AnteoTech and BDS Combine Technologies to Boost Silicon Anode Battery Performance

Strategic Alliance Targets US Battery Market

AnteoTech Ltd (ASX – ADO) has taken a significant step towards expanding its footprint in the critical US battery market by signing a Joint Development and Sales Agreement with Black Diamond Structures (BDS), a Texas-based leader in carbon nanotube dispersion technology. This collaboration aims to commercialize a combined advanced battery product that leverages the strengths of both companies’ proprietary materials.

The new product will merge AnteoTech’s patented cross linker, Anteo X™, with BDS’s MOLECULAR REBAR® single and multi-walled carbon nanotube dispersions. Together, these materials are designed to enhance the performance and structural integrity of lithium-ion battery anodes containing more than 15 weight percent silicon; a key threshold for next-generation battery technology seeking higher energy density and longer cycle life.

Innovation Meets Market Demand

Battery manufacturers are under pressure to deliver cost-effective improvements in energy storage, particularly as the industry shifts towards silicon-rich anodes to boost capacity. Anteo X™ acts as a cross-linking agent that strengthens the binder network within silicon anodes, improving mechanical robustness and cohesion. Meanwhile, BDS’s carbon nanotubes create conductive pathways that facilitate electron flow, enhancing electrochemical performance.

Early testing of the combined product in pouch cells has shown promising results, maintaining cycle life and capacity while optimizing inactive material fractions in the anode. Prior studies by AnteoTech alone demonstrated a 38% improvement in cycle life at 80% capacity retention, underscoring the potential impact of this partnership.

Operational and Market Advancement Plans

AnteoTech will initially produce Anteo X™ at its ISO9001-certified Brisbane facility, with BDS handling the integration and further development in Texas. The companies have already begun prototype formulation and customer qualification efforts, with AnteoTech’s management scheduled to visit BDS’s Austin facility in early October 2025 ahead of the US Battery Show in Detroit.

Participation in the Battery Show, supported by a CSIRO grant and Austrade-backed delegation, will provide AnteoTech with critical exposure to the US battery ecosystem. The company plans to leverage this event to secure targeted meetings with potential customers and investors, further informing its US market entry strategy.

Long-Term Growth and Collaboration Outlook

Both parties emphasize the synergy between their technologies and the aggressive but achievable milestones set for product development and commercialization. This partnership not only strengthens AnteoTech’s position in the evolving battery materials landscape but also taps into BDS’s established customer network and local production capabilities, simplifying initial market penetration.

As demand grows, AnteoTech will evaluate opportunities for localized production of Anteo X™ in the US to optimize costs and logistics. The collaboration reflects a broader industry trend towards integrating advanced nanomaterials to meet the increasing performance requirements of lithium-ion batteries.