I think, the move to "mass" production is very encouraging. In this case
"mass" means production-like trials, so this is still in the "we
promise" stage. The article mentions several companies which have
backing from and trials with auto manufacturers.
Peri
Advanced E.V. Batteries Move From Labs to Mass Production
https://www.nytimes.com/2022/07/12/business/electric-vehicle-batteries.html
Now a few of those scientists and the companies they founded ... are
building factories to produce next-generation battery cells, allowing
carmakers to begin road testing the technologies and determine whether
they are safe and reliable. ... The factory operations are mostly
limited in scale, designed to perfect manufacturing techniques.
...
Producing battery cells by the millions in a factory is vastly more
difficult than making a few hundred in a clean room
...
Adding to the risk, the slump in tech stocks has stripped billions of
dollars in value from battery companies that are traded publicly. It
will not be as easy for them to raise the cash they need to build
manufacturing operations and pay their staff.
...
After years of experimentation, QuantumScape developed a ceramic
material — its exact composition is a secret ... technology makes it
possible to substitute a solid material for the liquid electrolyte
...Though technically a “pre-pilot” assembly line, the QuantumScape
factory in San Jose is almost as big as four football fields.
...
“We are confident that the remaining challenges are engineering in
nature,” said Doug Campbell, chief executive of Solid Power, ... said in
June that it had installed a pilot production line that would begin
supplying cells for testing purposes to its automotive partners by the
end of the year.
...
The drawback of silicon is that it swells to three times its size when
charged, potentially stressing the components so much that the battery
would fail.
...
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