SES AI Secures $1.09M Framework Deal for Doroni Aerospace eVTOL Battery Pack
Event summary
- SES AI has signed a framework agreement with Doroni Aerospace to design and develop a battery pack for the H1-X personal eVTOL aircraft.
- The deal is valued at up to $1.09M, with an initial committed tranche of $65K.
- Work spans 2026-2027, contingent on Doroni issuing purchase orders.
- Battery packs will use SES AI's high-energy-density cells (up to 400 Wh/kg) and AI-powered health monitoring.
The big picture
This agreement positions SES AI as a key player in the emerging eVTOL sector, where battery technology is critical. The deal underscores the growing demand for high-energy-density, AI-optimized batteries in electric aviation. With Doroni Aerospace focusing on American-made personal aircraft, this partnership could set a precedent for future collaborations in the U.S. eVTOL market.
What we're watching
- Execution Risk
- Whether SES AI can deliver on the battery pack development timeline and meet Doroni's performance and safety requirements.
- Market Expansion
- The pace at which this collaboration could lead to additional test systems or serial production orders beyond the initial framework.
- Competitive Positioning
- How this deal strengthens SES AI's standing in the eVTOL battery market against other suppliers.