On June 22, CATL executive Xu Jinmei said the company will begin delivering its
first sodium‑ion battery solutions in September 2026, expects China shipments to
reach GWh‑scale by end‑2026, and plans global deliveries from June 2027. CATL
has overcome mass‑production hurdles, improved yields, cut costs and expanded
capacity. Xu said lithium and sodium technologies will run in parallel and
CATL’s sodium‑lithium compatible solutions can be integrated into the supply
chain to address lithium price volatility.