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Jasmin Smajic

@jasminsmajic.com

Materials scientist | Writing about energy, matter, and batteries ๐Ÿ”‹ โ†’ http://www.lithiumhorizons.com More info: www.jasminsmajic.com

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19.08.2024
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Latest posts by Jasmin Smajic @jasminsmajic.com

Sรกnchez se reuniรณ con ellos el otro dรญa, parece que ha dado sus frutos.

Ojo, una joint venture con una empresa pรบblica de Navarra!

11.03.2026 19:51 ๐Ÿ‘ 6 ๐Ÿ” 2 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
https://www.ess-news.com/2026/03/11/hithium-to-invest-e400-million-in-spanish-mega-battery-factory/

https://www.ess-news.com/2026/03/11/hithium-to-invest-e400-million-in-spanish-mega-battery-factory/

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๐Ÿ”‹ Hithium to invest โ‚ฌ400 million in a Spanish battery factory.

The investment is intended to establish an industrial base in Europe and maintain its market access.

#batteries #battchat #greensky #energysky

11.03.2026 18:58 ๐Ÿ‘ 13 ๐Ÿ” 6 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 2
Preview
Unlocking Hidden Capacity in the Grid With Advanced Conductors - CleanTechnica Advanced conductors allow transmission lines to carry far more electricity without replacing towers, unlocking capacity across existing power corridors.

Unlocking Hidden Capacity in the Grid With Advanced Conductors - CleanTechnica cleantechnica.com/2026/03/09/u...

10.03.2026 16:38 ๐Ÿ‘ 6 ๐Ÿ” 8 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
Preview
Lyten #1: the startup that bought Northvolt Inside the carbon materials company building a lithium-sulfur battery platform

๐Ÿ“ฎ When Northvolt collapsed, an unlikely buyer emerged: Lyten.

Who is this materials startup and why does it think lithium-sulfur batteries and graphene could change the industry?

I break it down below.
#batteries #battchat #energysky #greensky

10.03.2026 18:15 ๐Ÿ‘ 5 ๐Ÿ” 2 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
Preview
Lyten #1: the startup that bought Northvolt Inside the carbon materials company building a lithium-sulfur battery platform

๐Ÿ“ฎ When Northvolt collapsed, an unlikely buyer emerged: Lyten.

Who is this materials startup and why does it think lithium-sulfur batteries and graphene could change the industry?

I break it down below.
#batteries #battchat #energysky #greensky

10.03.2026 18:15 ๐Ÿ‘ 5 ๐Ÿ” 2 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

Indeed. But thatโ€™s a big if. With the push for colocation, renewables generation may not always outpace BESS installations and we could likely reach a stage where monetization is squeezed.

08.03.2026 09:37 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

I usually add sources in the ALT text of the images.

Here it is: www.mckinsey.com/industries/i...

08.03.2026 09:23 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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Geopolitical turmoil in the Middle East once again shows that reliance on volatile oil and gas exposes economies to price shocks.

Renewables, electrification and storage offer more stable long term energy costs and stronger energy security.

07.03.2026 12:01 ๐Ÿ‘ 642 ๐Ÿ” 231 ๐Ÿ’ฌ 26 ๐Ÿ“Œ 16

@ramez.bsky.social:
"Countries that have adopted electric vehicles the most aggressively will suffer the least from oil price spikes. The US, of course, is not one of those.

[Corrected graph.]" nitter.net/ramez/status...

07.03.2026 19:13 ๐Ÿ‘ 14 ๐Ÿ” 4 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

Interesting project

08.03.2026 04:40 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
https://www.mckinsey.com/industries/industrials/our-insights/powering-the-future-strategies-for-battery-energy-storage-developers#/

https://www.mckinsey.com/industries/industrials/our-insights/powering-the-future-strategies-for-battery-energy-storage-developers#/

Post image Post image

๐Ÿ”‹ As more BESS comes online, profitability will tighten.

Few years back, ancillary services dominated revenues. Today, itโ€™s energy trading, with operators relying on data/AI optimization.

But how long will that work as markets become more saturated?

#batteries #battchat #greensky #energysky

07.03.2026 19:26 ๐Ÿ‘ 5 ๐Ÿ” 2 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 0
https://www.mckinsey.com/industries/industrials/our-insights/powering-the-future-strategies-for-battery-energy-storage-developers#/

https://www.mckinsey.com/industries/industrials/our-insights/powering-the-future-strategies-for-battery-energy-storage-developers#/

Post image Post image

๐Ÿ”‹ As more BESS comes online, profitability will tighten.

Few years back, ancillary services dominated revenues. Today, itโ€™s energy trading, with operators relying on data/AI optimization.

But how long will that work as markets become more saturated?

#batteries #battchat #greensky #energysky

07.03.2026 19:26 ๐Ÿ‘ 5 ๐Ÿ” 2 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 0
https://battery-news.de/en/2026/03/06/battery-module-and-pack-production-in-europe/

https://battery-news.de/en/2026/03/06/battery-module-and-pack-production-in-europe/

๐Ÿ”‹February 2026 update on battery pack and module production in Europe.

#batteries #battchat #greensky #energysky

07.03.2026 06:21 ๐Ÿ‘ 20 ๐Ÿ” 10 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 2

As Canada opens it's first large battery plant, here's an update on European battery manufacturing #ElectricVehicles #ClimateAction

07.03.2026 13:59 ๐Ÿ‘ 0 ๐Ÿ” 2 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
https://battery-news.de/en/2026/03/06/battery-module-and-pack-production-in-europe/

https://battery-news.de/en/2026/03/06/battery-module-and-pack-production-in-europe/

๐Ÿ”‹February 2026 update on battery pack and module production in Europe.

#batteries #battchat #greensky #energysky

07.03.2026 06:21 ๐Ÿ‘ 20 ๐Ÿ” 10 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 2

BYD intends to install 20,000 Flash Chargers THIS YEAR in China.

The only thing faster than these chargers is the future that's coming at Western and Japanese automakers.

06.03.2026 07:28 ๐Ÿ‘ 2 ๐Ÿ” 1 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 1
https://www.evinfrastructurenews.com/ev-battery/suzuki-buys-solid-state-battery-firm-will-continue-technology-development

https://www.evinfrastructurenews.com/ev-battery/suzuki-buys-solid-state-battery-firm-will-continue-technology-development

Post image https://www.kanadevia.com/english/business/field/functional/as-lib.html

https://www.kanadevia.com/english/business/field/functional/as-lib.html

๐Ÿ”‹Suzuki buys solid-state battery business from Kanadevia and will continue technology development, including dry manufacturing process.

Kanadevia has been producing batteries for specialized applications in aerospace, medical, and industrial sectors.

#batteries #battchat #greensky #energysky

06.03.2026 10:11 ๐Ÿ‘ 0 ๐Ÿ” 1 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
https://www.evinfrastructurenews.com/ev-battery/suzuki-buys-solid-state-battery-firm-will-continue-technology-development

https://www.evinfrastructurenews.com/ev-battery/suzuki-buys-solid-state-battery-firm-will-continue-technology-development

Post image https://www.kanadevia.com/english/business/field/functional/as-lib.html

https://www.kanadevia.com/english/business/field/functional/as-lib.html

๐Ÿ”‹Suzuki buys solid-state battery business from Kanadevia and will continue technology development, including dry manufacturing process.

Kanadevia has been producing batteries for specialized applications in aerospace, medical, and industrial sectors.

#batteries #battchat #greensky #energysky

06.03.2026 10:11 ๐Ÿ‘ 0 ๐Ÿ” 1 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

๐Ÿ”‹BYD revealed its 2nd-generation Blade LFP batteries that are 5% more energy dense and can charge from 10-70% in five minutes.

They can also go from 20-97% at -30ยฐC in just about 12 minutes, directly undermining one of sodium-ion batteryโ€™s main advantages.

#greensky #energysky #batteries #battchat

05.03.2026 18:29 ๐Ÿ‘ 78 ๐Ÿ” 16 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 3

Itโ€™s probably a combination of multiple things, from cell design as you point out, to particle coatings, additives, large format, better thermal design and so on.

05.03.2026 20:49 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

Game changer

05.03.2026 19:19 ๐Ÿ‘ 0 ๐Ÿ” 1 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
Preview
Are sodium-ion batteries ready for prime time? Where Na-ion stands in today's battery ecosystem

Indeed. In one of my articles I argued that less geopolitics Na-ionโ€™s biggest advantage.

www.lithiumhorizons.com/p/are-sodium...

05.03.2026 19:28 ๐Ÿ‘ 6 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

Blade 2.0 coming in at roughly 210Wh/KG is huge. it charging at up to 10C and htne having 150kWh packs in testing is huge.

the reason for having NMC is dwindling quickly.

re: Na-Ion. this tackles one of them, but if Na-Ion can be built at scale, the lack of geopolitics around it are game changing

05.03.2026 19:17 ๐Ÿ‘ 22 ๐Ÿ” 6 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 0
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Good morning with good news: Battery capacity doubles by 2027 & often firms solar!

Utility-scale solar jumps 49% (~70 GW) by 2027!

Solar is often low-cost option.

Utility-scale solar, small-solar, wind & hydro will generate ~29% of USA's electricity in 2027.
ieefa.org/resources/so... #energysky

05.03.2026 13:04 ๐Ÿ‘ 21 ๐Ÿ” 10 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 1

๐Ÿ”‹BYD revealed its 2nd-generation Blade LFP batteries that are 5% more energy dense and can charge from 10-70% in five minutes.

They can also go from 20-97% at -30ยฐC in just about 12 minutes, directly undermining one of sodium-ion batteryโ€™s main advantages.

#greensky #energysky #batteries #battchat

05.03.2026 18:29 ๐Ÿ‘ 78 ๐Ÿ” 16 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 3
https://www.transportenvironment.org/uploads/files/2026_03_Briefing_IAA_battery_costs.pdf

https://www.transportenvironment.org/uploads/files/2026_03_Briefing_IAA_battery_costs.pdf

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๐Ÿ”‹ EU battery costs are higher than Chinaโ€™s today.

T&E argues that with scale, automation, and the right policy support, Europe could cut the cost difference by ~โ…” by 2030.

That means paying ~โ‚ฌ500 extra per EV on average; a relatively small premium.

#batteries #battchat #energysky #greensky

04.03.2026 19:09 ๐Ÿ‘ 3 ๐Ÿ” 3 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

Make that 10 perhapsโ€ฆ EU battery cell industry is still in its infancy.

04.03.2026 20:39 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0
https://www.transportenvironment.org/uploads/files/2026_03_Briefing_IAA_battery_costs.pdf

https://www.transportenvironment.org/uploads/files/2026_03_Briefing_IAA_battery_costs.pdf

Post image

๐Ÿ”‹ EU battery costs are higher than Chinaโ€™s today.

T&E argues that with scale, automation, and the right policy support, Europe could cut the cost difference by ~โ…” by 2030.

That means paying ~โ‚ฌ500 extra per EV on average; a relatively small premium.

#batteries #battchat #energysky #greensky

04.03.2026 19:09 ๐Ÿ‘ 3 ๐Ÿ” 3 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0
https://www.businesswire.com/news/home/20260226538293/en/Lyten-Completes-Acquisition-of-Northvolt-Sweden-and-Establishes-its-First-Lyten-Industrial-Hub-in-Sweden

https://www.businesswire.com/news/home/20260226538293/en/Lyten-Completes-Acquisition-of-Northvolt-Sweden-and-Establishes-its-First-Lyten-Industrial-Hub-in-Sweden

Post image

๐Ÿ”‹ Lyten announces it has completed the acquisition of Northvoltโ€™s battery assets in Sweden, totaling nearly $5B in value.

The acquisition includes 16 GWh of battery manufacturing capacity, to produce NMC batteries, initially for its BESS factory in Poland.

#batteries #battchat #greensky #energysky

28.02.2026 18:45 ๐Ÿ‘ 8 ๐Ÿ” 4 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
https://www.businesswire.com/news/home/20260226538293/en/Lyten-Completes-Acquisition-of-Northvolt-Sweden-and-Establishes-its-First-Lyten-Industrial-Hub-in-Sweden

https://www.businesswire.com/news/home/20260226538293/en/Lyten-Completes-Acquisition-of-Northvolt-Sweden-and-Establishes-its-First-Lyten-Industrial-Hub-in-Sweden

Post image

๐Ÿ”‹ Lyten announces it has completed the acquisition of Northvoltโ€™s battery assets in Sweden, totaling nearly $5B in value.

The acquisition includes 16 GWh of battery manufacturing capacity, to produce NMC batteries, initially for its BESS factory in Poland.

#batteries #battchat #greensky #energysky

28.02.2026 18:45 ๐Ÿ‘ 8 ๐Ÿ” 4 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0