Electrolyte Prices Decline Slowly Amid Stabilized Demand and Conservative Supply Strategies

[Solid-state battery: Tianneng Battery achieves large-scale delivery of semi-solid-state 314Ah battery cells, with multi-technology systems making breakthroughs in stages] On 28 August 2026, Tianneng Battery disclosed in its H1 2026 semi-annual report that the semi-solid-state 314Ah battery cells produced in cooperation with WELION New Energy have achieved large-scale batch delivery and have been successfully applied first to grid-side ESS equipment. The company has laid out multiple new-type battery technology routes, including solid-state batteries, sodium-ion batteries and hydrogen fuel cells, and its "lithium-lithium-hydrogen-sodium + solid-state" multi-technology system is accelerating its formation, with the industrialisation process showing a staged progression of "sodium-ion battery demonstration and verification, solid-state battery deployment in multiple scenarios, and accelerated commercialisation of hydrogen fuel". The company's lithium battery business has significantly accelerated its push to go global, with residential ESS outside China as a key breakthrough direction. For specific H1 financial data, please refer to the full report. Semi-solid-state battery: solid-liquid battery.

[Solid-State Battery: EcoPro BM Forms All-Solid-State Battery Team Covering the Full "Raw Material-Material-Battery Cell" Chain, Targeting Commercialization by 2027] On August 26, 2026, EcoPro BM held a kick-off meeting in Gyeonggi Province, officially forming an "all-solid-state battery team" covering the full "raw material-material-battery cell" chain. The project is led by South Korea's Ministry of Trade, Industry and Energy, and EcoPro BM was selected in early August, along with four other enterprises, as a third-phase "super subcontractor" company. Team participants include the Korea Electronics Technology Institute (KETI), the Korea Institute of Science and Technology (KIST), Pohang University of Science and Technology (POSTECH), Hanyang University, and others. EcoPro BM plans to develop sulphide-based solid electrolytes based on high-purity lithium sulphide, with the goal of commercializing sulphide-based all-solid-state batteries by 2027. Reported by Yonhap News Agency and other South Korean media on August 31.

브라질 인터솔라 사우스 아메리카(8월 25~27일)에서 약 20개 중국 에너지저장 기업이 전시에 참가했다. 추넝뉴에너지는 4개 파트너와 계약을 체결했는데, 아르헨티나 Intermepro, 브라질 ION Energy 및 JSN Energia와 MOU를 맺었고, 윈디에너지와는 1.5GWh 셀 프레임워크 계약을 체결해 브라질 바이아주 첫 해외 저장공장에 셀을 공급하기로 했다. 취약한 전력망, 20.6%의 출력 제한율, 세계 두 번째로 높은 주거용 전기요금을 가진 브라질은 2026년 12월 라틴아메리카 최대 규모의 국가 저장 입찰(1차 약 18GW)을 시작할 예정이며, CATL, 트리나, 하이시움, CLOU, 고션, 그레이트파워가 현지 확장에 나서고 있다.