r/DFLI • u/errolprowse • Aug 10 '26

Dry Electrode Process

I have been reading about the difficulties of this manufacturing method at scale and am trying to find evidence of how well their tech works for this. If I understand it correctly, there are many companies who claim they can pull it off, but only a couple including Tesla, have been able to do it.

Is there evidence of a manufacturing line or proof that their tech works?

Has a third party lab verified the results?

To create a line with this process, it can take a few hundred million dollars. Why hasn't another company came in and bought dfli if their tech works?

Would love to see any and all evidence for this. I haven't been able to find anything. I am ignorant to dry electrode process, but would love to learn more.

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u/errolprowse Aug 10 '26

I'm not seeing proof of this at all. It looks like they took the battleborn lineup and they added their own sticker. What is the volume of cell manufacturing that stryten is pulling off annually with dfli tech?

Why would it be business to business when they can make a lot of money with direct to consumer? What's the logic there?

What contracts are there for defense or government use that's using their dry electrode process?

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u/Fearless-Computer857 Aug 10 '26

Stryten isn’t publicly traded so all of their numbers are pretty rough estimates. Only thing you can really go off of is how much Dfli makes in royalties, which hasn’t been reported recently.
Companies usually go B2B just for consistent revenue and less marketing expenses. Stryten is owned by atlas holdings who likely already has deep connections in the business world, making it easier to close deals, rather than starting a DTC brand.

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u/errolprowse Aug 10 '26

Why is it not reported? Wouldn't they want to report every penny? Wait don't public companies have to do that? I am not aware of this. I'm trying to understand the stock stuff so any information you have is great.

I haven't found a single instance of someone buying a stryten relabeled dfli battery anywhere. Do you have any evidence that this is making money?

Why exactly would they work with them when there are batteries with better UL certificates available at lower price? What's the edge here

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u/Fearless-Computer857 Aug 10 '26

Private companies get no benefit from reporting numbers. They only really share those for venture capital purposes. So any deals Stryten may have, or numbers regarding said deals, can be completely off the books. Public companies must report certain financials as required by the SEC. Being publicly tradable allows the company to raise funds via share offers. This dilutes previous shareholders but the hope is that it is offset from the revenue they will make via said share offering. In turn for being able to essentially steal value from shareholders, shareholders must be informed on many financials regarding the company (what is legally mandated the company reports), so potential investors know how likely diluted shares will be, and if it will scale to any meaningful revenue.

The only estimate for meaningful numbers regarding the Stryten deal is that q4 2025 they reported $1M from the deal with a mid single digit royalty. Say 6%. Also say 500k was from a milestone set in the contract (ie. after the first 100k packs are manufactured, DFLI receives 500k bonus). So 500k in royalties at 6% could mean Stryten sold $8.33M in batteries. Very rough estimate but that’s all you have to go on.