0:00:02 Greetings. My name is Dr Rick Costantino co founder and CTO of Group 14 Technologies and I'm here
0:00:11 today to tell you about group fourteens Silicon based an ode battery material. This material is
0:00:17 ready today for commercial manufacturing, easily integrated into current battery manufacturing lines
0:00:25 and boost the energy density up to 30 to 70% over traditional of the theme ion batteries group
0:00:33 Fourteens Lithium Silicon technology has attracted the attention of some of the most prominent
0:00:39 partners in the global battery industry. This technology has been scaled with the support of the U.
0:00:46 S Department of Energy Vehicle Technology Office and last year we earned a second contract to
0:00:53 provide the d o E with batteries meeting their performance requirements for vehicle electrification
0:01:03 group Fourteens Industrial partners from around the globe include at L, the world's leading producer
0:01:10 of lithium ion batteries, SK Materials AH, leading producer of industrial gasses and part of the
0:01:17 larger SK Group. Cabot Corporation, the world's largest producer of carbon blacks and a leading
0:01:25 innovator of carbon based battery materials, B. A S F, the largest chemical producer in the world
0:01:32 and a leading manufacturer of cathode materials and show Adecco, the world's largest supplier of
0:01:40 ultra high powered graphite electrodes. This diverse and unparalleled group of strategic investors
0:01:48 provides validation of group fourteens technology from the global leaders in the battery space.
0:01:58 Group 14 has designed a material providing the ideal combination of silicon and carbon that enables
0:02:05 the next generation of lithium silicon batteries.
0:02:12 So how does this technology work? Group Fourteens flagship product SCC 55 is a particle with three
0:02:23 key features. The first feature is the carbon scaffold. Carbon provides for good electrochemical
0:02:31 properties, including a surface known to have a stable solvent electrolyte interface or S E I layer.
0:02:41 The carbon scaffold is porous, which allows it to contain the second key feature, namely, silicon.
0:02:49 Silicon provides for high capacity 10 times higher than graphite. However, up to now silicon is
0:02:57 propensity for volume. Expansion upon cycling has lead to unstable S. C I and poor cycle stability,
0:03:04 thus limiting its application as a practical and material. In the case of SEC 55 the poorest carbon
0:03:12 scaffold has been specifically nano engineered to protect the silicon within the carbon and maintain
0:03:18 the silicon in the most preferred form that is amorphous and nano sized and it does this by
0:03:26 providing the third key feature, which is three internal void. This void is tuned to give room
0:03:34 within that particle for the silicon to expand as it cycles. S E C 55 is perfect combination of
0:03:43 carbon silicon and void delivers very high energy density while maintaining that advantage for
0:03:51 hundreds or even thousands of cycles.
0:03:58 So how do we make this particle? Well, we call our manufacturing strategy scaffold prime. At the
0:04:07 foundation of the scaffold, Prime strategy is the poorest carbon scaffold. This scaffold allows us
0:04:15 to create and maintain silicon in that preferred form that is, that amorphous and nano sized form by
0:04:23 mass sec 55 is equal parts carbon and silicon by volume. As you see, 55 is equal parts carbon
0:04:33 silicon and void.
0:04:37 Scaffold Prime comprises two process steps. The first step is production of the carbon, which we
0:04:45 accomplished in a single step in a single reactor. We call the carbon production process dry. Raul
0:04:52 Icis. This environmentally friendly process does not require any solvent and utilizes readily
0:04:59 available ultra high purity raw materials. Silla Genesis is our second process step where we produce
0:05:09 the silicon in a single step in a single reactor. This process is highly efficient and also utilizes
0:05:16 readily available Precursor materials. Both dryer analysis and Cilla Genesis employ materials and
0:05:24 reactor technologies that air readily scalable and ready for commercial production. Today.
0:05:36 Currently s E C 55 is under evaluation across various applications, from military use to consumer
0:05:44 electron ICS to electric vehicles. Even at a low blend of 20% with graphite, S E C 55 is delivering
0:05:54 a 30% boost in energy density for well over 1000 cycles.
0:06:03 Here is a specific example off the kind of performance our customers can achieve using SEC 55 at a
0:06:11 low loading of 20% blended it with graphic in the an ode. In this case, a third party built full
0:06:18 cell batteries, comparing SEC 55 as the an ode material blended with graphite to both silicon oxide
0:06:26 and standard graphite. As can be seen in this graph, silicon oxide provides for only a modest boost
0:06:33 in energy density, and the slight advantage rapidly faded with cycling. In contrast, SEC 55 boosts
0:06:42 the energy density of the battery by 30%. Even at this low blend in the an ode S S C 55 maintains a
0:06:51 significant advantage over both silicon oxide and graphite for over 2000 cycles. Mhm
0:07:04 while SEC 55 performance. That low loading is very compelling. Here is where things get really
0:07:11 interesting. When used 100% as theano active material, SEC 55 can deliver a tremendous 70% energy
0:07:21 boost compared to traditional lithium ion batteries. This graph depicts full cell data from one of
0:07:29 our customers who achieved just that. In this case, the boost in energy density was maintained for
0:07:36 at least 500 cycles, well within the stability requirements for many customer applications.
0:07:47 Regardless of loading or application, S E. C 55 is easy to use. Our customers don't need to upgrade
0:07:55 their current battery manufacturing equipment, shaving off long lead times for implementation, not
0:08:01 to mention saving them millions of dollars in switching costs.
0:08:10 While SEC 50 fives electrochemical property stand out, it looks and processes just like graphite.
0:08:18 That means that our customers can use their existing slurry and electrode making equipment as well
0:08:23 as their same battery manufacturing line. This seamless integration allows for rapid evaluation
0:08:29 without significant changes to other cell components. For instance, implementing SSE 55 does not
0:08:37 require any change to the separator. As you see, 55 has very high first cycle efficiency, rivaling
0:08:45 that of incumbent graphite and avoiding any need for proliferation. This very high for cycle
0:08:51 efficiency translates into less wasted excess cathode, resulting in further increased energy density
0:08:58 and cost savings in the battery.
0:09:02 This allows for true drop in power for any solution, with the best of both worlds from the ideal
0:09:10 fusion of silicon and carbon high energy density. Fast charging an exceptional stability.
0:09:22 Let's dive into a bit more regarding S E C 55 outstanding first cycle efficiency for any percentage
0:09:29 blend with graphite has shown, with the dotted line drawn from 0% loading to 100%. Loading SEC. 55
0:09:37 delivers a solution for lithium silicon batteries without any compromise in the first cycle.
0:09:43 Efficiency for 100% loading of SEC 55. As the interactive material as shown on the top right hand
0:09:51 portion of the graph, our third party measured first cycle efficiency of 92% equaling the best graph
0:09:59 fights that are out there. Other an ode materials with lower first cycle efficiency compared to
0:10:05 graphite. Such a silicon oxide simply can't compete with SEC 55 at any portion of the loading range.
0:10:18 I'm excited to say that group Fourteens team of scientists and engineers have taken SEC 55 out of
0:10:25 the lab and into commercial manufacturing. S E C 55 is available right now.
0:10:37 To date, Group 14 has already shipped hundreds of kilograms of SEC 55 to partners and customers
0:10:44 throughout the United States, Europe and Asia. This experience has led to establishing our first
0:10:52 commercial plant, which will be online this quarter to fulfill multi ton orders. And that's just the
0:10:59 beginning. Grew. 14 has already announced plans for a much larger facility with two orders of
0:11:06 magnitude larger capacity Cola acquitted with rse silicon in Moses Lake, Washington Having close
0:11:15 relationships with our customers and strategic partners, we know how important second sourcing is to
0:11:22 meet that need were also planning for a second large scale manufacturing facility.
0:11:34 Having spent out previously from energy to during its purchase by BSF group, Fourteens team has much
0:11:41 experience in taking new materials from the lab to commercial scale and energy to we commercialized
0:11:48 various energy storage carbons for applications spending. Ultra capacitors toe let acid battery
0:11:54 additives. That foundation laid the groundwork for developing SEC 55. We learned that it is critical
0:12:03 to scale along with our customers needs. We all know the future will ring mawr and Mawr
0:12:11 electrification across many industries, creating tremendous demand for energy storage and more
0:12:17 efficient and higher performing batteries.
0:12:23 Therefore, we have specifically designed SEC 55 to scale, along with the projected demand beyond our
0:12:31 commercial launch this quarter, where planning for the launch of our large scale plant co located
0:12:36 with R A. C in 2023 within the decade, we're projecting SEC 55 manufacturing at a scale to fulfill
0:12:46 the need for the electrification of everything.
0:12:51 With that, I conclude my talk. I thank you for your attention, and I look forward to talking with
0:12:58 you in the Q and a session