Event time
2021-07-29 → 2026-08-25
The dated sequence of announcements, product launches, agreement signing, and market activity.
Live evidence case / SE-BESS-SODIUM-001 / v0.1
Sodium-Ion BESS: From launch claim to field evidence.
Has sodium-ion stationary storage crossed from product and production claims into a procurable, delivered, commissioned technology with public field-operating evidence?
Current answer: product launch and a large cooperation agreement are supported. A named delivered and commissioned customer system is NOT ESTABLISHED at the 2026-09-24 knowledge cutoff.
Decision boundary
Four commercial events that must not be collapsed.
A product announcement is not a delivery. A contract is not a commissioned site. A test facility is not customer operating history. This case covers stationary BESS only.
PRODUCT ANNOUNCED→SUPPLY COMMITTED→CUSTOMER DELIVERED→SITE COMMISSIONED→FIELD HISTORY
Current evidence state
The market claim is ahead of public field evidence.
No confidence score is inferred. Manufacturer language remains attributed unless a qualifying customer, operator, regulator, or independent record establishes the next state.
Stationary product announcedSUPPORTED
TENER Sodium publicly launched.
Supply cooperation agreementSUPPORTED
60 GWh agreement described by both counterparties.
Production readinessVERIFICATION REQUIRED
Capability language is manufacturer-attributed.
Customer batch deliveryNOT ESTABLISHED
A planned milestone is not a completed delivery.
Named commissioned siteNOT ESTABLISHED
No qualifying public site record accepted.
Independent field performanceNOT ESTABLISHED
No public customer-linked dataset accepted.
Long operating historyUNKNOWN
No qualifying duration or reliability record.
Lifecycle cost advantage vs LFPNOT ESTABLISHED
System-level, duty-cycle-specific evidence is absent.
Universal LFP replacementNOT ESTABLISHED
No universal substitution claim is inferred.
Dual clock
When it happened and when it became usable evidence.
Event time locates the claim or agreement. Knowledge time records when StructureEvidence accepted the source into this bounded case. Both remain visible.
Knowledge time / v0.1
2026-09-24
The cutoff at which the records below were assessed. Later evidence cannot silently backfill this snapshot.
Evidence timeline
Claims accumulate. The field threshold has not yet crossed.
Each record supports only the narrow state written below it.
2021-07-29 · CATLFirst-generation sodium-ion technology announced
Supports a public technology and industrialization plan. Does not establish stationary BESS delivery.
2025-04-21 · CATLNaxtra product launch and mass-production claim
Supports a manufacturer product claim. Does not establish a commissioned stationary system.
2026-04-27 · CATL + HyperStrongThree-year 60 GWh cooperation agreement
Counterparty corroboration establishes the agreement. It does not establish shipment or commissioning.
2026-06-22 · CATLTENER Sodium stationary BESS launched
Supports product existence and stated future milestones. “Field-validated” remains source-attributed without disclosed customer field data.
2026-08-25 · CATLBrazil showcase and market partnership announced
Supports market activity, not a named commissioned sodium-ion customer site.
2026-09-24 · Knowledge cutoffNAMED COMMISSIONED SITE: NOT ESTABLISHED
No qualifying public delivery, commissioning, grid-connection, or customer operating-history record was accepted into v0.1.
Source provenance
What the accepted sources do—and do not—prove.
These are primary manufacturer and counterparty disclosures. They are useful for attribution, but are not treated as independent audits.
Product existence
CATL publicly launched TENER Sodium as a stationary energy-storage product.
Open manufacturer sourceAgreement existence
CATL and HyperStrong independently published the 60 GWh cooperation agreement.
Performance and readiness
Mass-production, field-validation, safety, and performance language remains attributable to CATL until qualifying external evidence is accepted.
Open market announcementNext state transitions
What evidence would change the map?
Each item is a specific transition threshold, not a general request for more information.
NOT ESTABLISHED
Customer delivery
Why it matters
Supply intent does not prove fulfilled delivery.
Minimum resolving evidence
Verify this gapDated, attributable shipment and customer acceptance for a sodium-ion stationary system.
NOT ESTABLISHED
Commissioned site
Why it matters
A delivered system may not be operating.
Minimum resolving evidence
Verify this gapNamed operator, named site, system boundary, commissioning date, and grid or service status.
UNKNOWN
Operating history
Why it matters
Commissioning does not establish durability or reliability.
Minimum resolving evidence
Verify this gapDated runtime, duty cycle, availability, degradation, incidents, and maintenance tied to a named system.
NOT ESTABLISHED
Independent validation
Why it matters
Manufacturer test claims are not customer field validation.
Minimum resolving evidence
Verify this gapIndependent test or operator dataset with method, boundary, and traceable system identity.
Living case protocol
New evidence changes state. It does not rewrite history.
Every accepted update receives an event time and knowledge time. Earlier snapshots remain retrievable. Contradictions, corrections, and superseding evidence are appended with their scope and reason.