CATL Signs World's Largest 60 GWh Sodium Ion Battery Deal with HyperStrong

Chinese battery giant CATL has secured what it calls the largest sodium-ion battery order ever, signing a three-year supply agreement with energy storage systems provider HyperStrong. Under the deal, CATL will deliver 60 GWh of sodium-ion batteries for utility-scale energy storage projects.

The partnership highlights CATL’s assertion that it has solved the full-chain technical challenges needed to mass-produce sodium-ion cells. Since 2016, the company has invested roughly CNY 10 billion in sodium-ion R&D. According to CATL, advances now include higher energy density and a modular platform design that occupies the same footprint as its established lithium-ion cells, helping to bring down integration costs.

CATL says sodium-ion batteries perform reliably in extreme temperatures, generate less heat during operation, and deliver better safety and stability. The company also emphasizes that its cells can simplify system architecture and improve the overall economics of long-duration energy storage.

Looking forward, CATL is developing its sixth-generation sodium-ion battery to serve a broader range of applications. Chairman Robin Zeng has previously projected that sodium-ion technology could eventually capture 30% to 40% of the current battery market.

Beyond stationary storage, CATL is advancing sodium-ion adoption in electric vehicles. In February, the company together with Changan Automobile unveiled the world’s first mass-produced passenger car powered by sodium-ion batteries. Set for a mid-2026 launch, the vehicle will feature CATL’s Naxtra cells, which the company reports can deliver nearly three times the discharge power of a comparable lithium iron phosphate battery in extreme cold conditions.

With this new supply agreement and its ongoing product development, CATL is positioning itself as a frontrunner in sodium-ion technology across both the energy storage and automotive industries.