China's Battery Giant Bets Big on Sodium as Lithium Volatility Persists
Equinor Pulls Out of Japan’s Offshore Wind Market Haley Zaremba is an energy journalist and researcher with more than a decade of professional experience covering global energy systems, land and natural resources, and… The world’s largest battery maker is taking a step back from the eclectic vehicles sector to refocus its efforts on energy storage.
China’s Contemporary Amperex Technology Co.
(better known as CATL) has been building up its energy storage portfolio for years now, but the company’s transition away from EVs and toward energy systems has been supercharged by the artificial intelligence boom.
Five years ago, just 2 percent of CATL’S sales came from battery storage.
Today, storage accounts for a full quarter of the megacompany’s sales, and CATL aims to reach 50 percent storage sales by just 2030.
As hyperscalers drive up energy demand projections across the world, battery storage systems are becoming an increasingly vital part of energy security strategies for Big Tech and energy utilities.
Global energy think tank Emberdescribesthese systems as the “ultimate clean flexibility tool for making clean electricity available when it is needed most, while keeping power grids stable and secure.” As such, manufacturing and purchase of battery-powered storage systems are skyrocketing around the world.
“The market for grid-scale batteries and backup power isn’t just expanding, it’s becoming essential infrastructure,” Kurt Kelty, General Motors’ vice president of batteries, propulsion, and sustainability, stated in a 2025press release.
“Electricity demand is climbing, and it’s only going to accelerate.
needs energy storage solutions that can be deployed quickly, economically, and made right here at home.
We’re not just making better cars — we’re shaping the future of energy resilience.” SetOilPrice.comas a preferred source in Googlehere.
However, despite GM’s enthusiasm, China is leading the battery storage charge by a remarkably wide margin.
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