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Is SES (SES) Quietly Recasting Its Growth Story Around NDAA-Compliant Drone Batteries?
In recent days, SES AI Corporation and Korea-based Top Material announced plans to collaborate on expanding lithium-metal and lithium-ion cell manufacturing capacity in Korea for drones and urban air mobility, aiming to build an NDAA-compliant, cost-efficient supply chain under a non-binding agreement targeting a definitive deal by early 2026.
SES AI also outlined plans to nearly triple output at its Chungju plant to around 1 million AI-enabled pouch cells annually, highlighting how drones...