In today’s briefing:
- Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses
- SES AI Corp. – 3Q23 Results
Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses
- Unrealized HTM losses continued to balloon as interest rates crept higher.
- What has caused SVB’s demise seems to have now been forgotten and ignored by investors.
- We took a deep dive into 3 U.S. Banks, First Foundation, Wells Fargo and Bank of America on their HTM losses.
SES AI Corp. – 3Q23 Results
- SES has made significant advancements in engineering and materials, particularly in the cathode, resulting in high stability and improved safety for high Ni cathodes.
- The company has also developed new technologies for pouch cell engineering, electrolyte, lithium metal anode protection, and charging protocols, reducing the risks associated with thermal runaway in both Li-Metal and Li-ion batteries.
- Despite the challenges and the trade-off between energy density and safety in the battery industry, SES aims to improve safety without compromising other parameters, opting for a high-energy density approach and overcoming difficulties to achieve its goal.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
