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CATL Signs 2-GWh Sodium-Ion Storage Deal, Retains 92% Capacity at -20°C

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CATL signed a 2-GWh sodium-ion battery storage agreement with Bulgaria's Solarpro, planning to deploy Central and Eastern Europe's first large-scale sodium-ion storage project by year-end. TENER Sodium supports 15,000 cycles, 25-30 year lifespan, and retains 92% capacity at -20°C.

Sodium-Ion Technology Breakthrough

On July 21, 2026, CATL announced via its WeChat account that it has signed an agreement with Bulgarian renewable energy company Solarpro covering 2 GWh of sodium-ion battery storage systems. This represents an expansion of the companies' existing partnership, marking sodium-ion technology's transition from the laboratory to large-scale commercial application.

CATL's TENER Sodium system demonstrates significant advantages in technical specifications:

  • Ultra-Long Cycle Life: Designed to support 15,000 charge-discharge cycles, with an approximate service life of 25-30 years based on a 70% state-of-health standard
  • Exceptional Low-Temperature Performance: Using wide-temperature dipole technology, it retains 92% capacity at -20°C; supports over 10,000 cycles at 45°C without additional insulation or forced cooling
  • Intrinsic Safety Improvement: Cell expansion force reduced by 40%, gas generation decreased by 35%, thermal runaway surface temperature only approximately 200°C (about 60% lower than conventional lithium batteries)
  • Energy Optimization: Self-consumption rate reduced from industry average 2% to 1%; noise controlled at 65 dB, 10 dB lower than traditional equipment

Central and Eastern European Storage Market Opportunity

The companies plan to begin deploying Central and Eastern Europe's first large-scale sodium-ion energy storage project by the end of 2026, providing early validation of sodium-ion technology's commercial viability under demanding European grid and climate conditions.

Winter temperatures in Central and Eastern Europe often fall to -15°C to -20°C, where traditional lithium batteries require additional thermal management systems, increasing cost and complexity. TENER Sodium's low-temperature advantage gives it natural competitiveness in this market.

CATL and Solarpro cooperation timeline:

TimeCooperation ContentScale
2024First liquid-cooled storage project150 MWh (EnerC+)
May 2026Lithium-based storage facility602 MWh (TENER)
July 2026Sodium-ion storage agreement2 GWh (TENER Sodium)

This cooperation upgrade reflects the energy storage market's shift from "lithium-only" toward "multiple chemistry systems coexisting." Tan Libin, CATL's chief customer officer, stated: "With their superior safety performance and lifecycle sustainability advantages, sodium-ion batteries will deliver unique value to European customers."

Implications for Central Asian Energy Transition

For Central Asian and Russian markets, the maturation of sodium-ion storage technology carries special significance:

  1. Raw Material Supply Security: Sodium resources are widely distributed, costing only 1/20th of lithium ($300-400/ton vs $8,000+/ton), not constrained by single mineral geographic concentration
  2. Severe Cold Climate Adaptability: The characteristic of retaining 92% capacity at -20°C makes it particularly suitable for regions with harsh winters such as Kazakhstan and Uzbekistan
  3. Long-Cycle Economics: A 25-30 year service life means lower levelized cost of electricity, suitable as grid-scale long-term storage assets

Sodium-Ion vs Lithium-Ion Storage Technology Comparison:

MetricSodium-Ion (TENER Sodium)Lithium-Ion (LFP)
Cycle Life15,000 cycles3,000-10,000 cycles
-20°C Capacity Retention92%60-70%
Thermal Runaway Temp~200°C~500°C+
Raw Material Cost$300-400/ton$8,000+/ton
Self-Consumption Rate1%~2%
Noise Level65 dB75 dB+

With platforms like EX1000.COM driving access, Central Asian buyers can directly connect with leading Chinese storage suppliers like CATL to obtain sodium-ion storage solutions optimized for cold climates, accelerating regional energy transition.

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