Investor Feedback on Sodium-Ion Batteries: Batteries and AI | Asia Pacific

Research evidence excerpt

Investor Feedback on Sodium-Ion Batteries: Batteries and AI | Asia Pacific

Idea

June 25, 2026 02:53 PM GMT

Morgan Stanley Asia Limited+MBatteries and AI | Asia Pacific Jack Lu

Equity Analyst

Investor Feedback on Sodium- Jack.Lu@morganstanley.comMorgan Stanley Asia (Singapore) Pte.+ +852 2848-5044

Mayank Maheshwari

Equity AnalystIon Batteries Mayank.Maheshwari@morganstanley.com +65 6834-6719

Investor discussions regarding sodium-ion batteries have Morgan Stanley Europe S.E., Madrid Branch+

Javier Martinez de Olcoz Cerdan

Equity Analystcentered on three key areas: 1) supply chain validation and

Javier.Martinez.Olcoz@morganstanley.com +34 9141-81289

scalability, 2) suitability for AIDC applications vs. Lithium Iron

Phosphate (LFP) batteries, and 3) the new breed's competitive Morgan Stanley & Co. International plc+

Amy Gower (Amy Sergeant), CFA

Commodities Strategistlandscape .

Amy.Gower1@morganstanley.com +44 20 7677-6937

Key Takeaways Morgan Stanley Asia Limited+

Tim Hsiao

On Monday in Munich, Germany, CATL unveiled TENER Sodium ESS – the world's Equity Analyst

first field-validated sodium-ion battery energy storage system. Tim.Hsiao@morganstanley.com +852 2848-1982

CATL is targeting TENER Sodium shipments of 1GWh by end-2026, with global Morgan Stanley & Co. LLC

Andrew S Percoco

deliveries scheduled to commence in June 2027. Equity Analyst

Andrew.Percoco@morganstanley.com +1 212 296-4322

>10GWh of material supply has been secured now; further supply chain

expansion is on the way Morgan Stanley & Co. International plc, Seoul Branch+

Young Suk Shin

Superior rate capability vs. LFP makes batteries particularly well suited for AIDC Equity Analyst

storage, apart from cheaper cost and cold performance. Young.Shin@morganstanley.com +82 2 399-4994