Jasmin Smajic
Materials scientist | Writing about energy, matter, and batteries 🔋 → http://www.lithiumhorizons.com
More info: www.jasminsmajic.com
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- 🔋CATL and Changan have announced the first mass-market EV with a sodium-ion battery. The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries. This is another testament to the growing commercialization of sodium batteries. #battchat #batteries #greensky #energysky
- 📮 Are sodium-ion batteries finally ready for prime time? This Lithium Horizons piece breaks down where Na-ion stands today and why it’s likely to complement, not replace, Li-ion in the near term. #batteries #battchat #energysky #greensky
- 🔋Ex-Tesla chief, Kunal Girotra, raises $230 Million for his startup, Lunar Energy, to expand home storage business in the US. The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year. #batteries #battchat #energysky #greensky
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- 🔋Global lithium ion battery demand increased by 29% in 2025 to reach 1.59TWh. Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage. #batteries #battchat #energysky #greensky
- 🔋Battery information from Tesla’s latest shareholder letter: • Dry cathode issues resolved; early ramp stage • 4680 cells back in Model Y, but not as a structural pack • Lithium hydroxide refinery at a pilot stage • LFP prod to start in 2026 • Model S/X shelved #batteries #battchat #greensky🔌
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- 🔋Idemitsu Kosan broke ground on a large-scale sulfide solid electrolyte plant. The electrolytes will be used in all-solid-state batteries for Toyota’s EVs. Toyota has been working on solid-state battery technology for years. It seems things are moving ahead. #batteries #battchat #greensky 🔌
- 🔋CATL Na-ion batteries to possibly be introduced in Changan Oshan, JAC, and GAC passenger EVs. This comes after CATL introduced 45kWh pack for light trucks and vans. Compared to Li-ion, Na-ion batteries have superior low-temperature and fast-charge capability. #batteries #battchat #greensky 🔌
- 📮 Are sodium-ion batteries finally ready for prime time? This Lithium Horizons piece breaks down where Na-ion stands today and why it’s likely to complement, not replace, Li-ion in the near term. #batteries #battchat #energysky #greensky
- Reposted by Jasmin SmajicAnd now something positive: solar and wind energy production in the EU surpasses fossil energy for the first time. ☀️ 💨 #TippingPoint Source: dr.dk
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- 📮 Are sodium-ion batteries finally ready for prime time? This Lithium Horizons piece breaks down where Na-ion stands today and why it’s likely to complement, not replace, Li-ion in the near term. #batteries #battchat #energysky #greensky
- 🔋I had the opportunity to contribute to this year’s Battery Report, which presents a comprehensive view of the current battery landscape. Check it out! #batteries #battchat #energysky #greensky
- 🔋CATL’s Tectrans sodium-ion batteries to be equipped in GAC’s electric vehicles. The 45kWh battery pack can be charged in extreme cold, as low as -30°C. CATL is pursuing a “dual star” trend, developing we both lithium- and sodium-ion batteries. #batteries #battchat #greensky 🔌💡
- 🔋Chinese lithium-ion battery exports in 2025. The number of batteries exported to Germany dropped, but revenue still grew. The U.S. faced the opposite with increased number of exported batteries, but revenue falling. #battchat #batteries #greensky #energysky
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- 🔋China to introduce digital IDs for EV batteries, enabling full lifecycle tracking from production through reuse and recycling. This system is designed to improve battery reuse, reduce safety risks, and ensure the efficient recovery of critical materials. #batteries #battchat #greensky💡
- 🔋China connects the world’s first GWh-scale supercapacitor-battery energy storage system. The 25MW supercapacitors will support the grid through frequency regulation, inertia support. Batteries will provide long duration energy shifting and peak shaving. #batteries #battchat #greensky 🔌
- 🔋The graphite industry is moving fast. Today Canada’s Northern Graphite Corporation and Saudi Arabia’s Al Obeikan Group for Investment have formed a joint venture to develop and operate a battery anode material facility in Yanbu Industrial City in Saudi Arabia. #battchat #batteries #greensky🔌
- 📮 Everyone talks about lithium. Yet graphite, without which lithium-ion batteries simply wouldn’t work, is quietly becoming a major bottleneck. In my latest article, I expose why graphite represents a critical risk for the energy transition and what it all means.👇🏻 #battchat #batteries #greensky💡🧪
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- 🔋It would seem that Lyten has yet to finalize the deal on Northvolt acquisition and that the company has struggled to secure the necessary financing. #battchat #batteries #energysky #greensky
- 📮 Everyone talks about lithium. Yet graphite, without which lithium-ion batteries simply wouldn’t work, is quietly becoming a major bottleneck. In my latest article, I expose why graphite represents a critical risk for the energy transition and what it all means.👇🏻 #battchat #batteries #greensky💡🧪
- 🔋Researchers at KAUST found an electrolyte additive that enables a 180Wh/kg sodium-ion battery cell (comparable to LFP). Although still at research level, this is an example of innovation that can completely redefine the economics of low-cost batteries. #batteries #battchat #energysky #greensky
- 🔋 What does it really take to design batteries that survive space? From extreme temperatures to reliability, I’ve outlined the key design considerations on my blog 👇 #battchat #batteries #greensky 🔌
- 🔋 China Space Station conducted in-orbit experiment studying the effect of microgravity on batteries. #battchat #batteries #energysky #greensky
- 🔋China is cutting tax rebates on battery exports. These rebates refund part of the VAT exporters pay, helping keep Chinese batteries cheap overseas. As they’re reduced and then removed from 2027, exporting batteries will likely cost more, pushing up global prices. #battchat #batteries #greensky 🔌
- 🔋SK On succeeded in developing large single-crystalline nickel cathode electrode in collaboration with prof.Kang’s team at Seoul National University. Single crystals are less prone to cracking and have superior stability resulting in batteries with better cycle life. #battchat #batteries #energysky
- 🔋PowerCo, the Volkswagen subsidiary, to source conductive carbon additives for its batteries from Cabot Corporation. Battery electrodes usually use specialty carbons as additives to improve electrical conductivity. #battchat #batteries #energysky #greensky
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- 🔋Axen, Syensqo, and IFPEN are establishing a joint venture, Argylium, to develop and commercialize sulfide solid-state electrolytes. It will be based in France and could help bring solid-state batteries to market readiness, if successful. #battchat #batteries #energysky #greensky
- 🔋 China Space Station conducted in-orbit experiment studying the effect of microgravity on batteries. #battchat #batteries #energysky #greensky
- 🪫 2025 can be considered a reality check for the battery sector. Hype and big claims don’t cut it anymore. There is no revolution. 🔋 But consistent execution, practical solutions, and reliable delivery will get you far. And I think it is better this way. #battchat #batteries #greensky #energysky
- 🛟 If you are buying a battery energy storage system, you would normally be entitled to a Factory Acceptance Test (FAT). But you may be unsure of what should be tested. Here is a nice overview of what to pay attention to during FAT: #battchat #batteries #greensky #energysky
- 🔋FT suggests ESS won’t mirror EVs, citing grid integration complexity. But in practice we’re seeing Chinese hardware with local software and integration. For now. EMS can be localized, local teams hired, integrators acquired. The EV playbook may yet repeat. #battchat #energysky #greensky
- 🔋The Intercalation team on Substack reports that battery prices have increased slightly in 2025. LFP increased by 2 $/kWh, while NMC rose by about 7 $/kWh. Even so, pricing remains broadly consistent with BloombergNEF’s findings. open.substack.com/pub/intercal... #battchat #batteries #energysky
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- 🔋The increase in battery projects shows the system is shifting from building generation to managing variability. Storage really is the cornerstone of the new energy industry. #battchat #batteries #energysky #greensky
- Renewable energy project approvals hit record high in GB in 2025, data shows | Energy industry | The Guardian www.theguardian.com/business/202...
- 🔋 China cut import tariffs on battery scrap. The duty on lithium-ion “black mass” was reduced from 6.5% to 3%. Recyclers have built excess capacity and utilization rates are low, so this should provide some relief. #battchat #batteries #energysky #greensky
- 📈 EU Commission data shows EU industry investment in R&D is not growing as fast as others. EU companies increased R&D investment by only 2.9% for a total of ~€234bn, far below the U.S. (>€600bn) and roughly on par with China (~€233bn). Most EU R&D is still concentrated in the automotive sector.
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- 🔋 CATL said at its supplier conference in Ningde, Fujian province, on December 28, 2025, that it plans to deploy its sodium-ion battery technology at scale across multiple sectors in 2026: battery swap systems, passenger & commercial vehicles, and energy storage. #batteries #battchat #energysky 🔌💡
- 🔋China has finalized hundreds of new and revised national standards, including EV battery safety rules. The updated standard, GB 38031-2025, takes effect July 1, 2026, and requires EV batteries to not catch fire or explode under standard test conditions. #battchat #batteries #energysky #greensky
- 🔋Sunwoda and Zhongwei New Materials entered into a cooperation to jointly develop materials for solid‑state batteries. The agreement covers cathode precursor materials and cathode materials, and collaboration on full-solid-state battery technologies. #battchat #batteries #energysky #greensky
- Titles like this are to the detriment of the battery industry. Same article states that Samsung will supply its cells to BMW, which will then develop packs for their next-generation evaluation vehicles, expected in late 2026. So no, these cells will not be ready for production/sale next year.
- 🔋Top 6 EV battery suppliers by October 2025. CATL and BYD alone account for over 50% of global EV battery supply. #battchat #batteries #energysky #greensky
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- 🔋Tesla is looking to make battery cells at Grünheide from ~2027, with a target of ~8 GWh/yr, depending on economic and labor conditions. Today, Tesla only makes a small share of its cells in-house (4680s in Austin), with most supply still coming from partners. #batteries #battchat #energysky
- 🔋LGES targets bigger share of ESS market with LFP batteries, partially due to prioritization of safety in latest South Korean projects calls. LGES relies on LFP from its Nanjing plant, China. It will also start producing them in Cheongju, South Korea. #battchat #batteries #energysky #greensky
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