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REAL-TIME GLOBAL RESEARCH

Battery Weekly 29 June

Published: 2026-06-29Institution: BernsteinCompany / ticker: 300750.CH,3750.HK,051910.KS,373220.KS,006400.KSPages: 19Original language: EnglishEvidence page: 1

Research evidence excerpt

Battery Weekly 29 June

nt of solid-state battery technology and manufacturing processes. Following a successful

evaluation of QuantumScape’s solid-state platform, Honda will collaborate on advancing the company’s QSE-5 lithium-metal battery,

which promises higher energy density, faster charging, and improved safety compared with conventional lithium-ion batteries. The

agreement further validates QuantumScape’s technology and expands its network of automotive partners as the company moves toward

commercialization of solid-state batteries.

• Ford to produce first LFP cells this year – thanks to CATL.- electrive.com Ford is on track to begin production of LFP (lithium iron phosphate)

battery cells at its BlueOval Battery Park Michigan facility, with mass-production-ready cells currently undergoing final validation. Using

CATL-licensed technology, the plant will supply batteries for Ford’s upcoming affordable EV platform, including a next-generation electric

pickup planned for 2027. The move marks Ford’s strategic shift toward lower-cost battery chemistries, with LFP expected to complement

future LMR (lithium manganese-rich) batteries as the company seeks to reduce EV costs and strengthen its domestic battery manufacturing

footprint.

• This Ex-Rental Tesla's Battery Was Heavily Degraded. Then The Decline Slowed.- insideevs.com A high-mileage 2022 Tesla Model 3 Long

Range that lost about 20% of its battery capacity during its first two years as a rental vehicle showed a much slower degradation rate

afterward. Battery health declined from 80% to 76% in the first year under private ownership, but fell only 1 percentage point to 75%

over the following 14 months despite continued use. The case suggests that EV battery degradation is often non-linear, with the most

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