Compared to the SES speech, the main difference is that StoreDot believes solid-state cells are feasible. So much so that it is developing one that it calls 100in2. As you probably guessed, it means this battery will recover 100 miles of range in only two minutes. Too bad it will only be available by 2032, or eight years after QuantumScape starts selling its solution.
Doron Myersdorf talked about these deadlines when he asked “leading battery developers” to “give global automotive manufacturers a realistic and hype-free roadmap for the introduction of extreme fast-charging battery technologies.” Like SES, he believes semi-solid-state cells are a safer bet. StoreDot should offer its 100in3 solution – yes, 100 miles in 3 minutes – by 2028.
If StoreDot’s competitors can achieve their promises, it will not be the market that is not able to offer a solid-state battery in less than ten years: it will be StoreDot. That will force it to sell its XFC cells for a lower price than the solid-state batteries from anyone, particularly from QuantumScape. That is also a danger for SES and its semi-solid-state lithium metal cell: their only selling point will be a more affordable product. At this point, StoreDot’s warning looks more like a defensive move than an accurate prophecy. We’ll only know which one of these two options it really is by 2025.