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NEO Battery Materials: Fortune 500 Orders & The Hidden Battery Play | Market Frontlines with Danny Huh
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Join Lyndsay Malchuk on Market Frontlines for an exclusive interview with Danny Huh, Senior Vice President of Strategy & Operations at NEO Battery Materials. In a crowded battery sector where capital is tight, NEO stands out by securing real purchase orders and vendor approvals from global giants. Discover how they landed not one, but two Fortune 500 automotive customers, became a direct vendor for a major Asian OEM, and are now expanding into high-growth defense, drone, and AI electronics markets. We dive deep into their operational readiness, their strategy to double capacity without major CAPEX, and their proprietary silicon technology that offers 40 % more capacity at 60 % lower cost. This is a rare look at a company executing in real-time, building revenue streams beyond theory, and positioning itself to address the massive supply deficit for batteries manufactured outside of China.

NEO Battery Materials, Danny Huh, battery manufacturing, Fortune 500 orders, electric vehicle batteries, drone batteries, defense batteries, silicon anode technology, battery supply chain, EV testing, automotive OEM, South Korea factory, battery innovation, AI electronics, NBM stock, TSX-V NBM, pilot-scale production, vendor approval, capacity expansion

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VIDEO CHAPTERS:
00:00:00 - Intro: Execution Over Hype in the Battery Space
00:00:58 - The Big News: Securing Fortune 500 Automotive Purchase Orders
00:01:37 - The Key to Landing Deals: Operational Readiness & Quality
00:02:57 - The Vendor Approval Milestone with a Major Asian OEM
00:03:53 - Elongating Customer Relationships & The EV Innovation Drive
00:04:43 - Capacity Explained: 250 MWh & Scaling to Meet Demand
00:05:39 - The Smart Scaling Play: Doubling Capacity with a Night Shift
00:06:24 - Expanding into Defense & Drones: The High-Growth Strategy
00:07:07 - The Global Battery Problem: 90% Made in China & Lack of Customization
00:07:52 - NEO's Core Mission: Targeting the Supply Deficit Outside China
00:08:17 - Innovation DNA: Proprietary Silicon Tech & University Partnerships
00:09:01 - The Competitive Edge: 40% More Capacity, 60% Lower Cost
00:09:58 - Global Expansion: US, Ukraine, Israel, Taiwan & New Battery Lines
00:10:40 - The Product Portfolio: Pouch, Cylindrical & Prismatic Cells
00:11:21 - Building Multiple Revenue Streams Across All Electronics
00:11:52 - Conclusion & Where to Learn More
00:12:11 - Outro: Powering Tomorrow


Host: Lyndsay Malchuk | Guest: Danny Huh (Senior Vice President Strategy & Operations, NEO Battery Materials Ltd.) | Produced by Apaton Media. Special thanks to the NEO Battery Materials team.
Music and graphics licensed via Apaton Finance GmbH.

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Notes: This video is for informational purposes only and does not constitute a recommendation to buy or sell securities. The statements reflect the views of the interviewed company. Please consult a professional advisor before making investment decisions. Some links may be affiliate or sponsored.
Investments in securities involve risks. Conflicts of interest exist. Further details are provided at the end of the video.

Covered Company:
NEO Battery Materials Ltd.
1000 - 4711 Yonge St
Toronto, ON, M2N 6K8
Canada

The interview was first published on January 28, 2026 at approximately 05:00pm CET.

For business inquiries, contact: [email protected]