CATL says sodium batteries are mainstream-ready, signs massive 60 GWh deal

CATL, the world’s largest battery maker, signed a 60 GWh sodium-ion battery deal with energy storage integrator HyperStrong — the largest sodium-ion battery order ever placed. The three-year agreement is equivalent to half of all energy storage batteries CATL delivered in 2025.

The deal marks what CATL calls proof that it has “overcome the challenges of the entire sodium-ion battery mass production chain.” Industry observers are already calling it a potential “DeepSeek moment” for the global energy storage industry.

The deal

CATL and Beijing HyperStrong Technology announced the three-year strategic cooperation agreement on April 27. Under the deal, CATL will deliver 60 GWh of sodium-ion batteries to HyperStrong for energy storage projects.

The partnership covers technology research and development, product application, and project implementation. It builds on a broader framework agreement signed in November 2025, when HyperStrong committed to procuring 200 GWh of battery cells from CATL over the period from 2026 to 2035.