全球储能行业周报（2026年6月15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 15 June America •Cypress Creek Secures $3.5 Billion Financing for Major U.S. Solar + Storage Project.- BNEF.com Cypress Creek Energy has secured $3.5billion in financing for the first phases of the Steel River Energy Center in Arkansas, one of the largest renewable energy projects in theU.S. The project will combine 1.63 GW of solar power with 1.9 GWh of battery storage, with electricity to be supplied to a large technologycompany amid rising AI and data center power demand. The deal highlights continued strong investor support for solar and battery storageinfrastructure despite shifting U.S. clean energy policies. •GM Pivots to Energy Storage on AI Demand, Following Ford’s Lead.- BNEF.com General Motors (GM) is expanding into the stationary energystorage market through partnerships with Peak Energy and Redwood Materials, targeting rising electricity demand from AI data centersand grid infrastructure. GM plans to develop sodium-ion batteries for grid storage, citing advantages such as lower cost, improved safety,and abundant raw materials compared to lithium-ion batteries. The company is also advancing vehicle-to-grid (V2G) capabilities that allowEVs to supply power back to the grid, following a broader industry shift where automakers increasingly leverage EV battery expertise forthe rapidly growing energy storage sector. •GM and Redwood expand partnership with second-life battery storage project.- electrive.com General Motors and Redwood Materials areexpanding their battery partnership with a second-life energy storage project in Michigan, using around 100 retired GM EV battery packsto provide 1.5 MW / 7.2 MWh of stationary storage at a GM manufacturing plant. The system is expected to lower electricity costs andimprove grid resilience, while demonstrating how used EV batteries can be repurposed before final recycling. The project strengthens GMand Redwood’s collaboration across the full battery lifecycle, including recycling, second-life deployment, and material recovery for futurebatteries. •POSCO Holdings to Demonstrate Direct Lithium Extraction in US.- thelec.net POSCO Holdings has partnered with Australia’s AnsonResources to build a direct lithium extraction (DLE) demonstration plant in Utah, U.S., marking the first such project by a Korean companyin the country. Scheduled to begin operation in 2027, the project aims to validate DLE technology using real lithium brine by 2028 andlay the groundwork for commercialization. Compared with traditional evaporation methods, DLE offers higher lithium recovery rates andfaster production, supporting POSCO’s strategy to strengthen its position in the global lithium supply chain and North American batterymaterials market. Asia •China’s Lopal Plans USD160 Million Indonesia Expansion to Add 120,000 Tons of LFP Capacity.- yicaiglobal Lopal Tech plans to investUSD 160 million to expand its Indonesia LFP cathode materials plant, adding 120,000 tons of annual capacity for EV and energy storagebatteries. The expansion supports rising overseas demand and long-term supply agreements with major customers including LG EnergySolution and CATL. Located in Central Java, the project strengthens Lopal’s international manufacturing footprint and highlights Indonesia’sgrowing role in the global battery materials supply chain. •CATL Places Big Order for Lithium Battery Electrolyte With China’s Capchem.- yicaiglobal CATL has signed a major multi-year agreementwith Chinese electrolyte supplier Capchem, covering purchases of 50,000 tons in 2026, 100,000 tons in 2027, and 150,000 tons in 2028.Based on current market prices, the deal could be worth around CNY 8.1 billion (USD 1.2 billion). The agreement strengthens long-term supply chain cooperation between the two companies and reflects growing demand for battery electrolytes driven by rapid expansion inEV and energy storage markets. •Toptec Wins First Direct Supply Deal With Indian Automaker Group.- thelec.net South Korea’s Toptec has secured its first direct overseasbattery equipment contract with a major Indian automaker group, supplying pouch-type battery module and pack assembly equipment fora new production line in Pune, India. The deal, worth about KRW 13 billion, marks Toptec’s expansion into India’s rapidly growing EV andESS market and strengthens its position as a global battery manufacturing equipment supplier. The company continues diversifying beyonddisplay equipment into battery production technologies, including advanced inspection and assembly systems.. •CK Solution Develops Dehumidifier for Solid-State Battery Production.- thelec.net South Korea’s CK Solution has developed a newindustrial dehumidifier system, “Dry Monster (CDHL-4500),” designed for solid-state battery manufacturing, where ultra-low humiditycondition