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/daily ·17 JUL 2026 ·FRIDAY ·2 MIN READ ·7 STORIES

Friday in Energy: Sodium Scales, Silicon Shines

A day when sodium-ion chemistry crossed into European GWh territory, Argonne found the right coat for sulfide solid electrolytes, perovskite-silicon hit 31% without indium, and California's battery fleet quietly ran 44% of the state's evening grid.

01 / The Day

FRIDAY 17 JUL 2026, ranked

07

CATL and Alfen ink 5 GWh sodium-ion deal for Europe

CATL's Tener Sodium cells will fill 5 GWh of European grid storage through a partnership with Dutch integrator Alfen, installations beginning in 2027. The chemistry's 15,000-cycle rating is doing a lot of the economic heavy lifting.

Why it mattersThe first GWh-scale European commitment to sodium-ion puts real deployment numbers behind the chemistry's cost and longevity claims against LFP.

Argonne identifies MgO as solid electrolyte coating candidate

Combining computational screening with lab validation, Argonne researchers pinned magnesium oxide as a promising ultrathin coating for sulfide-based solid electrolytes — it keeps lithium ions moving while blocking electron leakage, which is exactly the job description.

Why it mattersSulfide solid electrolytes degrade fast without protection; a validated, abundant coating like MgO removes a key materials bottleneck on the path to solid-state EV batteries.

31% efficiency, no indium: perovskite-silicon tandem milestone

An international team backed by Monash University achieved certified 31% efficiency in a commercially sized perovskite-silicon tandem mini-module, using reactive plasma deposition to replace indium — the supply-constrained transparent conductor standard panels depend on.

Why it mattersEliminating indium from high-efficiency tandems removes a critical supply-chain bottleneck that would otherwise cap perovskite-silicon manufacturing at scale.

Archer, BETA, and Macquarie wire 250+ air taxi sites by 2030

The America's Consortium for Electric Skyways (ACES) will standardize interoperable charging across 250+ US aviation sites by 2030, with Macquarie providing capital — a bet that eVTOL needs a charging network before the aircraft, not after.

Why it mattersStandardized ground infrastructure is consistently underbuilt for new aviation formats; locking in standards and capital now avoids the fragmented charging problem that slowed early EV road adoption.

Kazakhstan and CATL weigh Central Asia's first battery gigafactory

Kazakhstan's president met CATL co-chairman Pan Jian to discuss siting Central Asia's first EV battery plant in the country — a conversation that mixes lithium resource access with geopolitical positioning, likely in that order.

Why it mattersA CATL gigafactory outside China and established Asian hubs would reshape supply chain optionality for both European and South Asian EV markets.

California batteries covered 44% of evening demand on July 9

SEIA's H1 2026 data shows solar and storage made up 91% of new US grid capacity added in Q1; on July 9, California's battery fleet discharged nearly 13 GW — covering 44% of evening demand — followed by a 23 GW solar generation record the next day.

Why it mattersMoving from capacity-installed to actual-dispatch data shows grid-scale batteries have crossed from headline asset to operational backbone in California.

Oman bets $1.74B on a 6 GW solar cell and module factory

Oman is building a 6 GW integrated solar cell and module facility in Sohar Freezone as part of a $1.74B strategic investment package — a downstream manufacturing bet from a country that still exports oil.

Why it mattersA 6 GW non-Chinese solar manufacturing node matters for buyers seeking supply chain diversification, particularly in Europe and South Asia.
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