QS in “Cheap Batteries Move Profits Downstream”
QuantumScape Corporation
Rapidly falling incumbent lithium-ion prices raise the commercialization hurdle for QuantumScape's pre-revenue solid-state battery technology.
QS impact map — “Cheap Batteries Move Profits Downstream”
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Feb 12, 2024 – Feb 11, 2025 · 251 sessions
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Full story
Cheap Batteries Move Profits Downstream
Cell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
BEAR side — Rapidly falling incumbent lithium-ion prices raise the commercialization hurdle for QuantumScape's pre-revenue solid-state battery technology.
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