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CATL and HyperStrong sign world's largest sodium-ion battery storage contract: 60 GWh

CATLTENER Sodium-Ion Grid Storage System

CATL and HyperStrong signed a three-year contract for 60 GWh of sodium-ion energy storage systems in April 2026, the world's largest sodium-ion battery storage order. The agreement indicates strong commercial validation of sodium-ion technology ahead of CATL's June 2026 TENER launch.

  • 60 GWh over three years is the largest commercial sodium-ion battery storage contract globally to date.
  • Contract timing (April 2026) validates market demand before TENER's public launch, showing utility confidence.
  • HyperStrong is a major independent power producer in China, indicating grid-scale developers are backing sodium-ion.
  • The deal commits much of CATL's planned sodium-ion production, underscoring supply constraints.
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