CATL Launches First Commercial Sodium-Ion Battery for Grid Storage

Executive Briefing

• Introduces TENER Sodium Energy Storage System, the world's first field-validated sodium-ion battery ready for commercial grid use
• Targets lithium supply chain pressure, noting sodium is over 1,000 times more abundant and globally distributed
• Delivers 30+ megawatt-hours per module, fits existing lithium iron phosphate platforms, reducing redesign costs for developers
• Plans Chinese deliveries by September 2026 and global shipments by June 2027, with 1 GWh cumulative shipments targeted by end of 2026
• Backs technology with $1.4 billion in R&D since 2016 and a record 60 GWh commercial contract signed in April 2026