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....
Oh I didn’t forget the battery recycling I just didn’t feel like listing ALL the negatives.....and the mining of rare earth minerals to manufacture those batteries is an ugly business that no one wants to talk about as well.
Not to mention a lot of those rare earth minerals come from china......but hey, what could go wrong? 🤷♂️
The left drove/drives bad implementations of energy alternatives and closures of proven sources for the specific purpose of failing in order to collapse the economy (see Germany) and provide a crisis to implement globalist communism.
Correctly deployed (local gen supplemental to grid, for instance) wind and solar etc. can be good, but that creates independence from central authority not dependence and want, so the left doesn’t talk about it.
If these things start rolling off in any volume, that will drive the price higher still. It also doesn’t sound like recovering most of the silver in totaled or discarded cars will be practical.
Still, if we are talking $40,000 cars, and the tech is that much better, it still might be worth it for those who choose or are mandated to purchase electric.
So instead of using 10kg lithium in a EV car at a cost of $300- for the lithium these genius are going to use 750 grams of silver at a cost of $2,000-?
While silver-based solid-state batteries offer impressive performance—such as 9-minute charging and 900 km ranges—they are largely considered impractical for mass-market electric vehicles due to extreme supply chain limitations and costs.
Due to cost, these batteries are unlikely to be viable for anything other than high-end, luxury vehicles.
I could not agree more.
Car thieves are watching this development carefully.
The biggest question is what is the time frame the Chinese built into the battery before it self immolates or explodes?
I agree with you on the limitations for the current EVs.
The reason Toyota, Samsung, Panasonic and all the other major electronic and automotive manufacturers are working on SOLID STATE batteries is that the range will increase, they will work at a lower temperature range and they do not increase the temperature when charging(and potentially start a fire).
These corporations would not be investing in this technology IF they didn’t think it was a game changer(IMHO).
It would be like adding Mr Fusion to power your next Toyota Camry.
Solid state batteries get rid of the majority of your(and mine) objections to buying.
“I think electric is here to stay, but it will never do what an IC engine can.”
https://zecar.com/reviews/catl-launches-world-s-fast-charging-ev-battery
CATL says you are wrong.
[CATL launched both the 3rd-gen Shenxing LFP and 3rd-gen Qilin NCM batteries at the same 2026 Tech Day event.
The Qilin 3rd Gen delivers 3,000kW peak discharge power and over 1,000km range. BYD has no NCM battery to match it.
CATL also unveiled a condensed matter battery at 350Wh/kg, enabling 1,500km range in executive sedans.]
1500km is 937 miles.
Charge Range
Time
10% to 35%
1 minute
10% to 80%
3 minutes 44 seconds
10% to 98%
6 minutes 27 seconds
10% to 98% at -30C
9 minutes (any charger)
This is faster than you could fill a 600 mile range gasoline tank which is about the max any ICE car will go on a single full tank.
CATL is by far the largest battery maker on earth no one touches them when they demonstrate something the whole industry plays catch up and follows suit.
Flat out they beat ICE is every metric possible.
You cannot put a 3000kw engine in a normal executive sedan 3000kw= 4023 horsepower yeah not happening.
Meanwhile Tesla...
The maximum horsepower for the 2026 Tesla Model S is 1,020 hp in the Plaid trim, which features a tri-motor setup. This peak power allows the Model S Plaid to achieve a 0-60 mph time of 1.99 seconds.
China now has a pack that fits in a Model S sized sedan with triple that available in milliseconds of time.
No ICE anywhere at the consumer level can touch this. You would need top fuel dragster motors and they last all of 4 seconds before they self destruct after every run. The pistons are melted on top and so are the valves and seats they run to destruction every single run. Meanwhile this pack could do thousands of quarter mile sprints at 4000hp power dumps.
Welcome to the 21st century boomer.
The Tesla Semi is outperforming diesels.
people have been talking about silver-X batteries for as long as I have been alive. And both cold and hot fusion too.
I have a book from the 40s that tells how with Nuclear Power electricity will be too cheap to meter, and we will never be wanting for power again.
No matter WHAT new power source they make available to us, no matter how cheap it is, they will ALWAYS tax us.
The pack CATL demonstrated earlier this year is what will replace the ICE for most of the world’s population.
Look up click the link
It’s a LFP cell Iron and phosphorus are plentiful. Iron is in the top 6 elements in the earth’s crust. The Norwegians found in a single fjord centuries worth of P
The massive phosphate (phosphorus) deposit discovered in southwestern Norway by Norge Mining is estimated at 70 to 77 billion tonnes. This deposit is significant enough to meet global demand for LFP (Lithium Iron Phosphate) batteries, solar panels, and fertilizers for the next 50 to 100 years.
Based on the size of the deposit and the amount of phosphorus needed for LFP batteries, this find could produce enough phosphorus for an unimaginably large amount of battery storage, likely in the range of hundreds of thousands of terawatt-hours (TWh) over its lifetime, potentially averaging over 10,000 kWh per person on Earth over the next 50–100 years.
Yeah that’s for all 8 billion of us. A car needs 75kWh to go 375 miles today.
The amount of Boron and Phosphorus needed for the P & N dopants in 1 megawatt worth of thin film solar are 0.5grams each as they are only used to dope the silicon films in micrograms per cubic meters of area. Works out to a gram for 1 MW worth of panels. Silicon is the second most common element in the earth’s crust behind oxygen. Aluminium is in the top 5 and it’s what the frames and wires of modern panels are being made with copper is on the way out so is silver/lead soldering joints they’re all going to be tin/ aluminum base.
The oceans are full of lithium , so is flow back and produced waters from shale wells. UT has already demoed tech in the Permian basin and the Saudis have taken lithium directly from seawater at lower energy costs it pairs with the brine coming off RO Desal even better something the Saudis have a lot of on a daily basis hence the tech to make use of it.
CATL LFP cells are the answer. 1000-1500km with 1-3 megawatt level charging is the end of the road for most ICE applications.
Being able to charge from 10% to 80% on under 4 min is less time than filling a gas tank and less time than a walk to a bucees bathroom and back.
80% of 1000km is 800 leaving a 10% lower buffer for contingency is still 700km which is 437 miles at 70mph that’s 6.25 hours in the seat. Need more it’s a 4 min stretch to get all that range back. To go 875 total miles or costs you 4 min out of 12.5 hours in the seat.
Get real less than 0.1% of the population drives this distance all at once in a single sitting regularly probably less than 0.1% out of the 330 million Americans.
Gonna be like copper in buildings. Every trash clown will raid the EV and run off with the batteries.
EVs might be at least part of the answer in the future but for now, IMO they’re not completely ready for prime time.
The fact that biden and the rest of ‘em tried to ram them down the American people’s throats told me that.
“Tesla Semi is outperforming diesels.”
By leaps and bounds. It’s 1/6-1/10th the cost of diesel per mile and there is no oil changes, no brake pad wear, no DEF fluids to buy.
They consistently run full 82,000lb max loads over 300 miles using only 1.7kWh per mile.
The 500 mile range semi covers all but the extreme edge cases.
“The Tesla Semi Megacharger charges the Tesla Semi at a rate of 1.2 megawatts (1,200 kW), enabling the truck to replenish up to 60–70% of its battery range in just 30 minutes. This allows for roughly 300 miles of added range in half an hour, primarily using the Megawatt Charging System (MCS) standard”
Most states mandatory rest breaks are longer than this.
The vast majority of trucking by tonnage moved is regional and under 500 miles per day.
Breakdown of Truck Tonnage by Distance (2024–2025)
Recent data from the Bureau of Transportation Statistics (BTS) and the Department of Energy highlights a strong concentration of freight in short-distance brackets:
Under 100 miles: Approximately 44% of total truck tonnage.
100 to 249 miles: Approximately 43% of total truck tonnage.
Total Regional (Under 250 miles): Roughly 87% of all U.S. truck freight tonnage moves within this range.
Long-Haul (1,000+ miles): Only about 6.4% of total freight weight travels 1,000 miles or more
The only real issue is WHERE is all the electricity generation going to come from?
Coal
solar
methane
hydro
wind turbines
nuclear
all of the above
The imaginary arguments against EV evaporate with 1000-1500km ranges , -30C to plus 45C temp range, and sub 4 min changing to the 80% point which in a 1000km EV is 6.25 hours at 70mph avg moving speed hard to do in most places in the seat till you would need a 3 min 44 second top up to go another 6+ hours. You left the house fully charged from the time you slept before the trip. If not a 3 min stop for snacks and drinks covers any top up. Oh and 1000+ cycles in a 1000km pack to 80% SOH not dead is 1 million km and LFP does 6000 cycles if you 1C charge them not 10-15C like CATL just showed you. They show that even at 1000 ultra fast megawatt level charges you still get 1000 cycles to the 80 date of health point that’s the industry standard also known as 80% SOH. The pack still works it just holds 80% of its initial kWh when it reaches this point. 800km for a 1000km pack in this case. That’s still 600km leaving a 10% lower buffer in a single charge and under 3 min to put that 600km back in .
Simply put the avg person drives under 40 miles per day. The actual number is 96% of all trips are under 30 miles.
Even a L2 plug on your garage wall can put in 30 miles in under 1 hour with 240v.
Model 3 goes 4 miles on a single kWh with AC ripping at 70mph, much farther in the city grid lock.
250wh/mi hwy and 100ish city grid lock I have seen as low as 90wh/mi in biblical Houston gridlock it’s mostly creeping and regen creep and regen.
So 7.5kWh plus 10% AC/DC>pack losses
8.25kWh from the plug then with a 240volt 50 amp plug you would need 34 amps to put that much in 1 hour the car does up too 48 amps from an L2 charger so 46 miles of charge per hour. This covers more than 96% of all daily trips according to the DOT numbers.
I never worry about my Model 3 it takes under 10 seconds to plug it to the L2 on the wall and when I come back after a nap or a snack it’s full to 80% again easy peasy. It has a 375 mile range not 1000km which is 625 miles. I go twice a month to Austin and it never needs a stop either way I just charge it the first night at my condo in it’s assigned spot with an L2 next to it. I rent out the spot and charger because it’s a 3 block walk to West 6th so prime parking on weekends and festivals like SXSW = $$$
I likely would never use 625 miles of range all at once and if it had 300 miles of range and a 4 min to 80% that is zero need for 625 miles the 300 is plenty. I have owned no less than 8 vehicles that had under 300 miles per tank from the 80s 90s and 00s my first car that broke the 350 mile range was my S60 it was 28mpg with a 17gal tank but you only could use 15 gal before the light would come on and it would stop showing the miles to E and just show LOW FUEL so realistically 420 miles then a 5-10 min stop depending on how fast the pump was flowing.
Yeah give me a half sized 1000km pack and 2-3 min charging solves any range I would ever want to go.
Between EV cars, trucks and Data storage centers we are going to need a LOT more electricity production.
No one should have to know that much about a vehicle....if so it’s not worth owning IMO.
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