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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 29 June America •Samsung Joins With US Battery Startup Seeking Pentagon Cash.- BNEF. Samsung SDI will invest USD 20 million in U.S. battery startupForge Nano and provide engineering support to help scale battery cell production at a new factory in North Carolina. The partnershipincludes a long-term agreement for Samsung to purchase 250 MWh of battery cells annually starting in 2028, while helping the companysecure a more localized, China-free supply chain for U.S. defense and aerospace applications. Forge Nano is also seeking up to USD •Lyten to pay €60 million for Northvolt site in Heide.- electrive.com U.S. battery company Lyten has agreed to acquire Northvolt’s unfinishedbattery factory site in Heide, Germany, for approximately €60 million, paving the way for a new battery manufacturing project afterNorthvolt’s bankruptcy halted development. Unlike Northvolt’s original plan, Lyten intends to build a smaller battery cell factory, alongsidea large-scale energy storage system and data center, creating around 1,000 jobs. The acquisition helps preserve strategic battery •QuantumScape signs Honda as solid-state battery partner.- electrive.com QuantumScape and Honda R&D have entered a multi-yearresearch partnership to accelerate the development of solid-state battery technology and manufacturing processes. Following a successfulevaluation of QuantumScape’s solid-state platform, Honda will collaborate on advancing the company’s QSE-5 lithium-metal battery, •Ford to produce first LFP cells this year – thanks to CATL.- electrive.com Ford is on track to begin production of LFP (lithium iron phosphate)battery cells at its BlueOval Battery Park Michigan facility, with mass-production-ready cells currently undergoing final validation. UsingCATL-licensed technology, the plant will supply batteries for Ford’s upcoming affordable EV platform, including a next-generation electricpickup planned for 2027. The move marks Ford’s strategic shift toward lower-cost battery chemistries, with LFP expected to complement •This Ex-Rental Tesla's Battery Was Heavily Degraded. Then The Decline Slowed.- insideevs.com A high-mileage 2022 Tesla Model 3 LongRange that lost about 20% of its battery capacity during its first two years as a rental vehicle showed a much slower degradation rateafterward. Battery health declined from 80% to 76% in the first year under private ownership, but fell only 1 percentage point to 75%over the following 14 months despite continued use. The case suggests that EV battery degradation is often non-linear, with the most •CSIQ Secures 381MWh Energy Storage Project in Michigan.-solarbe.com CSIQ's e-STORAGE division has been selected by Apex CleanEnergy to supply a 75MW/381MWh battery energy storage system (BESS) for the Coldwater Solar Project in Michigan, USA. The projectwill utilize e-STORAGE's SolBank 3.0 LFP battery system, along with integrated PCS and EMS solutions, with deliveries expected to begin deployment of additional energy storage capacity and the retirement of coal-fired generation, while enhancing grid flexibility and renewableenergy Asia •CATL Speeds up Global Expansion of Battery Swapping Business With Hong Kong Launch.- yicaiglobal CATL is accelerating the globalrollout of its battery-swapping business, expanding its Choco-Swap passenger EV network into Hong Kong while also advancing plansfor a heavy-duty truck battery-swapping network in Europe. The company has already opened its first two swapping stations in HongKong and delivered the region’s first battery-swappable taxis, with plans to build around 36 stations by 2030. The move follows CATL’s •Hina and FAW conclude long-term test of sodium-ion electric truck battery.- electrive.com Hina Battery and FAW Jiefang have successfullycompleted a seven-month, 15,000-km field test of a 339 kWh sodium-ion battery in an electric heavy-duty truck, demonstrating strongperformance in extreme cold-weather conditions. The battery retained more than 90% of its usable capacity at -40°C, while supporting20–25 minute fast charging and a lifespan of over 8,000 fast-charge cycles. The results highlight the potential of sodium-ion technology •Volvo's EX30 battery woes spread to China with new recall.- cnevpost.com Volvo Cars is recalling 2,501 China-built EX30 electric SUVs dueto a potential battery defect that could lead to internal short circuits, overheating, smoke generation, and, in rare cases, thermal runaway.The affected vehicles were manufactured between April and December 2024, and owners are advised to limit charging to 70% until repairsare completed. The recall follows a broader global EX30 battery safety campaign and highlights ongoing quality concerns surrounding •CATL teams with Galbot to scale humanoid robots in battery factories.- cnevpost