CATL Signs 60GWh Sodium-ion Battery Order with Hyper Strong

The global sodium-ion battery industry reached another important milestone as two leading energy storage companies entered into a long-term strategic partnership covering 60 GWh of sodium-ion battery supply over the next three years. The agreement is currently considered one of the largest sodium-ion battery cooperation projects in the energy storage sector.

The partnership announcement came shortly after the release of a new-generation sodium-ion battery technology that is expected to begin mass production before the end of 2026. This development signals that sodium-ion batteries are rapidly moving beyond the research and testing phase and entering large-scale commercial deployment.

The two companies already maintain a strong strategic relationship. Previously, they established a long-term cooperation framework extending from 2026 to 2035, including significant lithium battery procurement commitments during the initial years of collaboration. With the newly added sodium-ion agreement, the combined reserved battery supply volume over the next three years has now surpassed 260 GWh, highlighting the growing scale of cooperation between both parties.

In the next stage of development, the companies plan to deepen collaboration across battery research, product integration, and project deployment. Their goal is to accelerate the commercialization of sodium-ion batteries in the energy storage market and support the rapid expansion of the global industry.

Industry analysts believe the sodium-ion battery sector is approaching a major turning point as project demand shifts from MWh-level orders to large-scale GWh deployments. As manufacturing capacity continues to expand, overall energy storage system costs are expected to decline steadily, improving the competitiveness of sodium-ion technology in large energy storage applications.

The growth of the sector is also expected to stimulate demand across the upstream and downstream supply chain, including hard carbon materials, cathode materials, electrolytes, and aluminum-related components.

At the same time, major battery manufacturers are accelerating investments in sodium-ion technology, positioning the industry for large-scale deployment alongside traditional lithium battery solutions.

Several key industry developments include:

* Leading battery manufacturers are preparing for mass production of next-generation sodium-ion batteries while securing large-scale long-term energy storage projects.

* Some companies are strengthening vertically integrated supply chains through independent research, development, and manufacturing capabilities.

* Other battery suppliers are actively expanding production capacity and accelerating market expansion in both electric mobility and stationary energy storage applications.

* Certain energy storage brands are focusing on differentiated product strategies and diversified battery solutions tailored for various market demands.

The newly announced 60 GWh cooperation project represents a significant milestone for the global sodium-ion battery market. The agreement further demonstrates that sodium-ion technology is transitioning from laboratory-scale development toward full industrialization and commercial-scale energy storage deployment.