CATL Announces Sodium Battery Mass Production, Marking Historic Turning Point

CATL says it will mass-produce several sodium-ion battery products this year, earlier than its previous Q4 2026 target.

The company sees sodium batteries as a strategic alternative to lithium, thanks to abundant sodium supply and improving cost competitiveness.

Analysts expect CATL’s heavy R&D investment and supplier expansion to accelerate industrialization and shipment growth from 2026 to 2028.

If costs continue to fall toward LFP levels, sodium-ion batteries could open a new large-scale market for energy storage and EV components.