The system represents a decade of development and over €1.2 billion in research investment. By moving beyond laboratory-scale testing, the company intends to mitigate the supply chain risks associated with lithium, which has long dominated the energy storage market. Sodium, being significantly more abundant and geographically distributed, offers a strategic alternative for grid-scale stability.
Technically, the TENER Sodium platform addresses common limitations in current storage solutions. It utilizes a modular architecture that supports flexible storage durations from one to eight hours, allowing operators to tailor systems to specific project needs. CATL has integrated a bidirectional voltage regulation system that improves round-trip efficiency by nearly 2% while employing an airflow design that reduces heat generation by 30%. Operating at a noise level of 65 decibels, the units are designed to be installed closer to urban load centers, potentially lowering long-term transmission costs.
Manufacturing scalability is already underway, with CATL commissioning production lines at its Fuding and Jining bases to support a planned 200 GWh capacity. The company has already secured significant commercial traction, including a 60 GWh contract with HyperStrong signed in April 2026. Deliveries of the new sodium systems are scheduled to begin in China this September, with international shipments following in June 2027.
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