全球储能领域周报（2026年7月13日）

Brian Ho, CFA+85221232615brian.ho@bernsteinsg.comKelvin Yuan, Ph.D., CFA+8522123 2612 kelvin.yuan@bernsteinsg.com Battery Weekly 13 July California Chosen for Peak Energy's Sodium-lon Battery Plant.-BNEFU.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 Al-driven data center infrastructure. With approximately USD 1.1 billion in orders alreadysecured,PeakEnergyaimstopositionsodium-ionbatteriesasasaferandlower-costalternativetolithium-iontechnologyforlarge-scaleenergy storage applications. US Defense Agency Seeks to Buy Up to $30O Million of Lithium.-BNEF The U.S. Department of Defense, through the Defense LogisticsAgency(DLA),isseekingtopurchaseupto16,oo0tonnesofbattery-gradelithiumcarbonateoverthenextfiveyearsunderacontractvaluedatasmuchasUSD3OOmillion.The initiativeispartofbroaderU.S.effortstostrengthendomesticsupply-chainsecurityforcriticalmineralsand reduce dependence on foreign sources, particularly China. Lithium is a key material for EV batteries and energy storage systems, andtheprocurementreflectsgrowingconcernsaboutlong-termsupplyavailabilityasglobaldemandforbatterymaterialscontinuestorise. 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 foruse 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 stagethe 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 theTechnicalUniversityof Munich have identified a major cause of dendrite formation-a key obstaclepreventing 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 leadto battery short circuits andfailure. By modifying the electrolyte processing methodto reducethese effects,the researchers achieved over 300%higher current densitywhile improving batterystability and lifespan in laboratorytests.The breakthrough could help accelerate the development of safer, faster-charging, and higher-energy-density solid-state batteries forfuture EVs, although challenges related to costandlarge-scalemanufacturing remain. Asia CATLunveils8Cbatteryspecificallyforlight commercialelectricvehicles.-electrive.com CATLhasunveiledtheTectransIlSuperfastCharging 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 upto one millionkilometers.Alongside the newbattery,CATLis 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. batteryproductionat itsNanjing,China manufacturingcomplextomeetgrowingdemandfromTesla,particularlyfortheModelYand Model3.The company is preparingto activate new production lines at Plant 9,withinitial capacity additions expected in the second half of 2026and further expansion planned over time.Batteries produced in Nanjing are supplied toTesla's Shanghai Gigafactory, which serves boththe Chinesemarketandexportstoregions including Europe,Japan,Australia,and SouthKorea.Theexpansionreflectsrobust Teslavehiclesales and growing demandfor cylindrical battery cells,which have becomean important driverof LGES's battery shipment growth. launched development of sulfide-based solid electrolytes, a key material for next-generation all-solid-state batteries. The companyis recruiting specialists in lithium sulfide (LizS) and solid electrolyte technologies to strengthen its R&D capabilities and acceleratecommercialization efforts.The initiative covers material synthesis,purification processes, electrolyte design,and pilot-scale validationreflecting Eco&Dream's strategy to expand into the solid-state battery supply chain an