📮 When Northvolt collapsed, an unlikely buyer emerged: Lyten. Who is this materials startup and why does it think lithium-sulfur batteries and graphene could change the industry? I break it down below. #batteries #battchat #energysky #greensky

Geopolitical turmoil in the Middle East once again shows that reliance on volatile oil and gas exposes economies to price shocks. Renewables, electrification and storage offer more stable long term energy costs and stronger energy security.

@ramez.bsky.social: "Countries that have adopted electric vehicles the most aggressively will suffer the least from oil price spikes. The US, of course, is not one of those. [Corrected graph.]" nitter.net/ramez/status...

🔋 As more BESS comes online, profitability will tighten. Few years back, ancillary services dominated revenues. Today, it’s energy trading, with operators relying on data/AI optimization. But how long will that work as markets become more saturated? #batteries #battchat #greensky #energysky

🔋 As more BESS comes online, profitability will tighten. Few years back, ancillary services dominated revenues. Today, it’s energy trading, with operators relying on data/AI optimization. But how long will that work as markets become more saturated? #batteries #battchat #greensky #energysky

🔋February 2026 update on battery pack and module production in Europe. #batteries #battchat #greensky #energysky

As Canada opens it's first large battery plant, here's an update on European battery manufacturing #ElectricVehicles #ClimateAction

🔋February 2026 update on battery pack and module production in Europe. #batteries #battchat #greensky #energysky

BYD intends to install 20,000 Flash Chargers THIS YEAR in China. The only thing faster than these chargers is the future that's coming at Western and Japanese automakers.

🔋Suzuki buys solid-state battery business from Kanadevia and will continue technology development, including dry manufacturing process. Kanadevia has been producing batteries for specialized applications in aerospace, medical, and industrial sectors. #batteries #battchat #greensky #energysky

🔋Suzuki buys solid-state battery business from Kanadevia and will continue technology development, including dry manufacturing process. Kanadevia has been producing batteries for specialized applications in aerospace, medical, and industrial sectors. #batteries #battchat #greensky #energysky

🔋BYD revealed its 2nd-generation Blade LFP batteries that are 5% more energy dense and can charge from 10-70% in five minutes. They can also go from 20-97% at -30°C in just about 12 minutes, directly undermining one of sodium-ion battery’s main advantages. #greensky #energysky #batteries #battchat

Game changer

Blade 2.0 coming in at roughly 210Wh/KG is huge. it charging at up to 10C and htne having 150kWh packs in testing is huge. the reason for having NMC is dwindling quickly. re: Na-Ion. this tackles one of them, but if Na-Ion can be built at scale, the lack of geopolitics around it are game changing

Good morning with good news: Battery capacity doubles by 2027 & often firms solar! Utility-scale solar jumps 49% (~70 GW) by 2027! Solar is often low-cost option. Utility-scale solar, small-solar, wind & hydro will generate ~29% of USA's electricity in 2027. ieefa.org/resources/so... #energysky

🔋BYD revealed its 2nd-generation Blade LFP batteries that are 5% more energy dense and can charge from 10-70% in five minutes. They can also go from 20-97% at -30°C in just about 12 minutes, directly undermining one of sodium-ion battery’s main advantages. #greensky #energysky #batteries #battchat

🔋 EU battery costs are higher than China’s today. T&E argues that with scale, automation, and the right policy support, Europe could cut the cost difference by ~⅔ by 2030. That means paying ~€500 extra per EV on average; a relatively small premium. #batteries #battchat #energysky #greensky

🔋 EU battery costs are higher than China’s today. T&E argues that with scale, automation, and the right policy support, Europe could cut the cost difference by ~⅔ by 2030. That means paying ~€500 extra per EV on average; a relatively small premium. #batteries #battchat #energysky #greensky

🔋 Lyten announces it has completed the acquisition of Northvolt’s battery assets in Sweden, totaling nearly $5B in value. The acquisition includes 16 GWh of battery manufacturing capacity, to produce NMC batteries, initially for its BESS factory in Poland. #batteries #battchat #greensky #energysky

🔋 Lyten announces it has completed the acquisition of Northvolt’s battery assets in Sweden, totaling nearly $5B in value. The acquisition includes 16 GWh of battery manufacturing capacity, to produce NMC batteries, initially for its BESS factory in Poland. #batteries #battchat #greensky #energysky

📮 Is lithium turning a corner? Prices are rising again, inefficient supply is getting squeezed out, and China is prioritizing profitability over expansion. The result: a more disciplined market. My thoughts below👇🏻 #batteries #battchat #energysky #greensky

@iolahughes.bsky.social: "US energy storage industry installed a record 57.6 GWh of new capacity in 2025, 4x what it installed just 3 yrs ago🔋 Texas expected to overtake California as largest energy storage market. In Arizona, 3rd largest market, utility-scale installations increased 129% in 2025"

The Donut Labs hype train, not to mention the introduction of sodium batteries into the marketplace, has some folks thinking it's the end of the lithium age. Instead of a further price collapse, though, we see China's industrial policy making moves that shores up pricing.

'in December 2025, China tightened the regulatory oversight of lithium mines and cancelled 27 mining licenses in Yichun, Jiangxi...first six weeks of 2026, prices rallied ~30%, currently ~€18,000/t...Price is expected to continue increasing in the near term'

Good morning with good news: EV battery recycling surges from today's $2.5 billion market to a $70 billion market by 2040. EU requires in 2030 that 70% of EV battery lithium be recycled. RMI finds EV batteries could be made from 100% recycled materials. thenewswheel.com/2-5-billion-... #energysky

📮 Is lithium turning a corner? Prices are rising again, inefficient supply is getting squeezed out, and China is prioritizing profitability over expansion. The result: a more disciplined market. My thoughts below👇🏻 #batteries #battchat #energysky #greensky

Batteries help to defer the need for costly, slow-moving transmission upgrades in Australia, Europe, and South America. Trimount battery project (700 MW/2.8 GWh), near Boston, could spur USA to look at using storage as a transmission asset. #energysky www.canarymedia.com/articles/bat...

🔋 Novonix to sell its Battery Technology Solutions business and to focus fully on synthetic graphite. We are seeing more and more companies prioritizing fiscal discipline. Novonix’s focus on creating a graphite supply chain is commendable and much needed. #batteries #battchat #greensky #energysky

🔋 Gangfeng Lithium began production of 650 Wh/kg batteries that use lithium metal anodes, sulfur cathodes and “solid-liquid” electrolytes. Such a cell design is expected to have poor cycle life. In best case, it may be suitable for drones and military use. #batteries #battchat #energysky 🔌

🔋 Gangfeng Lithium began production of 650 Wh/kg batteries that use lithium metal anodes, sulfur cathodes and “solid-liquid” electrolytes. Such a cell design is expected to have poor cycle life. In best case, it may be suitable for drones and military use. #batteries #battchat #energysky 🔌

🔋 Novonix to sell its Battery Technology Solutions business and to focus fully on synthetic graphite. We are seeing more and more companies prioritizing fiscal discipline. Novonix’s focus on creating a graphite supply chain is commendable and much needed. #batteries #battchat #greensky #energysky

🔋The CEO of ACC published a rather pragmatic letter about the current state of affairs, mainly the electrification slowdown. He also reiterated the call for improving EU competitiveness and releasing funding, after doing the same in Sep’25. Not a good sign. #batteries #battchat #energysky 🔌

🔋The CEO of ACC published a rather pragmatic letter about the current state of affairs, mainly the electrification slowdown. He also reiterated the call for improving EU competitiveness and releasing funding, after doing the same in Sep’25. Not a good sign. #batteries #battchat #energysky 🔌

RHG: "Why are Chinese EVs so cheap?" "Bringing these factors together, we estimate that BYD enjoys a per-vehicle cost advantage of roughly $4,700 versus Tesla, Geely around $2,700, and Leapmotor about $2,000. For BYD, this equates to roughly 15% of the Model 3’s sales price" #alwaysbecharging⚡️

🔋 Albemarle to shut down Kemerton lithium hydroxide plant in Australia. Recent price increases for lithium are apparently insufficient to offset the expenses of hard rock processing in the West. #batteries #battchat #energysky #greensky

🔋 Albemarle to shut down Kemerton lithium hydroxide plant in Australia. Recent price increases for lithium are apparently insufficient to offset the expenses of hard rock processing in the West. #batteries #battchat #energysky #greensky

🔋Utility BESS prices continue to drop as installed volumes increase. Select projects, such as the Saudi Electricity Company’s 4.9 GWh total installations in Tabuk and Hail in 2025 achieved record lows of ~70 USD/kWh for complete BESS supplied by HiTHIUM. #battchat #batteries #greensky #energysky

🔋Utility BESS prices continue to drop as installed volumes increase. Select projects, such as the Saudi Electricity Company’s 4.9 GWh total installations in Tabuk and Hail in 2025 achieved record lows of ~70 USD/kWh for complete BESS supplied by HiTHIUM. #battchat #batteries #greensky #energysky

‘Chairman Dai Deming said shipments exceeded 90 GWh in 2025 and outlined plans to rapidly implement more than 300 GWh of production capacity across the company’s four major bases in 2026.’ Global deployments for grid batteries for all companies in 2025 were just over 300 GWh.

‘current Na-ion cell production costs ~50–60 EUR/kWh, roughly on par w:lithium iron phosphate…Na-ion cells could be ~30% cheaper…modest refinement allow sodium-ion to be manufactured on lithium-ion production lines…appealing for governments seeking technological sovereignty’ - @jasminsmajic.com

2025 EV Share of New Car Sales, Top 10 Countries 1 Norway 97% 2 Nepal 73% 3 Denmark 69% 4 Sweden 61% 5 Iceland 57% 6 Finland 56% 7 Netherlands 56% 8 China 53% 9 Singapore 47% 10 Belgium 43% EVs are now mainstream across much of the world www.visualcapitalist.com/ev-share-new... (SG data added)

🔋The European Economic and Social Committee calls for supportive measures for European sodium-ion batteries. This is a good call, but it must be implemented fast. The window of opportunity is closing, as the rest of the world goes full throttle on sodium. #battchat #batteries #energysky #greensky

Batteries! 🔋🪫 This is such a great overview of the emergence of sodium-ion batteries as an alternative to ubiquitous lithium-ion. From a scaling perspective, the most important consideration in here (aside from 'they work', and 'sodium abundance') is that they can be made on Li production lines.

🔋The European Economic and Social Committee calls for supportive measures for European sodium-ion batteries. This is a good call, but it must be implemented fast. The window of opportunity is closing, as the rest of the world goes full throttle on sodium. #battchat #batteries #energysky #greensky

📮 Tesla’s 2020 Battery Day promised big changes in technology, cost, and scale. Five years on, how much has actually materialized? Dry coating, 4680 cells, silicon anodes, vertical integration — what worked, what didn’t 👇🏻 #batteries #battchat #energysky #greensky

📮 Tesla’s 2020 Battery Day promised big changes in technology, cost, and scale. Five years on, how much has actually materialized? Dry coating, 4680 cells, silicon anodes, vertical integration — what worked, what didn’t 👇🏻 #batteries #battchat #energysky #greensky

🔋Stellantis to revamp its business approach, resulting in a €22B loss. It will continue developing electric along with hybrid and ICE vehicles. The Stellantis-backed ACC has also dropped plans to build gigafactories in Italy and Germany. #batteries #battchat #greensky #energysky

Solar and batteries are cheap enough that most people can get most of their electricity from them, and save money. This equation gets better and better over time as their costs decline. All details in a new blog post: nworbmot.org/blog/solar-b...

🔋Stellantis to revamp its business approach, resulting in a €22B loss. It will continue developing electric along with hybrid and ICE vehicles. The Stellantis-backed ACC has also dropped plans to build gigafactories in Italy and Germany. #batteries #battchat #greensky #energysky

Fifteen years after its founding, California-based QuantumScape believes it has cracked the code to solid-state batteries. Now, it must prove that they can be cranked out at scale. insideevs.com/news/786661/...