🔋Starting July 1, China is implementing strict safety standards for EVs and batteries: GB18384 & GB38031. 1. Zero tolerance for fires/explosions 2. Mandatory physical emergency power-off switch 3. New bottom-impact & fast-charge durability tests #battchat #batteries #greensky #energysky

🔋 CATL’s CEO says solid-state batteries are years away. This is interesting because automakers keep promising 2027 as the year they plan to bring solid-state battery EVs to the market — an increasingly unlikely event. #batteries #battchat #greensky #energysky

Ken Maeda: "Too Proud to Pivot: Why Japan's Auto Industry Is Losing the Electric Race? I was asked the same question — "Toyota, Honda, Nissan. So why is Japan's EV share barely 2%?" Two forces explain it: the Innovator's Dilemma, and Japanese pride. I wrote the full answer here. W/ data, charts" ⚡️

🔋 CATL’s CEO says solid-state batteries are years away. This is interesting because automakers keep promising 2027 as the year they plan to bring solid-state battery EVs to the market — an increasingly unlikely event. #batteries #battchat #greensky #energysky

Geopolitical instability has made electrification more urgent for four in five business executives. This is what one of the biggest corporate polls since the Middle East energy crisis says. My Substack today is on the same topic. open.substack.com/pub/janrosen...

🔋EV battery chemistry divergence: China is definitively moving towards LFP, while Europe and the U.S. prefer NMC. #battchat #batteries #greensky #energysky

Mercedes’ tech boss said Factorial’s solid-state battery tech could be a real “gamechanger” for EVs. Factorial says the battery increases range by 50% to over 600 miles. A Mercedes EQS traveled over 745 miles on a charge. Stellantis is road testing it in US. electrek.co/2026/06/11/s... #energysky

🔋EV battery chemistry divergence: China is definitively moving towards LFP, while Europe and the U.S. prefer NMC. #battchat #batteries #greensky #energysky

📮 Battery swapping is often pitched as the future for EVs. Reality check: standardization, inventory costs, and faster charging make mainstream adoption unlikely. So… is battery swapping a breakthrough or just a niche solution? Read more 👇 #batteries #EVs #battchat #energysky #greensky

Two weeks after this article was published, Morrow (featured in the article as example of a problematic trend) announced bankruptcy. That was a pure coincidence, but it confirms the issues outlined in the article. Now, Renault is demanding a turnaround from Verkor, for much of the same reasons.

📮 Battery swapping is often pitched as the future for EVs. Reality check: standardization, inventory costs, and faster charging make mainstream adoption unlikely. So… is battery swapping a breakthrough or just a niche solution? Read more 👇 #batteries #EVs #battchat #energysky #greensky

Two weeks after this article was published, Morrow (featured in the article as example of a problematic trend) announced bankruptcy. That was a pure coincidence, but it confirms the issues outlined in the article. Now, Renault is demanding a turnaround from Verkor, for much of the same reasons.

🔋 CATL unveiled plans for lithium-air batteries. The chemistry offers impressive theoretical energy density, but is impractical: limited cycle life, moisture sensitivity, and other engineering issues that have kept it in the lab. Definitely one to watch. #batteries #battchat #energysky #greensky

🔋 CATL unveiled plans for lithium-air batteries. The chemistry offers impressive theoretical energy density, but is impractical: limited cycle life, moisture sensitivity, and other engineering issues that have kept it in the lab. Definitely one to watch. #batteries #battchat #energysky #greensky

🔋 EAS Batteries commercializes LFP cell using Asahi Kasei’s acetonitrile electrolyte. 2400 cycles at 5C charge/discharge, 100% DoD at room temperature, retaining 80% of capacity. Good for high-power applications as I would expect a lower energy density. #batteries #battchat #greensky #energysky

🔋 EAS Batteries commercializes LFP cell using Asahi Kasei’s acetonitrile electrolyte. 2400 cycles at 5C charge/discharge, 100% DoD at room temperature, retaining 80% of capacity. Good for high-power applications as I would expect a lower energy density. #batteries #battchat #greensky #energysky

JUST DROPPED: For years I thought industrial electrification potential was limited. How wrong I was. Engineering studies point to 90%+. Long term scenarios support this. Technology is much further ahead than we think. Question is whether policy keeps up. janrosenow.substack.com/p/industry-f...

Touching the car while it is charging may cause an electric shock. What? evchargingstations.com/chargingnews...

🔋Svolt plans semi-solid battery pack production for this September, at the same cost as conventional liquid electrolyte batteries. The batteries are based on ternary chemistry and will target 270 Wh/kg. #battchat #batteries #greensky #energysky

🔋Svolt plans semi-solid battery pack production for this September, at the same cost as conventional liquid electrolyte batteries. The batteries are based on ternary chemistry and will target 270 Wh/kg. #battchat #batteries #greensky #energysky

Tesla’s Cybercab has been certified at 165 Wh/mi, making it the most efficient electric car. Naturally, this follows the barebones design of a robotaxi, optimized for cost and not comfort. #greensky #enegysky #battchat #batteries

Tesla’s Cybercab has been certified at 165 Wh/mi, making it the most efficient electric car. Naturally, this follows the barebones design of a robotaxi, optimized for cost and not comfort. #greensky #enegysky #battchat #batteries

Skander Garroum: "A gigafactory in Douai making cells for the Renault R5. A lithium mine opening nearby. Process knowledge transferring from Chinese partner to French workforce. The European battery industry is being built. One factory at a time." #battchat www.linkedin.com/posts/skande...

NEW | Wind and solar just produced more electricity than gas globally for the first month on record In April, they produced 531 TWh (22%), compared with 477 TWh (20%) for gas. Wind and solar generation has more than doubled in the last five years.

Global sales of combustion engine cars peaked in 2017— To decarbonize road transport, the world must move away from petrol and diesel cars towards electric vehicles and other forms of low-carbon transport.

🔋 Gotion High-Tech launches its dedicated sodium-ion battery brand, “Gnascent” for grid-side, industrial, and residential energy storage, while exploring niche markets like two-wheelers and start-stop power. #batteries #battchat #greensky #energysky

‘High energy density version of 261 Wh/kg…60% increase over traditional (hah) sodium-ion batteries…aimed weight-sensitive applications - light electric vehicles/drones’ Energy Storage Version: single-cell capacity of 180Ah, this version boasts a cycle life exceeding 20,000 cycles.’

🔋 Gotion High-Tech launches its dedicated sodium-ion battery brand, “Gnascent” for grid-side, industrial, and residential energy storage, while exploring niche markets like two-wheelers and start-stop power. #batteries #battchat #greensky #energysky

“Industrial leadership isn’t built from replicating the past — it comes from building the future.” Gene Berdichevsky, the Co-Founder of Sila Nanotechnology, is argoung that the U.S. ought to rely on innovation in batteries and stop playing catch-up with China. #battchat #batteries #greensky💡

“Industrial leadership isn’t built from replicating the past — it comes from building the future.” Gene Berdichevsky, the Co-Founder of Sila Nanotechnology, is argoung that the U.S. ought to rely on innovation in batteries and stop playing catch-up with China. #battchat #batteries #greensky💡

Electrification league table: 🇳🇴 Norway 49% 🇸🇪 Sweden 33% 🇯🇵 Japan 31% 🇨🇳 China 29% 🇺🇸 US 22% 🇪🇺 EU 22% 🇬🇧 UK 21% 🇩🇪 Germany 21% Global average: 23%. China is ahead of every major Western economy. Want more of this? Sign up to my Substack: janrosenow.substack.com

🔋Tesla to invest additional €250M in the Grünheide battery factory in a bid to go from 8GWh/a to 18GWh/a of production capacity. #batteries #battchat #energysky #greensky

🔋Tesla to invest additional €250M in the Grünheide battery factory in a bid to go from 8GWh/a to 18GWh/a of production capacity. #batteries #battchat #energysky #greensky

🔋 China installed 62.4 GWh of EV batteries in April (+15.2% YoY, +10.4% MoM). LFP kept dominating with an 81.5% share. Exports of EV/ESS batteries reached 31.7 GWh, accounting for 19.3% of the month's total sales. #batteries #battchat #greensky #energysky

Turns out that LFP wasn't "a mirage" that was surely going to go away. (As one analyst said in 2022.)

🔋 China installed 62.4 GWh of EV batteries in April (+15.2% YoY, +10.4% MoM). LFP kept dominating with an 81.5% share. Exports of EV/ESS batteries reached 31.7 GWh, accounting for 19.3% of the month's total sales. #batteries #battchat #greensky #energysky

🔋Tesla’s 4680 cells are underperforming in real world usage. While much of Tesla’s battery strategy is wrapped in unsubstantiated claims, one thing is clear: it is far from its initial goals. You can read my view below 👇🏻 #battchat #batteries #greensky #energysky

Important! Tesla & Fluence argue “grid forming” inverters can provide all the system support functions of coal and gas. AEMO grid plans a trial with such inverters & ~100 MW load on an isolated grid to validate inverter technology claims. reneweconomy.com.au/i-thought-th... #energysky

WattEV, a provider of electric freight operations, announced an award for 370 Tesla Semi Class 8 electric trucks. According to the company, that’s the largest single electric truck deployment in California. evchargingstations.com/chargingnews...

🔋Tesla’s 4680 cells are underperforming in real world usage. While much of Tesla’s battery strategy is wrapped in unsubstantiated claims, one thing is clear: it is far from its initial goals. You can read my view below 👇🏻 #battchat #batteries #greensky #energysky

🔋 Morrow Batteries files for bankruptcy after being unable to secure additional financing. Just recently they got a German defense contract, which was supposed to show the commercial viability of their batteries. It seems that investors weren’t convinced. #greensky #energysky #battchat #batteries

🔋LG Energy Solution confirms that it will produce $4.3B worth of LFP batteries for Tesla’s ESS business. The production will begin next year at its Michigan plant and will power the Megapack 3. #batteries #battchat #energysky #greensky

🔋 Morrow Batteries files for bankruptcy after being unable to secure additional financing. Just recently they got a German defense contract, which was supposed to show the commercial viability of their batteries. It seems that investors weren’t convinced. #greensky #energysky #battchat #batteries

🔋LG Energy Solution confirms that it will produce $4.3B worth of LFP batteries for Tesla’s ESS business. The production will begin next year at its Michigan plant and will power the Megapack 3. #batteries #battchat #energysky #greensky

🔋Shirley Meng, renowned battery scientist, is leaving the US for Singapore. She will maintain a partial appointment at UChicago. Last year, Stefano Passerini, another well known battery scientist left Germany for China. Interesting trend in making.. #battchat #batteries #greensky #energysky

🔋Shirley Meng, renowned battery scientist, is leaving the US for Singapore. She will maintain a partial appointment at UChicago. Last year, Stefano Passerini, another well known battery scientist left Germany for China. Interesting trend in making.. #battchat #batteries #greensky #energysky

Power transformers, the unsung heroes. #datacenters

Power transformers, the unsung heroes. #datacenters

🔋This article argues for an interesting view of CATL. The company is positioning itself as the backbone of the new energy ecosystem through: solid-state batteries, battery swapping alliance, and marine/aviation electrification. #battchat #greensky #energysky

Renewables are now 53% cheaper than nuclear for total system cost - not just generation cost. Each year nuclear adds only as much net global power capacity as renewables add every two days.