全球储能：电池周报7月6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 6 July America •Samsung SDI, Forge Nano Form Battery Alliance to Target US Defense and Aerospace Markets.- thelec.net Samsung SDI has formed astrategic partnership with U.S. battery startup Forge Nano, investing USD 20 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 while reducing 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 battery factory, positioning the company to 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 SDIsaid its all-solid-state battery samples have received positive feedback from global 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 pilot production line and ongoing validation programs with partners such as BMW. Unlike severalcompetitors that have recently tempered expectations for solid-state batteries, Samsung SDI remains confident that its manufacturingapproach and technology can support commercialization. The company also sees significant future demand from humanoid robots andadvanced electronics, where compact, high-energy batteries are critical. •Ford's CATL-backed battery plant completed after repeated setbacks.- cnevpost.com Ford’s Michigan battery plant, built using CATL’slithium iron phosphate (LFP) battery technology, has been completed and officially started production, according to CATL. Despite facingpolitical scrutiny, regulatory challenges, and multiple project revisions since its announcement in 2023, the facility has successfully enteredoperation and is expected to begin mass production in 2026. The plant will supply LFP batteries for Ford’s affordable EVs and energystorage products, supporting Ford’s strategy to lower battery costs while expanding domestic battery manufacturing in the United States.The project represents a significant milestone for CATL’s international technology licensing model and Ford’s long-term electrification plans. •Researchers aim to regenerate EV battery electrodes instead of recycling them.- electrive.com Researchers at Cornell University havedeveloped a new battery refurbishment process called Direct Electrode-to-Electrode Regeneration (DEER), which aims to restore aginglithium-ion batteries rather than fully recycling them. Instead of shredding batteries to recover raw materials, the method removes and treatsused electrodes to eliminate degradation layers while preserving their original structure. In laboratory tests, the process restored batterycapacity to as much as 95% of its original level and could potentially reduce processing costs by 56% compared with conventional recyclingmethods. While still at the research stage, the technology could offer a more cost-effective and sustainable approach to extending batterylife and reducing waste in the EV industry. •Polestar to be banned from US market under Connected Vehicle Rule.- bechmarkmineral.com Polestar will be forced to exit the U.S.market after the U.S. Department of Commerce declined to grant the EV maker an exemption under the Connected Vehicle Rule, which restricts vehicles containing certain Chinese-connected software and hardware. Despite manufacturing the Polestar 3 in South Carolina,the company’s majority ownership by Geely means its vehicles do not meet the new regulatory requirements. While the U.S. accounted foronly about 6% of Polestar’s retail sales in Q1 2026, the decision highlights increasing regulatory barriers facing Chinese-linked automakersin the United States and reinforces Polestar’s strategic focus on the European marke