电池周刊（5月15日）

Neil Beveridge, Ph.D.+852 2123 2648neil.beveridge@bernsteinsg.comBrian Ho, CFA+852 2123 2615brian.ho@bernsteinsg.com Battery Weekly 15 May America •Samsung SDI’s $3.5B joint battery project with GM ‘paused’ amid EV slowdown.- Korea Joongang Daily. Samsung SDI and GM’s USD 3.5billion battery joint venture in Indiana has reportedly been paused as GM reassesses its EV strategy amid weaker U.S. EV demand andreduced incentives. The project was originally planned to start mass production in fall 2027 with up to 36 GWh annual capacity, enoughfor around 300,000 EVs. Options under discussion may include changing battery chemistry to LFP or even GM exiting the venture. Thedelay reflects a broader trend of automakers pulling back from battery JVs with Korean suppliers to reduce fixed commitments and regainproduction flexibility as EV sales slow. •Ford launches ‘Ford Energy’ battery energy storage subsidiary.- yahoo finance. Ford has entered the stationary battery energy storagesystem (ESS) market through its wholly owned subsidiary Ford Energy, targeting data centers, utilities, and large industrial and commercialcustomers in the U.S. Its flagship product, the Ford Energy DC Block, is a standardized 20-foot modular battery container using 512Ah LFPprismatic cells, designed to compete with Tesla’s Megapack. The system offers up to 5.45 MWh of storage, supports 2-hour and 4-hourconfigurations, and is designed for a 20-year lifespan with liquid cooling, battery management, and fire protection systems. Ford plans torepurpose its former BlueOval SK battery plant in Glendale, Kentucky for production, targeting at least 20 GWh of annual ESS deployment.The company also plans to invest around USD 2 billion and hire about 2,100 workers, aiming to capture rising demand from AI data centers,renewable energy integration, and grid resilience as U.S. EV battery demand slows. Asia •Semcorp Sinks as Chinese Battery Separator Giant Scraps Supplier Buyout, Bets on Capacity Expansion. yicaiglobal.com Semcorp, alsoknown as Yunnan Energy New Material, saw its shares fall after it scrapped its planned acquisition of lithium battery separator equipmentsupplier Zhongkehualian New Material due to disagreements over key deal terms. Instead, Semcorp will invest CNY 4 billion to build a newseparator factory in Zigong, Sichuan, with planned annual capacity of 5 billion square meters. The move shifts Semcorp’s strategy fromupstream equipment acquisition to direct capacity expansion, as it aims to strengthen its production network, increase market share, andbenefit from rising demand for power and energy storage batteries. •Dongwha Electrolyte Secures Long-Term Lithium Salt Supply Deal in China.- thelec.net Dongwha Electrolyte signed a long-term purchasingagreement with China’s Xinya Zhongning New Material Technology to secure stable supply of lithium hexafluorophosphate (LiPF6), a keyelectrolyte raw material for EV and ESS batteries. The deal supports Dongwha’s strategy to diversify raw material sourcing amid pricevolatility and regulatory uncertainty. The company will use Chinese partners in markets without strict restrictions, while relying on SouthKorean partner PGT for regions with tighter supply-chain rules. •Agratas Expands Use of Korean Battery Equipment Suppliers to U.K. Plant.- thelec.net Agratas, Tata Group’s battery subsidiary, has againselected Korean equipment suppliers for its new 40 GWh battery plant in Somerset, U.K., extending partnerships from its India project.Suppliers including Yunsung F&C, PNT, Philenergy, and Hana Technology will provide equipment for key processes such as slurry mixing,electrode production, notching, and cell assembly. The U.K. plant, backed by £380 million in government support, is expected to startoperations by late 2027 and supply batteries for Jaguar Land Rover EVs. Agratas is also building a separate 40 GWh plant in India andinvesting in R&D for LFP and LMFP battery technologies, aiming to strengthen non-China battery production capacity. •SoftBank Taps Korea's DeltaX to Build ESS for AI Data Centers- thelec.net SoftBank has selected South Korean startup DeltaX to developand manufacture ESS systems for AI data centers in Japan, starting with production facilities at SoftBank’s Sakai plant in Osaka. The partners plan to build an initial 1 GWh annual LFP prismatic battery ESS line and a separate 100 MWh zinc-bromine battery line using cellsfrom COSMOS LAB, with mass production targeted for Q4 2027. The move supports SoftBank’s strategy to localize key AI data centerinfrastructure, reduce reliance on external ESS suppliers, and ensure stable power for energy-intensive AI workloads. DeltaX was chosenfor its combined ESS engineering, BMS, monitoring software, and AI-based battery diagnostics capabilities, and the partnership may laterexpand to North America, India, and Southeast Asia. •EVE Energy Wins 8 GWh Energy Storage Battery Order from India’s GNEPL.-cn.solarbe.com China’s EVE Energy has sign