HPQ CEO Says ENDURA+ Has Entered the Critical Customer Qualification Stage Ahead of Commercial Orders
In a new interview, HPQ CEO Bernard Tourillon provides additional context on the Company’s latest battery milestone and, more importantly, where HPQ ENDURA+ now stands on the path toward commercialization.
The discussion moves beyond the recently announced UN 38.3 certification to focus on the customer activity developing around HPQ and Novacium’s Gen4 battery technology.
Among the key points discussed:
✅ Multiple potential customers are actively evaluating HPQ’s battery technology. Tourillon clarified that “multiple participants” means HPQ batteries are being evaluated by multiple potential buyers, rather than being entered into a single competitive qualification process.
✅ Customer programs are at different stages of qualification. According to Tourillon, some programs are in evaluation and feedback, others have progressed into optimization, while others have reached revalidation.
✅ HPQ is deliberately prioritizing higher-margin drone and defense applications. With current production capacity still limited, management believes these applications provide a more attractive commercial entry point than pursuing high-volume, lower-margin battery markets.
✅ The qualification pipeline includes industry and government-related opportunities. Tourillon confirmed that government entities are among the parties involved, with defense representing much of that activity. He also indicated that one opportunity is believed to be in a more definitive phase, while another remains in testing and validation.
By watching the interview, you’ll gain:
Why UN 38.3 matters commercially, and how the certification supports the international shipment of cells required for customer testing and qualification.
Where HPQ currently sits in the commercialization pathway, with customer qualification identified as Stage 4, immediately preceding commercial purchase orders.
How close customer programs may be to commercialization, including Tourillon’s forward-looking expectation, subject to the usual risks and uncertainties, that a first commercial battery order could potentially occur during Q3 2026.
Why HPQ is concentrating on battery packs and high-value applications, rather than attempting to compete immediately in very large-volume commodity cell markets.
How production capacity is expected to develop, including the planned 2–3 tonne-per-year semi-continuous commercial pilot system targeted for operation around Q1 2027, ahead of the planned scale-up toward 50 tonnes per year.
The central message from Tourillon is straightforward: the technology validation phase is largely behind HPQ, customer qualification is now underway across multiple opportunities, and the next major step in the pathway is commercial purchase orders.
Watch the full interview here:
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