) route that contains no sulphides or oxides and can operate at ambient temperature and pressure without cooling, heating, or pressurization systems. Its 1 Ah/5 Ah pouch cells use NMC811 cathodes and lithium metal anodes, deliver more than 2,000 cycles, operate at -20°C to +60°C, and have passed independent nail penetration tests to verify safety. The company is currently moving from the laboratory toward commercial sample delivery, has raised $5.3 million in seed funding, and its new laboratory is now operational.