HPQ Silicon $HPQ $HPQFF is making a bold leap into battery commercialization—targeting Q3 2025 to launch its own line of high-performance 18650 and 21700 battery cells for the North American market. The company is now bypassing the traditional two-phase rollout strategy and entering production concurrently with its French R&D partner, Novacium. This shift not only accelerates market access but does so without major capital expenditures, thanks to an outsourced manufacturing model.

WHY IT MATTERS TO INVESTORS

This isn’t just a pilot project—it’s a clear step into revenue-generating operations. HPQ is leveraging its exclusive North American license to manufacture next-gen silicon-enhanced lithium-ion batteries, addressing surging demand in mobility, power tools, and defense.

“We’re positioned to deliver our own high-performance 18650 and 21700 batteries to the North American market by the end of Q3 2025—unlocking the full commercial value of our exclusive license.”
— Bernard Tourillon, President & CEO, HPQ Silicon

KEY HIGHLIGHTS

• Zero Capex Entry: Batteries will be produced under HPQ specifications by third-party manufacturers—removing upfront risk
• Performance Advantage: Independent testing shows HPQ’s Gen 3 battery tech delivers 20–30% more energy over 1,000+ cycles—outlasting common cells that fail after 300
• Expanding Inquiries: HPQ has confirmed interest from North American stakeholders
• Distribution Strategy Underway: Early B2B outreach has begun with spec sheets already requested from potential customers and branding development in progress
• Scalable Opportunity: A 50-ton pilot plant could support production of up to 5 million battery cells, aligning with commercial scale needs

WHAT SETS HPQ APART

HPQ Silicon isn’t just chasing the battery trend—it’s entering with a sellable product, validated performance metrics, and a path to early revenues before building out infrastructure. The company retains flexibility to scale production while maintaining margin strength due to premium battery performance.

OUTLOOK

The move to commercialize batteries after years of R&D positions HPQ to potentially sign its first battery contracts before year-end. For investors seeking exposure to the energy transition without the usual Capex risk, HPQ’s current trajectory deserves serious attention.

Watch the full interview for more insights into HPQ’s Q3 commercialization strategy and what’s next in the company’s multi-vertical roadmap.

STRATEGIC PROGRESS VALIDATED BY INDUSTRY LEADER

HPQ Silicon $HPQ / $HPQFF has taken a major step toward commercializing its breakthrough fumed silica technology. Under a previously announced Letter of Intent (LOI), the leading global manufacturer of fumed silica has now confirmed the quality and performance of HPQ’s pilot-scale material—offering rare third-party validation at this stage.

This milestone follows the successful completion of Phase One testing, which demonstrated high-purity output, significant impurity reduction, and semi-continuous reactor operation—all critical for industrial production.

“Taken together, the results from Phase 1 tests 4 and 5, along with operational data from the three earlier tests, validate the successful 20-fold scale-up of the Fumed Silica Reactor—from lab to pilot scale, and from batch to semi-continuous production.”  — Bernard Tourillon, President and CEO of HPQ Silicon and HPQ Silica Polvere Inc.

WHY THIS MATTERS

HPQ’s patented one-step process converts quartz into fumed silica without toxic byproducts or the need for costly legacy infrastructure. This modular, low-footprint approach positions HPQ to challenge traditional producers in a $2B+ global market.

NEXT: FINAL TECHNICAL OPTIMIZATION AND MARKET ENTRY

Phase Two testing is set to begin mid-July, with a focus on achieving surface area targets suitable for multiple commercial applications. Success would mark a major step toward offtake discussions—particularly with the global manufacturer evaluating HPQ’s material under LOI.

THE BOTTOM LINE

With third-party validation secured, pilot operations successfully scaled, and technical risks reduced, HPQ Silicon is approaching a commercial inflection point. Investors looking for exposure to high-impact industrial innovation should be paying close attention.

WHAT YOU NEED TO KNOW

• First-Mover Advantage: HPQ is the only known company with a proven direct process from quartz to fumed silica—cutting cost, emissions, and complexity.
  
• Two Global Giants Testing Samples: One under LOI, another under NDA and re-engaging after prior testing—signaling escalating interest and competitive optionality.
  
• Modular, Scalable Tech: Enables regional production with lower capex to capitalize on tariff wars and ESG mandates.
  
• Domestic Market Opportunity: Canada’s $150–200M USD fumed silica market currently has no Canadian manufacturer — HPQ is positioned to fill that gap.

When the $10 Billion industry leading manufacturer asks for early samples of your product — before you’re even ready to ship — it signals more than interest. It signals intent. HPQ Silicon $HPQ / $HPQFF, alongside partner PyroGenesis, has entered a critical phase in its commercialization path for fumed silica — an essential compound used in everything from cosmetics to construction.

HPQ’s one-step quartz-to-fumed silica process eliminates the toxic chemicals, high emissions, and billion-dollar infrastructure typically required by incumbents who are working with outdated processes. That innovation is now moving out of the pilot plant and into the hands of world-leading producers.

THE MILESTONE THAT MATTERS

HPQ has shipped its first batch of fumed silica to a leading global manufacturer Evonik for evaluation. This follows third-party validation at the lab level and successful scale-up to pilot production.

“This collaboration gives us access to over 80 years of real-world manufacturing and market expertise—an advantage that accelerates our development and strengthens our commercialization efforts.”
— Bernard Tourillon, CEO, HPQ Silicon

A second global player, which had previously received a small test batch and is under NDA, has also re-engaged — requesting additional material from a higher-quality production run. The significance: HPQ now has multiple industry leaders testing samples, placing the company in a far stronger commercial negotiation position than ever before.

THE STRATEGIC OUTLOOK

Rather than lock into early-stage agreements, HPQ is preserving flexibility to pursue the most advantageous commercial path — whether via joint ventures, licensing, or direct production. With a clean, modular process that eliminates toxic byproducts and avoids billion-dollar capex, HPQ is not just participating in a $2B+ market — it’s challenging its foundation.

For investors, this isn’t merely a materials science breakthrough. It’s a potential paradigm shift. With validation underway, commercial discussions accelerating, and strategic optionality intact, HPQ is emerging as a first mover with the technology and timing on its side.

Watch the full interview with CEO Bernard Tourillon to understand why the world’s top producers are now knocking on HPQ’s door.