全球能源储能：电池周报（2026年7月13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 13 July America •California Chosen for Peak Energy’s Sodium-Ion Battery Plant.- BNEF U.S. energy storage startup Peak Energy has selected Sacramento,California, as the site for what it calls the first commercial U.S. factory dedicated to grid-scale sodium-ion battery systems. The facilityis expected to reach 4 GWh of annual production capacity and begin customer deliveries in March 2027, supporting growing demandfrom utilities, independent power producers, and AI-driven data center infrastructure. With approximately USD 1.1 billion in orders alreadysecured, Peak Energy aims to position sodium-ion batteries as a safer and lower-cost alternative to lithium-ion technology for large-scaleenergy storage applications. •US Defense Agency Seeks to Buy Up to $300 Million of Lithium.- BNEF The U.S. Department of Defense, through the Defense LogisticsAgency (DLA), is seeking to purchase up to 16,000 tonnes of battery-grade lithium carbonate over the next five years under a contract valuedat as much as USD 300 million. The initiative is part of broader U.S. efforts to strengthen domestic supply-chain security for critical mineralsand reduce dependence on foreign sources, particularly China. Lithium is a key material for EV batteries and energy storage systems, andthe procurement reflects growing concerns about long-term supply availability as global demand for battery materials continues to rise. •PET bottles could become battery graphite for EVs.- electrive.com Researchers at Pennsylvania State University (Penn State) havedeveloped a process that converts PET plastic waste, such as beverage bottles, into high-quality synthetic graphite for use in lithium-ionbattery anodes. By combining shredded PET with small amounts of graphene oxide and a controlled heat treatment process, the teamproduced graphite with a highly ordered crystal structure while avoiding the use of metal catalysts. Although still at the laboratory stage,the technology could provide a sustainable way to recycle plastic waste while supplying a critical battery material for the growing EV andenergy storage industries. •This Flaw Keeps Sabotaging Solid-State Batteries. Scientists Found A Solution.- insideevs.com Researchers at MIT and the TechnicalUniversity of Munich have identified a major cause of dendrite formation—a key obstacle preventing the commercialization of solid-statebatteries. The team found that microscopic grain boundaries within solid electrolytes create electrical imbalances that encourage thegrowth of lithium metal spikes, which can lead to battery short circuits and failure. By modifying the electrolyte processing method to reducethese effects, the researchers achieved over 300% higher current density while improving battery stability and lifespan in laboratory tests.The breakthrough could help accelerate the development of safer, faster-charging, and higher-energy-density solid-state batteries forfuture EVs, although challenges related to cost and large-scale manufacturing remain. Asia •CATL unveils 8C battery specifically for light commercial electric vehicles.- electrive.com CATL has unveiled the Tectrans II SuperfastCharging Edition, an 8C battery designed for light commercial electric vehicles that can charge from 20% to 80% in just 6 minutes and48 seconds, with a full charge taking under 9 minutes. Developed for logistics and delivery fleets, the battery offers improved durability,cold-weather performance, and a lifespan of up to one million kilometers. Alongside the new battery, CATL is accelerating deployment ofits charging and battery-swapping infrastructure, targeting 4,000 charging and swapping stations across 190 Chinese cities by the endof 2026. The launch underscores CATL’s strategy to support the rapid electrification of commercial transport through ultra-fast chargingand large-scale energy infrastructure expansion. •LG Energy Solution Expands Tesla Battery Production at Nanjing Plant.- thelec.net LG Energy Solution (LGES) is expanding cylindricalbattery production at its Nanjing, China manufacturing complex to meet growing demand from Tesla, particularly for the Model Y and Model3. The company is preparing to activate new production lines at Plant 9, with initial capacity additions expected in the second half of 2026and further expansion planned over time. Batteries produced in Nanjing are supplied to Tesla’s Shanghai Gigafactory, which serves boththe Chinese market and exports to regions including Europe, Japan, Australia, and South Korea. The expansion reflects robust Tesla vehiclesales and growing demand for cylindrical battery cells, which have become an important driver of LGES’s battery shipment growth. •Eco&Dream Begins Development of Sulfide Solid Electrolytes for All-Solid-State Batteries.- thelec.net South K