全球储能行业周报（2026年7月6日）

Brian Ho,CFA+85221232615 brian.ho@bernsteinsg.comKelvin Yuan,Ph.D.,CFA+8522123 2612kelvin.yuan@bernsteinsg.com Battery Weekly 6 July strategic partnership with U.S.battery startup Forge Nano, investing USD 2o million and supporting the development of Forge Nano'splanned 3 GWh battery factory in North Carolina. Under the agreement, the facility will produce both Samsung SDI battery cells andForge Nano's own battery products,with Samsung committed to purchasing 250 MWh of cells annually starting in 2028.The partnershipstrengthens Samsung SDI's U.S. manufacturing footprint, supports compliance with evolving U.S. supply-chain requirements, and targetsgrowth opportunities in the defense, aerospace,and advanced battery sectors whilereducing reliance on China-linked supply chains. Yujin Technology Advances Cooperation on US All-Solid-State Battery Project.-thelec.net South Korea's Yujin Technology has securedan order to supply a precision press for a semi-solid-state battery pilot production line linked to a next-generation battery project beingdeveloped by a U.s.battery company.The pilot line will serve as a validation stage for manufacturing processes before commercial-scaleproduction. Building on this initial order, Yujin is also discussing the supply of notching dies and other key production equipment for a futureU.S.all-solid-state batteryfactory,positioning the companyto participate in the growing solid-state battery manufacturing ecosystem. : Exclusive: Global clients give early nod to Samsung SDI's solid-state batteries, executive says.- korea hoongang daily.com Samsung SDlsaid its all-solid-statebatterysamples havereceived positivefeedback fromglobal customers, including EV manufacturers and humanoidrobot developers, citing their high energy density and improved safety.The company remains on track for mass production in the secondhalf of 2027,supported by a dedicated pilotproduction line and ongoing validation programs withpartners such as BMw.Unlike severalcompetitors that have recentlytempered expectations for solid-statebatteries,Samsung SDl remains confident that its manufacturingapproach and technology can support commercialization.The company also sees significantfuture demand from humanoid robots andadvancedelectronics,wherecompact,high-energybatteriesarecritical. Ford's CATL-backed battery plant completed after repeated setbacks.- cnevpost.com Ford's Michigan battery plant, built using CATL'slithium iron phosphate (LFP)batterytechnology,has been completedandofficially started production,according to CATL.Despitefacingpolitical scrutiny,regulatory challenges,and multiple project revisions since its announcement in 2023,thefacility has successfully enteredstorage products, supporting Ford's strategy to lower battery costs while expanding domestic battery manufacturing in the United States.TheprojectrepresentsasignificantmilestoneforCATL's internationaltechnologylicensingmodelandFord'slong-termelectrificationplans. Researchers aim to regenerate EV battery electrodes instead of recycling them.-electrive.com Researchers at Cornell University havelithium-ionbatteriesratherthanfullyrecyclingthem.Instead ofshreddingbatteriestorecoverrawmaterials,themethodremoves andtreatsused electrodes to eliminate degradation layers while preserving their original structure.In laboratorytests,the process restored batterycapacitytoasmuchas95%ofitsoriginallevelandcouldpotentiallyreduceprocessingcostsby56%comparedwithconventionalrecyclingmethods.While stll attheresearchstage,thetechnology could offer amore cost-effective and sustainableapproach to extending batterylife and reducing waste in the EVindustry. .Polestartobebanned from USmarket under Connected Vehicle Rule.-bechmarkmineral.com Polestar will be forced to exit the U.Smarket after the U.S.Department of Commerce declined to grant the EVmaker an exemption under the Connected Vehicle Rule, which the company's majority ownership byGeelymeans its vehicles do notmeet thenewregulatory requirements.While the U.S.accountedforonly about 6% of Polestar'sretail sales in Q12026,thedecision highlights increasing regulatory barriersfacing Chinese-linkedautomakersinthe United States and reinforces Polestar'sstrategicfocus on the European market,whichgenerates the majorityof its sales. China, nearly a year after production was suspended following the expiration of its mining license. The site, one of the world's largestlepidolite-based lithium resources, includes an integrated refinerycapable of producing about 10o,oo0 tonnes ofbattery-grade lithiumcarbonateannually.The restart comes as lithium marketconditions stabilize aftera prolonged period of oversupply andfalling prices.Byrestoringproduction,CATLstrengthens itsupstreamrawmaterial supplychain and reinforcesits vertically integrated batterymanufacturingstrategy, which spans lithium mining, refining, and battery cell production. equipped with its new Naxtra sodium-ion batteries to enterthemarketin 2026,marking a signi