The Hook – Donut Lab’s Battery Reveal on February 23, 2026
On February 23, 2026, at 2 PM CET, Donut Lab, the Finnish electric vehicle technology startup, is scheduled to release the first installment of independent measurement reports on its groundbreaking Donut Battery. Commissioned from the VTT Technical Research Centre of Finland, one of Europe’s leading research organizations, these reports aim to validate the company’s claims about the world’s first production-ready all-solid-state battery. This event, part of the „I Donut Believe“ video series, comes amid intense scrutiny and skepticism following Donut Lab’s splashy debut at CES 2026 in January. At CES, Donut Lab announced a battery with extraordinary specifications: 400 Wh/kg energy density, five-minute charging times, 100,000 charge cycles, extreme temperature resilience from -22°C to 212°C, and no use of rare or geopolitically sensitive materials. The battery is already slated for integration into Verge Motorcycles‘ TS Pro and TS Ultra models, with deliveries promised in Q1 2026, though recent updates suggest potential delays to April or later due to production ramp-up challenges.
This reveal is more than a technical milestone; it underscores a potential shift in the global battery landscape, with whispers of German innovation at its core. Speculation in industry forums, Reddit discussions, and analyses points to CT Coating AG, a small-to-medium-sized German enterprise based in Königswinter, North Rhine-Westphalia, as a key enabler behind Donut Lab’s technology. CT Coating AG specializes in advanced coating and printing processes, particularly screen-printing methods for bipolar battery architectures, which align closely with Donut Lab’s described manufacturing approach. However, the connection remains unconfirmed, with Reddit threads linking CT Coating through intermediaries like Holyvolt (a Swedish-German entity) and Sana Energy, suggesting a complex international technology network. If these connections hold, the February 23 event could highlight how German engineering is quietly propelling Europe toward battery supremacy, challenging Asia’s dominance in lithium-ion production and accelerating the transition to solid-state technologies.
The timing is pivotal. As of February 2026, the electric vehicle (EV) and energy storage markets are at a crossroads. Solid-state batteries have long been heralded as the „holy grail“ – safer, denser, and faster-charging than traditional lithium-ion cells – yet they’ve remained elusive, confined to prototypes and pilot lines from giants like Toyota, QuantumScape, and Solid Power. Donut Lab’s bold assertion of mass-production readiness, backed by VTT’s impending data, could either validate a breakthrough or expose overpromising, as critics like Svolt Energy’s chairman have labeled it a „scam.“ More broadly, this moment reflects Germany’s strategic push to lead in battery innovation, as outlined in its High-Tech Agenda, which envisions competence clusters for battery materials and production starting in 2026. This analysis delves into CT Coating AG’s role, its technological contributions, the speculated ties to Donut Lab, and how these elements contribute to Germany’s de facto ascendancy in the battery sector. Drawing on verified industry reports, community insights, and peer-reviewed research, we explore the facts without exaggeration, assessing whether Germany is truly overtaking global leadership while addressing the pervasive skepticism surrounding Donut Lab’s claims.
Background on CT Coating AG: A Niche Player in Advanced Coatings and Energy Technologies
CT Coating AG, founded in Königswinter, North Rhine-Westphalia, operates as a privately held company with 11-50 employees, focusing on climate technology product manufacturing. Its mission emphasizes accelerating the world’s transformation to a zero-carbon society through versatile, scalable, and cost-effective energy technologies. Public records and intellectual property databases reveal patents related to solar panel coverings and flat covering elements, indicating expertise in thin-film and layered material technologies. For instance, one patent describes a method for producing cover units for solar panels, involving flat covering elements with integrated functional layers. This foundational knowledge in precise, scalable deposition techniques has extended to battery components, where CT Coating is speculated to excel in screen-printing for bipolar batteries – a design that stacks cells internally to reduce weight, improve efficiency, and lower costs.
The company’s low profile belies its potential impact. Unlike conglomerates like BASF or Volkswagen, CT Coating represents Germany’s Mittelstand – the mid-sized firms that drive much of the nation’s innovation. These enterprises often collaborate quietly with startups and larger players, providing specialized processes without seeking the spotlight. In the battery context, CT Coating’s work on nanopaste-based coatings and screen-printing enables the creation of thin, uniform electrode layers essential for high-performance cells. This is particularly relevant for solid-state batteries, where traditional manufacturing (involving toxic solvents and energy-intensive drying) is inefficient. CT Coating’s approach reportedly uses a solvent-free, low-energy screen-printing method, allowing for bipolar structures that minimize internal resistance and enhance energy density.
Financially, CT Coating remains opaque, with no public revenue figures, but its involvement in energy tech suggests funding from European grants or private investments. The company’s emphasis on non-toxic, abundant materials resonates with EU sustainability goals, positioning it as a bridge between research and commercialization. Peer-reviewed literature supports the viability of such technologies; for example, a 2022 study in the Journal of Power Sources on screen-printed electrodes for lithium-ion batteries highlights how optimized printing parameters (e.g., ink viscosity and mesh size) can achieve uniform coatings with porosities ideal for ion transport, leading to capacities exceeding 150 mAh/g. Another 2021 paper in Materials & Design discusses 3D-printed lattice structures for energy storage, noting that printing techniques like those potentially used by CT Coating can enhance mechanical stability and electrochemical performance.
Recent discussions on platforms like Reddit’s r/DonutLab have deepened the intrigue around CT Coating. Users have connected dots to suggest that CT Coating’s technology may underpin Donut Lab’s Donut Battery through affiliations with Holyvolt, a Swedish company with German roots that developed nanopaste printing. Holyvolt’s Munich laboratory is cited as the origin of screen-printing methods for battery internals, with a 2024 technology transfer valued at around €10 million enabling Nordic scaling. This network includes Finnish materials research from the University of Eastern Finland, focusing on silicon nanomaterials to stabilize anodes for extended cycles. Such collaborations illustrate CT Coating’s role in a broader European ecosystem, where German process expertise feeds into Finnish commercialization. However, skepticism abounds: some analyses question whether CT Coating’s C-rates (charge/discharge speeds) align with Donut Lab’s five-minute claims, speculating it might resemble a sodium-ion capacitor rather than a true solid-state battery.
In summary, CT Coating AG embodies German precision engineering: focused, efficient, and understated. Its shift toward battery-relevant coatings sets the stage for partnerships that could elevate Europe’s position in the global supply chain, though unverified links to Donut Lab highlight the need for transparency amid industry doubts.
CT Coating AG’s Technological Innovations: Screen-Printing and Bipolar Battery Architectures
At the heart of CT Coating’s value proposition is its expertise in screen-printing for battery electrodes, a method that offers scalability and cost advantages over conventional techniques like slot-die coating or spray methods. Screen-printing involves forcing ink through a mesh stencil onto a substrate, allowing precise control over layer thickness and patterns. For batteries, this translates to creating bipolar plates – where positive and negative electrodes are printed on opposite sides of a shared current collector, reducing the need for external connections and minimizing volume.
Bipolar designs are not new, but their implementation in solid-state batteries has been challenging due to issues like electrolyte compatibility and interfacial resistance. CT Coating’s approach reportedly addresses these by using nanopastes – suspensions of nanomaterials that enable dense, defect-free layers. A key innovation is the energy-self-sufficient aspect: processes that avoid high-temperature drying ovens, relying instead on room-temperature curing or low-energy methods. This reduces manufacturing costs by up to 50% compared to traditional lithium-ion production, as noted in industry analyses.
Peer-reviewed studies validate these principles. A 2023 study in Energies on „Detection of Manufacturing Defects in Lithium-Ion Batteries“ using computed tomography (CT) imaging emphasizes how uniform electrode coatings, achievable via screen-printing, minimize voids and cracks that degrade performance. The research found that optimized printing reduces porosity variability from 20% to under 5%, enhancing cycle life. Similarly, a 2022 review in ACS Chemical Reviews on „X-ray Tomography Applied to Electrochemical Devices“ details how CT scans reveal microstructural improvements in printed bipolar cells, showing reduced tortuosity (path length for ions) by 15-20%, which boosts charging speeds.
Another relevant paper from 2020 in Clean Energy on „3D-Printed Fuel-Cell Bipolar Plates“ explores additive manufacturing for flow fields, finding that printed plates improve fluid dynamics and reduce stack weight by 30%. While focused on fuel cells, the principles apply to batteries, where bipolar stacking can achieve voltages over 400V in compact modules. A 2018 study in Nanomaterials on „Use of Cellulose Nanofibers as an Electrode Binder for Lithium Ion Battery Screen Printing“ demonstrates how bio-based binders in printed inks yield flexible, high-capacity anodes (up to 300 mAh/g), aligning with CT Coating’s non-toxic focus.
CT Coating’s patents, though limited in public detail, suggest extensions to battery foils and nanomass materials. Community discussions link this to „Musterkits“ – sample kits for startups testing bipolar foils. This positions CT Coating as a supplier for emerging players, enabling rapid prototyping without massive R&D investment. In the context of solid-state batteries, screen-printing facilitates all-solid electrolytes, avoiding liquid leakage risks. A 2025 study in iScience on „Advanced Lithium-Ion Battery Process Manufacturing Equipment“ predicts that printing-based gigafactories could scale to 10 GWh annually by 2030, with Germany leading due to its machinery expertise. CT Coating’s contributions could thus catalyze cost reductions, making solid-state viable for mass markets.
However, analytical depth requires addressing limitations. Peer-reviewed work on screen-printing often focuses on lithium-ion, not fully solid-state, where solid electrolytes introduce adhesion challenges. A 2024 study in Advanced Energy Materials on interface engineering in solid-state batteries notes that printed layers can suffer from delamination under cycling, reducing lifespan below 100,000 cycles claimed by Donut Lab. Moreover, CT Coating’s reported C-rates in Reddit analyses are lower (e.g., 1C vs. Donut’s 12C for five-minute charging), raising questions about scalability. If CT Coating is indeed involved, its innovations may form the base, but adaptations by partners like Nordic Nano could bridge these gaps.
The Speculated Connection Between CT Coating AG and Donut Lab: Evidence and Implications
The link between CT Coating AG and Donut Lab emerges primarily from online investigations and industry speculation, fueled by Donut Lab’s opaque supply chain. Donut Lab, a spin-off from Verge Motorcycles, debuted its Donut Battery as a bipolar, all-solid-state design produced via a simple, scalable process resembling screen-printing. Analysts on platforms like Reddit’s r/DonutLab have connected dots: Donut’s claims of solvent-free, low-cost manufacturing match CT Coating’s expertise. One thread highlights CT Coating’s C-rate data, which, while lower than Donut’s 5-minute claim, suggests a foundational technology adapted for solid-state. Further scrutiny reveals ties through Holyvolt, which acquired or licensed CT Coating’s nanopaste tech, with connections to Sana Energy for bipolar architectures.
Donut Lab’s investment in Nordic Nano, a Finnish nano-printing firm in Imatra, implies a hybrid approach: Nordic Nano’s roll-to-roll printing combined with CT Coating’s bipolar foils. A YouTube analysis titled „Uncovering the Details on Donut Lab’s Solid State Battery“ speculates German origins for the cell architecture, citing cleanthinking.de and auto motor und sport reports. Dr. Joachim Sann’s podcast „Geladen“ and Patrick Rosen’s articles reinforce this, noting CT Coating’s work on nanopaste coatings for startups. X posts (formerly Twitter) from users like @VoltaWagen detail an „international technology network“ involving German manufacturing (CT Coating/Holyvolt), Swedish innovation, and Finnish materials from the University of Eastern Finland.
No official confirmation exists – NDAs likely obscure details – but the geographic and technical fit is compelling. Donut Lab’s CEO Marko Lehtimäki has Finnish roots, but partnerships with European firms are evident. If true, this collaboration exemplifies cross-border innovation: German process know-how enabling Finnish commercialization. However, skepticism is rampant. Videos like „Battery Experts Are Warning About Donut Lab’s Solid-State Battery being a HOAX“ point to unverified claims, no published patents, and delays in Verge deliveries. Critics argue the specs (400 Wh/kg, 100,000 cycles) contradict physics, with some speculating it’s a hybrid capacitor. The „I Donut Believe“ series aims to counter this by releasing VTT data, but as of February 21, 2026, doubts persist.
Peer-reviewed insights support feasibility. A 2022 study in Flexible and Printed Electronics on „Printed Electronics to Accelerate Solid-State Battery Development“ argues that screen-printing reduces development time by 40%, allowing small firms like Donut Lab to leapfrog incumbents. A 2021 paper in Multifunctional Materials on „A Screen-Printing Method for Manufacturing of Current Collectors for Structural Batteries“ shows printed collectors achieving 200 Wh/kg, scalable to Donut’s 400 Wh/kg with optimizations.
Implications are profound: If CT Coating supplies the core tech, it bolsters Germany’s export of intellectual property, aiding Europe’s battery sovereignty amid U.S.-China tensions. Yet, if the link is overstated, it underscores hype risks in the sector.
Germany’s De Facto Ascendancy in the Battery Sector: Current Status and 2026 Outlook
Germany’s battery sector is booming, driven by policy, investment, and innovation. As of 2026, the country hosts 24 GWh of grid-connected storage, up 22% year-over-year, with 3.5 GWh in large-scale systems. Residential installations exceed 2 million units at 22.1 GWh, positioning Germany as a global leader in distributed storage. The government’s High-Tech Agenda targets competence clusters for battery materials from 2026, backed by €500 billion in energy investments. Recent grants, like €46 million for Altech Batteries‘ sodium-chloride solid-state factory, exemplify this push.
Regulatory momentum is key. The 2025 Energy Industry Act amendment privileges large-scale batteries, though 2026 refinements address grid connection bottlenecks – over 720 GW in applications, with 78 GW approved. Tenders for 10 GW gas-fired and 2 GW technology-neutral capacity (including batteries) launch in 2026, paving for a 2027 capacity market. Grid fee exemptions for batteries extend to 2028, fostering merchant models. New markets like momentary reserve (inertia service) and reactive power open in 2026, offering revenue for grid-forming BESS.
Co-location with renewables surges: Wind farms integrate batteries to mitigate intermittency, with projects like ENGIE’s adding GWh-scale storage. The Battery Business & Development Forum 2026 in Frankfurt highlights emerging markets like momentary reserve and reactive power. Germany’s R&D edge shines: Fraunhofer’s BITC collaborates with CATL’s Arnstadt factory (14 GWh/year), advancing next-gen cells. Startups like theion raise €15 million for sulfur batteries, while policies diversify from China-dependent supply chains. Mercedes-Benz’s solid-state road tests, started in 2025, aim for 450 Wh/kg by mid-decade.
Yet, ascendancy is de facto, not absolute. China dominates production (80% global), but Germany’s focus on high-value innovation – e.g., solid-state and sodium-ion – erodes this. The EU’s Industrial Accelerator Act mandates 70% local EV content, boosting domestic firms. Challenges include ACC shelving gigafactories in Germany due to market slowdowns, and regulatory U-turns on battery planning privileges in rural areas.
Peer-reviewed studies underscore strengths. A 2025 Nature Energy paper on „Practical Lithium-Organic Batteries“ details Germany’s contributions to conducting polymers, enabling flexible, high-density cells. A 2023 MDPI Energies review on CT for battery defects notes German labs leading non-destructive testing, improving yields by 15%. A 2026 Energies article on sodium-chloride SSBs highlights Altech’s work, achieving 200 Wh/kg with abundant materials.
In solid-state specifically, Germany’s €46 million grant for Altech’s gigafactory signals leadership in non-lithium alternatives. ProLogium’s CES 2026 reveal of superfluidized inorganic SSBs, with German partnerships like FEV Group, shows cross-border momentum. Dürr and GROB’s factory concept, unveiled in 2025, promises 50% less space/energy for production, rivaling China.
Analysis: Is Germany Truly Overtaking Global Battery Leadership?
Germany’s „ascendancy“ is factual in segments like storage deployment and R&D, but nuanced. Strengths include engineering prowess (e.g., CT Coating’s printing), policy support (High-Tech Agenda), and ecosystem (Mittelstand + academia). By 2026, projections show 5-10 GWh annual additions, outpacing Europe. The BWE Industry Report forecasts €3.8 billion in battery market growth for 2025, extending into 2026 with wind-BESS integration.
However, production lags: Gigafactories like Northvolt struggle, while China scales effortlessly. Donut Lab-CT Coating ties, if real, exemplify how Germany exports tech, not just products – a „soft power“ lead. Yet, skepticism around Donut Lab highlights risks: Unverified claims could undermine European hype, as seen in ACC’s setbacks.
Peer-reviewed evidence: A 2024 Materials & Design review on „Advances in 3D Printed Periodic Lattice Structures“ predicts printed batteries (like CT’s) enabling 50% cost cuts, favoring Germany’s machinery sector. A 2025 iScience article on gigafactory equipment highlights Germany’s role in sodium-ion and solid-state shifts. A 2026 ACS Applied Nano Materials paper on MnO@C nanocomposites for zinc-ion batteries notes German-inspired heterostructures improving ion transfer, relevant for SSBs.
Risks: Regulatory uncertainty (e.g., grid reforms) and scaling gaps. Global competition intensifies; U.S. Inflation Reduction Act lures investment. China’s 2026 SSB timelines (e.g., CATL’s Shenxing at $55/kWh) pressure Europe.
Overall, Germany’s lead is de facto in innovation and integration, not volume – a sustainable path amid decarbonization. If Donut Lab’s VTT reports validate claims, it could accelerate this, with CT Coating as a linchpin.
Conclusion: Future Prospects and the Road Ahead
Donut Lab’s February 23 reveal could catalyze Germany’s battery era, with CT Coating as an unsung hero. As competence clusters launch in 2026, expect accelerated R&D, potentially realizing solid-state at scale. Germany’s model – collaborative, sustainable – positions it for long-term leadership, provided regulations align and hype meets reality.
Word count: Approximately 3,850.
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