I don’t have numbers, but zero emission electric bus schemes throughout Europe make it clear that electric heating is becoming the norm. Example:

CATL to begin small-scale production of its solid-state battery cells in 2027. In June 2026, CATL confirmed TRL4, meaning its technology is at prototype stage. Small-scale production would be TRL7 with the focus on refining manufacturing. #batteries #battchat #greensky #energysky

🔋BYD files new solid-state battery patents concerning halide-sulfide electrolytes, multi-layer cathodes, coatings, interlayers. Even if one were able to manufacture such cells at scale, they would be extremely expensive due to manufacturing complexity. #battchat #batteries #greensky 🔌

🔋 Sila Nanotechnologies has secured $1.4B in loan commitments alongside $300M in private funding to continue ramping up silicon anode production. Their Titan silicon anode replaces graphite for up to 40% higher energy density and sub-15 min charging. #batteries #battchat #greensky #energysky

🔋 World’s first sodium-ion electric mining truck delivered in China with 676 kWh battery capacity. The truck supports 0% to 100% fast charging in 20 to 25 minutes. The battery maintains a cycle life of over 8,000 times. #battchat #batteries #greensky #energysky

🔋 “Our ambition is not just limited to being a battery supplier to [carmakers] . . . we see ourselves as a high-tech company for the renewable energy sector.” CATL is positioning itself to be a central player in everything associated with electrification. #battchat #batteries #energysky #greensky

💭 On power grids evolution and BESS. If you’re building a new battery company today, it’s difficult to justify competing with lithium-ion or sodium-ion for BESS. The larger opportunity is to solve the next problem: affordable long-duration storage. #batteries #battchat #greensky #energysky

🔋China will impose a consumption tax on lithium-ion ​batteries from September 1, 2026. Sodium-ion and solid-state batteries are exempt. China is effectively nudging the industry to focus on next-generation batteries. #batteries #battchat #greensky #energysky

🔋CATL has unveiled the Tianxing II (Tectrans II) ultra-fast charging battery, reaching 80% charge in under 7 minutes. Designed for light commercial EVs, it minimizes charging downtime for time-sensitive operations, making them competitive with diesel equivalents. #battchat #batteries #greensky🔌

🔋 Ferrari and BMW join Tesla, China in switch from copper to aluminium electrical wiring. The switch comes mostly due to record copper prices, peaking close to $15,000 per metric ton. Aluminum currently sits at about a quarter the price of copper: $3,100. #battchat #batteries #greensky #energysky

German auto industry is in cost-saving mode across the board: • Volkswagen to cut 100,000 jobs, end production at 4 plants in Germany. • BMW plans to spend €1bn in restructuring costs, leading to 10,000 job cuts. • Mercedes-Benz told employees in Germany that summer bonuses would not be paid out.

🔋 CATL’s CEO says solid-state batteries are years away. This is interesting because automakers keep promising 2027 as the year they plan to bring solid-state battery EVs to the market — an increasingly unlikely event. #batteries #battchat #greensky #energysky

Share of lithium-ion battery deployment outside China that could be met without supply from China; mostly from Japan and South Korea.

🔋EV battery chemistry divergence: China is definitively moving towards LFP, while Europe and the U.S. prefer NMC. #battchat #batteries #greensky #energysky

🔋Svolt plans semi-solid battery pack production for this September, at the same cost as conventional liquid electrolyte batteries. The batteries are based on ternary chemistry and will target 270 Wh/kg. #battchat #batteries #greensky #energysky

Tesla’s Cybercab has been certified at 165 Wh/mi, making it the most efficient electric car. Naturally, this follows the barebones design of a robotaxi, optimized for cost and not comfort. #greensky #enegysky #battchat #batteries

🔋 Gotion High-Tech launches its dedicated sodium-ion battery brand, “Gnascent” for grid-side, industrial, and residential energy storage, while exploring niche markets like two-wheelers and start-stop power. #batteries #battchat #greensky #energysky

🔋 China installed 62.4 GWh of EV batteries in April (+15.2% YoY, +10.4% MoM). LFP kept dominating with an 81.5% share. Exports of EV/ESS batteries reached 31.7 GWh, accounting for 19.3% of the month's total sales. #batteries #battchat #greensky #energysky

🔋LG Energy Solution confirms that it will produce $4.3B worth of LFP batteries for Tesla’s ESS business. The production will begin next year at its Michigan plant and will power the Megapack 3. #batteries #battchat #energysky #greensky

Power transformers, the unsung heroes. #datacenters

🔋 LG Energy Solution has secured orders exceeding 100 GWh for its large 46-series cylindrical cells, reportedly from BMW. The contract is valued at ~€5.8 billion euros and spans a term of ten years. #battchat #batteries #energysky #greensky

US annual spending as percentage of the GDP for data centers vs other mega projects.

🔋SES AI is pivoting away from automotive batteries and reimagining itself as an advanced materials and AI company, that happens to make batteries. As part of this pivot, SES AI will focus on ESS and drone batteries. #battchat #batteries #greensky #energysky

🔋 China's exports for the solar, EV, and battery industries reached a record high of $21.9 billion in March 2026, up 70% year-on-year. #battchat #batteries #greensky #energysky

🔋Samsung SDI is developing batteries for robotics and urban air mobility. The company is also reportedly preparing for mass production of sodium batteries. #battchat #batteries #greensky #energysky

🔋Sunwoda becomes the latest battery supplier to Tesla. The supplied battery cells use 3rd-generation LFP, supporting faster charging speeds up to 3C. Sunwoda’s batteries are already used in export vehicles produced at Tesla’s Shanghai factory. #batteries #battchat #greensky #energysky

🔋Nio CEO urges industry-wide standardization of batteries and chips, claiming the industry could save over 14.5 billion USD. It could also help achieve a better supply-demand balance in the world of accelerated iteration cycles of EVs. #batteries #battchat #energysky #greensky

🔋Ascend Elements, a battery recycling company, initiated the Chapter 11 bankruptcy filing. The filing comes after a history of financial challenges for the company, and six months after the Trump terminated about $100 million in federal funding. #batteries #battchat #greensky #energysky

🔋 Rimac Technology to build BMW i7 battery system. It’s the first BMW Group BEV to feature Gen6 4695-format cylindrical cells, combined with Gen5 modules and allowing for faster charging and longer range. #batteries #battchat #greensky #energysky

🔋Lyten plans to establish a battery industrial hub with 1000 jobs in Heide, Germany, at the same location as the planned Northvolt Drei. Construction is due next year, with operations from 2028, producing batteries for defense, energy storage and EVs. #batteries #battchat #energysky #greensky