Posted on 05/11/2026 5:45:44 AM PDT by delta7
On April 14, a Chinese battery startup backed by one of the world's largest automakers rolled the first A-sample all-solid-state battery cells off a production line in Guangzhou....The company is targeting GWh-scale output by the end of 2026, twelve to eighteen months ahead of where Toyota’s timeline stood at the start of this year. The silver market has not priced this in....
...Greater Bay Technology’s A-Sample Changes the Timeline
Greater Bay Technology (GBT) is a battery startup backed by GAC Group, China’s fourth-largest automaker by volume. On April 14, GBT confirmed that A-sample all-solid-state battery cells are now rolling off its production line in Guangzhou’s Nansha district. The specifications: energy density of 260 to 500 Wh/kg (compared to roughly 250 to 350 Wh/kg for current liquid lithium-ion); stable 2C to 3C fast charging; and a proprietary deep eutectic composite electrolyte that passed needle penetration, extrusion, and thermal shock testing without thermal runaway. Vehicle integration in GAC’s Hyptec models is the target platform. GWh-scale production is targeted by the end of 2026. That last point is what changes the industry timeline. Toyota has been the most credible name in solid-state development for the better part of a decade. Its announced target for mass production has been 2027 to 2028. GBT’s April 14 announcement puts A-sample production hardware in Guangzhou now. Not in 2027. Not in a laboratory. The commercialization clock has moved. Why Solid-State Batteries Are a Silver Story
Samsung SDI’s leading solid-state architecture uses a silver-carbon (Ag-C) composite anode, approximately 5 grams of silver per cell, and roughly 200 cells per pack, producing around 1 kilogram of silver per 100 kWh of battery capacity. In a mid-size EV with a 75 kWh pack, that is roughly 750 grams of silver per vehicle. Current liquid lithium-ion EVs use between 25 and 50 grams of silver per vehicle, primarily in electrical contacts, sensors, and thermal management. Solid-state architecture at Samsung SDI’s silver intensity would represent a 15x to 30x increase per vehicle in silver content....
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I tried to read this and failed.
That’s over 26 ounces per vehicle. Current market price and multiply by millions of vehicles…..that’s a lot of greenbacks.
Plus, people who own a lot of silver just might see the market price go up
Direct silver intensity for GBT’s specific design is not confirmed.
Samsung SDI’s leading solid-state architecture uses a silver-carbon (Ag-C) composite anode, approximately 5 grams of silver per cell, and roughly 200 cells per pack, producing around 1 kilogram of silver per 100 kWh of battery capacity. In a mid-size EV with a 75 kWh pack, that is roughly 750 grams of silver per vehicle. Current liquid lithium-ion EVs use between 25 and 50 grams of silver per vehicle, primarily in electrical contacts, sensors, and thermal management. Solid-state architecture at Samsung SDI’s silver intensity would represent a 15x to 30x increase per vehicle in silver content.
750 grams is 24.11 Troy ounces. Yeah, that’s a LOT. Silver is currently up nearly $3.50/ounce to $83.83, so this is just a bit over $2,000/vehicle.
I don’t know how that is something that makes any kind of economic sense. Given the current state of chronic shortage in the silver market, I don’t know how that is even sustainable.
Just more Chinese Propaganda Of Crap
I keep hearing about these battery ‘breakthroughs’, going back DECADES now, yet they never seem to make it to mass production.
Perhaps it’s because something to do with having to operate in -30F to +120 conditions, getting the crap shaken out of them, and God knows what else, has something to do with it.
I’ve done my research....for me the cons outweigh the pros for EVs and its not even close.
Limited range
Recharge time
Danger of battery fire during charging or from salt water intrusion
A couple of years ago a person in my town was provided an EV courtesy vehicle overnight while hers was being serviced and it caught fire in her garage in the wee hours of the morning not only destroying the EV but also almost burning her very expensive home to the ground and it wasn’t even being charged, it just spontaneously combusted for no apparent.
EVs are a HARD PASS for me 👎
How does one know this is propaganda and nonsense? The powers that be (i.e. “The big boys”, “The elites”, or “The big money” would have gone all in on silver BEFORE this news broke.) would already be positioned for a massive silver breakout and would be selling into the surge. Hasn’t happened.
Yeah, I don’t know…all I know is I had an unopened roll of US Mint Silver Eagles I had to sell to put new brakes on my car. Dammit….
Yup. Me too.
Man, we’re getting SCREWED by the Working Class.
While I love my BMW M3 V8 as much as the next guy...
“but it will never do what an IC engine can.”
Will not age well...eventually. EV’s are already some of the fastest vehicles on the planet. The batteries current flaws; non-solid-state are prone to combust, range anxiety due to infrastructure, charging times.
These are all improving and being invested in. I’d side with EV’s eventually being what ICE engines will never do.
These are the first crude batteries, and the technology should improve quickly. If someone can make a battery that fits under the back seat that charges in 5 minutes, and drive a small motor in each wheel, and gives 1000 miles of range, then the electric car will finally be superior and the general public will abandon gas-fueled vehicles.
This will be not because they want to save the planet, but because they want to save money. If cars don’t need big bulky engines and transmissions, then the costs can be cut drastically.
I have advanced stage 4 alternative energy fatigue. Something that was supposed to “save” the environment has had just the opposite effect while upending metals markets and draining capitol and resources from taxpayers and infrastructure that is badly needed. To say I’m sick of this s#!t would be an understatement. The whole western world went nuts over propaganda.
" For this reason Harry does not recommend anyone buying silver if they want to spend that money within a one year time frame"
You forgot the fact that there is yet no large scale recycling of the battery materials. This is becoming a huge problem no one talks about. These things are an environmental disaster. Ice cars are well above 90% recycleable.
As has been noted many times the charging infrastructure is not present. Thanks(?) to Democrat corruption and ineptitude (intertwined) ARPA spent billions for almost zero charging stations and zero grid buildout.
Racing has proven the hybrid approach meanwhile and that requires only existing fueling. Therefore if I were betting or in the car industry I’d go with modular hybrid to get torque, performance and efficiency in a format that could accept yet-to-commercialize battery packs.
What we don’t want is government mandates or heavy hands on the scale. Let ICE do what does best and electric too and combined on top. It’s a big nation with open spaces and busy cities also.
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