Jasmin Smajic
@jasminsmajic.com
Materials scientist | Writing about energy, matter, and batteries 🔋 → http://www.lithiumhorizons.com
More info: www.jasminsmajic.com
More info: www.jasminsmajic.com
Pinned
Tesla's batteries: a five-year reality check
The Battery Day 2020: what worked and what didn’t
www.lithiumhorizons.com
📮 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
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
Reposted by Jasmin Smajic
🔋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
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
Sodium batteries: a strategic opportunity for EU energy independence
Sodium batteries are emerging as an alternative to traditional lithium-ion systems for different strategic sectors. This is why in our opinion we highlight their importance in contributing to EU energ...
www.eesc.europa.eu
February 13, 2026 at 8:38 AM
🔋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
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
Reposted by Jasmin Smajic
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.
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.
I’ve written about sodium-ion batteries and how they are likely to be positioned in today’s battery ecosystem.
Are sodium-ion batteries ready for prime time?
Where Na-ion stands in today's battery ecosystem
www.lithiumhorizons.com
February 13, 2026 at 9:15 AM
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.
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.
I’ve written about sodium-ion batteries and how they are likely to be positioned in today’s battery ecosystem.
Are sodium-ion batteries ready for prime time?
Where Na-ion stands in today's battery ecosystem
www.lithiumhorizons.com
February 13, 2026 at 8:40 AM
I’ve written about sodium-ion batteries and how they are likely to be positioned in today’s battery ecosystem.
🔋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
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
Sodium batteries: a strategic opportunity for EU energy independence
Sodium batteries are emerging as an alternative to traditional lithium-ion systems for different strategic sectors. This is why in our opinion we highlight their importance in contributing to EU energ...
www.eesc.europa.eu
February 13, 2026 at 8:38 AM
🔋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
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
Your last point is very good. How do we break this vicious circle in your opinion?
Better informed investors? More due diligence?
Better informed investors? More due diligence?
February 13, 2026 at 8:30 AM
Your last point is very good. How do we break this vicious circle in your opinion?
Better informed investors? More due diligence?
Better informed investors? More due diligence?
You may be right. How fine is the line between genuine “tried and failed” and lying?
February 11, 2026 at 6:47 PM
You may be right. How fine is the line between genuine “tried and failed” and lying?
Reposted by Jasmin Smajic
📮 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
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 batteries: a five-year reality check
The Battery Day 2020: what worked and what didn’t
www.lithiumhorizons.com
February 10, 2026 at 7:28 PM
📮 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
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
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 batteries: a five-year reality check
The Battery Day 2020: what worked and what didn’t
www.lithiumhorizons.com
February 10, 2026 at 7:28 PM
📮 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
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
Reposted by Jasmin Smajic
🔋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
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
Stellantis Resets its Business to Meet Customer Preferences and to Support Profitable Growth
H2 2025 charges of approximately €22 billion primarily reflect a strategic shift to put freedom of choice – from a grow
www.stellantis.com
February 9, 2026 at 7:34 PM
🔋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
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
Reposted by Jasmin Smajic
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...
All details in a new blog post: nworbmot.org/blog/solar-b...
February 9, 2026 at 6:26 PM
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...
All details in a new blog post: nworbmot.org/blog/solar-b...
Right? It sounds like building a bunch of BESS would solve this problem.
February 9, 2026 at 8:19 PM
Right? It sounds like building a bunch of BESS would solve this problem.
🔋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
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
Stellantis Resets its Business to Meet Customer Preferences and to Support Profitable Growth
H2 2025 charges of approximately €22 billion primarily reflect a strategic shift to put freedom of choice – from a grow
www.stellantis.com
February 9, 2026 at 7:34 PM
🔋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
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
Reposted by Jasmin Smajic
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/...
Now, it must prove that they can be cranked out at scale.
insideevs.com/news/786661/...
A California Company Just Kicked Off Solid-State Battery Pilot Production. Now Comes The Hard Part
California-based solid-state battery company QuantumScape aims to hit the market by the end of the decade. Its CTO explains how it gets there.
insideevs.com
February 8, 2026 at 5:03 PM
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/...
Now, it must prove that they can be cranked out at scale.
insideevs.com/news/786661/...
Reposted by Jasmin Smajic
🔋CATL and Changan have announced the first mass-market EV with a sodium-ion battery.
The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries.
This is another testament to the growing commercialization of sodium batteries.
#battchat #batteries #greensky #energysky
The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries.
This is another testament to the growing commercialization of sodium batteries.
#battchat #batteries #greensky #energysky
February 6, 2026 at 2:40 PM
🔋CATL and Changan have announced the first mass-market EV with a sodium-ion battery.
The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries.
This is another testament to the growing commercialization of sodium batteries.
#battchat #batteries #greensky #energysky
The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries.
This is another testament to the growing commercialization of sodium batteries.
#battchat #batteries #greensky #energysky
Reposted by Jasmin Smajic
Koji Sato, who has extensive engineering experience, is out after just three years. His replacement is a numbers guy. But here's why Toyota says it makes sense as it faces tremendous pressure from BYD and China.
insideevs.com/news/786580/...
insideevs.com/news/786580/...
Toyota Has A New CEO, And He’s Not A Car Guy
Koji Sato, who has extensive engineering experience, is out after just three years. His replacement is a numbers guy.
insideevs.com
February 6, 2026 at 12:47 PM
Koji Sato, who has extensive engineering experience, is out after just three years. His replacement is a numbers guy. But here's why Toyota says it makes sense as it faces tremendous pressure from BYD and China.
insideevs.com/news/786580/...
insideevs.com/news/786580/...
🔋CATL and Changan have announced the first mass-market EV with a sodium-ion battery.
The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries.
This is another testament to the growing commercialization of sodium batteries.
#battchat #batteries #greensky #energysky
The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries.
This is another testament to the growing commercialization of sodium batteries.
#battchat #batteries #greensky #energysky
February 6, 2026 at 2:40 PM
🔋CATL and Changan have announced the first mass-market EV with a sodium-ion battery.
The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries.
This is another testament to the growing commercialization of sodium batteries.
#battchat #batteries #greensky #energysky
The sedan finished its cold weather tests at -40 C and uses CATL’s Naxtra batteries.
This is another testament to the growing commercialization of sodium batteries.
#battchat #batteries #greensky #energysky
Reposted by Jasmin Smajic
🔋Ex-Tesla chief, Kunal Girotra, raises $230 Million for his startup, Lunar Energy, to expand home storage business in the US.
The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year.
#batteries #battchat #energysky #greensky
The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year.
#batteries #battchat #energysky #greensky
February 4, 2026 at 5:53 PM
🔋Ex-Tesla chief, Kunal Girotra, raises $230 Million for his startup, Lunar Energy, to expand home storage business in the US.
The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year.
#batteries #battchat #energysky #greensky
The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year.
#batteries #battchat #energysky #greensky
🔋Ex-Tesla chief, Kunal Girotra, raises $230 Million for his startup, Lunar Energy, to expand home storage business in the US.
The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year.
#batteries #battchat #energysky #greensky
The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year.
#batteries #battchat #energysky #greensky
February 4, 2026 at 5:53 PM
🔋Ex-Tesla chief, Kunal Girotra, raises $230 Million for his startup, Lunar Energy, to expand home storage business in the US.
The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year.
#batteries #battchat #energysky #greensky
The US added nearly 4.9 GWh of home energy storage in 2025, up almost 60% from the prior year.
#batteries #battchat #energysky #greensky
Reposted by Jasmin Smajic
🔋Global lithium ion battery demand increased by 29% in 2025 to reach 1.59TWh.
Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage.
#batteries #battchat #energysky #greensky
Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage.
#batteries #battchat #energysky #greensky
Global lithium ion battery demand rose 29% in 2025
Benchmark Mineral Intelligence, specialising in EV and battery supply chain research and insights, reports that global lithium ion battery demand increased by 29% in 2025 to reach 1.59TWh. This growth...
source.benchmarkminerals.com
February 2, 2026 at 8:44 PM
🔋Global lithium ion battery demand increased by 29% in 2025 to reach 1.59TWh.
Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage.
#batteries #battchat #energysky #greensky
Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage.
#batteries #battchat #energysky #greensky
Reposted by Jasmin Smajic
'EVs 75% global battery demand in 2025, down from 77% in 2024 & 79% in 2023...Portables eroded from 6% of total demand in 2024 to 5% in 2025...BESS demand increased 51% in 2025, vs 26% growth from EV sector...LFP fastest-growing battery chemistry in 2025, with demand increasing by 48% year-on-year'
February 2, 2026 at 9:34 PM
'EVs 75% global battery demand in 2025, down from 77% in 2024 & 79% in 2023...Portables eroded from 6% of total demand in 2024 to 5% in 2025...BESS demand increased 51% in 2025, vs 26% growth from EV sector...LFP fastest-growing battery chemistry in 2025, with demand increasing by 48% year-on-year'
🔋Global lithium ion battery demand increased by 29% in 2025 to reach 1.59TWh.
Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage.
#batteries #battchat #energysky #greensky
Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage.
#batteries #battchat #energysky #greensky
Global lithium ion battery demand rose 29% in 2025
Benchmark Mineral Intelligence, specialising in EV and battery supply chain research and insights, reports that global lithium ion battery demand increased by 29% in 2025 to reach 1.59TWh. This growth...
source.benchmarkminerals.com
February 2, 2026 at 8:44 PM
🔋Global lithium ion battery demand increased by 29% in 2025 to reach 1.59TWh.
Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage.
#batteries #battchat #energysky #greensky
Battery demand from BESS increased by 51%, compared with 26% for the EV sector, resulting in a continued rebalancing of demand towards stationary storage.
#batteries #battchat #energysky #greensky
Reposted by Jasmin Smajic
🔋Battery information from Tesla’s latest shareholder letter:
• Dry cathode issues resolved; early ramp stage
• 4680 cells back in Model Y, but not as a structural pack
• Lithium hydroxide refinery at a pilot stage
• LFP prod to start in 2026
• Model S/X shelved
#batteries #battchat #greensky🔌
• Dry cathode issues resolved; early ramp stage
• 4680 cells back in Model Y, but not as a structural pack
• Lithium hydroxide refinery at a pilot stage
• LFP prod to start in 2026
• Model S/X shelved
#batteries #battchat #greensky🔌
February 1, 2026 at 9:21 AM
🔋Battery information from Tesla’s latest shareholder letter:
• Dry cathode issues resolved; early ramp stage
• 4680 cells back in Model Y, but not as a structural pack
• Lithium hydroxide refinery at a pilot stage
• LFP prod to start in 2026
• Model S/X shelved
#batteries #battchat #greensky🔌
• Dry cathode issues resolved; early ramp stage
• 4680 cells back in Model Y, but not as a structural pack
• Lithium hydroxide refinery at a pilot stage
• LFP prod to start in 2026
• Model S/X shelved
#batteries #battchat #greensky🔌
🔋Battery information from Tesla’s latest shareholder letter:
• Dry cathode issues resolved; early ramp stage
• 4680 cells back in Model Y, but not as a structural pack
• Lithium hydroxide refinery at a pilot stage
• LFP prod to start in 2026
• Model S/X shelved
#batteries #battchat #greensky🔌
• Dry cathode issues resolved; early ramp stage
• 4680 cells back in Model Y, but not as a structural pack
• Lithium hydroxide refinery at a pilot stage
• LFP prod to start in 2026
• Model S/X shelved
#batteries #battchat #greensky🔌
February 1, 2026 at 9:21 AM
🔋Battery information from Tesla’s latest shareholder letter:
• Dry cathode issues resolved; early ramp stage
• 4680 cells back in Model Y, but not as a structural pack
• Lithium hydroxide refinery at a pilot stage
• LFP prod to start in 2026
• Model S/X shelved
#batteries #battchat #greensky🔌
• Dry cathode issues resolved; early ramp stage
• 4680 cells back in Model Y, but not as a structural pack
• Lithium hydroxide refinery at a pilot stage
• LFP prod to start in 2026
• Model S/X shelved
#batteries #battchat #greensky🔌
Reposted by Jasmin Smajic
🔋Idemitsu Kosan broke ground on a large-scale sulfide solid electrolyte plant.
The electrolytes will be used in all-solid-state batteries for Toyota’s EVs.
Toyota has been working on solid-state battery technology for years. It seems things are moving ahead.
#batteries #battchat #greensky 🔌
The electrolytes will be used in all-solid-state batteries for Toyota’s EVs.
Toyota has been working on solid-state battery technology for years. It seems things are moving ahead.
#batteries #battchat #greensky 🔌
January 30, 2026 at 9:05 PM
🔋Idemitsu Kosan broke ground on a large-scale sulfide solid electrolyte plant.
The electrolytes will be used in all-solid-state batteries for Toyota’s EVs.
Toyota has been working on solid-state battery technology for years. It seems things are moving ahead.
#batteries #battchat #greensky 🔌
The electrolytes will be used in all-solid-state batteries for Toyota’s EVs.
Toyota has been working on solid-state battery technology for years. It seems things are moving ahead.
#batteries #battchat #greensky 🔌
Reposted by Jasmin Smajic
🔋CATL Na-ion batteries to possibly be introduced in Changan Oshan, JAC, and GAC passenger EVs.
This comes after CATL introduced 45kWh pack for light trucks and vans.
Compared to Li-ion, Na-ion batteries have superior low-temperature and fast-charge capability.
#batteries #battchat #greensky 🔌
This comes after CATL introduced 45kWh pack for light trucks and vans.
Compared to Li-ion, Na-ion batteries have superior low-temperature and fast-charge capability.
#batteries #battchat #greensky 🔌
January 30, 2026 at 8:26 PM
🔋CATL Na-ion batteries to possibly be introduced in Changan Oshan, JAC, and GAC passenger EVs.
This comes after CATL introduced 45kWh pack for light trucks and vans.
Compared to Li-ion, Na-ion batteries have superior low-temperature and fast-charge capability.
#batteries #battchat #greensky 🔌
This comes after CATL introduced 45kWh pack for light trucks and vans.
Compared to Li-ion, Na-ion batteries have superior low-temperature and fast-charge capability.
#batteries #battchat #greensky 🔌