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I am upgrading Solid Power to a buy, citing an 80% probability of commercial success versus 20% previously.

SLDP’s strategic pivot to a B2B licensing and electrolyte supply model enhances scalability and aligns with incumbent battery manufacturers.

SLDP’s sulfide-based electrolyte enables higher energy density and is validated for scale production, but battery-level mass production remains the final hurdle.

Partnerships with SK On, BMW, and Samsung SDI, plus proven manufacturing capability, position SLDP as a leader in solid-state battery commercialization.

I am upgrading Solid Power ( SLDP ) to a buy rating following substantial progress toward commercialization.…