CATL Signs World's Largest Sodium-Ion Battery Order: 60 GWh with HyperStrong

CATL and energy storage integrator HyperStrong announced a three-year supply agreement for 60 GWh of sodium-ion batteries for grid-scale energy storage projects — the largest sodium-ion battery order ever recorded by volume. The 60 GWh figure represents approximately half of CATL's total energy storage shipments in 2025, signalling the company's conviction that Na-ion is ready for large-scale commercial deployment beyond two-wheelers and low-cost EVs. CATL stated it has resolved four manufacturing barriers that had previously held back sodium-ion commercial scaling: (1) extreme moisture control requirements for hard carbon anodes; (2) gas generation during formation cycling; (3) aluminum current collector adhesion in saltwater-sensitive electrolytes; and (4) self-forming SEI layer consistency. The deal validates sodium-ion's cost advantage over LFP in grid applications where weight and volumetric energy density are less critical than economics and cycle life.