As pressure builds on Western markets to secure reliable, high-performance battery supply chains, HPQ Silicon has achieved a milestone that positions the company for accelerated commercial rollout. With its ENDURA+ lithium-ion cells now fully certified for global transport, HPQ is transitioning from a development-stage innovator into a near-term supplier capable of serving high-value markets underserved by current battery manufacturers.
For investors, the shift is unmistakable: HPQ is no longer simply proving technology—it is preparing to sell it.
A Milestone That Opens the Market
In the interview, CEO Bernard Tourillon confirmed that HPQ’s ENDURA+ 18650 and 21700 cells have passed UN 38.3 certification, the international requirement that authorizes lithium-ion batteries to be shipped by air, sea, and land. Without it, no company can meaningfully commercialize battery cells.
Tourillon called it “the logistical barrier,” explaining that certification now allows HPQ to move from sample-scale shipments to legitimate commercial orders. Even more notable: HPQ passed all eight required tests—shock, vibration, thermal cycling, and more—on the first full test run with zero issues.
“It gives a very high level of confidence that our battery infrastructure is doing things the right way,” he said.
This achievement effectively transforms ENDURA+ from a validated prototype into a globally shippable commercial product.
From Validation to Commercial Scale
With certification secured, HPQ can now support full-scale customer testing programs—an essential step before production orders. The company maintains an initial manufacturing capacity of up to 1.5 million batteries per year, a meaningful entry point for niche premium markets.
During the interview, management outlined several commercialization signals:
- Battery samples already delivered to multiple prospective customers
- Active discussions with buyers evaluating the cells
- At least one strategic customer described as “very close” to ordering
- Initial battery revenue targeted for early 2026
Tourillon emphasized that HPQ intentionally took the time to fully validate safety and quality instead of rushing to market—a decision he believes will reduce risk and strengthen customer trust.
Targeting High-Value Markets Where Reliability Matters
Rather than competing in crowded mass-market battery categories, HPQ is focusing on specialized sectors where cell performance and supply-chain security are crucial. These include:
- E-bikes and small electric mobility platforms
- Industrial, commercial, and defense drones
- Professional-grade power tools
- Stationary energy systems using cylindrical cells
A key trend fueling this interest is the desire for non-Chinese battery suppliers. According to Tourillon, geopolitical concerns are prompting customers to diversify sources of critical components—creating openings for companies like HPQ.
A Better Economic Model: Selling Finished Cells, Not Just Materials
One of the notable strategic insights from the interview is HPQ’s decision to prioritize selling finished battery cells, not only materials such as its silicon-enhanced anode powders.
Tourillon made the economic logic clear: margins are materially higher when selling complete cells, and HPQ now has the capability and certification needed to do so. At the same time, the company retains the flexibility to partner or license its material technologies in the future.
This dual-track approach—materials + finished cells—gives HPQ strategic optionality as markets evolve.
Federal Backing Strengthens HPQ’s Position
HPQ’s commercialization efforts are reinforced by up to $3 million in Canadian federal funding, aimed at strengthening domestic battery manufacturing capabilities. The investment is part validation, part acceleration, positioning HPQ as a contributor to Canada’s growing battery ecosystem.
The Honourable Tim Hodgson, Minister of Energy and Natural Resources, framed HPQ’s progress within a national strategy:
“Projects like HPQ Silicon’s strengthen Canada’s ability to manufacture components for high-performance batteries, and are creating a world-class battery ecosystem.”
This endorsement adds credibility at a moment when global customers are seeking reliable Western suppliers.
Beyond Batteries: Additional Verticals Advancing
While ENDURA+ was the focus of the interview, Tourillon also noted progress in HPQ’s other business lines—particularly hydrogen technologies and fumed silica, both of which recently achieved significant technical validation.
These parallel verticals provide additional long-term upside and reduce dependence on any single revenue stream.
A Company Approaching Inflection
Taken together, the interview highlights a company entering a new phase of execution:
- Certified products
- Real customer engagement
- Government backing
- A clear path to initial revenue
- Multiple growth verticals in progress
HPQ is moving from potential to performance, and the pieces required for commercialization—safety certification, production capacity, early demand, and regulatory support—are falling into place.
For investors seeking a small-cap company with multiple near-term catalysts and a credible pathway to revenue, HPQ Silicon is increasingly positioned as a compelling opportunity.
Watch the full interview with CEO Bernard Tourillon to hear how HPQ is preparing for one of the most important phases in its history.
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