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⭕ INDUSTRY & MARKET DEVELOPMENTS
🔋 South Korea and Canada Sign EV, Battery and Hydrogen MoU
South Korea and Canada signed a memorandum of understanding to expand Korean automakers’ presence in Canada, covering traditional, electric and hydrogen vehicles, full battery supply chains and a proposed Canadian hydrogen ecosystem led by Hyundai. Read more: https://battery-tech.net/battery-markets-news/south-korea-and-canada-sign-ev-battery-and-hydrogen-mou/
🔋 Gotion Sees 2025 Net Income More Than Double on Chery Gain
Gotion High-tech projects 2025 net income of RMB 2.5–3 billion, up 107–149%, driven by a one-off RMB 1.7 billion gain from its Chery Auto stake after the Hong Kong IPO; excluding that gain, underlying profit is expected to increase 33–71% on strong NEV battery demand. Read more: https://battery-tech.net/battery-markets-news/gotion-sees-2025-net-income-more-than-double-on-chery-gain/
🔋 Musk Warns: China to Lead in Humanoid Robot Competition
On Tesla’s Q4 call, Elon Musk said China could become Tesla’s biggest rival in humanoid robotics because of its manufacturing scale and AI capabilities; he also said Optimus will focus on real-world intelligence and hand design. Read more: https://battery-tech.net/battery-markets-news/musk-warns-china-to-lead-in-humanoid-robot-competition/
🔋 LG Energy Solution and Samsung SDI Narrow Q4 Losses on BESS
LG Energy Solution and Samsung SDI narrowed their Q4 2025 operating losses as stronger North American BESS sales helped offset soft EV demand; both companies are scaling ESS and LFP production ahead of expected 2026 growth. Read more: https://battery-tech.net/battery-markets-news/lg-energy-solution-and-samsung-sdi-narrow-q4-losses-on-bess/
🔋 Geely, Ford Discuss European Assembly and Tech Swap Deal
Geely is negotiating with Ford to assemble vehicles at a European Ford plant in return for sharing its G-ASD assisted-driving technology, aiming to reduce costs, avoid EU tariffs on China-made EVs and improve factory utilization. Read more: https://battery-tech.net/battery-markets-news/geely-ford-discuss-european-assembly-and-tech-swap-deal/
🔋 CATL CEO Zeng Highlights Shift to Sustainable Energy
CATL CEO Robin Zeng told the Dubai summit that LFP batteries and solar have seen about 80% cost declines, cited storage projects in Chile and the DR Congo, referenced AI-driven grid optimization and said the company aims for 99% battery-material recycling. Read more: https://battery-tech.net/battery-markets-news/catl-ceo-zeng-highlights-shift-to-sustainable-energy/
🔋 LG Energy Solution Takes Full Ownership of NextStar Energy
LG Energy Solution acquired Stellantis’s 49% stake in NextStar Energy and is now the sole owner of the Windsor battery plant, a move intended to streamline operations and support EV and energy storage demand. Read more: https://battery-tech.net/battery-markets-news/lg-energy-solution-takes-full-ownership-of-nextstar-energy/
🔋 WEG to Build 2 GWh Battery Energy Storage Plant in Brazil
WEG announced plans to build a 2 GWh battery energy storage systems plant in Itajaí, Brazil, supported by BRL 280 million in financing; the automated facility will include testing labs, autonomous logistics and create 90 direct jobs. Read more: https://battery-tech.net/battery-markets-news/weg-to-build-2-gwh-battery-energy-storage-plant-in-brazil/
🔋 EVE Energy Pacts to Build Indonesia Battery Ecosystem
A HYD Investment joint venture of EVE Energy, Huayou Cobalt and PT Daaz Bara Lestari agreed with ANTAM and Indonesia Battery Corporation to develop a full battery supply chain in Indonesia covering mining, processing, manufacturing and recycling. Read more: https://battery-tech.net/battery-markets-news/eve-energy-pacts-to-build-indonesia-battery-ecosystem/
🔋 NEO, Korea Zinc and Taesung Team Up on Composite Copper Foil
NEO Battery Materials’ Korean subsidiary signed an MOU with Korea Zinc and Taesung to develop polymer-core composite copper foil for lithium-ion batteries, aiming to reduce weight and cost while improving safety and cycle life for drones and robotics. Read more: https://battery-tech.net/battery-markets-news/neo-korea-zinc-and-taesung-team-up-on-composite-copper-foil/
⭕ BATTERY TECHNOLOGY & INNOVATION
🔋 CATL Unveils 5C Ultra-Fast Charging Battery Lasting 1.8M km
CATL’s 5C ultra-fast charging battery supports 3,000 cycles (about 1.8 million km) at 80% capacity and 1,400 cycles (840,000 km) at 60 °C; the design includes a denser cathode, self-healing electrolyte, a thermal separator and an advanced BMS. Read more: https://battery-tech.net/battery-markets-news/catl-unveils-5c-ultra-fast-charging-battery-lasting-1-8m-km/
🔋 CATL Rolls Out Sodium-Ion Batteries in Passenger Vehicles
CATL is fitting Naxtra sodium-ion batteries into passenger vehicles beginning with Changan’s Oshan model and plans wider adoption with GAC and JAC; the cells offer up to 175 Wh/kg energy density and improved low-temperature performance, with broader rollout targeted for 2026. Read more: https://battery-tech.net/battery-markets-news/catl-rolls-out-sodium-ion-batteries-in-passenger-vehicles/
🔋 Breathable Silicon Nanowire Anode Enables Next-Generation Solid-State Lithium Batteries
Researchers led by Professor Chen Wanghua at Ningbo University developed a 3D “breathable” silicon nanowire anode using PECVD and a dual-phase core-shell design to tolerate expansion and improve durability in solid-state lithium batteries. Read more: https://battery-tech.net/battery-markets-news/breathable-silicon-nanowire-anode-enables-next-generation-solid-state-lithium-batteries/
🔋 Idemitsu Kosan Opens New Solid Electrolyte Pilot Plant
Idemitsu Kosan began building a pilot plant at its Chiba site to produce sulfide-based solid electrolytes at scale, targeting several hundred tons annually and cost reductions ahead of Toyota’s planned 2027–28 battery rollout. Read more: https://battery-tech.net/battery-markets-news/idemitsu-kosan-opens-new-solid-electrolyte-pilot-plant/
🔋 QuantumScape Launches Eagle Line Pilot for Solid-State Cells
QuantumScape inaugurated an Eagle Line pilot facility in San Jose to produce automated sample solid-state lithium-metal cells for testing and demonstrations and to show how the technology could scale to gigawatt-hour volumes. Read more: https://battery-tech.net/battery-markets-news/quantumscape-launches-eagle-line-pilot-for-solid-state-cells/
🔋 Changan and CATL to Host Sodium-Ion Battery Conference
Changan and CATL will co-host a global sodium-ion battery strategy and safety technology conference on Feb. 5 in Yakeshi to unveil low-temperature testing results, integration roadmaps for passenger EVs and plans for a 2026 rollout. Read more: https://battery-tech.net/battery-markets-news/changan-and-catl-to-host-sodium-ion-battery-conference/
🔋 Syvairo Mini-Environment Cuts Battery Energy Use by 50%
Fraunhofer spin-off Syvairo secured funding to deploy its mobile mini-environment for cell production; the gas-tight, sensor-equipped modules dock to process equipment and reduce energy use by over 50% compared with traditional cleanrooms. Read more: https://battery-tech.net/battery-markets-news/syvairo-mini-environment-cuts-battery-energy-use-by-50/
🔋 EIB Provides €24M to TWAICE for Predictive Battery Analytics
The European Investment Bank provided €24 million in venture debt to TWAICE to expand its predictive battery analytics across Europe’s grid-scale storage and EV sectors, aiming to improve safety, performance and battery lifecycle management. Read more: https://battery-tech.net/battery-markets-news/eib-provides-e24m-to-twaice-for-predictive-battery-analytics/
⭕ ENERGY STORAGE & GRID
🔋 Schroders-Greencoat, CATL & Lochpine Eye EU Battery Storage
Schroders’ Greencoat unit signed a memorandum with CATL and Lochpine Capital to jointly explore an investment platform in Europe for large-scale battery energy storage systems to support renewable integration and grid stability. Read more: https://battery-tech.net/battery-markets-news/schroders-greencoat-catl-lochpine-eye-eu-battery-storage/
🔋 ADS-TEC Energy Installs 10MW Battery Storage in Mühlacker
ADS-TEC Energy installed a 10 MW/20 MWh battery storage system at Stadtwerke Mühlacker’s substation in Germany using BESS5000 containers developed and integrated locally to enhance grid stability, load shifting and market revenue potential. Read more: https://battery-tech.net/battery-markets-news/ads-tec-energy-installs-10mw-battery-storage-in-muhlacker/
🔋 Energy Storage Firms Show 2025 Recovery Fueled by Demand
Leading energy storage companies reported a 2025 recovery driven by global demand and cost-efficiency measures, with firms such as LG Energy Solution, REPT BATTERO and Shanshan returning to profitability while others narrowed losses. Read more: https://battery-tech.net/battery-markets-news/energy-storage-firms-show-2025-recovery-fueled-by-demand/
🔋 Tesla Energy Posts 46.7 GWh Storage Deployments in 2025
Tesla Energy set a new annual storage deployment record of 46.7 GWh in 2025, lifting revenue 26.6% to $12.8 billion and improving margins to 29.8%; Tesla plans Megapack 3 and Megablock solutions and has outlined over $20 billion in capex for expansion. Read more: https://battery-tech.net/battery-markets-news/tesla-energy-posts-46-7-gwh-storage-deployments-in-2025/
🔋 Samsung SDI Seals 10GWh LFP ESS Battery Deal Through 2030
Samsung SDI America secured a confidential contract, widely linked to Tesla, for annual delivery of 10 GWh LFP energy storage batteries from 2027 to 2029, expected to generate about ₩3 trillion in revenue as it shifts some U.S. EV lines to stationary storage. Read more: https://battery-tech.net/battery-markets-news/samsung-sdi-seals-10gwh-lfp-ess-battery-deal-through-2030/
🔋 CMBlu, Uniper Sign 10-Year Deal for 5 GWh SolidFlow Storage
CMBlu Energy and Uniper Kraftwerke agreed a 10-year framework to deliver at least 5 GWh of CMBlu’s SolidFlow lithium-free, nonflammable flow storage from 2027 in 100 MWh increments after a German pilot test. Read more: https://battery-tech.net/battery-markets-news/cmblu-uniper-sign-10-year-deal-for-5-gwh-solidflow-storage/
🔋 LG Energy Solution Vertech, Qcells to Supply 5 GWh Storage
LG Energy Solution Vertech and Qcells signed a multi-year deal to supply 5 GWh of American-made battery storage systems for utility-scale projects between 2028 and 2030 and to provide lifecycle services. Read more: https://battery-tech.net/battery-markets-news/lg-energy-solution-vertech-qcells-to-supply-5-gwh-storage/
🔋 Skeleton Technologies Launches Houston AI Grid Support Hub
Skeleton Technologies opened a U.S. engineering facility in Houston to support AI data centers and grid stability using supercapacitor solutions that smooth power demand, reduce energy use by 45% and lower grid strain with curved graphene technology. Read more: https://battery-tech.net/battery-markets-news/skeleton-technologies-launches-houston-ai-grid-support-hub/
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