CATL

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.