Jasmin Smajic
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jasminsmajic.com
Jasmin Smajic
@jasminsmajic.com
Materials scientist | Writing about energy, matter, and batteries 🔋 → http://www.lithiumhorizons.com

More info: www.jasminsmajic.com
Pinned
📮 LFP went from cheap backup tech to the dominant chemistry in grid storage, now powering 80%+ of new BESS installs. It won on cost, safety, and reliability.

In my latest article, I unpack what grid batteries need and how new chemistries stacks up.

#battchat #batteries #greensky #energysky 🔌💡🧪
Why LFP Dominates Grid Storage
LFP and contenders in the race for affordable and safe stationary energy storage
www.lithiumhorizons.com
🔋PowerCo started production at its Salzgitter gigafactory.

Its Unified Cell is based on NMC technology and is suitable for cell-to-pack battery systems.

Production will be gradually ramped up in the coming year up to 20 GWh.

#battchat #batteries
December 17, 2025 at 7:45 PM
🔋 As part of its new automotive strategy, European Commission announced Battery Booster: €1.5 billion in interest-free loans for European battery cell scale-up.

A surgical step in the right direction, but what EU really needs is a multi-year comprehensive strategy.

#battchat #batteries
Taking action for a clean and competitive automotive sector
The Commission has presented the automotive package to help the EU automotive sector lead the global shift towards clean mobility and a low-carbon economy.
commission.europa.eu
December 17, 2025 at 7:37 PM
Reposted by Jasmin Smajic
Ford’s EV future lies largely with its skunkworks team, tasked with reinventing the electric vehicle.
Skunk Works and Ford's Quest for Low-Cost Electric Vehicles
How to build an electric vehicle and innovate along the way
www.lithiumhorizons.com
December 16, 2025 at 8:29 PM
Reposted by Jasmin Smajic
🔋 Ford will record $19.5 billion in losses as it downsizes its EV capacity.

It will shift to “higher-return opportunities”, focus only on smaller EV models and launch a new BESS business.

This smells like a short-sighted decision that will haunt Ford.

#batteries #battchat #energysky #EV
Ford to take US$19.5 billion loss as it downsizes EV capacity
Ford Motor Company will record US$19.5 billion in losses as it pivots away from EVs in newly announced strategy.
www.evinfrastructurenews.com
December 16, 2025 at 6:03 PM
Reposted by Jasmin Smajic
World:

2024 - 592 GW deployed
2025 - 655 GW (+10%)
2026 - 649 GW (-9%)
2027 - 688 GW (+6%)

China
2024 - 341 GW
2025 - 372 GW (+9%)
2026 - 341 GW (-14%)

Non-China capacity deployed:

2024: 250 GW
2025: 283 GW (+12%)
2026: 329 GW (+16%)

World: 2035: 864 GW
Global Solar Additions to Fall for First Time in 2026, Says BNEF
Solar installations are set to drop next year for the first time since the industry emerged as a global force two decades ago, as policy shifts and saturation in major markets temper demand.
www.bloomberg.com
December 16, 2025 at 10:58 AM
🔋Verkor completed construction of its battery cell and module gigafactory in Dunkirk, France.

Importantly, Verkor adhered to its original timeline for the opening of the gigafactory, when many others revised their plans downwards.

#batteries #battchat #energysky #greensky
Verkor reaches a decisive milestone and opens its first gigafactory
Bourbourg (Dunkerque), December 11, 2025 – Under the high patronage of Mr Emmanuel Macron, President of the French Republic, Verkor today inaugurates its first lithium-ion low-carbon battery cell…
verkor.com
December 16, 2025 at 7:32 PM
🔋 Ford will record $19.5 billion in losses as it downsizes its EV capacity.

It will shift to “higher-return opportunities”, focus only on smaller EV models and launch a new BESS business.

This smells like a short-sighted decision that will haunt Ford.

#batteries #battchat #energysky #EV
Ford to take US$19.5 billion loss as it downsizes EV capacity
Ford Motor Company will record US$19.5 billion in losses as it pivots away from EVs in newly announced strategy.
www.evinfrastructurenews.com
December 16, 2025 at 6:03 PM
Reposted by Jasmin Smajic
🔋 SK On decided to end its joint venture with Ford Motor for battery factories in the U.S. and to focus on energy storage systems.

Ford to fully own Kentucky battery plants post-split.Tennessee plant to be solely operated by SK On.

#battchat #batteries #energysky #greensky
December 13, 2025 at 5:36 PM
Reposted by Jasmin Smajic
🔋 Battery sales in China reached 179.4 GWh in November, increasing 8.1 percent from October.

From January, cumulative sales of totalled 1412.5 GWh, of which exports were 260.3 GWh, a 44.2 per cent increase YoY.

Top three producers were CATL, BYD and CALB.

#batteries #battchat #energysky #greensky
December 13, 2025 at 7:41 AM
🔋 SK On decided to end its joint venture with Ford Motor for battery factories in the U.S. and to focus on energy storage systems.

Ford to fully own Kentucky battery plants post-split.Tennessee plant to be solely operated by SK On.

#battchat #batteries #energysky #greensky
December 13, 2025 at 5:36 PM
🔋 Battery sales in China reached 179.4 GWh in November, increasing 8.1 percent from October.

From January, cumulative sales of totalled 1412.5 GWh, of which exports were 260.3 GWh, a 44.2 per cent increase YoY.

Top three producers were CATL, BYD and CALB.

#batteries #battchat #energysky #greensky
December 13, 2025 at 7:41 AM
Reposted by Jasmin Smajic
🔋Korean battery giants are losing ground in Europe. Their market share dropped from 60% in 2023 to 30% in 2025, amid aggressive expansion by Chinese manufacturers.

So they decided to expand beyond premium cells into mass market mid-nickel NMC and LFP batteries.

#battchat #batteries #energysky
Korean battery makers rethink Europe strategy as China gains ground
As China’s battery titans face a glut at home and growing political headwinds in North America, they are redirecting their firepower toward Europe — the world
m.koreaherald.com
December 11, 2025 at 6:53 PM
🔋Korean battery giants are losing ground in Europe. Their market share dropped from 60% in 2023 to 30% in 2025, amid aggressive expansion by Chinese manufacturers.

So they decided to expand beyond premium cells into mass market mid-nickel NMC and LFP batteries.

#battchat #batteries #energysky
Korean battery makers rethink Europe strategy as China gains ground
As China’s battery titans face a glut at home and growing political headwinds in North America, they are redirecting their firepower toward Europe — the world
m.koreaherald.com
December 11, 2025 at 6:53 PM
Reposted by Jasmin Smajic
🔋BloombergNEF’s 2025 lithium-ion battery price survey is out.

Battery pack prices on average dropped 8% from 2024 to 108 $/kWh, while battery cell prices dropped 5% to 74 $/kWh.

LFP pack prices came in at 81$/kWh while NMC packs were at 128 $/kWh.

#battchat #batteries #energysky #greensky
December 9, 2025 at 12:53 PM
🔋BloombergNEF’s 2025 lithium-ion battery price survey is out.

Battery pack prices on average dropped 8% from 2024 to 108 $/kWh, while battery cell prices dropped 5% to 74 $/kWh.

LFP pack prices came in at 81$/kWh while NMC packs were at 128 $/kWh.

#battchat #batteries #energysky #greensky
December 9, 2025 at 12:53 PM
Reposted by Jasmin Smajic
🔋 89% of BESS incidents come from balance-of-system components and control systems, not battery cells (which account for just 11%).

@matthias-simolka.bsky.social with a key message on the misunderstandings surrounding BESS safety.

#batteries #battchat #energysky #greensky
BESS safety isn’t a cell problem. We need to stop pretending it is.
TLDR The data is clear: 89% of BESS incidents come from balance-of-system (BOS) components and control systems, not battery cells (just 11%). Yet the industry keeps obsessing over cell chemistry, m…
matthiassimolka.wordpress.com
December 8, 2025 at 9:30 PM
Reposted by Jasmin Smajic
🔋 Amazon leads $81M Series D for Blue Current to accelerate commercialization of silicon solid-state batteries.

These batteries offer higher energy density, better safety and faster charging, and are likely to be connected with Amazon’s EV delivery fleet.

#batteries #battchat #energysky
December 8, 2025 at 9:14 PM
Reposted by Jasmin Smajic
EVs beat petrol cars on lifetime emissions — even on “dirty” grids.
Battery production is carbon-intensive, but EVs quickly repay that debt and end up 21–71% cleaner over 250,000 km.

We can’t wait for perfect grids: electrify transport and clean the grid now.
December 8, 2025 at 9:00 PM
🔋 89% of BESS incidents come from balance-of-system components and control systems, not battery cells (which account for just 11%).

@matthias-simolka.bsky.social with a key message on the misunderstandings surrounding BESS safety.

#batteries #battchat #energysky #greensky
BESS safety isn’t a cell problem. We need to stop pretending it is.
TLDR The data is clear: 89% of BESS incidents come from balance-of-system (BOS) components and control systems, not battery cells (just 11%). Yet the industry keeps obsessing over cell chemistry, m…
matthiassimolka.wordpress.com
December 8, 2025 at 9:30 PM
Reposted by Jasmin Smajic
🔋 Solid-state batteries are getting cheaper to make.

As manufacturers ramp up production, key solid electrolyte materials keep dropping in price.

Lithium sulfide and LATP prices have fallen more than 60% since Jan ’24.

#batteries #battchat #energysky
December 7, 2025 at 7:01 PM
🔋 Amazon leads $81M Series D for Blue Current to accelerate commercialization of silicon solid-state batteries.

These batteries offer higher energy density, better safety and faster charging, and are likely to be connected with Amazon’s EV delivery fleet.

#batteries #battchat #energysky
December 8, 2025 at 9:14 PM
🔋 Solid-state batteries are getting cheaper to make.

As manufacturers ramp up production, key solid electrolyte materials keep dropping in price.

Lithium sulfide and LATP prices have fallen more than 60% since Jan ’24.

#batteries #battchat #energysky
December 7, 2025 at 7:01 PM
Reposted by Jasmin Smajic
🔋China to clamp down on “irrational” competition in the battery sector and to help companies plan their production “scientifically”.

Now this is an interesting step that could completely upend the battery trends we’ve been seeing (low price, LFP dominance).
#batteries #battchat #greensky #energysky
December 7, 2025 at 7:24 AM
🔋China to clamp down on “irrational” competition in the battery sector and to help companies plan their production “scientifically”.

Now this is an interesting step that could completely upend the battery trends we’ve been seeing (low price, LFP dominance).
#batteries #battchat #greensky #energysky
December 7, 2025 at 7:24 AM