First Commercial Battery Order—Shift to Revenue Begins

When a company moves from lab validation to a paid commercial order, something fundamental has shifted. HPQ Silicon and its partner Novacium have secured their first commercial battery order from a European drone manufacturer, marking a clear transition from development to revenue. This is not a test or pilot. It is a paid order using next-generation silicon-based batteries that recently delivered over 7,000 mAh in testing, offering higher capacity than traditional graphite batteries. The order signals a move from promising technology to real-world use. Backed by up to $3 million in Canadian federal funding, HPQ is advancing toward commercial scale with batteries designed to deliver higher energy capacity and longer flight times, while supporting deployment in standardized battery pack formats. The batteries are certified for global transport and have demonstrated strong durability through repeated charge cycles, reinforcing readiness for real-world deployment. WHAT YOU NEED TO KNOW Commercial Milestone: First paid commercial battery order secured, marking the shift from R&D to revenue generation High Performance: Batteries delivered over 7,000 mAh in April 2026 testing, placing them among top performers in their category Drop-In Solution: Designed to work within existing drone systems, allowing immediate performance improvements without redesign Proven Durability: Maintains strong performance through repeated use, addressing a key challenge for silicon battery adoption Global Ready: Certified for international shipping, enabling deployment across multiple markets Government Backing: Up to $3 million federal funding supports production scale-up and highlights strategic importance STRATEGIC IMPLICATIONS For years, silicon-based batteries have promised higher performance but struggled to translate into real-world products. Many technologies achieved strong lab results but failed under repeated use or required costly redesigns. That is why graphite batteries have remained dominant despite lower performance. HPQ’s approach changes that. By integrating silicon-based materials into formats that work with existing manufacturing and systems, the company removes a major barrier to adoption. Customers do not need to redesign their products. They can upgrade performance immediately. That advantage is already being demonstrated. The European drone manufacturer did not need to modify its systems. It was able to adopt the new battery packs and gain longer flight time right away. This is the difference between a technology concept and a usable product. Demand for longer flight time is increasing across commercial, industrial, and defense drone markets, while traditional battery solutions are approaching their limits. Technologies that can deliver better performance without added complexity are well positioned to capture that demand. Government support reinforces this direction. Federal funding for production scale-up signals growing strategic importance, while also supporting the path toward larger-scale manufacturing. “Projects like HPQ Silicon’s strengthen Canada’s ability to manufacture components for high-performance batteries, and are creating a world-class battery ecosystem.” – The Honourable Tim Hodgson, Minister of Energy and Natural Resources INVESTOR TAKEAWAY HPQ Silicon has reached a key inflection point. The company now has global shipping certification, government support for scaling production, and its first commercial battery order, all within a short timeframe. Its battery solutions are designed for immediate use across multiple markets, including Europe and North America, without requiring major system changes. As production expands, the company is positioning itself to meet increasing demand for higher-performance energy storage. Performance is no longer theoretical. The batteries have demonstrated strong capacity and durability in testing and are now being used in a commercial application. This marks the shift from a development story to a commercialization story, with early revenue, validated performance, and a clear path toward scale. 00:00 - Introduction & The First Battery Order 01:17 - Securing the European Drone Manufacturer 02:50 - Why Drones Are Shifting from Pouch to Cylindrical Batteries 06:20 - Fast-Tracking Commercialization: From Discussion to Order 08:00 - The Plug-and-Play Strategy for 21700 Cells 13:16 - Global Reach, Demand, & Future Market Size 18:17 - Revenue Potential & Profit Margins on Battery Packs 22:21 - Will Incumbent Battery Makers Try to Partner? 24:32 - Explaining the Unique 8S2P Series Architecture 27:40 - Progress Update on the 50-Ton Plant 34:10 - Protecting HPQ's Silicon IP from Reverse Engineering 36:00 - The Role of the QR Reactor in Long-Term Margins 38:40 - Tangible Formats: 8S2P & 8S3P Prototypes 40:15 - Community Engagement & Closing Thoughts