Battery Production

Der chinesische Batteriehersteller CALB überarbeitet nach Problemen mit aufgequollenen Batteriezellen in Fahrzeugen von GAC Aion seine Qualitäts- und Sicherheitsprozesse. Nach einem Bericht des chinesischen Mediums Auto Time betreffen die Änderungen die Fertigung, die Rückverfolgbarkeit sowie die Qualitätsorganisation. Hintergrund ist die im Juli bekannt gewordene „Banana Battery“-Kontroverse. Dem Bericht zufolge verschärft CALB unter anderem die Fertigungstoleranzen, baut die Überwachung von Feuchtigkeit bei der Zellproduktion aus und verbessert die Rückverfolgbarkeit von Produktionschargen. Zudem überprüft das Unternehmen Materialien und Rezepturen aus den Jahren 2022 und 2023 und verzichtet künftig auf Formulierungen mit geringen Sicherheitsreserven. Qualitätsabteilung erhält mehr Befugnisse Auch organisatorisch zieht CALB Konsequenzen. Nach Angaben von Auto Time kann die Qualitätsabteilung Produktionschargen künftig stoppen, wenn sie die internen Vorgaben nicht erfüllen. Außerdem wurde ein Qualitätsteam für Pkw-Kunden eingerichtet, das gemeinsam mit Fahrzeugherstellern Daten der Batteriemanagementsysteme auswertet. Reaktion auf „Banana Battery“-Kontroverse Auslöser der Maßnahmen waren Probleme mit 177-Ah-LFP-Batteriezellen in GAC-Aion-S-Fahrzeugen. Nach Laufleistungen zwischen 150.000 und 300.000 Kilometern wurden unter anderem Zellaufblähungen, Elektrolytlecks und Leistungsverluste gemeldet. GAC Aion verlängerte daraufhin die Batteriegarantie für betroffene Fahrzeuge auf acht Jahre beziehungsweise 300.000 Kilometer. CALB kündigte an, die Verantwortung für die Zellqualität zu übernehmen. Quelle:https://cnevpost.com/2026/08/06/calb-banana-battery-quality-overhaul/

Samsung SDI plans to begin production of prismatic lithium iron phosphate (LFP) battery cells for stationary battery energy storage systems (BESS) in the US in October 2026, according to the company. The production line is currently undergoing mass production quality validation, with the first deliveries of the Samsung Battery Box (SBB) 2.0 scheduled before the end of the year. At the same time, Samsung SDI expects demand to exceed available production capacity from 2028 onward. The company announced last year that it aims to establish 30 GWh of annual BESS cell production capacity in the US by the end of 2026. Against this backdrop, Samsung SDI says it is already evaluating options to expand capacity further. Non-FEOC Supply Chain a Key Focus According to Samsung SDI, it has secured LFP cathode materials and other key components through partnerships with suppliers in South Korea and the US to establish a supply chain that complies with US Foreign Entities of Concern (FEOC) requirements. The effort follows changes to US tax incentive rules that restrict eligibility for projects using certain imported battery cells. The company says orders received to date already cover a substantial portion of its planned production capacity through 2029. During the second quarter, Samsung SDI also signed long-term supply agreements with US BESS customers, although it did not disclose details. In addition to LFP technology, the company is developing sodium-ion batteries for data centers and large-scale energy storage systems but has not provided a commercialization timeline. Source:https://www.energy-storage.news/samsung-sdi-on-track-with-us-lfp-cell-production-expects-demand-to-outstrip-production/

Altech Advanced Materials AG has discontinued the CERENERGY battery project in Saxony. According to the company, the decision followed an unsuccessful nine-month search for a strategic partner. The company said the prospects of securing financing and bringing the project into operation had become so limited that further operating expenses could no longer be justified. The project was intended to produce sodium-alumina solid-state batteries for stationary energy storage applications. Developed as a joint venture between Altech and the Fraunhofer Society, it was designed to supply battery systems for electricity grids and the storage of energy generated from wind and solar power. The initial plan called for an annual production capacity of 100 megawatt-hours, with expansion planned in later stages. Project Company to Be Liquidated The decision also means the liquidation of Altech Batteries GmbH, the company that holds the project’s assets. The site in Spreetal is to be sold back to the local municipal authority. The patent rights for the CERENERGY technology will remain with the Fraunhofer Society, which owns a 25% stake in the project company. Sources:https://www.altechadvancedmaterials.com/wp-content/uploads/2026/07/2026-07-30-CERENERGY-Projekt-Eingestellt.pdfhttps://www.altechadvancedmaterials.com/wp-content/uploads/2023/04/Geschaeftsbericht-AAM_2022_fin_Upload.pdf

The European Commission has launched a funding call under the Battery Booster Facility. The program offers up to €1.5 billion in interest-free loans for battery cell manufacturing projects in the European Economic Area (EEA). It is financed through the Innovation Fund, which is funded by revenues from the EU Emissions Trading System. Applications are open until September 30, 2026. Support for the Production Ramp-Up Phase The loans target projects in the ramp-up phase between pre-series production and full commercial operation. According to the European Commission, the funding is intended to help companies expand production more quickly and attract additional private investment. Eligible projects must manufacture battery cells for electric vehicles and be located in the EEA. Projects must already be in the ramp-up phase when the call opens. They must also represent the applicant’s first full-scale commercial battery cell production project for electric vehicles anywhere in the world. In addition, each project must have a planned annual production capacity of at least 10 GWh. Successful applicants may receive interest-free loans covering up to 60% of eligible costs. Funding is capped at €500 million per project. The Battery Booster Facility is part of the EU’s broader strategy to strengthen Europe’s battery industry. According to the Commission, the strategy also includes measures to encourage investment, strengthen the upstream battery supply chain, support innovation and skills development, and improve coordination across Europe. Sources:https://single-market-economy.ec.europa.eu/news/commission-seeks-projects-fund-under-battery-booster-facility-2026-07-28_enhttps://single-market-economy.ec.europa.eu/calls-proposals/battery-booster-facility-call-proposals_en

U.S.-based battery developer Factorial Energy and South Korean battery manufacturer SK On plan to collaborate on solid-state battery technology. The goal is to evaluate whether and how SK On’s existing manufacturing facilities could be used to produce solid-state batteries. The specific terms of the collaboration are expected to be defined in future agreements. The partnership will focus on the technical evaluation of Factorial’s FEST solid-state battery technology. Existing Manufacturing Capacity in Focus According to the companies, the collaboration will examine the manufacturing requirements for solid-state batteries and assess whether existing lithium-ion battery production lines are suitable for the technology. Factorial aims to pursue a capital-light approach by leveraging existing manufacturing infrastructure rather than building new production facilities. SK On has an annual global production capacity of more than 200 GWh, including approximately 100 GWh in the United States. Its U.S. manufacturing footprint includes facilities in Commerce, Georgia, as well as operations in Tennessee. Assessing Industrial Feasibility The collaboration will initially focus on technical feasibility and manufacturing requirements. Whether it will lead to commercial-scale production remains uncertain. According to Factorial, this is the company’s first manufacturing-focused partnership with a global battery producer. The companies also plan to explore potential applications for solid-state batteries in mobility and other high-performance markets. Source:https://factorialenergy.com/press-releases/factorial-and-sk-on-sign-mou-to-explore-solid-state-battery-manufacturing/

BMW plans to begin series production of high-voltage batteries for the all-electric BMW iX5 at its new Woodruff plant in South Carolina in December 2026. According to the company, test and pre-series batteries are already being produced at the facility. The batteries will then be shipped to the nearby Spartanburg vehicle plant, where the iX5 will be assembled. The Woodruff plant is part of BMW’s global “Local for Local” production strategy, under which batteries are assembled close to the company’s vehicle manufacturing plants. In addition to Woodruff, BMW has established or is establishing similar battery assembly sites in Germany, China, Mexico, and Hungary. AI and digital planning intended to improve battery assembly According to BMW, the Woodruff plant uses AI-supported production processes, digital twins, and virtual reality applications. More than 300 employees and 250 robots are expected to support the assembly of high-voltage batteries. The company says all production steps are continuously monitored and documented in real time. AI assistants are intended to analyze the resulting data and support manufacturing operations. Gen6 battery with 800-volt architecture for the BMW iX5 The batteries are based on BMW’s sixth-generation high-voltage battery technology. Cylindrical battery cells are integrated directly into the battery pack using the company’s Cell-to-Pack design. The battery-electric BMW iX5 will feature BMW’s sixth-generation eDrive technology with an 800-volt architecture. According to the company, the high-voltage battery provides a usable energy capacity of 144 kWh in the U.S. and 141 kWh in Europe, making it the largest battery ever offered in a fully electric BMW model. Source:https://www.press.bmwgroup.com/deutschland/article/detail/T0459239DE/erste-einblicke-in-die-produktion:-bmw-group-werk-woodruff-montiert-die-hochvoltbatterien-fuer-den-neuen-bmw-ix5

Chinese battery manufacturer Gotion is engaged in advanced negotiations with Volkswagen over a potential stake in the PowerCo battery cell plant in Sagunto, Spain, according to the Spanish trade publication La Tribuna de Automoción. The report says the companies are considering a structure under which Gotion would acquire a majority stake in a joint venture for the facility, while PowerCo would retain an ownership interest. PowerCo declined to comment on the report to Reuters, stating only that it regularly evaluates strategic opportunities and partnerships. A company spokesperson also said there are no plans to relinquish control of the site. Gotion did not immediately comment. Industry Report Points to Potential Majority Stake According to La Tribuna de Automoción, the negotiations have been underway for several months. The publication cited industry sources who said Gotion CEO Li Zhen has visited the site and held discussions with PowerCo representatives. The report states that both the technical and commercial aspects of a potential investment have been evaluated. It also says the negotiations are limited to the Sagunto facility and do not involve PowerCo’s battery business as a whole. Battery Plant Is Part of Volkswagen’s European Strategy The Sagunto plant is one of PowerCo’s key projects. Volkswagen announced the start of construction of the battery cell factory in 2023. According to the company, the facility is initially designed for an annual production capacity of 40 gigawatt-hours, with the potential to expand to 60 gigawatt-hours. The battery cells produced at the site are intended in part for Volkswagen’s vehicle plants in Spain. Based on the current timeline, production is expected to begin by the end of 2026. The installation and commissioning of manufacturing equipment, as well as the construction of clean rooms and dry rooms, are currently underway. Sources:https://www.reuters.com/world/china/volkswagen-takeover-talks-with-chinese-partner-spanish-battery-plant-trade-2026-07-27/https://www.latribunadeautomocion.es/2026/07/gotion-negociaciones-powerco-sagunto/https://www.volkswagen-group.com/en/press-releases/gigafactory-valencia-powerco-gives-starting-signal-for-construction-of-second-cell-factory-17033https://www.eldiario.es/comunitat-valenciana/economia/powerco-reajusta-inicio-produccion-gigafactoria-sagunto-finales-ano_1_13380485.html

CATL and the Eastern European company Solarpro have signed a strategic agreement for the supply of sodium-ion battery energy storage systems with a total capacity of 2 GWh. According to the companies, the systems will be deployed in projects across Central and Eastern Europe. The goal is to develop the region’s first large-scale sodium-ion energy storage project and evaluate the technology under local grid and climate conditions. The agreement builds on an existing partnership. In May 2026, CATL and Solarpro commissioned a 602 MWh battery energy storage project in Bulgaria. According to the companies, the project increased the country’s total energy storage capacity by 10%. Focus on Operation in Cold Climates According to CATL, the sodium-ion energy storage systems are particularly suited for regions with low temperatures. The company also cites long cycle life as another advantage of the technology. Together with Solarpro, CATL plans to develop storage solutions tailored to the requirements of power grids and climate conditions across Central and Eastern Europe. According to the companies, Solarpro will be responsible for project development, system integration, and the long-term operation and maintenance of the installations. CATL says the partnership is also intended to provide insights into regional market requirements and identify additional applications for sodium-ion battery technology. With the agreement, CATL continues the expansion of its sodium-ion technology in Europe. It marks the company’s second order for this energy storage technology in Europe within a short period. Sources:https://www.catl.com/en/news/6916.htmlhttps://cnevpost.com/2026/07/21/catl-sodium-battery-storage-deal-solarpro/

China will introduce a consumption tax on lithium-ion batteries starting in September 2026, ending a tax exemption that has been in place since 2015. According to China’s Ministry of Finance, lithium-ion batteries will initially be subject to a 2% consumption tax. The rate will increase to 4% in September 2027. At the same time, sodium-ion batteries, solid-state batteries, and fuel cells will remain exempt from the consumption tax through the end of 2028. Tax Incentives Shift Toward Newer Battery Technologies In addition to lithium-ion batteries, the new consumption tax will also apply to lithium primary batteries, mercury-free primary batteries, nickel-metal hydride batteries, and vanadium redox flow batteries. While these products will gradually become subject to the tax, sodium-ion batteries and solid-state batteries will remain exempt between September 2026 and the end of 2028. The policy ends an 11-year exemption for lithium-ion batteries. The planned 4% tax rate matches the rate that has applied to other battery categories since 2015. According to the Chinese authorities, battery products must comply with applicable national standards. Companies will also be required to submit compliance test reports when applying for tax exemptions for the first time. Industrial Policy Adjustment According to the state-run news agency Xinhua, China says the policy changes are intended to support industrial upgrading and environmental protection. Reuters also noted that Chinese policymakers have been seeking to curb excess production capacity, including in the battery industry. The tax changes follow other adjustments to tax incentives for alternative-energy vehicles and indicate a gradual reduction in government tax support for parts of the battery sector. Sources:https://www.reuters.com/legal/transactional/china-levy-consumption-tax-on-lithium-ion-batteries-solar-cells-2026-07-17/https://cnevpost.com/2026/07/17/china-to-impose-consumption-tax-lithium-batteries/

Starting in 2027, Chinese battery manufacturer CATL and Dutch energy infrastructure company Alfen plan to deploy sodium-ion battery energy storage systems with a total capacity of 5 GWh in the Netherlands and other Western European countries. According to the companies, these will be the first installations of the “Tener Sodium” energy storage system in the European market. In late June, CATL introduced the storage system, describing it as a field-validated sodium-ion solution for stationary energy storage. Initial deliveries in China are scheduled to begin in September. CATL expects total shipments to reach 1 GWh by the end of 2026, with global commercial deliveries planned to begin in June 2027. Validation in the European Power Grid CATL claims that the system is designed for a 25-year service life and delivers nearly 2% higher round-trip efficiency than current technology. Each system has a storage capacity of more than 30 MWh and can be configured for storage durations ranging from one to eight hours, depending on project requirements. CATL also states that the system is compatible with lithium iron phosphate (LFP) batteries. This enables Alfen to utilize various battery chemistries and mitigate its vulnerability to fluctuations in lithium prices. CATL intends to leverage the partnership to gain experience with sodium-ion batteries in European power grids and adapt the technology to European grid requirements. Sources:https://alfen.com/en-de/news/alfen-and-catl-reach-5-gwh-sodium-ion-battery-storage-partnership-in-europehttps://cnevpost.com/2026/07/16/catl-sodium-battery-storage-europe-alfen-deal/