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Jasmin Smajic

@jasminsmajic.com
1K followers 621 following 525 posts

Electrification from atoms to systems | Energy, batteries, and frontiers of materials science → www.lithiumhorizons.com More info: www.jasminsmajic.com

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Jasmin Smajic @jasminsmajic.com · 13h
Electric trucks need less charging infrastructure than expected. In most countries (and under various scenarios) up to 80 percent of the total charging need is satisfied by depots. The rest can be covered by fast charging on highways, industrial zones and logistics centers. #energysky #greensky
https://www.elektroauto-news.net/news/e-lkw-ladeinfrastruktur-weniger-aufwand-studie
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Jasmin Smajic @jasminsmajic.com · 27/09/2026
https://www.understandingai.org/p/waymos-investments-in-san-francisco
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Jasmin Smajic @jasminsmajic.com · 18/09/2026
🔋EVE Energy signs a massive 206GWh battery supply deal with Fluence. To put things in perspective: - EVE shipped 120GWh of batteries in 2025. - Fluence partnered with Siemens and NVIDIA to design reference architectures for data centers. #batteries #battchat #energysky #greensky
https://news.metal.com/newscontent/104122803-ess-eve-energy-signs-206gwh-battery-supply-agreement-with-fluence
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Jasmin Smajic @jasminsmajic.com · 16/09/2026
1. It says the plant is first of its kind in NAM, which is not true. BASF had commercial-scale cathode plants in NAM before Tesla. 2. It also says that they are using a novel process that is cheaper, cleaner and more scalable. While that’s possible, take it with a grain of salt at this moment.
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Jasmin Smajic @jasminsmajic.com · 16/09/2026
🔋Tesla released a promo video on its cathode plant in Texas. The installed capacity is at 10 GWh per year, but the plant is still in an early ramp stage according to the Q2 2026 investor letter. Video shows standard processes, but claims are exaggerated. #energysky #greensky #battchat #batteries
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Jasmin Smajic @jasminsmajic.com · 13/09/2026
Too early to conclude; consequences of similar actions play out months later. But we can be confident that it will only accelerate the current trajectory of energy diversification through addition of renewables/batteries. See below what happened in China in the span of only 5 years:
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Jasmin Smajic @jasminsmajic.com · 12/09/2026
🔋BYD to co-develop with Changsha Fusheng Technology Blade batteries for industrial and mining rail locomotives. BYD will focus on battery R&D and manufacturing. Changsha Fusheng to handle system integration, BMS and electronic control. #battchat #batteries #energysky #greensky
https://carnewschina.com/2026/09/10/byds-to-develop-blade-batteries-for-industrial-rail-locomotives-in-china/
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Jasmin Smajic @jasminsmajic.com · 07/09/2026
🔋China has temporarily suspended approvals ​for new battery factories, as it reviews current production capacity. The move comes ⁠amid concerns about overcapacity, falling prices and shrinking margins. #battchat #batteries #greensky #energysky
https://www.reuters.com/business/energy/china-pauses-approvals-battery-storage-manufacturing-projects-cailianshe-reports-2026-09-07/
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Jasmin Smajic @jasminsmajic.com · 07/09/2026
🔋Fantastic graph summarizing the history of lithium-ion batteries. We’ve really come a long way! #battchat #batteries #energysky #greensky
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Jasmin Smajic @jasminsmajic.com · 05/09/2026
🔋XPENG to shift to semi-solid battery cells for its humanoids robots. The departure from its previously announced all-solid-state battery strategy is aimed at reducing supply risks ahead of planned mass production by year-end. #battchat #batteries #energysky #greensky
https://cnevpost.com/2026/09/03/xpeng-iron-shifts-to-semi-solid-batteries/
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Jasmin Smajic @jasminsmajic.com · 03/09/2026
🔋SES AI’s CEO explains why they shelved Li-Metal for EVs and are relaunching it for drones instead. Western next-gen battery makers are retreating to premium, high-density, low-cycle, low-volume niches; ceding high-volume, cost-sensitive EVs and BESS to Asian makers. #battchat #greensky #energysky
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Jasmin Smajic @jasminsmajic.com · 01/09/2026
NEO Battery lands order from South Korean army for drone batteries. The scope covers custom battery packs using silicon anode-based lithium-ion cells. Silicon anodes, by virtue of their high capacity, are finding foothold in extending the flight time of military drones. #battchat #batteries
https://www.electrichybridvehicletechnology.com/news/neo-battery-lands-first-direct-order-from-south-korean-army.htmlhttps://neobatterymaterials.com/technology/
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Jasmin Smajic @jasminsmajic.com · 31/08/2026
🔋Jiangsu Reliance Energy to build 100M euro battery plant in Serbia. Serbian president, Vucic, who attended the signing ceremony, said the investment will support Serbia's efforts to develop a domestic supply chain for robots, drones and batteries. #batteries #battchat #energysky #greensky
https://english.news.cn/20260901/25ecdd8ad29747d392452a550ad18a9e/c.html
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Jasmin Smajic @jasminsmajic.com · 18/08/2026
🔋Geely to begin pilot deployment of solid-state batteries in 2027. This comes after both CATL and BYD made recent announcements on soli-state batteries. These news should not be understood as commercial availability, but as proving grounds for the tech. #battchat #batteries #energysky #greensky
https://carnewschina.com/2026/08/18/geely-to-start-pilot-deployment-of-500-wh-kg-solid-state-batteries/
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Jasmin Smajic @jasminsmajic.com · 11/08/2026
I don’t have numbers, but zero emission electric bus schemes throughout Europe make it clear that electric heating is becoming the norm. Example:
https://assets.publishing.service.gov.uk/media/646f304c24315700136f4228/lebs-monitoring-report.pdf
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Jasmin Smajic @jasminsmajic.com · 10/08/2026
CATL to begin small-scale production of its solid-state battery cells in 2027. In June 2026, CATL confirmed TRL4, meaning its technology is at prototype stage. Small-scale production would be TRL7 with the focus on refining manufacturing. #batteries #battchat #greensky #energysky
https://carnewschina.com/2026/08/10/catl-joins-byd-in-targeting-2027-solid-state-battery-trial-production/
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Jasmin Smajic @jasminsmajic.com · 09/08/2026
🔋BYD files new solid-state battery patents concerning halide-sulfide electrolytes, multi-layer cathodes, coatings, interlayers. Even if one were able to manufacture such cells at scale, they would be extremely expensive due to manufacturing complexity. #battchat #batteries #greensky 🔌
https://carnewschina.com/2026/08/06/byd-files-six-solid-state-battery-patents-eyes-2027-production-with-dual-electrolyte-cathode-cells/
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Jasmin Smajic @jasminsmajic.com · 07/08/2026
🔋 Sila Nanotechnologies has secured $1.4B in loan commitments alongside $300M in private funding to continue ramping up silicon anode production. Their Titan silicon anode replaces graphite for up to 40% higher energy density and sub-15 min charging. #batteries #battchat #greensky #energysky
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Jasmin Smajic @jasminsmajic.com · 05/08/2026
🔋 World’s first sodium-ion electric mining truck delivered in China with 676 kWh battery capacity. The truck supports 0% to 100% fast charging in 20 to 25 minutes. The battery maintains a cycle life of over 8,000 times. #battchat #batteries #greensky #energysky
https://carnewschina.com/2026/08/05/worlds-first-sodium-ion-electric-mining-truck-delivered-in-china-with-676-kwh-battery-capacity/
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Jasmin Smajic @jasminsmajic.com · 29/07/2026
🔋 “Our ambition is not just limited to being a battery supplier to [carmakers] . . . we see ourselves as a high-tech company for the renewable energy sector.” CATL is positioning itself to be a central player in everything associated with electrification. #battchat #batteries #energysky #greensky
https://www.ft.com/content/13351971-76dd-4284-a81e-3ffd8ec4e351?syn-25a6b1a6=1
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Jasmin Smajic @jasminsmajic.com · 21/07/2026
💭 On power grids evolution and BESS. If you’re building a new battery company today, it’s difficult to justify competing with lithium-ion or sodium-ion for BESS. The larger opportunity is to solve the next problem: affordable long-duration storage. #batteries #battchat #greensky #energysky
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Jasmin Smajic @jasminsmajic.com · 18/07/2026
🔋China will impose a consumption tax on lithium-ion ​batteries from September 1, 2026. Sodium-ion and solid-state batteries are exempt. China is effectively nudging the industry to focus on next-generation batteries. #batteries #battchat #greensky #energysky
https://www.reuters.com/legal/transactional/china-levy-consumption-tax-on-lithium-ion-batteries-solar-cells-2026-07-17/
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Jasmin Smajic @jasminsmajic.com · 09/07/2026
🔋CATL has unveiled the Tianxing II (Tectrans II) ultra-fast charging battery, reaching 80% charge in under 7 minutes. Designed for light commercial EVs, it minimizes charging downtime for time-sensitive operations, making them competitive with diesel equivalents. #battchat #batteries #greensky🔌
https://www.evinfrastructurenews.com/ev-technology/catl-launches-8c-ultra-fast-charging-battery-for-commercial-evs
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Jasmin Smajic @jasminsmajic.com · 02/07/2026
🔋 Ferrari and BMW join Tesla, China in switch from copper to aluminium electrical wiring. The switch comes mostly due to record copper prices, peaking close to $15,000 per metric ton. Aluminum currently sits at about a quarter the price of copper: $3,100. #battchat #batteries #greensky #energysky
https://www.reuters.com/business/autos-transportation/ferrari-bmw-join-tesla-china-switch-copper-cheaper-aluminium-2026-06-30/
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Jasmin Smajic @jasminsmajic.com · 27/06/2026
German auto industry is in cost-saving mode across the board: • Volkswagen to cut 100,000 jobs, end production at 4 plants in Germany. • BMW plans to spend €1bn in restructuring costs, leading to 10,000 job cuts. • Mercedes-Benz told employees in Germany that summer bonuses would not be paid out.
https://www.ft.com/content/b68964c9-f3d0-48e8-8873-8f463834936c?syn-25a6b1a6=1
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Jasmin Smajic @jasminsmajic.com · 15/06/2026
🔋 CATL’s CEO says solid-state batteries are years away. This is interesting because automakers keep promising 2027 as the year they plan to bring solid-state battery EVs to the market — an increasingly unlikely event. #batteries #battchat #greensky #energysky
https://carnewschina.com/2026/06/15/catl-boss-drops-solid-state-battery-reality-check-years-away-from-mass-market/
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Jasmin Smajic @jasminsmajic.com · 13/06/2026
Share of lithium-ion battery deployment outside China that could be met without supply from China; mostly from Japan and South Korea.
https://www.iea.org/data-and-statistics/charts/share-of-lithium-ion-battery-deployment-outside-china-that-could-be-met-without-supply-from-china-2025
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Jasmin Smajic @jasminsmajic.com · 13/06/2026
🔋EV battery chemistry divergence: China is definitively moving towards LFP, while Europe and the U.S. prefer NMC. #battchat #batteries #greensky #energysky
https://www.iea.org/reports/global-ev-outlook-2026/electric-vehicle-batteries#abstract
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Jasmin Smajic @jasminsmajic.com · 25/05/2026
🔋Svolt plans semi-solid battery pack production for this September, at the same cost as conventional liquid electrolyte batteries. The batteries are based on ternary chemistry and will target 270 Wh/kg. #battchat #batteries #greensky #energysky
https://cnevpost.com/2026/05/19/svolt-plans-mass-produce-hybrid-solid-liquid-batteries-september-liquid-battery-costs/https://www.bestmag.co.uk/svolt-september-semi-solid-state/
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Jasmin Smajic @jasminsmajic.com · 24/05/2026
Tesla’s Cybercab has been certified at 165 Wh/mi, making it the most efficient electric car. Naturally, this follows the barebones design of a robotaxi, optimized for cost and not comfort. #greensky #enegysky #battchat #batteries
https://electrek.co/2026/05/22/tesla-cybercab-most-efficient-ev-ever-165-wh-mi/?utm_source=dlvr.it&utm_medium=linkedin
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Jasmin Smajic @jasminsmajic.com · 17/05/2026
🔋 Gotion High-Tech launches its dedicated sodium-ion battery brand, “Gnascent” for grid-side, industrial, and residential energy storage, while exploring niche markets like two-wheelers and start-stop power. #batteries #battchat #greensky #energysky
https://carnewschina.com/2026/05/17/volkswagen-backed-gotion-launches-gnascent-sodium-ion-battery-up-to-261-wh-kg-with-mass-production-ready/
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Jasmin Smajic @jasminsmajic.com · 11/05/2026
🔋 China installed 62.4 GWh of EV batteries in April (+15.2% YoY, +10.4% MoM). LFP kept dominating with an 81.5% share. Exports of EV/ESS batteries reached 31.7 GWh, accounting for 19.3% of the month's total sales. #batteries #battchat #greensky #energysky
https://cnevpost.com/2026/05/11/china-apr-2026-battery-installations/
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Jasmin Smajic @jasminsmajic.com · 08/05/2026
🔋LG Energy Solution confirms that it will produce $4.3B worth of LFP batteries for Tesla’s ESS business. The production will begin next year at its Michigan plant and will power the Megapack 3. #batteries #battchat #energysky #greensky
https://energynow.com/2026/03/lg-to-supply-tesla-with-us4-3-billion-of-batteries/?amp
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Jasmin Smajic @jasminsmajic.com · 04/05/2026
Power transformers, the unsung heroes. #datacenters
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Jasmin Smajic @jasminsmajic.com · 30/04/2026
🔋 LG Energy Solution has secured orders exceeding 100 GWh for its large 46-series cylindrical cells, reportedly from BMW. The contract is valued at ~€5.8 billion euros and spans a term of ten years. #battchat #batteries #energysky #greensky
https://www.electrive.com/2026/04/30/lges-secures-major-order-for-cylindrical-cells-possibly-from-bmw/
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Jasmin Smajic @jasminsmajic.com · 29/04/2026
US annual spending as percentage of the GDP for data centers vs other mega projects.
Source: https://substack.com/@benjamintodd
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Jasmin Smajic @jasminsmajic.com · 27/04/2026
🔋SES AI is pivoting away from automotive batteries and reimagining itself as an advanced materials and AI company, that happens to make batteries. As part of this pivot, SES AI will focus on ESS and drone batteries. #battchat #batteries #greensky #energysky
https://finance.yahoo.com/news/ses-ai-share-reset-focus-190858484.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAIynKVY62OGvUK9ykGO9N614ELOEsL2t4mvMjo8Bz4t3-2pOl1WZRVsInbaAXKHUoCaLKu48ysrSZuuB6ttFvlJFhDcAem2JzGZLQq1aLRyzXUgamDJpRaZ-NghHgYNe_Sf76noCy2tYx0vb9zM79Y0ZzL3fBX3A05nWA1CwdrIQ
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Jasmin Smajic @jasminsmajic.com · 21/04/2026
🔋 China's exports for the solar, EV, and battery industries reached a record high of $21.9 billion in March 2026, up 70% year-on-year. #battchat #batteries #greensky #energysky
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Jasmin Smajic @jasminsmajic.com · 15/04/2026
🔋Samsung SDI is developing batteries for robotics and urban air mobility. The company is also reportedly preparing for mass production of sodium batteries. #battchat #batteries #greensky #energysky
https://news.metal.com/newscontent/103857913-Samsung-SDI-Targets-Robot-and-UAM-Batteries-Also-Prepares-Sodium-Ion-Battery-Launch
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Jasmin Smajic @jasminsmajic.com · 12/04/2026
🔋Sunwoda becomes the latest battery supplier to Tesla. The supplied battery cells use 3rd-generation LFP, supporting faster charging speeds up to 3C. Sunwoda’s batteries are already used in export vehicles produced at Tesla’s Shanghai factory. #batteries #battchat #greensky #energysky
https://cnevpost.com/2026/04/09/tesla-adds-sunwoda-battery-to-global-supply-chain/
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Jasmin Smajic @jasminsmajic.com · 11/04/2026
🔋Nio CEO urges industry-wide standardization of batteries and chips, claiming the industry could save over 14.5 billion USD. It could also help achieve a better supply-demand balance in the world of accelerated iteration cycles of EVs. #batteries #battchat #energysky #greensky
https://carnewschina.com/2026/04/11/nio-ceo-urges-industry-wide-standardisation-of-batteries-and-chips-to-save-billions-of-dollars/
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Jasmin Smajic @jasminsmajic.com · 10/04/2026
🔋Ascend Elements, a battery recycling company, initiated the Chapter 11 bankruptcy filing. The filing comes after a history of financial challenges for the company, and six months after the Trump terminated about $100 million in federal funding. #batteries #battchat #greensky #energysky
https://finance.yahoo.com/sectors/energy/articles/ascend-elements-building-kentucky-battery-123213631.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAC780M5pVQmRYyHqXNyR_Lbxsoz8UwlwObhN8SMJ04k-6wMpjHiB_0Gmbpi9f0VgPRGaCmTvlR2wnLkOs3Bf1o8Z7hLRURIa-frw3gT42kiW5Jxqnw9hWK_pAoTwIT6LV2vJ5-NaauRGq732ImGdwHjI8D-WtpMxaEq7VSuPCRWihttps://www.linkedin.com/pulse/opening-door-new-era-ascend-elements-ascendelements-wnymc/
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Jasmin Smajic @jasminsmajic.com · 07/04/2026
🔋 Rimac Technology to build BMW i7 battery system. It’s the first BMW Group BEV to feature Gen6 4695-format cylindrical cells, combined with Gen5 modules and allowing for faster charging and longer range. #batteries #battchat #greensky #energysky
https://www.press.bmwgroup.com/global/article/detail/T0456278EN/bmw-group-and-rimac-technology-cooperate-on-innovative-high-voltage-battery-for-the-bmw-i7?language=en
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Jasmin Smajic @jasminsmajic.com · 06/04/2026
🔋Lyten plans to establish a battery industrial hub with 1000 jobs in Heide, Germany, at the same location as the planned Northvolt Drei. Construction is due next year, with operations from 2028, producing batteries for defense, energy storage and EVs. #batteries #battchat #energysky #greensky
https://battery-tech.net/battery-markets-news/lyten-plans-2028-heide-battery-plant-with-1000-jobs/
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Jasmin Smajic @jasminsmajic.com · 06/04/2026
🔋CATL wants to electrify global shipping fleets by expanding its battery-swap service to vessel operators. Such service will remove the price of batteries from vessel acquisition costs, but it may be best suited for short, fixed routes. Not international shipping. #batteries #battchat #energysky 🔌
https://www.ft.com/content/06563cf9-e200-42d2-853d-cefa78db7d30
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Jasmin Smajic @jasminsmajic.com · 01/04/2026
🔋Custom Cells developed a specialized battery cell for military applications, dubbed "High Cycle Power" technology (HCP). No graphite, no silicon, cold performance, fast charge, 10000+ cycles, inherently safe, and no dependency on Chinese supply chain. #batteries #battchat #greensky 🔌
https://www.hartpunkt.de/customcells-hat-neue-lithium-ionen-batteriezellen-fuer-militaerische-anwendungen-entwickelt/https://www.linkedin.com/posts/following-our-recent-hcp-announcement-many-share-7444753617808412672-JPPO
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Jasmin Smajic @jasminsmajic.com · 29/03/2026
🔋Robin Zheng, founder of CATL, says the US auto industry is doomed without China. This is corroborated by facts: around 70% of the EV market is served by China. The reality is that, in the West, there is no meaningful EV-grade LFP manufacturing capacity. #batteries #battchat #greensky #energysky
https://cleantechnica.com/2026/03/28/1-battery-maker-in-world-says-usa-cant-make-evs-without-china/?amp=1https://www.dsf.my/2026/03/chinese-global-ev-battery-manufacturing-rises-to-70-in-2025/
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Jasmin Smajic @jasminsmajic.com · 26/03/2026
🔋US long-duration storage specialist Form Energy has agreed to deploy 12 GWh of capacity for AI infrastructure developer Crusoe, with deliveries starting in 2027. #batteries #battchat #greensky #energysky
https://www.ess-news.com/2026/03/26/form-energy-crusoe-partner-on-12-gwh-of-iron-air-batteries-for-ai-data-centers/
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Jasmin Smajic @jasminsmajic.com · 23/03/2026
🔋Conversion between different electric vehicle range reporting standards: EPA < WLTP < CLTC. EPA is consistently more conservative, while WLTP is widely used. CLTC range is the most optimistic. #battchat #batteries #energysky #greensky
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Jasmin Smajic @jasminsmajic.com · 23/03/2026
🔋 China’s top battery makers, CATL, BYD and Sungrow, have gained more than $70bn in market capitalisation since the US and Israel attacked Iran. Batteries have always been a cornerstone of energy security and this war may highlight that fact more formally. #batteries #battchat #energysky #greensky
https://www.ft.com/content/b122ca1f-fc99-4749-9764-f1998b84dd07?syn-25a6b1a6=1
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