全球能源存储：电池周刊 22 June

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 22 June America •HyVISION System Wins 95 Billion-Won ESS Battery Pack Equipment Order in North America.- thelec.net South Korea’s HyVISIONSystem has secured a KRW 95 billion (~USD 69 million) order for ESS battery pack assembly equipment in North America, with thecontract value increasing nearly fivefold as the customer expanded its U.S. production plans through 2028. The equipment is expectedto support production of LG Energy Solution’s grid-scale ESS products at a facility in Ohio, with three assembly lines planned. The deal •Yujin Technology Expands Supply of Key Components for North American ESS Production Lines.- thelec.net South Korea’s Yujin Technologyis expanding shipments of precision notching presses and cutter sets for prismatic battery production lines used in North American ESSmanufacturing. The company is supplying equipment to facilities in the U.S., Canada, and Poland, with cumulative first-half orders reaching •GM advances LMR battery cells as LFP plans fade.- electrive.com General Motors (GM) is reconsidering its EV battery roadmap and mayprioritize lithium manganese-rich (LMR) batteries over LFP for future vehicles. GM says LMR chemistry could offer similar costs to LFPbut around 33% higher energy density, making it more suitable for larger EVs such as pickups and SUVs. While GM’s Tennessee plant willstill begin producing LFP cells, those batteries are now expected to target stationary energy storage systems rather than EVs. GM and LG •SK On Sole Battery Supplier for Hyundai Motor Group's U.S. Metaplant.- thelec.net SK On has been confirmed as the exclusive batterysupplier for Hyundai Motor Group Metaplant America (HMGMA) in Georgia, providing all batteries for EVs and hybrid vehicles produced atthe facility, including the Ioniq 5, Ioniq 9, and Sportage Hybrid. The batteries are supplied from SK On’s Georgia plant using a non-Chinasupply chain that complies with U.S. FEOC requirements. Rising sales of Hyundai and Kia EVs in the U.S. are expected to improve utilization •Sebang Lithium Battery to Partner With LGES on North American ESS Supply Worth 1.8 Trillion Won.- thelec.net Sebang Lithium Batterywill partner with LG Energy Solution (LGES) to manufacture battery modules for LGES’s JF2 Link grid-scale ESS platform at a new facility inOhio, targeting the fast-growing North American energy storage market. The project is expected to generate cumulative orders worth KRW1.8 trillion (~USD 1.3 billion) by 2028, with first shipments scheduled for the fourth quarter of 2026. Supported by major investments from •This Dodge Charger EV Prototype Packs An Experimental Semi-Solid-State Battery.- insideevs.com Stellantis has begun real-world testingof a semi-solid-state battery developed with U.S. startup Factorial Energy, using a Dodge Charger Daytona EV prototype. The batteryfeatures an energy density of 375 Wh/kg, significantly higher than conventional lithium-ion cells, and can reportedly charge from 15% to advancing Stellantis’ broader strategy toward next-generation batteries with longer range, faster charging, and lower costs. Far East Battery has begun installation of a 5MWh solar-plus-storage project in Silicon Valley, marking another milestone in its NorthAmerican expansion following previous commercial ESS deployments in Southern California. The project includes an 860kVA PCS and5MWh containerized storage system, designed to meet U.S. UL and IEEE standards for grid and safety compliance. Targeting the rapidlygrowing AI data center (AIDC) energy storage market, the system will provide services including peak shaving, demand management, •2026 FIFA World Cup Signals the Rise of “Event-Grade ESS 2.0”.-solarbe.com The 2026 FIFA World Cup is emerging as a showcase for anew era of “Event-Grade ESS 2.0”, where battery energy storage evolves from a simple backup power source into an intelligent microgridhub supporting zero-carbon stadium operations. With most host venues across the U.S., Canada, and Mexico integrating solar powersystems, energy storage has become essential for shifting daytime renewable energy into nighttime match operations, powering lighting,broadcasting, cooling, and digital systems. The next generation of stadium ESS requires high safety, high reliability, and AI-driven energy •DARPA Launches Next-Generation Military Battery Program Targeting 10× Energy Density.-thedefensepost.com The U.S. DefenseAdvanced Research Projects Agency (DARPA) has launched a new program to develop next-generation rechargeable military batteriescapable of delivering 5–10 times higher energy density than current technologies. The initiative will focus on advancing battery Asia •China to Require Heavy Truck Charging Stations on Highways to Boost EV Truck Use, Cut Emissions.- yicaiglobal China has in