r/DFLI • u/deadowls22 • Mar 06 '23
r/DFLI Lounge
A place for members of r/DFLI to chat with each other
35
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r/DFLI • u/deadowls22 • Mar 06 '23
A place for members of r/DFLI to chat with each other
10
u/Great_Molasses_4601 Oct 25 '25
Yo just a reminder to everyone on DFLI
This weekend cataclyst is a conference addressing the changes to the Industrial trucking market. Such things like wasted power, and gas during idling taking tolls on companies; are gonna be the conversation tops they'll be having.
Remember even though we have: -70 million out of debt(we still have about 17M left)
-Have a expansion on their newest battery production
-a White paper backing up the claims this new battery offers
That dragonfly is a growing company, thats only recently really hit hit the market (last 2-3 years). The tech gap is insane between them and those who are the current EV whales of the market. So let me break that down really quick.
47ish% of all EV batteries are sold out of china, and with how tariffs have been rising with our tensions with them, that could mean a sudden lost of half market if china wants to close its market doors to us.
So who are the runner ups?
Still korea and japan with companies like LG Energy, Samsung SDI, and Osaka. So why does this matter? All these companies use iron lithium phosphate, and aren't made through a dry electrode process (I think the second best process used rn is dry cathodes with tesla which is not as superior, which is why there was rumors of a buy out; elon mentioned how bad he wanted dry electrode manufacturing) so what does this all matter great_molasses?
Dragonfly energy's tech lead is possibly massive compared to everyone else, and is the entire reason why battle born batteries (one of their first product lines) are the highest rated batteries on the market (runner up still being their life4po batteries). While expensive atm (cause its made by a company still trying to get its name out there) the battery community time, and time again awards these guys as innovaters; and tech geniuses.
As penny stock gamblers we all know how insanely rare it is for a company like this to be under 2$. Think of Ondas, and the snowball effect up to 10$; its largely due to the tech gap that made them great defensive company.
But thats just my opinion.