EV Co Highlights Industry Dispute Over Feasibility of Next-Generation Solid-State EV Batteries

EV Co has shared an update. The post reports on a public controversy in the electric vehicle battery sector, highlighting comments from Svolt Energy’s chairman, who labeled Finnish startup Donut Lab’s newly unveiled solid-state battery specifications as technically impossible. Donut Lab, presenting at CES 2026, claimed its all-solid-state battery achieved around 400 Wh/kg energy density, five-minute full charge capability, and a design life of up to 100,000 cycles, suitable for OEM vehicle manufacturing. Svolt’s leadership argued that combining such high energy density with ultra-fast charging, extreme low-temperature performance, and very long cycle life is not achievable with current materials and designs, calling the product “a scam.”

For investors, this dispute underscores the high level of technological uncertainty, competitive pressure, and potential for overstatement in next-generation EV battery claims. If Svolt’s assessment is accurate, it suggests that commercially viable, ultra-high-performance solid-state batteries may be further from large-scale deployment than some market narratives imply, which could temper near-term expectations for aggressive cost, range, and charging improvements in EV platforms. Conversely, if Donut Lab or other innovators can substantiate similar performance metrics, incumbents like Svolt and broader EV supply chains could face rapid technology disruption and capital reallocation toward solid-state solutions. Overall, the incident highlights the importance of rigorous technical validation and due diligence in evaluating battery-related investment opportunities and timelines, as well as the ongoing strategic race among global suppliers to define the next standard in EV energy storage.