Nissan Begins Solid-State Battery Development, Aims to Reduce Costs with Sulfur-based Materials

[SMM Analysis: Highly Likely False News – Rumour of Major Manufacturer Starting Production of 15 Gwh Sulphide All-Solid-State Battery] False news: On July 7, 2026, according to multiple media sources, CATL officially announced the initial phase of production of the world's first mass-production line for all-solid-state batteries at its facility in Yibin, Sichuan, with a planned capacity of 15 Gwh. Sulphide all-solid-state technology route + energy density 500 Wh/kg + 10-minute fast charging + 800 km.

[SMM Analysis: Samsung SDI’s “Contrarian Big Bet” — 25 Trillion Won Staked on Next-Generation Batteries Could Rewrite Global Energy Landscape] Samsung SDI disclosed a regulatory filing on July 3, announcing an investment of approximately 16 trillion won (about 88 billion yuan) into its Ulsan plant by 2040, to build large-scale production sites for all-solid-state batteries, LFP batteries for ESS, and sodium-ion batteries. A day earlier (July 2), the company had announced an investment of 9 trillion won into its Cheonan plant, for setting up a mother production line for next-generation battery technology verification and R&D facilities. Combined, the two investments total 25 trillion won, spanning a period of 14 years and lasting until 2040.

In June 2026, the phosphorus chemical industry chain underwent a profound round of repricing under extreme cost pressures. Four keywords — "Surge, Hold, Strain, Expand" — capture the full-month landscape.