GVP Climate

“You can’t fight City Hall.” You also can’t fight thermodynamics. It’s not every day that an industrial company steps back to interrogate the first principles behind its own process — or subjects those conclusions to peer review. That's exactly what Brimstone did. Researchers from academia, industry, and the national laboratories examined the chemistry, physics, and economics underlying conventional cement production and a silicate-based cement process (i.e. what Brimstone does). The study, published today in Nature Communications Sustainability, found that making ordinary portland cement (OPC) from silicates could beat the conventional limestone approach on cost, energy, and emissions. They also found that OPC (from silicates or limestone) has a steep cost advantage, on a risk-adjusted basis, over alternative cement chemistries—and that using silicates could expand this advantage by co-producing OPC with other products, such as SCM and alumina. (Not coincidentally, this is exactly what Brimstone’s Rock Refinery does.) As Brimstone CEO Cody Finke, Ph.D. put it: “This study reflects the kind of rigorous pressure-testing that all new industrial processes should undergo. The findings help explain the challenging outlook for novel cement chemistries and reinforce our conviction that producing Portland cement from silicate rocks offers structural advantages in energy use, adoption, and overall economics. More fundamentally, the paper shows that, like any successful industrial process, Brimstone’s edge comes from embracing first principles, not fighting against them.” Brimstone is grateful to the co-authors who did the science: lead author Jeff Prancevic (UC Santa Barbara), Eric Peterson, FACI (Webcor Concrete), Andres Clarens (University of Virginia), Tatiana Pyatina (Brookhaven National Laboratory), alongside current Brimstone contributors Will Nguyen, PhD, PE and Cody Finke, Ph.D. Read our press release here: https://lnkd.in/eD2iuAPU Read the paper here: https://lnkd.in/ec4EGkmq Nature Portfolio #Cement #Efficiency #IndustrialInnovation #Concrete #Manufacturing

 Every milestone reminds me why we started. This one reminds me how far we've come. We've cleared a key milestone in our planned merger with Cartesian Growth Corporation III, with our S-4 declared effective by the SEC and a shareholder vote set for May 27. If completed, the transaction is expected to provide ~$287M in cash (subject to shareholder redemption), along with ~$100M in additional investment. Scaling breakthrough technology goes beyond the technical challenge. It requires the blue chip partners, a resilient supply chain, and the ability to innovate and scale consistently over time. That’s where we’ve been focused in 2026: expanding into high-performance applications like drones and robotics with IQT, launching our first U.S. solid-state production program with Karma Automotive, strengthening our supply chain with partners like POSCO FUTURE M and Philenergy, and continuing to build leadership with the addition of Dr. Dieter Zetsche to our board. Ten years in the making. Now the ride of a lifetime begins. Read the full release here: https://lnkd.in/eTU4MBqy

We'll be exhibiting at XPONENTIAL Show 2026 in Detroit, May 11–14. Visit Factorial's Raimund Koerver, Célestine Singer, and Woojin Lee at Booth #22036 to learn how next-generation #solidstate battery technology supports the power demands of autonomous systems, from drones to robotics to broader uncrewed platforms. 🤝 #XPONENTIAL

Solid-state batteries are built for the #EVs of tomorrow - today. IEEE Spectrum highlights the launch of the first solid-state battery production program in the United States for passenger vehicles - starting with Karma Automotive’s Kaveya coupe, balancing energy, weight, and performance to achieve ambitious range and power targets. Factorial’s FEST® cells deliver high energy density, lighter weight, and robust thermal performance, unlocking new possibilities for #mobility and robotics. From luxury EVs to drones and robotics, Factorial is building batteries that meet real-world demands—high-performance, reliable, and ready for the next generation of intelligent platforms.

IQT, the strategic investor for the U.S. national security community and America’s allies, joins Philenergy and POSCO FUTURE M, two key battery supply chain partners, in investing in Factorial Energy.  Together, we are strengthening a resilient battery ecosystem aligned with trusted partners and secure supply chains.  Energy performance is becoming a major limiting factor for next-generation mobility and intelligent systems. From drones to robotics, these platforms require lighter, higher-energy batteries that perform reliably in demanding environments. Incremental improvements are no longer enough. With this support, Factorial is accelerating into high-spec sectors like drones and robotics, where high-energy solid-state batteries can unlock entirely new operational capabilities. Grateful for the trust of our partners and excited for what we will build together. https://lnkd.in/ePsGX_PA

Today, Factorial announced strategic investments from IQT, Philenergy, and POSCO FUTURE M to accelerate our expansion into high-growth sectors including drones and mobile robotics. Together, we are advancing a resilient battery ecosystem aligned with trusted allies and secure supply chains. 🤝 💬 “Energy performance is becoming the limiting factor in mobility and intelligent systems,” said Siyu Huang, CEO of Factorial. “From unmanned aerial vehicles (“UAVs”) to robotics, incremental improvements are no longer sufficient. Support from IQT, Philenergy, and POSCO Future M accelerates our growth, particularly in the strategic drone segment.” We’re excited to work alongside these partners to accelerate the next generation of energy systems powering drones, robotics, and beyond. https://lnkd.in/ewCUjYsK

Yesterday we took an important step toward scaling Solstice™.    We’ve signed an MOU with Philenergy to explore a manufacturing collaboration that will help accelerate volume production of our all-solid-state platform.    Breakthrough technology alone isn’t enough to lead in next-generation batteries. You need proven manufacturing expertise and infrastructure to deliver at scale.    Philenergy brings advanced automation, precision engineering, and modular factory architecture designed for speed, capital efficiency, and operational flexibility. That kind of foundation matters when you’re building a platform like Solstice™ — delivering up to 80% higher energy density and stable operation at temperatures as high as 90°C. As demand grows for energy systems that operate safely under stress and perform in extreme conditions, our focus is clear: build #solidstatebatteries that are not only powerful, but manufacturable at global scale.    https://lnkd.in/e4KU9EEi 

The solid-state battery landscape is entering a decisive phase. As Automotive World reports, the field is moving into intensive engineering and industrialization, with innovation increasingly focused on manufacturing methods, system integration, and scalable processes. That focus reflects where progress is now being measured. Commercial readiness depends on the ability to scale, validate performance, and integrate #solidstate designs into production-intent vehicle platforms. OEM and supplier engagement further reinforces this shift, as technology readiness, freedom to operate, and validation pathways become critical inputs to deployment decisions. Solid-state batteries are advancing through execution, manufacturability, and integration — and Factorial is advancing with them.