QuantumScape Corporation (QS)

[solong]

$QS - I agree.

Blue Solutions (French manufacturer of Solid State batteries) was rumored to be in talks with VW and sources suggested a deal would happen in the next few months. BMW just signed a deal with them while still supporting/funding Solid Power ($SLDP). Some interesting quotes in the article.

https://www.reuters.com/technology/volkswagen-rivals-plug-away-solid-state-battery-puzzle-2024-01-16/

Almost every major manufacturer seems to be pursuing multiple paths. I read an analyst in the auto market say that in his discussions with auto manufacturers, there are only two words he hears repeatedly; "charge time" and "costs". He said that a couple of years ago they all wanted additional "range" but that's been dropped from their list of what is important.

Toyota recently changed their forecast for building their own Solid State, originally they had a target of 2025 and now they're talking about a big breakthrough using existing tech to be announced in 2024 with their target to introduce Solid State to 2027.