Browsing Tag
CATL
15 posts
Sodium-ion batteries: Why grid storage could become the chemistry’s first major market
Sodium-ion batteries are moving from demonstration projects toward gigawatt-hour-scale commercial commitments as CATL, Peak Energy, General Motors and major storage integrators target electricity grids, data centres and selected transport applications. The chemistry offers strong cold-weather performance and less exposure to lithium, but lower energy density, a China-heavy supply chain and falling lithium iron phosphate battery costs mean sodium-ion still has to prove that its system-level economics can beat an extraordinarily mature incumbent.
ESS Tech signs 500 MWh sodium-ion framework LOI with Juniper Energy
ESS Tech's 500 MWh Juniper Energy LOI targets a 2027 California start, with Q2 results due 13 August and cash below $14M testing the sodium-ion pivot at NYSE.
VNET Group (NASDAQ: VNET) rallies as CATL stake and 517 MW order book reset AI thesis
CATL is taking 38% of VNET for nearly $1 billion. Wholesale just passed retail. The question is whether China's AI capex cycle reaches the bottom line.
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.
Liontown shares climb 2.9% as lithium rally and data centre demand lift ASX: LTR
Spodumene just broke US$2,000. Data centres need batteries. Brokers haven't caught up. Liontown is sitting at a fresh 52-week high for a reason.
Korean battery makers pivot to grid storage as US BEV sales collapse
LG Energy Solution, Samsung SDI and SK On are converting US EV battery plants to grid storage as the American BEV market contracts sharply after federal tax credits expired.
CATL opens Riyadh’s NING SERVICE hub: Is the Middle East finally ready for an EV and storage aftermarket ecosystem?
CATL opens Riyadh’s largest new energy service center to anchor EV and storage growth. Find out what this means for Saudi Arabia’s Vision 2030 plans.
Sea meets sky: AutoFlight’s floating vertiport could unlock low-carbon air logistics
AutoFlight’s zero-carbon water vertiport debuts with eVTOL flights in China. Explore how this could change future air mobility infrastructure.
HyperStrong and CATL ink 10-year strategic battery deal as 200 GWh supply commitment reshapes global energy storage
A decade-long HyperStrong and CATL alliance sets a new benchmark for global battery energy storage. Learn how their 200 GWh supply pact could shift the power market.
What’s driving the rise of solid-state batteries in EVs and grid storage?
Explore how solid-state batteries promise safer, higher-capacity power for electric vehicles and renewable storage, and find out when they’ll hit the market.