NEO Battery Materials

NEO Battery Materials develops and manufactures silicon-enhanced lithium-ion materials, electrodes and cells for drones, robotics and energy-storage applications. It has secured drone and industrial-robotics purchase orders while scaling cell production in South Korea. Its 11.5Ah cell gained Korean KC certification in July 2026.

Facts

Segment: Power Systems
Country: Canada
Ticker: NBM
Website: https://neobatterymaterials.com/

About

About NEO Battery Materials

NEO Battery Materials develops silicon-enhanced anode materials, electrodes and lithium-ion cells for drones, robotics and electronics. Its business combines materials development with cell engineering and manufacturing services intended to improve energy density and charging performance.

The company has reported purchase orders from drone and industrial-robotics customers and is scaling production in South Korea. Its 11.5 Ah cell received Korean KC certification in July 2026; that certification applies to the named cell and market.

Market context

NEO sits in the power-system materials layer for battery-constrained robotics and drones. Its drone/UAS offtake agreement and Korea manufacturing expansion make it relevant to robotic platforms.

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4 commercial events; 4 commercial orders; latest event 2026-07-22

2026-07-22 - Commercial order - PM Energy places 10,000-cell capacity-reservation order with NEO Battery - source: newswire.ca
2026-05-13 - Commercial order - NEO Battery signs ROK Army drone battery pack supply agreement - source: mining.com
2025-10-02 - Commercial order - NEO Battery signs multi-year silicon battery materials offtake with North American drone and UAS battery company - source: neobatterymaterials.com

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Supply

Zio Robot - Outbound - Power Systems - Zio Robot is working with NEO Battery Materials to integrate high-performance lithium-ion battery cells into its Mobile Worker logistics robots - source: newswire.ca

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Timeline

2026-07-22 - Commercial Order - PM Energy places 10,000-cell capacity-reservation order with NEO Battery - The purchase order covers 10,000 units of NEO's 34Ah drone battery cell. PM Energy will use periodic demand forecasts to determine the quantity manufactured and delivered. The companies will also develop high-energy cells for PM Energy's TeraVitz… - source: newswire.ca
2026-07-22 - Regulatory - NEO Battery 11.5Ah cell receives Korean KC certification - The 11.5Ah cell passed the KC certification process on its first submission. Testing covered electrical, mechanical, thermal and environmental safety requirements. UN 38.3 certification remains underway for international shipment and export clearance. - source: newswire.ca
2026-07-16 - Partnership - NEO Battery and Assetta sign drone battery development and supply agreement - The July 15 agreement followed testing and validation of NEO battery products inside Assetta drone systems. Assetta plans to transition current drone batteries to NEO products and prioritize Korean defense contracts and solicitations. The recurring program… - source: neobatterymaterials.com

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Team

Spencer Huh - Director, President and Chief Executive Officer - Leads NEO Battery Materials as it expands from silicon-anode materials into electrode and battery-cell manufacturing.
Seok Joung Youn - Head of Manufacturing and Facility Operations - Directs electrode and large-format cell manufacturing and facility operations.

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Relations

PM Energy Solution Co., Ltd. - Drone Cell Customer - PM Energy ordered capacity for 10,000 NEO 34Ah drone cells; delivered quantities depend on periodic demand forecasts.
ROK Army drone program - Drone Battery Customer Program - NEO Battery agreed to supply drone battery packs for a ROK Army drone program.
Assetta - Drone Battery Development And Supply Partner - NEO Battery Materials signed a JDA with Assetta to develop and supply non-Chinese battery products for Assetta drone platforms.

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