Home Stock Ideas Long Ideas Consumer  Summary I am upgrading Solid Power to a buy, citing an 80% probability of commercial success versus 20% previously. SLDP’s strategic pivot to a B2B licensing and electrolyte supply model enhances scalability and aligns with incumbent battery manufacturers. SLDP’s sulfide-based electrolyte enables higher energy density and is validated for scale production, but battery-level mass production remains the final hurdle. Partnerships with SK On, BMW, and Samsung SDI, plus proven manufacturing capability, position SLDP as a leader in solid-state battery commercialization. I am upgrading Solid Power ( SLDP ) to a buy rating following substantial progress toward commercialization. I think the chance of success (by success I mean a major auto OEM adopting SLDP product in mass production models) has increased from around 20% at the time of my first article to around 80% today.…