The signing ceremony. Credit: CATL Understand China EV’s Market Real-time notifications when critical EV data is released All important data in one place 2,000,000+ data points Become a member Contemporary Amperex Technology Co. Limited (CATL) and energy storage integrator HyperStrong have signed a strategic cooperation agreement for sodium-ion batteries, marking a milestone in the industrialisation of this emerging battery technology. The two companies announced a three-year cooperation order for 60 GWh of sodium-ion batteries on April 27, 2026, representing the world’s largest sodium-ion battery order to date and signalling a turning point in the commercialisation of sodium-ion technology. According to CATL, as its first strategic partner for energy storage sodium batteries, HyperStrong will collaborate with the battery giant in technology research and development, product application, and project implementation. According to the company, the collaboration demonstrates that CATL has overcome all challenges in the mass production chain of sodium-ion batteries and possesses large-scale delivery capabilities. Through morphological control and surface modification, it has improved the energy density of sodium-ion batteries. In manufacturing processes, CATL has systematically resolved production issues such as foaming in hard carbon production lines and moisture control through core technologies, including angstrom-level pore size adjustment, surface molecular water locking, and adaptive dynamic formation processes, ensuring consistency in mass production. Sodium-ion batteries offer several advantages, including wide temperature adaptability, outstanding high-temperature cycle life, lower heat generation during operation, smaller cell expansion stress, and safety stability. In long-duration energy storage applications, they can simplify the overall architecture of storage systems, reduce auxiliary energy consumption, and improve station operating efficiency and overall economics. Additionally, CATL’s energy storage sodium-ion batteries adopt a platform design with the same dimensions as lithium-ion batteries, making them compatible with existing supply chains, effectively reducing adaptation costs and significantly shortening the time window from product to station deployment. The strategic partnership signed in November 2025. This 60 GWh sodium-ion battery cooperation follows a November 2025 announcement when HyperStrong disclosed a strategic partnership with CATL for the procurement of 200 GWh of battery cells over three years, as reported by CLS. Under that broader framework agreement, covering the period from January 1, 2026 to December 31, 2035, HyperStrong committed to purchasing no less than 200GWh cumulatively from 2026 to 2028. According to CATL’s annual report, in 2025, its power battery sales reached 541GWh, and its energy storage battery sales reached 121GWh. In other words, 60 GWh is equivalent to half of the energy storage battery volume it delivered in 2025. About HyperStrong HyperStrong, listed on the Shanghai Stock Exchange (688411.SH), specialises in the research, development, production, and sales of electrochemical energy storage systems. According to company data, its global cumulative installed capacity has exceeded 40 GWh. The company stated that the cooperation will help enhance supply chain stability.
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