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kevingshang.bsky.social
Batteries and energy storage. China’s energy transition. https://kevingnshang.com
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Hithium launched 3 new #energystorage products 1. ∞Power 6.25MWh 2h/4h BESS products based on 587Ah/1175Ah cells to reduce cost by 15% 2. ∞Cell N162Ah: BESS #sodium ion #battery (claiming 20,000+ cycle life) 3. Installation-free residential microgrid: Hero ES. #Battchat

#Battery chemistry is definitely my favorite battery topic and I learned so much today at International Conference on Niobium Based Batteries. Encouraged to see researchers and companies across the globe are actively exploring the colorful battery chemistry world. #battchat

(Unverified) a former employee of Wuxi Lead, #battery manufacturing equipment supplier of #CATL and #Northvolt, complained how NV's staff misused formation equipment from 🇨🇳and vacuum ovens from 🇰🇷, dangerous dust collection solutions, etc. #battchat

Interesting! What I know is #BYD hasn’t finalised the specifications of their sodium-ion #energystorage products. I found the LinkedIn post quoted in the article has disappeared. #battchat

Wow! #Eenergystorage system integrator Fluence marks its first profitable full year since inception. It believes a strong energy storage demand ahead in the 🇺🇸 and it will not be significantly impacted by change in political landscape. #batteries #battchat

"Northvolt had billed itself as central to ending European reliance on Chinese production for #batteries, but it has ended up relying on equipment & materials from China." Wuxi Lead supplies equipment to #CATL ; Easpring supplies #cathode to LGES, SK on, CALB, EVE. #battchat

😂😂 GEM’s CEO just forecast 50% LFP+50% No-based ahead.

China starts pilot rail transportation of #ElectricVehicle #Lithium-ion #batteries, with #CATL and #BYD. A new type of container with multiple safety measures has been deployed to reduce potential risks. Now 🔋 are mainly transported in China via road vehicles. #battchat

🇪🇺Brussels is planning to require 🇨🇳Chinese businesses to have factories in Europe and share technological knowhow in return for EU subsidies. New requirements will apply to #batteries but could be expanded to other #Cleantech sectors #battchat

Exclusive by Reuters: Northvolt struggles to hit production targets https://www.reuters.com/technology/crisis-hit-ev-battery-champion-northvolt-struggles-hit-production-targets-2024-11-18/ #battchat

Agree. Of the EU-homegrown battery factory initiatives, Northvolt has had the best conditions to grow and succeed. They have made mistakes of course, but have laid bare just how hard it is to grow this industry when Asia (esp. China) is already so dominant #battchat

#CATL: the R&D of 2nd generation #sodium ion #batteries which have a good discharge performance at cold temperatures (-40 °C) is completed. CATL hopes to place new #SIB products on the market in 2025. #battchat

China will cancel export tax rebates for #Aluminum and #copper while cutting it for some refined #oil, #Solar, #battery and non-metallic #mineral products to 9% from 13%, from December 2024. #battchat

Why I’m optimistic about the energy transition: Humans tend to underestimate the pace of innovation and overestimate the inertia of incumbent technologies. Clean energy technologies have scaled much more rapidly than predicted by modellers

A group urged Trump not to kill tax credits for #electricvehicle sales and production “tax credits are critical to actually compete to win against #China. killing those tax credits would undercut those investments and hurt American job growth.” #battchat