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Highlights
- ATC shares are up ~8% during morning trading hours as a global EV battery giant (Battery Group) engages with the company’s Silumina Anodes™ technology.
- Altech has entered NDA with the Battery Group for confidential technical discussions and material evaluation.
- Silumina Anodes™ samples supplied for testing, with additional coating trials requested.
Altech Batteries Limited (ASX:ATC) shares are trading up around 8% today at AUD 0.027, following the announcement of a major step forward in the company’s Silumina Anodes™ project. The company has received formal engagement interest from a leading global battery manufacturer, which is one of the world’s largest producers of electric vehicle batteries (Battery Group). The Battery Group approached Altech to explore the company’s proprietary silicon-enhanced anode technology, reflecting a major external validation of Altech’s progress and the growing recognition of its alumina-coated silicon advancements.
After initial discussions, both parties executed a mutual Non-Disclosure Agreement (NDA) to facilitate confidential technical discussions and material evaluation. As part of the collaboration, Altech has prepared and supplied Silumina Anodes™ samples for assessment. The Battery Group has also requested Altech to undertake coating trials on their supplied graphite material to assess the performance impact of integrating Altech’s proprietary alumina technology directly onto their own anode substrate.
Reflecting on the alliance, Altech’s Managing Director Iggy Tan stated “This engagement from the world’s largest battery manufacturer is a powerful validation of our Silumina Anodes™ technology. Their early feedback, particularly noting they have not seen silicon additions perform this effectively at such low levels, reinforces the significance of our breakthrough. We are excited to advance this collaboration under the NDA and look forward to demonstrating how Altech’s coating technology can further enhance their graphite and anode performance.”
Altech’s Coating Process Wins Praise from Battery Group
During initial discussions, the Battery Group noted that they have yet to see meaningful performance improvements from silicon additions in the industry, especially at low percentages. Historically, attempts to integrate silicon into lithium-ion anodes have faced challenges, such as expansion-related degradation, unstable solid-electrolyte interphase (SEI) formation, and rapid cycle-life fade. However, Altech’s coated silicon, with only modest silicon loading, stood out for its performance. The Battery Group recognised that few material suppliers globally can produce silicon additives with this level of stability, consistency, and real-world applicability.
This early feedback underscores the technical advantage and disruptive potential of Altech’s process. As part of their NDA, the Battery Group has sent several kilograms of graphite samples to Altech’s Perth lab, where Dr. Lui’s team will apply Altech’s coating process to create evaluation batches. These coated samples will then be sent back to the Battery Group for benchmarking, allowing a direct comparison of how Altech’s technology enhances their preferred graphite formulations.
