According to EnergyTrend, HyperStrong and CATL signed a strategic cooperation agreement for energy storage sodium-ion batteries on April 27, establishing a three-year partnership covering 60 GWh of sodium-ion battery supply. This represents the world’s largest sodium-ion battery cooperation to date.
Notably, the signing came only six days after CATL unveiled its third-generation sodium-ion battery on April 21, which is scheduled for mass production by the end of 2026. With CATL already capable of large-scale delivery, the sodium-ion battery industry has officially transitioned from technical verification to industrialization and large-scale commercial deployment.
HyperStrong and CATL have long-term strategic ties. In November 2025, the two parties sealed a 10-year strategic cooperation framework spanning 2026 to 2035, including a minimum 200 GWh lithium cell procurement commitment for the first three years. Combined with the newly signed 60 GWh sodium-ion battery deal, their total three-year reserved battery volume exceeds 260 GWh, marking a major breakthrough in their partnership.
Moving forward, both sides will jointly advance R&D, product application and project implementation, accelerating the large-scale adoption of sodium-ion batteries in energy storage and ushering in a new era of rapid global industrial expansion.
EnergyTrend analysis points out that as order sizes expand from the MWh to GWh level, the sodium-ion battery sector has reached a critical inflection point. Large-scale mass production is expected to steadily drive down energy storage system costs, potentially falling to ¥0.35–0.40/Wh and continuing to decline. Meanwhile, robust demand will be unlocked for key upstream and downstream materials, including hard carbon, sodium-ion cathode materials, electrolytes and aluminum foil.
Leading battery manufacturers are ramping up sodium-ion battery layouts, steering the industry into a new phase of scaled deployment alongside lithium batteries. Recent developments among major players include:
- CATL: Preparing for mass production of new-generation sodium-ion batteries and securing the landmark 60 GWh long-term energy storage order to take the lead in industrialization.
- BYD: Building a fully self-reliant sodium-ion battery industrial chain with in-house R&D and production.
- Eve Energy and Great Power: Expanding production capacity and market deployment across both power and energy storage segments.
- Pylon Technology: Focusing on differentiated development in the energy storage market with diversified cell products.
The 60 GWh long-term cooperation between CATL and HyperStrong stands as a landmark milestone for the global sodium-ion battery industry, accelerating the sector’s shift from technical research to large-scale commercial operation.
Source：EnergyTrend
