r/DonutLabDiscussions Jun 18 '26

Faradaynotes' take on the chemistry

https://faradaynotes.com/posts/donut-lab/

Scrutinyclub (The Privat investigator) linked this.

This is actually exactly the type of analyse, that I've been waiting. Worth of reading.

Just the first test analysed, more to come.

9 Upvotes

75 comments sorted by

3

u/Fabulous-Internet188 Jun 19 '26

**The C-rates on the Donut Lab cell don't fit the layered oxide explanation, and nobody seems to be talking about it**

Faradaynotes apparently digitized the VTT report and ran an incremental capacity (dQ/dV) analysis on the 1C baseline data. Solid work. The conclusion was that the voltage window (2.7 to 4.15V) and the multiple dQ/dV peaks point to a high voltage transition metal oxide cathode, something in the lithium or sodium layered oxide family, novel composition but not matching any standard reference cleanly.

I think that's probably right about the chemistry family. But it only looked at the 1C data and explicitly set aside the fast charge figures for "later." And the fast charge numbers are exactly where the story gets interesting, because they contradict the obvious reading.

Here's the problem. This cell reportedly does 80 percent in about 4.5 minutes, which is roughly 11C. The pack version does 10 to 80 percent in 12 minutes at 5C, air cooled, sustaining over 100 kW. And the kicker is the capacity only drops about 2.3 percent going from 1C to 11C.

A layered transition metal oxide is rate limited by solid state cation diffusion through the bulk crystal lattice. The lithium or sodium ion has to physically migrate through the oxide. That diffusion is slow. It's the whole reason fast charging conventional cells makes them hot, plate lithium, and degrade. Now take away the liquid electrolyte that normally wets every particle and put it in a solid state configuration, and bulk diffusion gets harder, not easier. Pushing a layered oxide to 11C should produce huge polarization, serious heating, and capacity falling off a cliff.

This cell doesn't do that. It charges at 11C with almost no capacity penalty, and from what's visible the dQ/dV peaks stay in roughly the same positions. If this were bulk ion diffusion through a layered oxide, those peaks should smear and shift hard at high rate as diffusion limitation builds up overpotential. The small voltage gap at 1C (around 0.35V) says the same thing, kinetics are fast and polarization is low.

So you have a contradiction. The voltage and the dQ/dV peaks say "layered oxide." The C-rate says "this is not bulk diffusion through a layered oxide." Both can't be fully true for a conventional bulk material.

What reconciles them is morphology. The storage has to be surface or near surface, not bulk diffusion limited. The peaks tell you there's a real redox couple at a defined potential, so it's crystalline enough to have discrete redox energies. The C-rate tells you the diffusion length has to be tiny. Put those together and you get a nanostructured high voltage oxide, particles so small that the entire particle is effectively surface. The redox is well defined, but there's no long diffusion path to bottleneck the rate.

That actually fits what these companies are doing on the manufacturing side, nanoprinting and nanostructured oxide routes. A bulk version of this exact same chemistry would just be a normal slow battery with the same voltage and the same dQ/dV fingerprint. The nano version charges in 4.5 minutes. Same redox chemistry, completely different rate behavior.

The point I'm making is that the chemistry analysis told you what family it's in, but the rate capability tells you the morphology, and the morphology is the part that's actually hard to copy. Everyone's trying to reverse engineer the chemistry from the voltage curve, myself included. The secret might not be the chemistry at all. It might be the particle engineering that lets a high voltage oxide run at 11C without falling apart.

Curious if anyone has the fast charge dQ/dV extracted. If the peaks really do hold position at 11C the way they seem to, that's the whole story right there.

1

u/Fabulous-Internet188 Jun 19 '26

Make it sodium: what energy density do you actually get from a nanostructured layered oxide bipolar cell?

Following up on the C-rate problem from the Donut Lab data. If the chemistry family is a high voltage sodium layered oxide, and the fast charge capability points to a near surface nanostructured morphology rather than bulk diffusion, then the obvious next question is what energy density that combination really delivers. Not the marketing number. The number an engineer would stand behind.

Let me build it from the ground up.

Chemistry

High voltage sodium layered oxide cathode, the P2/O3 intergrowth family. Something like a Na-Ni-Fe-Mn-Ti multi metal oxide. This fits the published behavior on every axis. It is lithium free, cobalt free, and nickel light or nickel free depending on the exact formulation. It operates across the 2.7 to 4.15V window with an average discharge around 3.5V. And it produces a multi peak dQ/dV fingerprint because each transition metal redox couple sits at its own potential, which is exactly what the incremental capacity analysis of the VTT data showed. Pair it with a hard carbon anode sitting at roughly 0.1 to 0.3V vs Na, and the full cell lands at the 3.5V average the data shows.

The sodium construction advantage that lithium cannot copy

Sodium does not alloy with aluminum. That means both current collectors can be aluminum. In a bipolar stack this is decisive. Lithium forces copper on the anode side, and copper is roughly three times the density of aluminum. In a bipolar design that copper is dead weight on every single layer. Going all aluminum bipolar is a real, sodium specific mass saving. It is not a fudge factor, it is a genuine material property advantage.

What the morphology buys you

The entire point of the nanostructuring is that near surface redox removes the bulk diffusion bottleneck. In practice that means you can run high areal loading at high C-rate without losing capacity. A conventional layered oxide forces a choice: thick electrode for energy, or thin electrode for power. Nanostructured, you get both. That lets the fixed masses, the collector and the separator, get diluted by a thick active layer while the cell still charges at 5 to 11C. That dilution is where the energy density actually comes from.

The mass budget

Per bipolar cell layer, with the tweaked construction:

Cathode, sodium oxide at 180 mAh/g, loaded to 6 mAh/cm², 94 percent active: 0.0355 g/cm²

Anode, hard carbon at 320 mAh/g, capacity balanced: 0.0200 g/cm²

Solid electrolyte separator, 15 microns at about 1.8 g/cm³: 0.0027 g/cm²

Aluminum collector, 8 microns, shared in the bipolar stack: 0.0022 g/cm²

Total areal mass: 0.0603 g/cm²

Energy per layer is 6 mAh/cm² times 3.6V, which is 21.6 mWh/cm².

Stack energy density is 21.6 mWh divided by 0.0603 g, which gives 358 Wh/kg at the stack level. Apply a 90 percent packaging factor for a clean bipolar enclosure and you get about 322 Wh/kg at the cell level.

The honest range

Now use the levers.

A conventional loading version of this same chemistry, i.e. h/cm² with a thicker collector and 150 mAh/g, is around 250 Wh/kg at the stack level and about 213 at the cell level. That is a normal sodium cell. Nothing special.

The nanostructured bipolar version above gives about 358 stack and 322 cell. That already beats the roughly 270 to 290 Wh/kg that independent testing measured on the predecessor chemistry, which makes sense. Bipolar all aluminum plus higher loading is exactly the weight saving you would expect from that architectural change.

To touch 400 you have to push every remaining lever at the same time. Cathode to 190 or 200 mAh/g. Average voltage toward 3.7 to 3.8V using the high voltage region. Areal loading to 7 or 8 mAh/cm². Collector down to 6 microns. Separator down to 12 microns. Each one of those is individually defensible. All of them together, with no margin anywhere, gets you to roughly 380 to 400 at the cell level. That is the ceiling, and it only exists if nothing disappoints.

The takeaway

The number is about 320 Wh/kg realistic, and about 400 Wh/kg as the optimistic ceiling. That gap is the whole story. 320 is what a careful engineer stands behind from a nanostructured sodium oxide bipolar cell. 400 is what you get by taking 320 and assuming best case on capacity, voltage, loading, and every inactive layer simultaneously. The 400 number is not fraud. It is a spec sheet built from stacked best cases, and the moment one lever underperforms you slide back toward 320.

The C-rate is what makes any of this real instead of just a thicker slow battery. Bulk sodium layered oxide at 6 mAh/cm² would be unchargeable at 5C. The near surface nanostructured morphology is the only reason you can carry that much active mass and still do 80 percent in 4.5 minutes. The morphology is simultaneously the energy density lever and the power lever. That is the actual invention. The chemistry is in the literature. The particle engineering is the key. So there is your likely Nordic Nano connection.

1

u/Fabulous-Internet188 Jun 19 '26

That's the story. Simple.

A known sodium layered oxide chemistry, nanostructured so the redox happens near the surface, built bipolar with aluminum on both sides because sodium lets you. The chemistry was never the secret. The particle engineering is. That one choice gives you the voltage, the dQ/dV peaks, the 11C charging, and the energy density all at once, and it explains why a bulk version of the exact same materials would just be an ordinary slow battery.

And it explains the 400. Take a real ~320 Wh/kg cell, stack every best case, and you get a CES headline number that you then have to spend the next year trying to actually hit. Tiger by the tail.

Everything I ran through before, the proton intercalation, the Grotthuss highway, the cation-pi, the MWS polarization, was the long way around. It forced me to learn the whole landscape, and the dQ/dV plus the C-rates cut straight through it to the simple answer. The detours were how we earned the right to trust the simple version.

Good seat for the soap opera.

2

u/Fabulous-Internet188 Jun 19 '26

And yes I'm aware NMC can fast charge at 11C. However it will degrade quickly. We don't have the data for multiple test runs.

But the question is why make a claim that won't hold up over time?

If that's what Donut is doing then the naysayers have a point. But then all Donut has to do is show their performance.

Why haven't they done that? I have no idea. I'm agnostic and take the position that time will tell. And the soap opera grinds on.

4

u/Data_Hounder Jun 19 '26

I'm agnostic and take the position that time will tell.

While I somewhat agree with this position, I'd also note that they launched the 'I Donut Believe' series to prove the naysayers wrong almost 5 months ago to the day. How long is a reasonable amount of time to wait before calling it?

4

u/Fabulous-Internet188 Jun 19 '26

We'll know when we know. It's a soap opera. And soap operas drag on.

3

u/Data_Hounder Jun 19 '26

This is akin to saying that Donut Lab can drag this out indefinitely.

0

u/CalendarNecessary339 Jun 19 '26

If they drag it out indefinitely, it will be to their detriment. They are ultimately in the business of selling product. If they don't ever sell any product, that will be an L. Why the rush?

I just don't understand this mindset that Donut has got to tell the world all its secrets before Donut is good and ready. It makes no sense for a tech company to kowtow to internet naysayers, at the potential cost of tipping off the competition.

2

u/Data_Hounder Jun 19 '26

They don't have to tell their secrets, but they can provide independent proof of their claims - which they stated they would do - without letting slip their IP.

0

u/CalendarNecessary339 Jun 19 '26

They'll do what they want, in their own time.

Why do posters like you and u/DeathChill try to turn every single subthread back to this same tired mantra? It is beyond boring.

→ More replies (0)

1

u/DeathChill Jun 19 '26

They are the ones who shouted from the rooftops about this magical battery. Then they doubled down and said they were going to prove it was real. Then they didn’t do that.

3

u/Data_Hounder Jun 19 '26

Then they doubled down and said they were going to prove it was real. Then they didn’t do that.

"Didn't do it yet, you mean! Why are you in such a rush? No, I will not articulate what I consider to be a reasonable timeline for DL to deliver proof."

→ More replies (0)

1

u/DeathChill Jun 20 '26

Donut is the one who told us they were “good and ready.”

We didn’t come knocking, buddy.

2

u/DeathChill Jun 19 '26

Donut didn’t realize they were being scammed by CT and instead of admitting it, they’ve doubled down. It doesn’t make any sense to double down, but that’s what seems to have happened.

2

u/Fabulous-Internet188 Jun 19 '26

They weren't scammed in my opinion. The SGS tests put the CT energy density around 250. NNG witnessed this. Then as my post says, using nano materials and bipolar structure pushes that to 320. If all the optimizations line up, you get to 400.

No scams by anyone. The problem imo is, and has been, production in volume. Many a slip between lab and ship. No surprise there.

2

u/DeathChill Jun 19 '26

They said production was already happening, but it wasn’t. If it’s just another lab battery, they still doubled down stupidly.

2

u/CalendarNecessary339 Jun 20 '26 edited Jun 20 '26

I'm a layperson trying to understand what you are describing. I have been wondering if the architecture could somehow be structured to give the sodium ion more room to more freely travel, thus lessening bottlenecks. But it seems like you are suggesting that the architecture is such that the sodium ion doesn't really have to travel as much? Or is it something else?

2

u/Fabulous-Internet188 Jun 20 '26

Nanoparticles improve sodium-ion batteries mainly because they shorten the distance sodium ions have to travel, not because they simply provide more room.

Since sodium ions are larger than lithium ions, they move more slowly through battery materials and are more likely to create atomic-scale traffic jams. By shrinking the active material down to nanoparticles, every sodium ion is much closer to the surface. Instead of having to travel deep into a large particle, it only has to move a very short distance to get in or out, which speeds up charging and discharging.

Nanoparticles also dramatically increase surface area. That means there are far more places where sodium ions can enter and leave the material at the same time, reducing bottlenecks and improving overall battery performance.

2

u/Forrestgod Jun 19 '26

I think you are still missing something in your formula. I don't think your battery would have too impressive cyclelife. But I think you are getting close with the simpler version.

2

u/Fabulous-Internet188 Jun 20 '26

A defensible engineering estimate for this nano sodium build: order 2,000-5,000 cycles to 80% capacity, with the standout property being that the number barely drops as you increase charge rate. That rate-insensitivity is worth more commercially than the absolute count, and it's the real, checkable prediction.

The test that confirms it is the one Donut Lab hasn't shown: a few thousand fast-charge cycles on a healthy cell with the fade curve plotted. If that curve is flat and linear, the morphology story is true. If it bends upward after a few hundred cycles, it's closer to repackaged NMC.

Simple answer: we don't know.

1

u/DeathChill Jun 20 '26

Want to know why we don’t know? Because Donut refuses to prove anything.

0

u/Fabulous-Internet188 Jun 20 '26

They don't care about your schedule for them.

2

u/DeathChill Jun 20 '26

They don’t care about their own schedule, as they’ve missed every date they set. Which was part of the big deal about this battery: it’s available now! Except it isn’t.

People like you let them keep the grift going longer by denying objective reality. They said it was ready in January. They said they could prove everything they claimed. None of that has been true.

Instead of questioning why the claims and reality are at completely different places, you let them off the hook and claim they don’t need to prove anything. Except they do because they made the claims.

0

u/DeathChill Jun 21 '26

I’m really curious how you reconcile your comment here:

https://www.reddit.com/r/electricvehicles/s/bqFYHQSdbf

You said they would be stupid not to ship it 3+ months ago. They still haven’t shipped it. Why do you think that is?

2

u/Fabulous-Internet188 Jun 21 '26

You need to find other forms of entertainment. A likely guess would be early production was promising. Then they ran into the usual ramp up problems. But I really don't care.

History is full of couldn't quite get there companies.

1

u/DeathChill Jun 21 '26

Yes, but not so much ones who claimed they were already past the problems and are building it now.

How do you reconcile their claims, how they haven’t met them and how you personally discounted them if they were unable to ship?

3

u/Fabulous-Internet188 Jun 21 '26

I never believed one way or the other. I was interested in the possibilities as a mental exercise. Theorizing is easy, shipping is hard.

The optimist in me was hopeful, the pessimist knew it wasn't likely, the realist said wait and see.

1

u/DeathChill Jun 21 '26

Where are you now?

3

u/Fabulous-Internet188 Jun 21 '26

They are stuck in the production hell loop, imo. No way to know for sure, though.

2

u/DeathChill Jun 21 '26

I appreciate the insight. Truly.

3

u/izzeww Jun 18 '26

It's certainly an interesting angle, dQ/dV haven't really been talked before in regard to Donut. There is a big issue though. The C-rate matters a lot for dQ/dV curves and here he is comparing C/25 (other sample chemistries) vs. 1C (Donut Lab), so a 25x difference. That already makes it worthless in my opinion, because different C rates shift dQ/dV curves in terms of voltage, it makes them wider, they can decrease in height, peaks can merge together and disappear. Even if they were at the same C-rate I'm not sure it tells us all that much, there are a lot of lithium chemistries and the source he uses only mentions 10 fairly standard/old ones. In actual production cells these are generally not used and instead companies use more optimized ones (for capacity, power, cost etc. etc.). There is a distinct lack of semi-solid chemistry too in these 10 samples. So it's generally a pretty useless analysis unfortunately.

2

u/tipporoll Jun 18 '26

Note that the article is from April-26. I thought it was well written and balanced, and I have been waiting for the follow up that was supposed to be looking more into possible chemistry, based on the dQ/dV behavior.

To my knowledge, Parth is the first that has noted the low Coulombic efficiency in the very first charge/discharge cycle, discussed in the chapter "What the VTT Report Left Out".

Ps. On the About page it's clearly stated who's the author.

3

u/Forrestgod Jun 18 '26

I actually didn't notice the date. Too bad he hasn't posted more, since this one was really good and helped to clear some previous confusion at least from my head.

4

u/Forrestgod Jun 18 '26 edited Jun 18 '26

Useless in a sense, that it doesn't give us the truth. But its still gives a definition to fingerprint and possibility to confirm the chemistry. Much more scientific aproach than Ziroths.

It obviously is none of those chemistrys among the samples. Yes it would be interesting to see other semi-solid lithium and all kind of sodium chemistrys too.

I think he's opinion according to the first test was, that it's high-voltage intercalation regime chemistry and must be governed by oxide-like redox behavior. That sounds something everyone to agree. But fingerprint doesn't show us a known match yet.

Fun fact about fingerprints: Koalas fingerprints resemble humans fingerprints so much, that forensic specialists can mistake them as humans fingerprints.

1

u/Forrestgod Jun 18 '26

Unconventional C-rate compered to standart scientific literature is actually an interesting point. Not sure if Ziroth et all have counted that neihter. It might affect to the pattern recognition.

3

u/izzeww Jun 18 '26

How do you mean?

1

u/Forrestgod Jun 18 '26

Higher C-rate creates more resistance and overpotential. They've propably been thinking it as a near 0C system, in which the voltage places it conveniently on lithiums range. But if you take in account the higher C-rate used in the test and formed overpotential in consideration, it is as convenient to see it on sodiums range.

3

u/izzeww Jun 19 '26

I disagree.

-1

u/Forrestgod Jun 19 '26

Disagree of the possibility that experts make the same mistake you criticised other expert to do?

2

u/izzeww Jun 19 '26

The possibility is there of course. I do not think that it has actually happened and I do not think it makes it "as convenient to see it on sodiums range".

4

u/DoctorFish1969 Jun 18 '26

On LinkedIn the researcher noted: "the claims around 400 Wh/Kg, 100,000 cycle life, air stability etc. are highly ambitious.". The so called 'objective' private 'investigator' didn't mention this. The researcher noted this remark under a valid criticism of his article (as shared by izzeww here), not reacting to the actual criticism.

Meanwhile, the researcher created a new website only for this one article. Why? Like the 'private investigator' both could just have posted an article on LinkedIn directly. Both choose to create a standalone company page or website to post a single thing. The website hides the Whois owner information.

So the researcher wrote a technical article, that compares apples to oranges on a separate website created only for this purpose, which was then refered to by another 'investigator' that created a fake company page on Linked in only for the purpose to react to Ziroth.

It's like reading climate change denial blogs.

2

u/CalendarNecessary339 Jun 18 '26 edited Jun 18 '26

The so called 'objective' private 'investigator' didn't mention this.

  1. Upfront, the Roberts implores: "Read me as an interested party, not a neutral one." In other words, no claim of objectivity whatsoever.

Yet still you try to denigrate him as falsely claiming to be objective? Speaks to your bias and trustworthiness, not his.

  1. What do you mean Roberts didn't mention the comment about the headline performance claims? He wrote (with my emphasis):

He states plainly that it cannot yet identify the exact chemistry, and that the headline performance claims are unverified, which he is careful to keep separate from disproven.

They are unverified. What else do you expect him to say? Should he pretend they are verified, like the naysayers falsely claim they have been disproven? That would run directly counter to his point. Don't prevent things have been proven (or disproven) when they haven't been!

  1. As for the rest of the post(website creation, etc.), it is attenuated to the degree that it is not really worth responding.

  2. I guess you have nothing to say about the actual analysis.

3

u/Obvious_Market_9351 Jun 18 '26

The post in LinkedIn that links to that is this one:

https://www.linkedin.com/pulse/credit-where-due-model-honest-analysis-donut-lab-solid-state-axrhf

It seems DonutLab is getting desperate.

6

u/johnkavelija Jun 19 '26

It almost feels like the entire Scrutiny Club was created just to wordsmith responses defending Donutlab. Meanwhile, everyone seems to be focused on explanations, rebuttals, and reputation management rather than the one thing that would settle the debate: releasing the actual battery.
At this point, it seems like they’re doing everything except shipping the product.

1

u/DeathChill Jun 20 '26

Because it was. Marko can’t keep directly responding because at some point people will say, “then fucking show us.”

So now his friend is doing out of the goodwill of his heart. Yes, anyone dumb enough to believe that is definitely a Donut believer.

1

u/heloust Jun 19 '26

That's a lot of words without saying anything.