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Following the close of Q3 2023, solid-state battery developer QuantumScape has updated the public to its progress the last three months, which includes some encouraging results. In addition to catching a peep at mockups of its production-intent QSE-5 cell design, QuantumScape’s prototype has done better than expected with one automotive OEM in particular. Are solid-state EVs closer than we imagined? QuantumScape says maybe, but it still has some work to do.

If you don’t know the name QuantumScape ($QS) by now, you should probably start educating yourself (don’t worry, we have plenty of previous coverage for you to study). The advanced battery technology company has been working for over a decade to develop scalable, energy-dense solid-state battery cells that can one day achieve cost parity with traditional lithium-ion cells popular in current EV models.

While there are plenty of competitors out there chasing a future powered by safer and more efficient solid-state cells, QuantumScape hit its own major breakthrough in 2020 by utilizing a proprietary ceramic separator. This technology led to single-layer prototype cell testing, followed by 10-layer cells, then 16-layer prototypes.

By Q2 of 2022, QuantumScape’s solid-state had expanded to 24 layers, setting the stage for vigorous internal testing and the beginning of a three-step journey (A, B, and C prototype cells) before entering automotive qualification and (hopefully) commercialized production.

In December of 2022, QuantumScape began delivering the first 24-layer A0 prototype cells to automotive partners to test themselves, and by Q1 of 2023, testing had been completed by at least one unnamed EV OEM.

At that same time, QuantumScape shared that its first commercial solid-state product will be an ~5 Ah cell called QSE-5 (seen above), which also began shipping to OEM partners as of Q2 2023. Now, QuantumScape has posted its Q3 2023 report, and A0 prototype testing has delivered results that were better than expected.

QuantumScape Q3
A mockup of QuantumScape’s QSE-5 solid-state cell with FlexFrame / Credit: QuantumScape

QuantumScape rolls in Q3, shares FlexFrame format

As previously mentioned, QuantumScape’s first planned commercial product will be a solid-state cell called the QSE-5, based upon the aforementioned A0 prototype cells. QS states that the cell consists of a unique format it calls FlexFrame, which combines the conventional pouch and prismatic cell designs in order to address the “uniaxial expansion of lithium metal as it plates and strips during charging and discharging.”

The battery developer shared that a primary goal for 2023 is to improve the packaging of its QSE-5 cells compared to the A0 prototypes, as the former will contain higher-loading cathodes than the former, sustaining higher current densities built with tighter margins, putting more stress on the cell.

For comparison, QuantumScape says the QSE-5 cells are designed to deliver a capacity around 5 amp-hours (Ah), while 2170 battery designs currently used by some of the top EV automakers offer an average capacity of around 4.5–5 Ah. In this case, QuantumScape sits on the cusp of performance parity if not better, using smaller, lighter, and safer cells.

Switching back to the A0 prototypes that will enable the production of the QSE-5 cells someday, QuantumScape provided further room for optimism in its Q3 2023 report. The company states that although its commercial target for its solid-state cells remains at 80% energy retention through 800 charge cycles, one prospective automotive customer found much better results testing the A0 cells.

Those labs completed over 1,000 full cycle equivalents and achieved over 95% discharge energy retention using test conditions of C/3 charge and C/2 discharge with QuantumScape’s standard temperature and pressure conditions, and 100% depth of discharge. In the Q3 report, QuantumScape patted itself on the back for this encouraging result, but isn’t shopping for yachts any time soon – there is still plenty of room for improvement. Per the company:

We emphasize that this is the best-performing cell and we have work to do on aspects such as reliability. Nonetheless, this is an exceptional result. We are not aware of any automotive-format lithium-metal battery that has shown such high discharge energy retention over a comparable cycle count, at room temperature and modest pressure, regardless of C-rate. We believe that no competing electrolyte — solid or liquid — has demonstrated sufficient stability with lithium metal to achieve this, and that this result sets a new high-water mark for lithium-metal battery performance.

Credit: QuantumScape Q3 Report

Looking ahead, QuantumScape states that its work beyond Q3 2023 will remain focused on QSE-5 development, which could find much success in several applications serving all vehicles from passenger EVs, to commercial trucks, motorcycles, and even consumer electronics. In regard to electronics, QuantumScape’s Q3 report states that the company’s single-layer solid-state cells have now achieved between 1,500 to 2,000 cycles with approximately 80% discharge energy retention with zero externally applied pressure. For comparison, QS states that 500 to 1,000 charge-discharge cycles represents the key life cycle threshold for most consumer electronics applications.

On the manufacturing side, QuantumScape has completed equipment installation for its “Raptor” fast separator heat treatment process (3x as fast as previous processes) and remains on track to deploy the process by year’s end. It also continues to make progress in implementing its “Cobra” process to support the QSE-5 B0 prototype production in the future.

Financials look good as well. The Q3 report detailed $1.1 billion in liquidity as QuantumScape raised $300 million in gross proceeds the past three months. The company’s current forecast offers enough runway to continue solid-state cell development into 2026. Per QuantumScape:

Our focus for 2023 is simple: turn the corner from prototype to product. Our key milestones are all aimed at advancing product development to build a sufficient level of technical and manufacturing maturity to enable initial production of QSE-5. With just a few months remaining in the year, we are maintaining aggressive near-term schedules and remain focused on bringing a potentially disruptive first product to market in the near future.

But strategically, our mission is bigger than a series of near-term objectives. We have been pursuing a next-generation electric vehicle battery for over a decade, and with a mission as challenging and as important as this, long-term thinking is indispensable. Moreover, the market opportunity for our technology platform is massive, potentially in the hundreds of billions of dollars annually for decades to come.

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Toyota the EV battery supplier? Honda will use them to power up its 400,000 hybrids in the US

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Toyota the EV battery supplier? Honda will use them to power up its 400,000 hybrids in the US

Toyota is now a battery supplier? That’s the plan. Honda will use Toyota’s batteries to power up its around 400,000 hybrids sold in the US.

Toyota will supply batteries for Honda hybrids in the US

Toyota’s $14 billion battery plant in North Carolina is ready for business. The facility will begin shipping out batteries next month, and it looks like Toyota already has its first customer.

According to a new Nikkei report, starting in fiscal 2025, Toyota will supply batteries for the roughly 400,000 Honda hybrids sold in the US.

Honda currently uses batteries from China and Japan for vehicles sold in the US, but the company is (like most) preparing for changes under Trump.

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Honda’s electrified vehicles, including EVs and hybrids, accounted for over a quarter of US sales last year. The company sold over 308,500 hybrids and 40,400 electric vehicles in the US in 2024. The batteries will likely be used in the CR-V and other Honda hybrid vehicles.

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Honda Prologue Elite (Source: Honda)

Earlier this month, an extra 10% tariff on imports from China took effect. And that’s on top of the 10% imposed in February.

With more expected, including a 25% increase in vehicles imported from Japan, automakers are tightening up their supply chains.

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Toyota’s new bZ4X AWD model introduced in Europe (Source: Toyota)

A 25% tariff on Japanese vehicles, up from 2.5% currently, is estimated to cost the six major Japanese automakers about $20 billion in the US.

Tariffs on imports from Mexico and Canada could cost Honda roughly $4.7 billion alone. Teaming up with Toyota to use its batteries for its hybrids is part of Japan’s broader global plans to ween off dependence on China and others for batteries and other emerging tech.

Toyota-Honda-EV-batteries
(Source: Toyota)

The new US plant, Toyota Battery Manufacturing North Carolina (TBMC), is over seven million square feet, or about the size of 121 football fields.

As Toyota’s first in-house battery factory outside of Japan, the plant could be a game changer as Trump’s tariffs take effect. Securing Honda as a buyer will already help Toyota cut costs as it ramps up output.

Toyota plans to ramp up electrified vehicle (EV, PHEV, and hybrid) sales in North America from around 40% last year to 80% by 2030.

Electrek’s Take

Trump’s tariffs are already causing havoc, with nearly every automaker warning that they put the US further behind. Overseas automakers are not the only ones feeling the heat, either.

The “Big Three,” GM, Ford, and Jeep maker Stellantis all build vehicles in Canada and Mexico. GM cut output at its plant in Mexico in January, where the electric Chevy Equinox, Blazer, and Honda Prologue are made. Stellantis halted operations at its Brampton Assembly Plant in Canada last month, where it was expected to launch the Jeep Compass EV production. What’s next?

For Toyota, it looks like its $14 billion bet to build batteries in the US is already paying off. Now, we just need it to introduce more EVs.

After unveiling three new electric SUVs in Europe last week, including the updated bZ4X, Toyota hinted more is on the way for the US. Check back soon for updates.

What do you think? Do you want to see more Toyota EVs in the US, like the new C-HR+? Let us know your thoughts in the comments.

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Oil rises as Trump says Iran will be held responsible for any future Houthi attacks

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Oil rises as Trump says Iran will be held responsible for any future Houthi attacks

U.S. President Donald Trump looks on as military strikes are launched against Yemen’s Iran-aligned Houthis over the group’s attacks against Red Sea shipping, at an unspecified location in this handout image released March 15, 2025.

White House | Via Reuters

Oil prices rose on Monday after President Donald Trump said the U.S. would hold Iran responsible for any future attack by the Houthis, a militant group in Yemen that has launched missile strikes on commercial shipping in the Red Sea and on Israel.

U.S. crude oil futures rose 40 cents, or 0.6%, to $67.58 per barrel. Global benchmark Brent traded higher by 44 cents, or 0.62%, at $71.02 per barrel.

“Every shot fired by the Houthis will be looked upon, from this point forward, as being a shot fired from the weapons and leadership of IRAN,” Trump said in a post on social media platform Truth Social. “IRAN will be held responsible, and suffer the consequences, and those consequences will be dire!”

Trump’s threat comes after the U.S. launched a new wave of airstrikes against the Houthis over the weekend. Defense Secretary Pete Hegseth said Sunday the U.S. campaign will continue until the militant group halts its attacks.

“This campaign is about freedom of navigation and restoring deterrence,” Hegseth told Fox News’ “Sunday Morning Futures.” “The minute the Houthis say we’ll stop shooting at your ships, we’ll stop shooting at your drones, this campaign will end. But until then, it will be unrelenting.”

The Houthis began targeting commercial shipping traversing the Red Sea in late 2023 in support of Hamas, after the Palestinian militant group launched a surprise attack on southern Israel and Israel responded with a ground and air campaign in Gaza. The Houthis and Hamas are both allied with Iran.

The Houthi missile strikes have forced international shipping companies to reroute container ships that would normally pass through the Red Sea and the Suez Canal.

Trump has reimposed a “maximum pressure” campaign against Iran with the goal of driving down the Islamic Republic’s oil exports. Treasury Secretary Scott Bessent recently said the Trump administration’s goal is to collapse Iran’s economy.

The White House believes Iran is pursuing a nuclear weapon, an allegation the Islamic Republic denies. Trump’s national security advisor, Mike Waltz, said Sunday that “all options are on the table” to ensure Iran does not acquire a nuclear bomb.

“We cannot have a situation that would result in an arms race across the Middle East in terms of nuclear proliferation,” Waltz said on ABC’s “This Week.”

Trump has said he wants to negotiate a nuclear deal with Iran. In 2018, the president withdrew the U.S. from the nuclear deal negotiated by President Barack Obama, an agreement called the Joint Comprehensive Plan of Action.

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If Musk wants to sell Tesla cars to conservatives, Tesla needs stores and service in red states

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If Musk wants to sell Tesla cars to conservatives, Tesla needs stores and service in red states

Elon Musk wants to sell Tesla cars to conservatives, but if that’s the strategy, the automaker should start with having stores and service centers in red states and rural areas.

It’s no secret that Elon Musk’s approval ratings with progressives have been plummeting over the last few years and even more so in the previous few months.

Since he has control over Tesla and he is the only official spokesperson since he let go of the PR department in 2020, the CEO is dragging the automaker along for the ride.

This is a problem for Tesla as Democrats are much more likely to buy electric vehicles than Republicans:

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Tesla’s sales have been crumbling over the last few months, and after the stock crashed 15% last Monday, President Trump held a controversial commercial for Tesla with Musk on the steps of the White House on Tuesday.

A day later, it was reported that Musk plans to give Trump another $100 million in political donations.

It was an apparent attempt to try to promote Tesla to Trump’s fans: conservatives.

Based on a Tesla inventory check and new order delivery timeline, we reported that the Trump ad appeared to have little to no impact on the demand for Tesla vehicles.

It could be that people see through Musk and Trump’s quid pro quo and, therefore, don’t value Trump’s “Tessler” endorsement seriously. Still, there’s also a more practical reason why Trump’s fans and conservatives generally don’t buy more Tesla vehicles: the locations of Tesla’s stores and service centers (hat tip to Ben).

Even if some Trump fans were interested in buying a Tesla after the White House commercial last week, they might have been turned off by the idea of having to drive several hours to a store or service center.

Tesla does not have stores or service centers in Alabama, Arkansas, North and South Dakota, Kansas, Montana, Nebraska, or Wyoming.

In some cases, it’s not entirely Tesla’s fault, as some of these states have laws against Tesla’s direct sale models. They force automakers to go through third-party franchise dealerships. This is an abuse of old state laws aimed at protecting dealers against unfair competition from the automakers they represent.

Car dealer lobbies use their influence on state legislatures to use these laws to block Tesla, Rivian, Lucid, and other automakers who never had franchise dealerships from operating their own stores and service centers.

But on top of not having locations in several red states, Tesla also primarily has locations in urban areas, whereas conservatives disproportionally live in rural areas.

The automaker has several dead zones and doesn’t operate locations in smaller cities and towns where there are several Ford, GM, Toyota, and other car dealers:

While it certainly does happen, it’s hard to convince someone to buy a car if they have to drive several hours to pick it up and have it serviced.

Electrek’s Take

In short, it’s not only harder to convince conservatives, on average, to buy an electric vehicle, but Tesla is also not correctly set up to sell and service cars in conservative regions of the US.

Though, I think that’s a small part of the problem.

Cars are not supposed to be political.

Even if Tesla successfully converted a significant percentage of conservatives to electric vehicles, it wouldn’t stop the company’s brand destruction.

Tesla’s reputation amongst Democrats and independents has sharply decreased over the last few years, and especially over the last few months, and that’s thanks to Elon Musk alienating them.

It’s tough to be a successful consumer product company when you have alienated 50% or so of your market.

Tesla is basically becoming the MyPillow of Trump’s second term.

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