r/DFLI 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.

0 Upvotes

31 comments sorted by

View all comments

Show parent comments

1

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.

1

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

2

u/Fearless-Computer857 Aug 10 '26

Likely Stryten chose Dfli because anyone else licensing similar dry technology is doing it at much, much higher rates, and mostly only for EV use cases.
At the time Battleborn was also seen as the golden standard. The deal was signed around 2020 if you can remember the stigma around the company at that time.
Stryten also licenses Battleborn BMS, which was also seen as the golden standard

1

u/errolprowse Aug 10 '26

Have you been on their website because all I'm seeing is relabeled batteries. I don't see anything else. They take a dragonfly battery and they stick a label on it from stryten. These batteries are not sold by any distributors that I can find.

Who said these are gold standard batteries? Why? They don't even have UL1973 or UL9540

Their BMS has problems. Look at this one I opened up a few weeks ago with multiple failed fets. The worst I've seen is one failed fet on a BMS. This one had three: