Bill’s Commentary:
“I’ll believe this when I see it!”
@WatcherGuru
JUST IN: đșđž President Trump still plans to audit Fort Knox to confirm its $700 billion gold reserve has not been stolen.
Bill’s Commentary:
“Got silver?”
The Battery That Just Beat Toyota. What It Means for Silver.
FX Empire ^ | 7 May 26 | Radomsky
Posted on 5/11/2026, 5:45:44 AM by delta7
On April 14, a Chinese battery startup backed by one of the world’s largest automakers rolled the first A-sample all-solid-state battery cells off a production line in Guangzhou….The company is targeting GWh-scale output by the end of 2026, twelve to eighteen months ahead of where Toyotaâs timeline stood at the start of this year. The silver market has not priced this in….
…Greater Bay Technologyâs A-Sample Changes the Timeline
Greater Bay Technology (GBT) is a battery startup backed by GAC Group, Chinaâs fourth-largest automaker by volume. On April 14, GBT confirmed that A-sample all-solid-state battery cells are now rolling off its production line in Guangzhouâs Nansha district. The specifications: energy density of 260 to 500 Wh/kg (compared to roughly 250 to 350 Wh/kg for current liquid lithium-ion); stable 2C to 3C fast charging; and a proprietary deep eutectic composite electrolyte that passed needle penetration, extrusion, and thermal shock testing without thermal runaway. Vehicle integration in GACâs Hyptec models is the target platform. GWh-scale production is targeted by the end of 2026. That last point is what changes the industry timeline. Toyota has been the most credible name in solid-state development for the better part of a decade. Its announced target for mass production has been 2027 to 2028. GBTâs April 14 announcement puts A-sample production hardware in Guangzhou now. Not in 2027. Not in a laboratory. The commercialization clock has moved. Why Solid-State Batteries Are a Silver Story
Samsung SDIâs leading solid-state architecture uses a silver-carbon (Ag-C) composite anode, approximately 5 grams of silver per cell, and roughly 200 cells per pack, producing around 1 kilogram of silver per 100 kWh of battery capacity. In a mid-size EV with a 75 kWh pack, that is roughly 750 grams of silver per vehicle. Current liquid lithium-ion EVs use between 25 and 50 grams of silver per vehicle, primarily in electrical contacts, sensors, and thermal management. Solid-state architecture at Samsung SDIâs silver intensity would represent a 15x to 30x increase per vehicle in silver content….
Bill’s Commentary:
“Ignore Michael Burry at your own risk⊔
Michael Burry says the market today feels like âthe last months of the 1999-2000 bubbleâ
Michael Burry of âBig Shortâ fame is warning that the stock marketâs fixation on artificial intelligence is beginning to resemble the final stages of the dot-com bubble.
âAbsolutely non-stop AI. Nobody is talking about anything else all day,â Burry wrote Friday in a Substack post after listening to financial television and radio coverage during a long drive.
The investor, best known for predicting the U.S. housing crash, said stocks are no longer reacting meaningfully to economic data such as jobs reports or consumer sentiment in a logical way. The S&P 500 rose to a fresh record high Friday as traders focused on a slightly better-than-expected April jobs report rather than a record low reading in consumer sentiment.
Bill’s latest interview with Dr. Dave Janda (Also posted under Interviews)
BillHolter.com 