B2B material supply
Development and supply of silicon–carbon anode powders and engineered active materials to cell manufacturers and strategic customers.
Investors & Partners
The anode is the last large unclaimed gain in lithium-ion.
This page sets out why we think that is true, what we are building, how it could reach a market, and what could go wrong. The last part matters as much as the first.
Thesis
Six steps in the argument.
- 01
Demand is compounding
Electrification of transport, grid storage, and aerospace are all pulling in the same direction: more stored energy per unit of mass and volume.
- 02
Graphite is near a material ceiling
At 372 mAh/g theoretical capacity, incremental graphite optimisation returns less each year. The constraint is the material, not the engineering around it.
- 03
Silicon holds the largest known headroom
Roughly ten times the theoretical capacity, from an abundant element already familiar to industrial supply chains.
- 04
The barrier is mechanical, not chemical
Silicon's capacity is not in question. Its survival under repeated ~300% volume change is. That is a materials-architecture problem.
- 05
We are building directly at that barrier
A carbon architecture engineered to absorb expansion, hold electrical contact, and stabilise the interface.
- 06
Manufacturing compatibility lowers adoption cost
A material intended to run on existing electrode lines faces a materially shorter path to qualification than one requiring new plant.
Market
A small market growing quickly.
Silicon–carbon anode materials are early. The figures below come from preliminary third-party market research and have not yet been independently verified by us.
$141M
$3.1B
~35%
Demand drivers
- Global electric-vehicle adoption
- Demand for longer vehicle range
- Demand for fast charging
- Growth in renewable generation
- Expansion of stationary storage
- Consumer demand for longer device runtime
- Aerospace electrification
- Battery supply-chain investment
- Strategic demand for differentiated battery materials
Defensibility
Where a moat could form.
We hold no granted patents and make no patent-pending claim. What follows is where we believe defensible advantage accumulates in this category, and where our development effort is directed.
- Composite material architecture
- Silicon morphology and particle design
- Carbon-shell engineering
- Interfacial control
- Synthesis pathways and processing conditions
- Surface treatment and composite formulation
- Electrode integration
- Manufacturing know-how
- Accumulated experimental data
Intellectual-property strategy is under development. We describe our position as process know-how and materials-design expertise, because that is what it currently is.
Commercial pathways
Four routes to revenue.
These are not four separate businesses. They are staged options on the same underlying material platform, and which one leads depends on who moves first with us.
Joint development
Co-development programmes with battery manufacturers, automotive companies, electronics companies, or strategic material partners.
Technology licensing
Licensing of selected material architectures, processing methods, or production approaches where commercially appropriate.
Strategic partnerships
Partnerships spanning scale-up, validation, pilot manufacturing, raw-material supply, cell integration, and market deployment.
Roadmap
Undated on purpose.
We do not publish projected dates or completion percentages. Milestones appear here once they are reached and can be substantiated.
Material
- Material architecture optimisation
- Formulation refinement
- Synthesis process repeatability
Validation
- Electrochemical validation
- Coin-cell testing
- Full-cell testing
- Third-party validation
Scale
- Pilot-scale synthesis
- Electrode integration
- Customer sampling
Commercial
- Strategic joint development
- Manufacturing scale-up
- Commercial qualification
Risk
What could stop this working.
Any investor who has looked at silicon anodes before already knows this list. Publishing it is not a weakness — omitting it would be.
Technical risk
Silicon-anode degradation is a well-studied and genuinely hard problem. Many credible approaches have not reached commercial durability.
Scale-up risk
Material behaviour at gram scale does not automatically reproduce at tonne scale. Process repeatability is an open engineering question.
Qualification timelines
Cell manufacturers and automotive OEMs run multi-year qualification programmes. Adoption is slow by design, for good reason.
Competitive field
Several well-capitalised companies are pursuing silicon anodes with substantial funding and pilot capacity already in place.
Early conversations are the valuable ones.
We are a development-stage company with no revenue, no funding round announced, and no commercial contracts. What we have is a clear technical thesis and a founder who understands both the electrochemistry and what a factory will accept.
Detailed technical data, test methodology, and development status are available to serious counterparties under a confidentiality agreement.