CATL

The three-year agreement, equal to half of CATL's 2025 storage shipments, signals that sodium-ion has cleared its mass-production hurdles and is moving from pilot projects to grid-scale deployment.

At its April 21 Super Technology Day in Beijing, CATL introduced a new ultra-fast charging LFP cell that outpaces BYD's recently unveiled Blade Battery 2.0 and reshapes the fast-charging race.

Eve Energy, QuantumScape, Changan, and others are moving solid-state batteries from lab curiosity to production reality in 2026, but divergent strategies and persistent cost challenges will determine who leads the next era of energy storage.

Peak Energy and RWE Americas have deployed the first sodium-ion battery system on the MISO grid in Wisconsin, marking a milestone for the cheaper, cobalt-free chemistry in the US.

CATL and BYD are mass-producing sodium-ion batteries for EVs and grid storage in 2026, driven by soaring lithium prices and abundant raw materials, while the West struggles to keep pace.