Redwood Materials

Deepwater’s first annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Health-Tech. Key Takeaways: AI – General usage and awareness remains low; opinions are mixed when it comes…

There is a race for US battery component suppliers to build capacity to meet the growing needs of automakers in the move to electrification. Redwood Materials is emerging as the most promising company in battery tech for three reasons: First, it's the only company building a closed-loop battery materials supply chain in the US. Second, it has the capital to build that vision with a balance sheet that recently added $1B. Third, Redwood's leadership team includes some of the brightest minds in battery tech.

The DOE announced changes that make it easier for car makers to qualify for EV tax credits by adding Japan and South Korea to countries that can supply the anode and cathode to battery cells assembled in the US. This is a long-term headwind to the US gaining electrification independence.

Redwood Materials announced conditional commitment for a $2 billion loan from the US Department of Energy, an important milestone for the company to accelerate and expand its US-based battery cell production. While still early, it appears JB Straubel is on track to build a generational company.

I believe that the trend of globalization being replaced by onshoring is undeniable. But, it’s one thing to identify a trend and another to profit from it which gets to my central question for companies restructuring the battery supply chain:…

In the final segment of our Battery 101 series, we highlight the companies best positioned to benefit from the electrification of everything. While we have identified around 20 companies that are well capitalized and targeting the battery space, we see…

In November, we attended the Piper Sandler Battery Summit. The event hosted 20 panelists in the battery world, from raw materials providers to cell manufacturers and downstream customers. Money managers are beginning to identify battery tech as a growth wave…

The bottom line: While tech followers await in anticipation of the next battery tech breakthrough, it’s likely that the rate of improvement will prove to be incremental and continuous. We will still refer to the batteries in EVs as lithium-ion…

For this third report in our “Battery 101” series, our goals are to outline the five most important metals used in lithium-ion battery chemistry, to identify the leaders in global production to date, and to share our outlook on the…

This report on the anode is the second of our five “Battery 101” reports. The goal is to outline the key components of EV batteries and note the companies we believe will make the most profit as we shift into…

We’ve written about the imminent electrification of everything and the crucial role of the battery before. New segments are being disrupted by electrification, from homes to recreational vehicles to construction equipment. Essentially, anything powered by gas today will be electric…

The trend line is undeniable. Today, EVs account for about 5% of global car sales. In 2021, an estimated 16.5m EVs were on the road worldwide (according to IEA), compared to about 1.4B vehicles total. Within the next 20 years,…