电池周刊 6月8日

Neil Beveridge, Ph.D.+852 2123 2648neil.beveridge@bernsteinsg.comBrian Ho, CFA+852 2123 2615brian.ho@bernsteinsg.comKelvin Yuan, Ph.D., CFA+852 2123 2612kelvin.yuan@bernsteinsg.com Battery Weekly 8 June America •SK On Unveils Next-Generation 'GRIDON' ESS in US.- thelec.net SK On unveiled its next-generation ESS platform “GRIDON Gen2” atCLEANPOWER 2026, targeting mass production in Q3 2027. The new system supports both DC and AC configurations, with around 15%higher energy capacity per container and enhanced safety features, including EIS monitoring and liquid-based fire suppression. Leveragingits ~100 GWh U.S. production capacity, SK On aims to secure more than 20 GWh of ESS orders in 2026, with over 10 GWh already underdiscussion with U.S. customers, strengthening its push into the North American ESS market. •Rocket Battery Maker Sebang Battery to Invest 100 Billion Won in US ESS Business.- thelec.net Sebang Battery plans to invest KRW 100billion (~USD 72 million) to expand into the U.S. energy storage (ESS) market, by funding its new subsidiary Sebang Lithium Battery America.The investment—supported by the founding family through a capital increase—will establish a dedicated North American ESS business unit.The move aligns with Sebang’s strategy to pivot from traditional lead-acid batteries toward ESS and eco-friendly energy solutions, whileleveraging favorable U.S. policies and strong projected growth in the ESS market. •Old Waymo Batteries Will Get A Second Life As Stationary Energy Storage.- insideevs.com Waymo has partnered with B2U StorageSolutions to repurpose its retired robotaxi batteries into grid-scale energy storage systems. The project will deploy hundreds of megawattsof second-life battery capacity, starting in Texas and California, to store excess renewable energy and support grid demand. The initiativereflects a growing industry trend where used EV batteries are reused for stationary storage, extending their lifecycle and reducing the needfor immediate recycling while supporting renewable energy integration. •Moment Energy opens new second-life facility in Vancouver.- elective.com Moment Energy is launching a second-life battery facility inVancouver to repurpose used EV batteries into stationary energy storage systems (BESS), with expected annual capacity of 1 GWh. Insteadof recycling for raw materials, the company reuses batteries from sources such as Mercedes-Benz, extending their lifecycle for applicationslike data centers, industrial users, and utilities. The facility, supported by over USD 100 million in total funding, reflects growing demand forsecond-life battery solutions to support grid storage and renewable integration. •Graphite deal with Tesla: Syrah reports resolution in delivery dispute.- elective.com Syrah Resources has resolved a key dispute with Teslaover a graphite supply agreement, with Tesla withdrawing its termination notice after accepting that Syrah is now producing compliantbattery-grade anode material. The deal involves supplying 8,000 tonnes of graphite annually from Syrah’s Vidalia, Louisiana plant, but finalcontract approval remains pending as qualification tests are still ongoing. The development reduces short-term uncertainty but highlightsongoing risks in non-Chinese battery material supply chains, as Syrah aims to become a major global graphite supplier. Asia •China's Tinci Inks New Deal With Major Client to Double Battery Materials Order.- yicaiglobal Tinci Materials has signed an expandedagreement with Cornex New Energy to supply over 1.01 million tons of battery electrolytes and chemicals by 2030, nearly doubling theoriginal contract. The deal reflects strong growth in energy storage battery demand, as Cornex rapidly expands capacity to 180 GWhannually, including a new 50 GWh ESS-focused plant. The agreement strengthens Tinci’s position as a leading global electrolyte supplierand highlights accelerating scale-up across the battery supply chain. •China's AI Computing Boom Tests the Limits of Green Power, Experts Say- yicaiglobal China’s rapid growth in AI computing demand isexceeding the pace of renewable energy deployment, creating challenges in aligning clean power supply with data center needs. Expertswarn that despite strict efficiency and renewable targets, 24/7 green power matching remains difficult, with gaps between reportedrenewable usage and actual grid conditions. Rising AI workloads are driving sharp increases in electricity demand and power instabilityrisks, highlighting the need for better coordination between computing workloads, grid infrastructure, and energy storage solutions suchas multi-hour batteries and flexible load management. •EcoPro to Pursue Company-Wide AI Transformation by 2028.- thelec.net EcoPro plans to implement a company-wide AI transformation(AX), aiming to become a fully AI-driven enterprise by 2028. The strategy includes deploying AI across R&D, manufacturing, and operations,reducing product development time b