# EDGAR Filing Document

**Accession Number:** 0001819142
**File Stem:** 0001819142-26-000003
**Filing Date:** 2026-1
**Character Count:** 24606
**Document Hash:** 25e1c274ad47f32f4abc5417faa44979
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001819142-26-000003.hdr.sgml**: 20260116

**ACCESSION NUMBER**: 0001819142-26-000003

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 27

**CONFORMED PERIOD OF REPORT**: 20260116

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260116

**DATE AS OF CHANGE**: 20260116

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SES AI Corp
- **CENTRAL INDEX KEY:** 0001819142
- **STANDARD INDUSTRIAL CLASSIFICATION:** MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES [3690]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 000000000
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-39845
- **FILM NUMBER:** 26537628

**BUSINESS ADDRESS:**
- **STREET 1:** 35 CABOT RD.
- **CITY:** WOBURN
- **STATE:** MA
- **ZIP:** 01801
- **BUSINESS PHONE:** 339-298-8750

**MAIL ADDRESS:**
- **STREET 1:** 35 CABOT RD.
- **CITY:** WOBURN
- **STATE:** MA
- **ZIP:** 01801

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Ivanhoe Capital Acquisition Corp.
- **DATE OF NAME CHANGE:** 20200723

?xml version='1.0' encoding='ASCII'? SES AI CORPORATION_January 16, 2026

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**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**FORM 8-K**

**CURRENT REPORT**

**Pursuant to Section 13 OR 15(d)**

**of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): January 16, 2026**

## SES AI CORPORATION
**(Exact name of registrant as specified in its charter)**

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| | | |
|:---|:---|:---|
| **Delaware** | **001-39845** | **88-0641865** |
| **(State or other jurisdiction**<br>**of incorporation)** | **(Commission**<br>**File Number)** | **(IRS Employer**<br>**Identification No.)** |

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**SES AI Corporation**

**35 Cabot Road**

**Woburn, MA 01801**

**(Address of principal executive offices) (Zip Code)**

**Registrant's telephone number, including area code: (339) 298-8750**

**N/A**

**(Former name or former address, if changed since last report.)**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act

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| | | |
|:---|:---|:---|
| **Title of each class** | **TradingSymbol(s)** | **Name of each exchange**<br>**on which registered** |
| **Class A common stock, $0.0001 par value per share** | **SES** | **The New York Stock Exchange** |
| **Warrants, each exercisable for one share of Class A common stock at an exercise price of $11.50 per share** | **SES WS** | **The New York Stock Exchange** |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act ☐

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**Item 7.01** **Regulation FD Disclosure.**

On January 16, 2026, SES AI Corporation (the "Company") will participate at the Needham Growth Conference. A slide presentation of materials to be presented by the Company at the conference is furnished herewith as Exhibit 99.1.

The information contained in this Item 7.01 and in the accompanying Exhibit 99.1 shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, unless expressly incorporated by specific reference in such filing.

.

**Item 9.01** **Financial Statements and Exhibits.**

&nbsp;&nbsp;&nbsp;&nbsp;(d) Exhibits

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|:---|:---|
| &nbsp;&nbsp;**Exhibit No.** | &nbsp;&nbsp;**Description** |
| &nbsp;&nbsp;99.1 | &nbsp;&nbsp;[Company Presentation](ses-20260116xex99d1.htm) |

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**SIGNATURE**

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

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| | | |
|:---|:---|:---|
|  | **SES AI Corporation** | **SES AI Corporation** |
| Date: January 16, 2026 | By: | /s/ Jing Nealis |
|  | Name: | Jing Nealis |
|  | Title: | Chief Financial Officer |

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## Exhibit 99.1

#### Exhibit 99.1

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|:---|:---|
| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g001.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Accelerating Energy Transition Through Battery Materials Discovery and Health Management January 2026 |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g002.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Although all information and opinions expressed in this Presentation, including market data and other statistical information, were obtained from sources believed to be reliable and are included in good faith, SES has not independently verified the information and makes no representation or warranty, express or implied, as to its accuracy or completeness. Some data is also based on the good faith estimates of SES, which are derived from reviews of internal sources as well as the independent sources described above. SES owns or has rights to various trademarks, service marks and trade names that it uses in connection with the operation of its businesses. This Presentation also contains trademarks, service marks and trade names of third parties, which are the property of their respective owners. The use or display of third parties' trademarks, service marks, trade names or products in this Presentation is not intended to, and does not imply, a relationship with SES, or an endorsement or sponsorship by or of SES. Solely for convenience, the trademarks, service marks and trade names referred to in this Presentation may appear with the @, TM or SM symbols, but such references are not intended to indicate, in any way, that SES will not assert, to the fullest extent under applicable law, its rights or the right of the applicable licensor to these trademarks, service marks and trade names. All statements other than statements of historical facts contained in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements relating to expectations for future financial performance, business strategies or expectations for our business. These statements are based on the beliefs and assumptions of the management of SES. Although SES believes that its plans, intentions and expectations reflected in or suggested by these forward-looking statements are reasonable, it cannot assure you that it will achieve or realize these plans, intentions or expectations. These statements constitute projections, forecasts and forward-looking statements, and are not guarantees of performance. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. When used in this presentation, words such as "anticipate", "believe", "can", "continue", "could", "estimate", "expect", "forecast", "intend", "may", "might", "plan", "possible", "potential", "predict", "project", "seek", "should", "strive", "target", "will", "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. You should not place undue reliance on these forward-looking statements. Should one or more of a number of known and unknown risks and uncertainties materialize, or should any of our assumptions prove incorrect, our actual results or performance may be materially different from those expressed or implied by these forward-looking statements. Some factors that could cause actual results to differ include, but are not limited to the following risks: the risk that the market for the Molecular Universe platform is still emerging, and may not achieve the customer interest or growth potential that SES AI expects; risks related to the integration of UZ Energy into SES, risks related to the operation of the ESS business, risks related to the development and commercialization of SES AI's battery technology and the timing and achievement of expected business milestones; risks relating to the uncertainty of achieving and maintaining profitability; risks relating to the uncertainty of meeting future capital requirements; the ability of SES to integrate its products into electric vehicles ("EVs") and Urban Air Mobility ("UAM"), drones, battery energy storage systems, robotics and other applications; the risk that delays in the pre-manufacturing development of SES AI's battery cells could adversely affect SES AI's business and prospects; the market for air mobility, and for use of Li-Metal technology in air mobility applications, is still emerging and may not achieve the growth potential we expect; risks relating to the development of the UAM market and demand for batteries from the UAM industry; potential supply chain difficulties; the ability of SES AI to engage target original equipment manufacturers ("OEMs") customers successfully and integrate SES AI's products into EVs manufactured by OEM customers; the ability to obtain raw materials, components or equipment through new or existing supply relationships; our use of artificial intelligence and machine learning may result in legal and regulatory risk; risks resulting from SES AI's joint development agreements and other strategic alliances and investments; product liability and other potential litigation, regulation and legal compliance; SES AI's ability to attract, train and retain highly skilled employees and key personnel; developments in alternative technology or other fossil fuel alternatives; risks related to SES AI's intellectual property; business, regulatory, political, operational, financial and economic risks related to SES AI's business operations outside the United States; SES AI's failure to satisfy certain NYSE listing requirements may result in its Class A common stock being delisted from the NYSE, which could eliminate or adversely affect the trading market for SES AI's Class A common stock; the volatility of SES AI's common stock and value of SES AI's public warrants; SES AI has identified material weaknesses in its internal control over financial reporting and may identify material weaknesses in the future or otherwise fail to maintain an effective system of internal controls and the other risks described in "Part I, Item 1A. Risk Factors" in our annual report on Form 10-K for the fiscal year ended December 31, 2024 filed with the Securities and Exchange Commission ("SEC") on February 28, 2025, as amended on April 30, 2025 and other documents filed from time to time with the SEC. There may be additional risks that SES presently knows and/or believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect SES's expectations, plans or forecasts of future events and views only as of the date of this presentation. SES anticipates that subsequent events and developments will cause its assessments to change. However, while SES may elect to update these forward-looking statements at some point in the future, SES specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing SES's assessments as of any date subsequent to the date of this presentation. Disclaimer 2 |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g003.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;ACCELERATING THE ENERGY TRANSITION THROUGH AI Source: 1. Meticulous Research. (2023, June). Battery Energy Storage System Market - Global Forecast to 2030 2. CATL's A1 Prospectus, GGII Report 3. Precedence Research 3 UNIQUELY POSITIONED TO SOLVE THE ISSUES OF BATTERY DEVELOPMENT AND SAFETY REQUIREMENTS • Standard timelines are a hindrance to adoption of new technology with ingrained R&D processes by the largest cell makers • Energy transition needs are requiring more integration of AI software and hardware along with precise battery health monitoring SES AI ACQUISITIONS AND TECHNOLOGY ARE ADDRESSING LARGE, RAPIDLY DEVELOPING MARKETS IN A CAPEX-LIGHT MANNER • The ESS market is expected to be 10x the size of the EV market within the next 10 years1 • Global ESS battery shipments are expected to grow from 300 GWh in 2024 to 1,400 GWh in 20302 • Global military drone battery market is expected to grow from $9.5bn in 2025 to $21.8bn in 20303 SUCCESSFULLY COMMERCIALIZING OUR IP FOR EXPECTED REVENUE GROWTH AND VALUE CREATION IN 2026 AND BEYOND • Core intellectual property of SES Molecular Universe provides competitive advantages for ESS, Cells and Electrolyte Materials businesses • Molecular Universe has evolved into our own AI4Science company and a virtually untapped asset with robust comparable valuation markers in the private market KEY PRODUCT, REVENUE, DEVELOPMENT AND PROFITABILITY MILESTONES INTACT • Revenue of $16.4 million in the first three quarters of 2025 and previously issued guidance of $20 million to $25 million for full year 2025 • Strong liquidity position of $214 million as of September 30, 2025 |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g004.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;4 "The Genesis Mission marks a defining moment for the next era of American science. We are linking the nation's most advanced facilities, data, and computing into one closed-loop system to create a scientific instrument for the ages, an engine for discovery that doubles R&D productivity and solves challenges once thought impossible." Dr. Darío Gil, Under Secretary for Science and Genesis Mission Director (DOE) |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g005.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;@2026 Molecular Universe Pte. Ltd. (Confidential & Proprietary) Est. (MIT spinoff) Establish 3 Business Units: ESS, Drones, Materials focusing on revenue generation Molecular Universe focusing on value generation Launched Molecular Universe Acquired UZ for ESS Formed JV with Hisun for Materials Partnered with Top Materials for Drones (NDAA-compliant cells) Opened Electrolyte Foundry Boston, USA Entered EV B-sample (Hyundai and Honda) Booked 1st Revenue NYSE Listing (NYSE: SES) Built NDAA-compliant Li-Metal cell manufacturing line in Chungju, South Korea Sign world's first EV A-sample (GM, Hyundai, Honda) Started AI Initiative Battery Cell Data Collection Across Multiple Chemistries – Powering Predictive Models SES AI History 5 |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g007.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;SES AI Material discovery (ESS is #1 most searched query on MU) SES AI Battery Health Monitoring (Ensure safety and lifetime) 5-10kWh 10-100kWh 5MWh ESS (Acquisition of UZ) Supply fully integrated hardware/software solution for data centers and C&I 100-500kWh • Molecular Universe battery health management software can predict safety issues and reduce maintenance/operation cost • UZ, with its >500MWh of manufacturing capacity and customers in over 60 countries, provides valuable real-world data to further train Molecular Universe 7 |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g008.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Materials (JV with Hisun) Supply materials discovered through Molecular Universe on a commercial scale Currently 6 breakthroughs discovered through Molecular Universe being tested at 40+ customers A. SES H2.32 – better cycle life and storage for EV B. SES S8.62 – better cycle life and power density for Drones C. SES K3.1 – better low-temp cycle life and power density for Heavy Duty Trucking D. SES I3/J1 – better cycle life and longer life for Consumer Electronics E. SES K3/4/11 – better cycle life and low-temp performance for ESS and EV F. SES G5-Gel – better cycle life and storage for Consumer Electronics 8 |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g009.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;A. SES-H2.32 B. SES-S8.62 C. SES-K3.1 D. SES-I3/J1 E. SES-K3/4/11 F. SES-G5-Gel Low Si anode –NCM811 High Si /Li-Metal – NCM811 Graphite anode- LFP Si/Gr anode-LCO or NCM Graphite anode - LFP Graphite anode - LCO EV Drones/UAM Heavy-duty Trucking Consumer Electronics, EV ESS or EV Consumer Electronics Better RT cycle life and 60ºC storage Better RT cycle life and C-rate Better LT cycle life and C-rate Better RT and 45ºC cycle life Better RT cycle life, 60ºC storage and -20ºC C-rate Better RT cycle life and 45ºC storage Molecular Universe has already discovered 6 novel electrolyte materials across multiple applications SES electrolyte outperformed commercial electrolyte reported in SOTA 80 85 90 95 100 105 110 0 500 1000 1500 2000 Capacity Retention (%) Cycle number CATL Electro lyte (patent-pending) SES Electrolyte SOTA baseline 80 85 90 95 100 105 0 100 200 300 400 500 600 Capacity Retention(%) Cycle number S8-4Ah S8.62B SOTA commercial electrolyte SES S8.62 Energy density: 360 Wh/kg 65 70 75 80 85 90 95 100 0 100 200 300 400 500 600 Capacity Retention(%) Cycle No. S8-4Ah S8.62B SOTA commercial electrolyte SES S8.62 Develop electrolytes to enable >20% cycle life improvement over commercial benchmark under 1C/1C and 4C/1C for 100%Si battery chemistry 60 65 70 75 80 85 90 95 100 0 500 1000 1500 2000 2500 Cycle Life(% of C/3 C/3) Cycle number K2 K3.1-C l K3.1-C electrolyte demonstrates further increased cycle life compared to SOTA baseline electrolyte at 4C-4C cycling condition l Cells are currently still cycling SES K3.1C SOTA baseline K2 -3V (-1C) at 25°C -3V (1C-1C) at 45°C SES I3-K and J1.26 electrolytes demonstrate better stability than SOTA baseline electrolytes under high voltage charge (4.4V/4.45V) and fast charge (4C) 80 85 90 95 100 0 100 200 300 400 500 600 700 800 Cycle Life(%) Cycle Number I2 I3-K SOTA baseline I2 SES I3-K SES Lot 3/Lot 10 are the most promising, compared to SOTA baseline -10.00 % 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% thickness variation/% L1 L1-G5 Group Cell1 cell2 SOTA baseline L1 SES G5 Gel+L1 SES G5 Gel+L1 SOTA baseline L1 80 85 90 95 100 105 0 200 400 600 800 1000 1200 Capacity retention (%) Cycle number L1 L1_G 5 70.00% 75.00% 80.00% 85.00% 90.00% capacity retention rate/% L1 L1-G5 Group Cell1 cell2 91 92 93 94 95 96 97 98 99 100 101 0 200 400 600 800 1000 1200 Capacity retention (%) Cycle number L1_G5 L1 In terms of capacity retention, gel electrolytes demonstrate better stability than liquid electrolytes at 1C-1C at 25℃ and 45℃ as well as high temperature storage, SES electrolyte outperformed SOTA baseline 85 87 89 91 93 95 97 99 1 201 401 601 801 1001 1201 1401 Cycle Life(%) Cycle Number ~1310 cyc @ 85% retention ~12.5% increase in estimated cycle life SOTA baseline J1 SES J1.26 SOTA baseline L1 SES G5 Gel+L1 SES G5 Gel+L1 SOTA baseline L1 Materials (materials breakthroughs discovered through Molecular Universe SaaS) 9 |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g010.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;High energy density: up to Capacity beyond 1 million cells/year Customized to meet customer requirements Certification: UN38.3, UL1642, IEC 62133, etc. ✓ ✓ ✓ ✓ 280 320 360 400 440 480 520 0 2 4 6 8 10 12 Energy Density @ 0.2C (Wh/kg) Max. Continuous Discharge Current (C-Rate) H10M Li-Metal, 500Wh/kg H10H Hybrid, 430Wh/kg H10E High Si, 400Wh/kg H10B High Si, 375Wh/kg H10P High Si, 350Wh/kg H10PL Medium Si,340Wh/kg H10UP Medium Si, 320Wh/kg M=Metal H=Hybrid E=Energy B=Balanced P=Power PL=High Power Long Life UP=Ultra High Power Drones (manufacturing partnership with Top Material) Supplying High Energy and Power Density and NDAA-compliant Li-Metal and Li-ion Cells • High Energy Density: up to 500 Wh/kg • High Power Density: up to 10C continuous • With materials discovered through Molecular Universe • NDAA-compliant own manufacturing capacity: 1m cells/year (can scale up) • 3rd party contract manufacturing capacity: 10m cells/year (can scale up) Boston, USA Chungju, KOR SES AI HQ,R&D SES AI NDAA-compliant Cell Production 3rd party Contract mfg 10 Current Li-ion |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g011.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;11 Why Molecular Universe is the best battery domain AI4Science platform Repeat the old ways—or accelerate discovery with Molecular Universe, an AI4Science SaaS platform covering the complete end-to-end workflow. It has already helped users discover several breakthroughs including battery materials for consumer electronics, drones, energy storage and EV applications. Incubated at a battery company, SES Al, since 2017 Offers latest high precision and high-speed simulation models, high quality experimental data, and world class domain expertise Available both in cloud (for your convenience) and on-premises (for your security) 1 2 3 This is the reality of today's R&D $200B+ spent 8–10 year timelines 80% failure An Al4Science Platform Built by Battery Professionals, for Battery Professionals |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g012.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;12 LEVERAGE NEW BUSINESS UNIT LEADERSHIP TO EXECUTE ON ESS AND DRONE CELL OPPORTUNITIES • Experienced industry veteran leading commercial and military drone and urban air mobility initiatives as well as ESS software integration of battery health monitoring • New sales lead experienced in selling military customers EXECUTE ON CONVERSION OF NDAA-COMPLIANT LINE IN KOREA FROM EV CELLS TO DRONE CELLS WITH TOP MATERIALS PARTNERSHIP • Expansion of existing capacity from ~300K cells/year to ~1M cells/year expected in second half of 2026 • Additional capacity available for non-US of ~10M cells/year through contract manufacturing CONTINUE GROWTH OF UZ ENERGY'S EXISTING HARDWARE BUSINESS IN AUSTRALIA, MIDDLE EAST, EUROPE AND U.S. DELIVER ON EXISTING NOVEL ELECTROLYTES DISCOVERED BY MOLECULAR UNIVERSE IN MATERIALS BUSINESS WITH HISUN JV AND CONTINUE TO EXPAND PIPELINE • Six electrolyte discoveries are currently in commercial qualification with a pipeline of ~30 others leading to more visibility beyond 2026 LEVERAGE MOLECULAR UNIVERSE MATERIAL DISCOVERY TO ACCELERATE NEW PRODUCT DEVELOPMENT AND BUILD FURTHER LEAD OVER COMPEITTION FOCUS ON CAPEX-LIGHT BUSINESS MODEL IN ESS, CELLS AND MATERIALS WITH R&D CONCENTRATED IN MOLECULAR UNIVERSE PRIORITIES FOR 2026 AND BEYOND |

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| &nbsp;&nbsp;![GRAPHIC](ses-20260116xex99d1g013.jpg) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;13 All-in on AITM |

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