Kevin Shang
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kevingshang.bsky.social
Kevin Shang
@kevingshang.bsky.social
Batteries and energy storage. China’s energy transition.

https://kevingnshang.com
Hithium launched 3 new #energystorage products
1. ∞Power 6.25MWh 2h/4h BESS products based on 587Ah/1175Ah cells to reduce cost by 15%
2. ∞Cell N162Ah: BESS #sodium ion #battery (claiming 20,000+ cycle life)
3. Installation-free residential microgrid: Hero ES.

#Battchat
December 12, 2024 at 5:36 PM
#Battery chemistry is definitely my favorite battery topic and I learned so much today at International Conference on Niobium Based Batteries. Encouraged to see researchers and companies across the globe are actively exploring the colorful battery chemistry world.

#battchat
December 4, 2024 at 11:58 PM
(Unverified) a former employee of Wuxi Lead, #battery manufacturing equipment supplier of #CATL and #Northvolt, complained how NV's staff misused formation equipment from 🇨🇳and vacuum ovens from 🇰🇷, dangerous dust collection solutions, etc.

#battchat
December 2, 2024 at 11:43 PM
Interesting! What I know is #BYD hasn’t finalised the specifications of their sodium-ion #energystorage products.

I found the LinkedIn post quoted in the article has disappeared.

#battchat
November 28, 2024 at 5:15 PM
Wow! #Eenergystorage system integrator Fluence marks its first profitable full year since inception.

It believes a strong energy storage demand ahead in the 🇺🇸 and it will not be significantly impacted by change in political landscape. #batteries

#battchat
November 26, 2024 at 10:28 PM
"Northvolt had billed itself as central to ending European reliance on Chinese production for #batteries, but it has ended up relying on equipment & materials from China."

Wuxi Lead supplies equipment to #CATL ; Easpring supplies #cathode to LGES, SK on, CALB, EVE. #battchat
November 26, 2024 at 10:42 AM
😂😂 GEM’s CEO just forecast 50% LFP+50% No-based ahead.
The Essence?
"LFP has won"
🔋🔋🔋
#battchat #alwaysbecharging @kevingshang.bsky.social
Tphuang:
"Mkt has spoken on Batteries:
This yr, 95.7% of Battery Cells are packed in rectangular packs (like blade) vs 1.5% cylindrical & 2.8% soft pouch
In Sep, NCM chemistry accounted for just 33.2% of auto batteries.
Bus/Coaches & logistic vehicles are almost 100% LFP.
LFP has won"
November 22, 2024 at 1:35 PM
China starts pilot rail transportation of #ElectricVehicle #Lithium-ion #batteries, with #CATL and #BYD.

A new type of container with multiple safety measures has been deployed to reduce potential risks.

Now 🔋 are mainly transported in China via road vehicles.

#battchat
November 21, 2024 at 12:44 PM
🇪🇺Brussels is planning to require 🇨🇳Chinese businesses to have factories in Europe and share technological knowhow in return for EU subsidies.

New requirements will apply to #batteries but could be expanded to other #Cleantech sectors #battchat
November 19, 2024 at 10:09 AM
Reposted by Kevin Shang
November 19, 2024 at 9:50 AM
Reposted by Kevin Shang
Agree. Of the EU-homegrown battery factory initiatives, Northvolt has had the best conditions to grow and succeed. They have made mistakes of course, but have laid bare just how hard it is to grow this industry when Asia (esp. China) is already so dominant
#battchat
The possible bankruptcy of Northvolt is a story that should scare everyone in Europe. If the EU’s plan to compete with the US and China is more big government-backed continent-wide green tech ventures, Northvolt suggests Europe doesn’t know how and will fail. on.ft.com/3AAeZfD
Northvolt’s future hangs in balance as bankruptcy looms
Troubled European battery maker in race against time to secure short-term funding
on.ft.com
November 18, 2024 at 5:47 AM
#CATL: the R&D of 2nd generation #sodium ion #batteries which have a good discharge performance at cold temperatures (-40 °C) is completed.

CATL hopes to place new #SIB products on the market in 2025.

#battchat
November 18, 2024 at 10:32 AM
China will cancel export tax rebates for #Aluminum and #copper while cutting it for some refined #oil, #Solar, #battery and non-metallic #mineral products to 9% from 13%, from December 2024.

#battchat
November 16, 2024 at 6:54 PM
Reposted by Kevin Shang
Why I’m optimistic about the energy transition:

Humans tend to underestimate the pace of innovation and overestimate the inertia of incumbent technologies.

Clean energy technologies have scaled much more rapidly than predicted by modellers
November 16, 2024 at 10:00 AM
A group urged Trump not to kill tax credits for #electricvehicle sales and production

“tax credits are critical to actually compete to win against #China. killing those tax credits would undercut those investments and hurt American job growth.”

#battchat
November 16, 2024 at 11:02 AM