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What if a battery could build its own anode? CATL’s self-forming anode technology removes the conventional graphite anode, increasing volumetric energy density by 60% and gravimetric energy density by 50%. #CATL #BatteryTechnology #EVTechnology #BatteryInnovation

CATL

21,240 subscribers

20,398 次观看 • 16 天前 •via X (Twitter)

科学技术财经 #CATL #BatteryTechnology #EVTechnology #BatteryInnovation

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17 条评论

John Baker 的头像

John Baker16 天前

I don't see non-Chinese companies ever competing in battery tech.

Juan Carlos Zuleta 的头像

Juan Carlos Zuleta16 天前

This anode-less technology for solid-state #lithium batteries. QuantumScape and Samsung have been working on this tech for almost a decade now. CATL arrives a bit late at this party. See

Luc Bernardin 的头像

Luc Bernardin16 天前

Best part is no part. Why didnt @elonmusk come up with this?

Volt Carbon Technologies Inc. 的头像

Volt Carbon Technologies Inc.13 天前

This is the way of the future. The best anode is the one you don’t have to manufacture, coat, and ship. Form it in the cell, keep the energy, dump the dead weight.

CATL 的头像

CATL13 天前

That's an exciting direction we are actively exploring and pushing the boundaries on to make high energy density cell designs commercially viable. ⚡

Volt Carbon Technologies Inc. 的头像

Volt Carbon Technologies Inc.13 天前

Agreed. How far do you think we can ultimately push energy density by eliminating inactive anode material while maintaining cycle life and manufacturability? ⚡

KK 的头像

KK16 天前

China knows chemistry ⚗️

Clara Lafever Jane 的头像

Clara Lafever Jane16 天前

Sorcery

Marc 的头像

Marc16 天前

How does lithium content in these batteries compare to traditional LFP or NMC batteries? @grok

Mario Alberto Martínez Vilalta 的头像

Mario Alberto Martínez Vilalta15 天前

Nice video! Keep posting them!

CATL 的头像

CATL5 天前

Will do! More to come. 👀

Mario Alberto Martínez Vilalta 的头像

Mario Alberto Martínez Vilalta5 天前

Haha great!

RDC 的头像

RDC16 天前

@grok, this is so awesome, but what is the final cost per kW/h compared to traditional lithium graphite anode batteries?

Anon 的头像

Anon16 天前

@grok do you think this will prove to be better than the 4680 battery cell? Also which do you think will cost less

Nick CleanCode 的头像

Nick CleanCode15 天前

Whoa - 60% volumetric increase is huge. Wonder how long before it actually hits production though.

電池の余白（観察中）的头像

電池の余白（観察中）14 天前

さすが、色んなことをやってきますよね。グラファイト負極をなくせば当然エネルギー密度には効きますが、今後は負極形成の再現性や析出状態の均一性など、量産工程でどう担保していくかも注目。

Samapa 的头像

Samapa16 天前

Funny CATL couldn't get a Chinese person to do this but need a white man!!! Typical han Chinese inferiority complex..

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On January 20, at Davos 2026, CATL was honored with the World Economic Forum (World Economic Forum )'s 2026 MINDS Award, recognizing its groundbreaking project "Augmented Intelligence Leading Next-Generation Lithium-ion Battery Design," which has been acclaimed as a global benchmark for AI-driven industrial application. The project marks a fundamental shift from traditional "reverse design and trial-and-error experimentation" to "forward design with predictive intelligence before manufacturing." By integrating proprietary multimodal data across materials, design, processes and equipment, the initiative has built an intelligent battery cell design platform for the lithium-ion battery industry. The system supports customized performance targets and dynamic priority adjustments, achieving a design prediction accuracy of up to 95%. Compared with manual design, it generates recommendations in seconds and virtual cells in minutes, increasing design efficiency by 30%. CATL will continue to evolve AI from "enablement" to "creation," and from solving known problems to discovering new frontiers, building a cornerstone for the global energy transition. #CATL #WEF #Davos2026 #ArtificialIntelligence #BatteryInnovation

On January 20, at Davos 2026, CATL was honored with the World Economic Forum (World Economic Forum )'s 2026 MINDS Award, recognizing its groundbreaking project "Augmented Intelligence Leading Next-Generation Lithium-ion Battery Design," which has been acclaimed as a global benchmark for AI-driven industrial application. The project marks a fundamental shift from traditional "reverse design and trial-and-error experimentation" to "forward design with predictive intelligence before manufacturing." By integrating proprietary multimodal data across materials, design, processes and equipment, the initiative has built an intelligent battery cell design platform for the lithium-ion battery industry. The system supports customized performance targets and dynamic priority adjustments, achieving a design prediction accuracy of up to 95%. Compared with manual design, it generates recommendations in seconds and virtual cells in minutes, increasing design efficiency by 30%. CATL will continue to evolve AI from "enablement" to "creation," and from solving known problems to discovering new frontiers, building a cornerstone for the global energy transition. #CATL #WEF #Davos2026 #ArtificialIntelligence #BatteryInnovation

CATL

40,931 次观看 • 7 个月前

Field-Reversed Configuration is wild: plasma makes its own magnetic bottle,no coils through the center. Self-organized currents flip the field and confine fusion, like a star holding itself together. Used by TAE Technologies and Helion Energy.

Field-Reversed Configuration is wild: plasma makes its own magnetic bottle,no coils through the center. Self-organized currents flip the field and confine fusion, like a star holding itself together. Used by TAE Technologies and Helion Energy.

Bluntly Put Philosopher (BPP)

243,388 次观看 • 8 个月前

NEWS: BYD has launched its next-generation battery energy storage system. It has a unit capacity of 14.5 MWh, the highest globally to date. The energy storage system achieves an ultra-large capacity of 10 MWh within a space equivalent to a 20-foot container, BYD said. For a 1 GWh storage plant, it will cut the number of required units by more than half, reduce land use by one-third, and trim cell count by 76%, according to the manufacturer. It uses BYD’s self-developed 2,710 Ah Blade Battery cell, which the company claims is the largest energy storage cell in the world. "This next-generation cell delivers three times the capacity of conventional storage batteries, boasts a cycle life of over 10,000 cycles, and reduces the total lifecycle cost per kilowatt-hour to below $0.014 – a milestone that could reshape the economics of large-scale storage." BYD says it can cut project-level levelized costs (LCOS) by 21.7%. For a typical 1 GWh installation, total costs related to equipment procurement, transportation, and installation are expected to drop by around 30%. In addition, BYD has launched its new GC Flux grid-forming inverter solution, which covers the 2.5–10 MW capacity range. According to BYD, the inverter boasts a performance level approximately 38% higher than common industry standards and a maximum power density of 1,474 kW/㎡, which is around 130% above typical values in today’s market. The system provides an overload capacity of up to 3x for 10 seconds and reaches a peak efficiency of 99.35%.

NEWS: BYD has launched its next-generation battery energy storage system. It has a unit capacity of 14.5 MWh, the highest globally to date. The energy storage system achieves an ultra-large capacity of 10 MWh within a space equivalent to a 20-foot container, BYD said. For a 1 GWh storage plant, it will cut the number of required units by more than half, reduce land use by one-third, and trim cell count by 76%, according to the manufacturer. It uses BYD’s self-developed 2,710 Ah Blade Battery cell, which the company claims is the largest energy storage cell in the world. "This next-generation cell delivers three times the capacity of conventional storage batteries, boasts a cycle life of over 10,000 cycles, and reduces the total lifecycle cost per kilowatt-hour to below $0.014 – a milestone that could reshape the economics of large-scale storage." BYD says it can cut project-level levelized costs (LCOS) by 21.7%. For a typical 1 GWh installation, total costs related to equipment procurement, transportation, and installation are expected to drop by around 30%. In addition, BYD has launched its new GC Flux grid-forming inverter solution, which covers the 2.5–10 MW capacity range. According to BYD, the inverter boasts a performance level approximately 38% higher than common industry standards and a maximum power density of 1,474 kW/㎡, which is around 130% above typical values in today’s market. The system provides an overload capacity of up to 3x for 10 seconds and reaches a peak efficiency of 99.35%.

Sawyer Merritt

384,738 次观看 • 11 个月前

If critical minerals and energy are not leverage in negotiations, what is? We could build up a strategic mineral and energy reserve with privileged access for tariff-free partner allies. We can energize and arm our friends and get access to their markets. Another squandered opportunity by Mark Carney, who is just another Liberal.

If critical minerals and energy are not leverage in negotiations, what is? We could build up a strategic mineral and energy reserve with privileged access for tariff-free partner allies. We can energize and arm our friends and get access to their markets. Another squandered opportunity by Mark Carney, who is just another Liberal.

Pierre Poilievre

36,062 次观看 • 4 个月前

THE EARTH IS A BATTERY The ocean acts as the perfect electrical conductor due to the high salinity. The Arctic Circle as the anode and Antarctic Ice shelf as the cathode. Moving electrons back and forth between the two. With the electrolytic metals such as zinc, copper, gold, iron, brass, aluminum etc, and an external power source such as the Schumann Resonance (7.83 Mhz) provides the charge needed to create the chemical reaction known as oxidation and reduction. This chemical reaction causes electromagnetism or the Aether within our CLOSED SYSTEM. The Earth and our bodies share the same amount of water. Our bodies and the rest of creation work in the same manner. We are electrical beings in a world made up of frequencies, vibrations, and energy. "If you want to find the secrets of the universe, think in terms of energy, frequency and vibration." - Nikola Tesla

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Redpill Drifter

81,358 次观看 • 2 年前

Wow… what a chessboard this could be ♟️ What if this is all strategic? What if Trump is dismantling the old system piece by piece… forcing a reset? Closing the Strait of Hormuz would shake the world’s oil supply to its core 🌍 And suddenly… dependence shifts. Back to American energy. Back to American manufacturing. Back to self-reliance. While the rest of the world scrambles through the chaos, the U.S. fortifies, stabilizes, and stands on its own foundation 🇺🇸 It sounds wild… but also strangely calculated. If this is the plan, it’s not checkers. It’s high-stakes, endgame chess. I hope there’s truth to it::

Wow… what a chessboard this could be ♟️ What if this is all strategic? What if Trump is dismantling the old system piece by piece… forcing a reset? Closing the Strait of Hormuz would shake the world’s oil supply to its core 🌍 And suddenly… dependence shifts. Back to American energy. Back to American manufacturing. Back to self-reliance. While the rest of the world scrambles through the chaos, the U.S. fortifies, stabilizes, and stands on its own foundation 🇺🇸 It sounds wild… but also strangely calculated. If this is the plan, it’s not checkers. It’s high-stakes, endgame chess. I hope there’s truth to it::

🌺🌸🇺🇸✝️MAR✝️🇺🇸🌸🌺

958,820 次观看 • 5 个月前

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12,365 次观看 • 9 个月前

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73,212 次观看 • 1 年前

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Redacted

12,915 次观看 • 3 个月前

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Doge Tipping

158,215 次观看 • 15 天前

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Gerard Rennick

22,511 次观看 • 1 年前

We stand at a pivotal moment where Ethiopia's national ambitions connect directly to the national grid. By expanding our renewable energy sources, we are lighting up every corner of the country, not just its streets, but also the hopes and prosperity of our people. This achievement stands as a powerful testament, when we commit ourselves and unite in effort, we have the ability to harness our own resources and secure a self-reliant energy future.

We stand at a pivotal moment where Ethiopia's national ambitions connect directly to the national grid. By expanding our renewable energy sources, we are lighting up every corner of the country, not just its streets, but also the hopes and prosperity of our people. This achievement stands as a powerful testament, when we commit ourselves and unite in effort, we have the ability to harness our own resources and secure a self-reliant energy future.

Abiy Ahmed Ali 🇪🇹

45,591 次观看 • 7 个月前

This battery is about to change the world in 3 months, or make this guy a fool | Fred Lambert, Hacker News Donut Lab lit the EV and energy storage industry on fire last week with its announcement of a 400 Wh/kg solid-state battery cell that can last for 100 years. At face value, if true, we are looking at the single most disruptive announcement in the history of the electric vehicle industry and energy storage as a whole. We aren’t just talking about a better motorcycle battery. If the claims of a 5-minute charge, 100,000-cycle life, and ~400 Wh/kg energy density are accurate and scalable, as Donut Lab claims, this is the holy grail of energy storage. Battery breakthrough announcements generally don’t catch fire like this, but Donut Lab’s did because it said that the cell was already in production and will be in a production vehicle, Verge’s electric motorcycle, this quarter. It gave credibility to the claim, pushing everyone to report on it. Now, we have interviewed Donut Lab’s CEO and investigated the technology. At this point, it looks like either this battery changes the world within the next 3 months, or it will make the CEO look like a fool. In this article, we discuss the impact of the battery, whether real or not, as well as clues about the secret sauce behind its chemistry. The Holy Grail of Energy Storage Consider the implications. A battery that lasts 100,000 cycles is effectively immortal in human terms. You could charge it every single day for 270 years, and it would still be working. It means the battery outlives the vehicle, not just once, but ten times over. It changes the economics of transportation entirely: you buy the battery once, and you swap it into your next five cars. The power density required for a 5-minute charge and the 400 Wh/kg of energy density opens the door to commercial electric aviation, a sector currently strangled by the weight and slow charging speeds of lithium-ion. It solves the grid storage problem by offering a medium that doesn’t degrade, meaning utility companies could amortize the cost over a century rather than a decade. If this is real, the internal combustion engine didn’t just die today; it was buried 100 feet deep, and every other battery is not far behind. But, and this is a massive “but”, extraordinary claims require extraordinary proof, and Donut Lab has yet to release that proof. And that brings us to the man making them. The Man Betting His Reputation I spoke with Marko Lehtimäki, the CEO of Donut Lab and Chairman of Verge Motorcycles. My goal was simple: ask him about the chemistry behind his battery and, if that doesn’t work, look him in the eye and figure out if he’s selling vaporware or if he’s sitting on the breakthrough of the century. Marko isn’t a random guy shouting about a battery breakthrough that will change the world. He is a legit entrepreneur. A computer scientist who built a no-coding app builder years before “vibe coding” was even a thing and sold it to SAP. After the successful exit, he became an investor and serial entrepreneur with his biggest, or most well-known, company being Verge Motorcycles, which has real products on the road. By announcing that this “miracle battery” is already in production and will be shipping in customer vehicles within 10 weeks, he is betting his entire personal reputation on this technology. If he misses this timeline or if the specs are fake, Donut Labs and Verge Motorcycles might not survive the credibility loss. He has a lot to lose here. In my article about the battery announcement last week, I noted that Marko’s presentation was incredible. He basically described a perfect battery: record energy density, incredible charge rate, unprecedented longevity, no rare metals, a cost lower than traditional Li-ion cells, and in scalable production right now. Sounds too good to be true? The only thing he didn’t share was details about the chemistry, beyond saying it doesn’t use lithium or other rare metals. What’s the point of protecting the chemistry if the battery is already in production and it will be in a product shipped this quarter? If that’s true, the battery will be reverse-engineered before the snow completely melts. We discussed it with Marko during our interview. His logic is that once the bikes ship, competitors will tear them down and figure it out anyway. But that won’t happen for another 10 weeks or so, and the head start is critical for a technology this disruptive. In the meantime, Donut Lab’s goal with the announcement was to get the attention of OEMs and ship them battery packs for validation. Marko said: We are right now shipping demo packs to OEMs under NDAs and under tight disclosures so that they can test that all of that is true, which serves our business very well [better than disclosing the chemistry]. But these programs with OEMs are likely to take a long time before they become public. Shorter term, there’s Verge Motorcycles shipping bikes with the battery by the end of the quarter. Before that, Marko also said that we should soon see third-party testing of those cells: We rather right now ship it to authorized research and science center that tests everything without opening it and telling everybody what’s in there. In short, we should have a good idea whether the claims are true or not in just a few weeks no matter what. What does Marko, or Donut Lab, have to gain by lying about this? I also discussed this with Marko and the only thing I could come up with is if he happens to be raising capital right now, but he shut that down: There are a million investors chasing us right now, but we are literally not talking to anybody. We tell investors that we can discuss terms after we have done all our disclosures. Marko insisted that Donut Lab is not taking any investment until they have proven their cells work. In short, it’s hard to find an upside for Donut Lab in making this announcement if the claims are not true. It doesn’t mean that they are, but it makes you think. The Investigation: What Is the “Donut Battery”? So, what is the secret sauce? Marko wouldn’t say, but after digging into public records, supply chains, and research papers, I believe we have a pretty good idea. Let me preface this by saying that I’m not a chemist or physicist, but I’ve been a journalist covering electric vehicles for more than a decade, and I’m pretty good at connecting the dots, and in this case, I’ve had the help of a couple of great sources, too. I’m not saying that this is the Donut Lab battery, but since they are not sharing much, we have to speculate, and all evidence points to a Finnish nanotechnology startup called Nordic Nano and its Chief Scientist, Dr. Bela Bhuskute. Donut Lab invested in Nordic Nano in October 2025, just months before this announcement. At the time of writing this, the press release has fewer than 200 views. The announcement went under the radar, and while Marko said that Nordic Nano is more of a “solar company” during our interview, the announcement mentions both solar and energy storage. Dr. Bhuskute’s research at Tampere University focuses on amorphous Titanium Dioxide nanostructures, which could benefit many different technologies, including batteries. It fits the “miracle” specs perfectly: - 100,000 Cycles: Traditional solid-state batteries are crystalline (like a brick wall) and crack when ions rush in. Dr. Bhuskute’s amorphous Titanium Dioxide is disordered (like a sponge) and “breathes,” allowing it to expand and contract without breaking. - 5-Minute Charge: This chemistry stores energy via “pseudocapacitance,” which is basically like Velcro. Ions stick to the surface almost instantly rather than having to burrow deep inside the material. - The Manufacturing: Nordic Nano uses a “nanofluid” printing process for its solar product using the technology. This aligns with Donut Lab’s description of a “clay-like” material that enables an easier manufacturing process. Some call this “battery printing”, which could explain Donut Lab’s ability to bring this to production in record time. When I asked Marko for the volumetric energy density (Wh/L), he claimed he “couldn’t remember”. Volumetric energy density is one of the few specs that Donut Lab hasn’t released. This battery is lighter than lithium-ion, but it could be bigger due to the amorphous nature of the titanium dioxide. However, the CEO claimed it has a higher volumetric density than traditional Li-ion batteries, without providing a specific number. If that’s true, not only could electric vehicles and energy storage switch to this new chemistry, but even personal electronics, such as smartphones. In 2025, Nordic Nano has been making moves, including securing a former large retail location in Imatra, Finland, near the Russian border: It could be where the company has set up production. Following investment from the Finnish government, Nordic Nano had to elaborate a bit on its products and confirmed that it is working on “solar energy systems and energy storage solutions”: The company’s range of products includes two product families: solar energy systems and energy storage solutions: The ultra-thin and flexible solar film collects twice the amount of energy compared to traditional silicon-based solar panels. Solid-state salt batteries are manufactured by printing from nanofluid, which enables the efficient use of space and the production of batteries in varying shapes. Furthermore, the company confirmed that it is using a “screenprinting” manufacturing method. This is not new. Other companies have produced battery cells with this technology with varying degrees of success. It appears that the bet is that the amorphous rather than crystalized titanium dioxide nanostructure could be more easily adapted and scaled with this manufacturing technology. Electrek’s Take I’m naturally skeptical, and this screams “too good to be true”, but I can’t find anything that categorically rejects the claims. I get battery breakthrough announcements in my inbox every week, and most of the time they never amount to anything. If I decide to spend some time researching them and talking to experts, I generally quickly hit a problem or two that make them commercially unviable. This announcement is different. We can’t really investigate the actual breakthrough; we can only speculate about it, since it is guarded. Marko’s logic for guarding the chemistry is sound, and the incentives to lie about what they have aren’t clear if he is not currently raising money. Then, because they claim this is already in production and will be in a deliverable product within weeks, we will know whether the claims are true in short order, and their reputations, especially Marko’s, are on the line. During my interview, Marko didn’t seem too worried about it. It doesn’t sound like someone who needs to quickly figure out how to deliver this, but rather someone who has a couple of aces in their hand and is looking to maximize them. It’s also strange that this innovation and then production quickly comes from a relatively small company. I thought researching Donut Lab would make me more skeptical about the claims, but it’s the contrary. It confirms that their technology stems from years of research, backed by university and government funding for its commercialization. Could it be that this critical research went under the radar and a small electric motorcycle startup in need of a significant bump in energy density stumbled upon it? Then, a savvy entrepreneur quickly found a way to optimize the impact of this potentially groundbreaking tech by spinning out a startup from the motorcycle company to market the battery to a broader market. Maybe? This could be real, or it could be hype. Again, I’m still skeptical, but I can’t point to anything specific that would disprove any claim made about this miracle battery. Again, if this is true, we are talking about a complete reset of the entire energy and transportation sectors. Donut Lab would become one of the biggest companies in the world. A Nobel Prize would be coming to Dr. Bhuskute and her colleagues in the near future. If it’s not, Marko and Donut Lab’s reputation would be destroyed. There might also be a middle conclusion where the battery is nearly as good as they claim, but when you ramp up production, other problems arise, such as scrap, which has been the undoing of another company that recently tried screenprinting batteries. Who knows? But it sounds like we should find out soon. Within weeks, we should get independent verifications of the specs. Then the bikes get delivered within months. You can fake a presentation, but there are things you can’t fake.

This battery is about to change the world in 3 months, or make this guy a fool | Fred Lambert, Hacker News Donut Lab lit the EV and energy storage industry on fire last week with its announcement of a 400 Wh/kg solid-state battery cell that can last for 100 years. At face value, if true, we are looking at the single most disruptive announcement in the history of the electric vehicle industry and energy storage as a whole. We aren’t just talking about a better motorcycle battery. If the claims of a 5-minute charge, 100,000-cycle life, and ~400 Wh/kg energy density are accurate and scalable, as Donut Lab claims, this is the holy grail of energy storage. Battery breakthrough announcements generally don’t catch fire like this, but Donut Lab’s did because it said that the cell was already in production and will be in a production vehicle, Verge’s electric motorcycle, this quarter. It gave credibility to the claim, pushing everyone to report on it. Now, we have interviewed Donut Lab’s CEO and investigated the technology. At this point, it looks like either this battery changes the world within the next 3 months, or it will make the CEO look like a fool. In this article, we discuss the impact of the battery, whether real or not, as well as clues about the secret sauce behind its chemistry. The Holy Grail of Energy Storage Consider the implications. A battery that lasts 100,000 cycles is effectively immortal in human terms. You could charge it every single day for 270 years, and it would still be working. It means the battery outlives the vehicle, not just once, but ten times over. It changes the economics of transportation entirely: you buy the battery once, and you swap it into your next five cars. The power density required for a 5-minute charge and the 400 Wh/kg of energy density opens the door to commercial electric aviation, a sector currently strangled by the weight and slow charging speeds of lithium-ion. It solves the grid storage problem by offering a medium that doesn’t degrade, meaning utility companies could amortize the cost over a century rather than a decade. If this is real, the internal combustion engine didn’t just die today; it was buried 100 feet deep, and every other battery is not far behind. But, and this is a massive “but”, extraordinary claims require extraordinary proof, and Donut Lab has yet to release that proof. And that brings us to the man making them. The Man Betting His Reputation I spoke with Marko Lehtimäki, the CEO of Donut Lab and Chairman of Verge Motorcycles. My goal was simple: ask him about the chemistry behind his battery and, if that doesn’t work, look him in the eye and figure out if he’s selling vaporware or if he’s sitting on the breakthrough of the century. Marko isn’t a random guy shouting about a battery breakthrough that will change the world. He is a legit entrepreneur. A computer scientist who built a no-coding app builder years before “vibe coding” was even a thing and sold it to SAP. After the successful exit, he became an investor and serial entrepreneur with his biggest, or most well-known, company being Verge Motorcycles, which has real products on the road. By announcing that this “miracle battery” is already in production and will be shipping in customer vehicles within 10 weeks, he is betting his entire personal reputation on this technology. If he misses this timeline or if the specs are fake, Donut Labs and Verge Motorcycles might not survive the credibility loss. He has a lot to lose here. In my article about the battery announcement last week, I noted that Marko’s presentation was incredible. He basically described a perfect battery: record energy density, incredible charge rate, unprecedented longevity, no rare metals, a cost lower than traditional Li-ion cells, and in scalable production right now. Sounds too good to be true? The only thing he didn’t share was details about the chemistry, beyond saying it doesn’t use lithium or other rare metals. What’s the point of protecting the chemistry if the battery is already in production and it will be in a product shipped this quarter? If that’s true, the battery will be reverse-engineered before the snow completely melts. We discussed it with Marko during our interview. His logic is that once the bikes ship, competitors will tear them down and figure it out anyway. But that won’t happen for another 10 weeks or so, and the head start is critical for a technology this disruptive. In the meantime, Donut Lab’s goal with the announcement was to get the attention of OEMs and ship them battery packs for validation. Marko said: We are right now shipping demo packs to OEMs under NDAs and under tight disclosures so that they can test that all of that is true, which serves our business very well [better than disclosing the chemistry]. But these programs with OEMs are likely to take a long time before they become public. Shorter term, there’s Verge Motorcycles shipping bikes with the battery by the end of the quarter. Before that, Marko also said that we should soon see third-party testing of those cells: We rather right now ship it to authorized research and science center that tests everything without opening it and telling everybody what’s in there. In short, we should have a good idea whether the claims are true or not in just a few weeks no matter what. What does Marko, or Donut Lab, have to gain by lying about this? I also discussed this with Marko and the only thing I could come up with is if he happens to be raising capital right now, but he shut that down: There are a million investors chasing us right now, but we are literally not talking to anybody. We tell investors that we can discuss terms after we have done all our disclosures. Marko insisted that Donut Lab is not taking any investment until they have proven their cells work. In short, it’s hard to find an upside for Donut Lab in making this announcement if the claims are not true. It doesn’t mean that they are, but it makes you think. The Investigation: What Is the “Donut Battery”? So, what is the secret sauce? Marko wouldn’t say, but after digging into public records, supply chains, and research papers, I believe we have a pretty good idea. Let me preface this by saying that I’m not a chemist or physicist, but I’ve been a journalist covering electric vehicles for more than a decade, and I’m pretty good at connecting the dots, and in this case, I’ve had the help of a couple of great sources, too. I’m not saying that this is the Donut Lab battery, but since they are not sharing much, we have to speculate, and all evidence points to a Finnish nanotechnology startup called Nordic Nano and its Chief Scientist, Dr. Bela Bhuskute. Donut Lab invested in Nordic Nano in October 2025, just months before this announcement. At the time of writing this, the press release has fewer than 200 views. The announcement went under the radar, and while Marko said that Nordic Nano is more of a “solar company” during our interview, the announcement mentions both solar and energy storage. Dr. Bhuskute’s research at Tampere University focuses on amorphous Titanium Dioxide nanostructures, which could benefit many different technologies, including batteries. It fits the “miracle” specs perfectly: - 100,000 Cycles: Traditional solid-state batteries are crystalline (like a brick wall) and crack when ions rush in. Dr. Bhuskute’s amorphous Titanium Dioxide is disordered (like a sponge) and “breathes,” allowing it to expand and contract without breaking. - 5-Minute Charge: This chemistry stores energy via “pseudocapacitance,” which is basically like Velcro. Ions stick to the surface almost instantly rather than having to burrow deep inside the material. - The Manufacturing: Nordic Nano uses a “nanofluid” printing process for its solar product using the technology. This aligns with Donut Lab’s description of a “clay-like” material that enables an easier manufacturing process. Some call this “battery printing”, which could explain Donut Lab’s ability to bring this to production in record time. When I asked Marko for the volumetric energy density (Wh/L), he claimed he “couldn’t remember”. Volumetric energy density is one of the few specs that Donut Lab hasn’t released. This battery is lighter than lithium-ion, but it could be bigger due to the amorphous nature of the titanium dioxide. However, the CEO claimed it has a higher volumetric density than traditional Li-ion batteries, without providing a specific number. If that’s true, not only could electric vehicles and energy storage switch to this new chemistry, but even personal electronics, such as smartphones. In 2025, Nordic Nano has been making moves, including securing a former large retail location in Imatra, Finland, near the Russian border: It could be where the company has set up production. Following investment from the Finnish government, Nordic Nano had to elaborate a bit on its products and confirmed that it is working on “solar energy systems and energy storage solutions”: The company’s range of products includes two product families: solar energy systems and energy storage solutions: The ultra-thin and flexible solar film collects twice the amount of energy compared to traditional silicon-based solar panels. Solid-state salt batteries are manufactured by printing from nanofluid, which enables the efficient use of space and the production of batteries in varying shapes. Furthermore, the company confirmed that it is using a “screenprinting” manufacturing method. This is not new. Other companies have produced battery cells with this technology with varying degrees of success. It appears that the bet is that the amorphous rather than crystalized titanium dioxide nanostructure could be more easily adapted and scaled with this manufacturing technology. Electrek’s Take I’m naturally skeptical, and this screams “too good to be true”, but I can’t find anything that categorically rejects the claims. I get battery breakthrough announcements in my inbox every week, and most of the time they never amount to anything. If I decide to spend some time researching them and talking to experts, I generally quickly hit a problem or two that make them commercially unviable. This announcement is different. We can’t really investigate the actual breakthrough; we can only speculate about it, since it is guarded. Marko’s logic for guarding the chemistry is sound, and the incentives to lie about what they have aren’t clear if he is not currently raising money. Then, because they claim this is already in production and will be in a deliverable product within weeks, we will know whether the claims are true in short order, and their reputations, especially Marko’s, are on the line. During my interview, Marko didn’t seem too worried about it. It doesn’t sound like someone who needs to quickly figure out how to deliver this, but rather someone who has a couple of aces in their hand and is looking to maximize them. It’s also strange that this innovation and then production quickly comes from a relatively small company. I thought researching Donut Lab would make me more skeptical about the claims, but it’s the contrary. It confirms that their technology stems from years of research, backed by university and government funding for its commercialization. Could it be that this critical research went under the radar and a small electric motorcycle startup in need of a significant bump in energy density stumbled upon it? Then, a savvy entrepreneur quickly found a way to optimize the impact of this potentially groundbreaking tech by spinning out a startup from the motorcycle company to market the battery to a broader market. Maybe? This could be real, or it could be hype. Again, I’m still skeptical, but I can’t point to anything specific that would disprove any claim made about this miracle battery. Again, if this is true, we are talking about a complete reset of the entire energy and transportation sectors. Donut Lab would become one of the biggest companies in the world. A Nobel Prize would be coming to Dr. Bhuskute and her colleagues in the near future. If it’s not, Marko and Donut Lab’s reputation would be destroyed. There might also be a middle conclusion where the battery is nearly as good as they claim, but when you ramp up production, other problems arise, such as scrap, which has been the undoing of another company that recently tried screenprinting batteries. Who knows? But it sounds like we should find out soon. Within weeks, we should get independent verifications of the specs. Then the bikes get delivered within months. You can fake a presentation, but there are things you can’t fake.

Owen Gregorian

123,359 次观看 • 8 个月前

This technology has me curious. It's called Wind Sail Propulsion. It's still in the 1.0 stages IMO. It's kind of interesting though and could potential save on fuel costs to get things across the ocean. It harnesses wind energy to assist or, in some cases, serve as the primary means of propelling ships. Another technology is the Flettner rotor, which uses the Magnus effect—created by spinning vertical cylinders in a wind stream—to generate forward thrust. Unlike sails, the rotor is powered by its own motor, allowing it to generate propulsion even when wind direction is unfavorable. Do you see potential for this kind of technology? What kinds of potential problems could arise? 🤨

This technology has me curious. It's called Wind Sail Propulsion. It's still in the 1.0 stages IMO. It's kind of interesting though and could potential save on fuel costs to get things across the ocean. It harnesses wind energy to assist or, in some cases, serve as the primary means of propelling ships. Another technology is the Flettner rotor, which uses the Magnus effect—created by spinning vertical cylinders in a wind stream—to generate forward thrust. Unlike sails, the rotor is powered by its own motor, allowing it to generate propulsion even when wind direction is unfavorable. Do you see potential for this kind of technology? What kinds of potential problems could arise? 🤨

AllieJade

1,741,888 次观看 • 10 个月前

Q: What’s the hold up on domestic extraction of our own Rare Earths, critical minerals and oil/gas? (#PebbleMine is perfect example) A: Special interests connected to WH decision-makers who’ve gained wealth and control with self-dealing, pushing foreign intervention, and making any war’s outcome contingent upon any overseas energy source and its transportation. Ask: who’s getting wealthier and wealthier during wartime deal-making? and WHY is American energy - Pebble Mine! - STILL strangled by an illegal veto of the project by Biden Admin? As per usual 🙄 follow the money.

Q: What’s the hold up on domestic extraction of our own Rare Earths, critical minerals and oil/gas? (#PebbleMine is perfect example) A: Special interests connected to WH decision-makers who’ve gained wealth and control with self-dealing, pushing foreign intervention, and making any war’s outcome contingent upon any overseas energy source and its transportation. Ask: who’s getting wealthier and wealthier during wartime deal-making? and WHY is American energy - Pebble Mine! - STILL strangled by an illegal veto of the project by Biden Admin? As per usual 🙄 follow the money.

Sarah Palin

18,363 次观看 • 2 个月前