CATL's Sodium Batteries Begin September Delivery, Europe Energy Storage Market Faces Disruption

CATL confirmed it will begin delivering its first sodium-ion battery solutions in September 2026, targeting 1GWh annual shipments. Its Tianheng sodium storage system achieves 15,000 charge cycles, significantly outperforming conventional lithium batteries in low-temperature performance and cost control. Industry analysis suggests mass sodium battery adoption could reduce European storage system costs by approximately 30%.