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CATL CTO On The Truth About 3-Minute Charging, Sodium & Solid-State!

CATL CTO On The Truth About 3-Minute Charging, Sodium & Solid-State!

Everything Electric Podcast May 11, 2026 33 min
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About this episode

CATL CTO Lim Bosu talks through his overseas and Europe-focused responsibilities, then gets into battery performance targets and the tradeoffs behind them. He claims a next-gen chemistry can hit “10% to 80% SoC” in “three minutes, 44 seconds,” while higher energy density makes safety harder to control. The conversation compares lithium and sodium, including sodium’s cold-weather strength and swap/charge infrastructure. Solid-state timelines are framed as demos in about two years, with mass production “a few more years” away, alongside Europe’s adoption-rate challenges.

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Term

solid-state

Solid-state batteries use a solid material inside the battery instead of a liquid. They could be safer and store more energy, but making them reliably at scale is still difficult.

Company

CATL

"But I think for me, CATL is a very kind of engineering driven company. You have a lot of researchers."

CATL is a company that makes the battery cells used in many electric cars. Here, they’re talking about the battery tech they’re developing and releasing.

Term

WKG

"This is featured with very high engine density, like a sale level, even at 280WKG. So this means maybe not easy to understand what's number 280."

W/kg means “how much power per kilogram.” Higher W/kg suggests the battery can handle more power while staying lighter, which helps with fast charging and strong performance.

Term

engine density

"This is featured with very high engine density, like a sale level, even at 280WKG. So this means maybe not easy to understand what's number 280. Let's say just directly compared to LMP. So engine density increased at least more than 40%."

They’re talking about how much “battery energy” you can fit into a given size or weight. If that number goes up, the battery can be lighter or the car can go farther without adding weight.

Term

NCM

"So this is kind of feature for high end, especially for the mid to high end vehicles like NCM, high power, low weight, and more energy for the e-range."

NCM is a type of battery chemistry (the materials inside the battery that help store energy). It’s widely used in EVs, and different versions can trade off range, cost, and how well the battery handles high power.

Term

fast charge

"And also this is also very featured with very fast charge. And even for the Keeling, we also talk about another one, the Keeling third generation condensed."

Fast charge means charging an EV battery quickly. The hard part is doing it at high power without overheating the battery or damaging it over time.

Concept

application stop

"And also if safety event happened, how to prevent, we call some application stop."

“Application stop” is like an automatic safety shutdown. If something looks unsafe, the system stops the risky operation to prevent bigger problems.

Concept

3-minute charging

"For the file charge, you talk about like 10% to 80% SoC is like three minutes, 44 seconds. Just let's say less than four minutes."

They’re talking about charging a battery extremely fast—on the order of a few minutes for a big chunk of the charge. Fast charging is hard on the battery, so the system has to manage heat and stress to keep it safe.

Term

SoC

"For the file charge, you talk about like 10% to 80% SoC is like three minutes, 44 seconds."

SoC means “how full the battery is.” If it’s at 80%, the battery is mostly charged, and charging usually slows down compared to earlier in the charge.

Term

PHEV

"For the hybrid, I think before it's called PHEV, right? PHEV, or even in China some is called IEV."

PHEV means a plug-in hybrid. It can drive on electricity, but it also has a gas engine for longer trips or when the battery is low.

Term

IEV

"PHEV, or even in China some is called IEV."

IEV is a label some places use for plug-in electric vehicles. In this conversation, it’s being treated as similar to PHEV—cars you can charge from the grid.

Brand

Mercedes-Benz

"Before like people like a mindset like PHEV, usually like 12 years ago, like BMW, Mercedes-Benz, such kind of OEM developed PHEV."

Mercedes-Benz is mentioned as another major car company that built plug-in hybrids years ago. The speaker is using it as an example of early PHEV development.

Brand

BMW

"Before like people like a mindset like PHEV, usually like 12 years ago, like BMW, Mercedes-Benz, such kind of OEM developed PHEV."

BMW is mentioned as one of the car companies that worked on plug-in hybrids in the past. The point is that big automakers were already building PHEVs years ago.

Term

OEM

"like BMW, Mercedes-Benz, such kind of OEM developed PHEV."

OEM means the main car maker. It’s the company that designs and builds the vehicle, not a parts supplier.

Term

kilowatt hours

"So engine content like a battery energy, maybe only like 10 to 15 kilowatt hours. 10 to 15."

kWh tells you how much energy is stored in the battery. A smaller kWh battery usually means less distance you can drive on electricity alone.

Term

E range

"So means E range even like only like 30 kilometer to 100 kilometer."

“E range” means how far you can drive using only the battery. It depends on how big the battery is and how efficiently the car uses energy.

Concept

combustion engine

"Then if you want long distance, still we have a combustion engine. So this is kind of technology to meet some, to fulfill some people still some concern like this kind of people."

A combustion engine is the traditional engine that burns fuel. They’re saying they still have that option for people who want long-distance travel.

Term

immobility range

"But actually behind when your immobility range more than 50%, 60%, definitely behind is this product really meet people's demands."

They’re talking about how far an electric car can go on a charge. If that distance is high enough, people feel the car fits their daily needs.

Term

sodium

"Then we also in the conference, you also see some technology for the for the kind of sodium. Yeah, that's the very exciting one."

They’re talking about a battery type that uses sodium instead of lithium. It’s being developed as an alternative option for some kinds of energy storage and vehicle needs.

Term

battery swapping station

"[618.7s] Ecosystem one example is our battery swapping station. [623.0s] Like downstairs, you can see our demo of this kind of battery swapping technology."

A battery swapping station lets you trade your nearly empty battery for a full one. It’s meant to be faster than waiting for a battery to charge.

Term

charge swapping station

"[640.4s] So we call it like a charge swapping station combined this kind of station. [645.8s] So all this together, you can see we want to meet as a new demands like like high demands for our customers."

They’re describing a station that can both swap batteries and charge them too. That way, the system can keep spare batteries ready for the next swap.

Term

weight

"[689.1s] The first is I think you guys are the first company I've heard of in China talking about weight. [695.6s] Because we've seen at this show today, there's a lot of three row SUVs, they're getting very big, they're getting quite heavy. [702.2s] But your press your tech day, you were talking about how you can reduce the weight of the battery, how that reduces the wear on components."

When a car is lighter, it often uses less energy to move. That can help it go farther and may reduce how hard some parts have to work.

Term

breaking distance

"Yeah, completely. And also not mentioning it will affect our breaking distance."

Braking distance is how far a car goes after you hit the brakes until it stops. Heavier cars usually need more stopping distance because they have more momentum.

Term

tire consumption

"And also if more weight, actually the other cost will increase, like tire consumption and also new brake system development and others."

Tire consumption refers to how quickly tires wear out, which can increase with vehicle weight and driving conditions. The speaker links additional weight to higher tire wear, which is one of the cost and maintenance tradeoffs of heavier vehicles.

Term

brake system development

"And also if more weight, actually the other cost will increase, like tire consumption and also new brake system development and others."

Brake system development is the engineering work required to design brakes that can safely handle a vehicle’s weight, speed, and performance targets. The speaker suggests that if weight increases, manufacturers may need to develop stronger or more capable braking hardware.

Term

watt per kg

"I would say we will, when the keeling condensed battery, when cell energy density reaches 350 to 380 watt per kg, then maybe the weight reduction, this kind of job rate will be slowed down."

This is a unit for how much energy the battery can store relative to its weight. Higher numbers generally mean you can get more range without adding as much battery mass.

Term

energy density

"I would say we will, when the keeling condensed battery, when cell energy density reaches 350 to 380 watt per kg, then maybe the weight reduction, this kind of job rate will be slowed down."

Energy density is how much “usable energy” a battery can pack into a given weight. If batteries get very energy-dense, you need less battery weight for the same range—until improvements start to slow down.

Term

cell level

"I think this could be. Also we have some space to squeeze out, and this is on the cell level, but on the system level, there's more work to do, do."

“Cell level” refers to improvements inside individual battery cells (the smallest unit). The speaker contrasts cell-level gains with system-level work, meaning that even if cells get better, the full battery pack still needs engineering to reduce weight and maintain safety and performance.

Term

system level

"Also we have some space to squeeze out, and this is on the cell level, but on the system level, there's more work to do, do."

“System level” means the complete battery pack and its integration into the vehicle, not just the chemistry inside the cells. The speaker says there’s more weight-reduction work at this level, including packaging, protection, and structural design.

Term

housing cover

"Like light weight technology in the housing, housing cover and the protection, the bumper."

A housing cover is the protective outer structure that helps shield the battery pack from impacts and environmental exposure. The speaker groups it with other protective elements as part of the lightweighting effort.

Term

bumper

"Like light weight technology in the housing, housing cover and the protection, the bumper."

A bumper is the front/rear impact-absorbing structure designed to protect the vehicle during low-speed collisions. The speaker includes it in the lightweighting discussion, implying that reducing mass across multiple body parts can contribute to overall vehicle weight reduction.

Term

watt hours per kilogram

"I think I saw your aircraft like battery, the 500 watt hours per kilogram battery. ... if we go to above 450 to 500 watt hour per kilogram, then the cost will be dramatically higher."

Watt hours per kilogram tells you how much energy a battery can store relative to its weight. More Wh/kg usually helps range, but it can be harder and more expensive to build.

Term

titanium

"For example, we need a special housing case like a titanium and the sale to sale."

Titanium is a tough metal. In battery packs, it can be used for protective housings to help contain problems, but it may make the battery more expensive.

Term

propagation

"If something happened, propagation needs a very special design."

Here, “propagation” means one battery cell problem spreading to other cells. Battery packs use special designs to stop that from happening.

Term

thermal runaway

"If something happened, propagation needs a very special design."

Thermal runaway is when a battery cell starts overheating uncontrollably. Engineers design the battery pack to contain it so it doesn’t spread.

Brand

Honkuk Ion Tire

"The Honkuk Ion Tire is built exclusively for electric vehicles, engineered to deliver what EV drivers need most."

Honkuk Ion Tire is a tire brand made for electric vehicles. They’re saying it’s designed to grip well, be quiet, and help EVs use energy more efficiently.

Concept

mass production

"My feeling is that if CATL have not done solid state yet, then it's unlikely that other people will be able to do it on a mass market scale. What's the problem that still needs to be solved with solid state batteries bringing it to market? The maturity level is not high enough yet for the mass production."

Mass production means making batteries in large numbers, not just a few test units. The point here is that solid-state may be possible to show off, but it still needs to be ready for large-scale manufacturing.

Concept

maturity level

"The maturity level is not high enough yet for the mass production. Like Robin gave the skill like 4 to 5, just means you can demonstrate the sample. And maybe you can also install this kind of battery for some demo cars in a limited quantity."

In battery development, “maturity level” refers to how ready a technology is for real manufacturing and deployment, not just lab demonstrations. Here, the speaker suggests solid-state is around a “4 to 5” stage—enough to demonstrate samples and possibly fit limited demo cars, but not yet fully ready for large-scale production.

Car

Mercedes-Benz Mercedesbenz Glc

"battery supplies to these vehicles. Like for example, one is the Mercedes-Benz GLC, and so CLA get very, very, very good demand."

The Mercedes-Benz GLC is a luxury SUV. Some versions are electrified, so it can be part of discussions about how many batteries are needed to meet customer demand. It’s brought up because battery demand depends on how many of these vehicles people want.

Car

BMW i3

"So unexpected high demands. And also BMW i3 also is definitely out of expectation, even for t..."

The BMW i3 is a small electric car made by BMW. It runs on a battery instead of gasoline. It’s mentioned because it didn’t always match what people expected in terms of demand and popularity.

Term

energy efficiency

"Because 800 volts, like energy efficiency is much higher, everything."

Energy efficiency is how much driving you get from the electricity in the battery. More efficient cars can go farther on the same charge.

Term

800 volts

"Because 800 volts, like energy efficiency is much higher, everything."

Some EVs use a higher-voltage electrical system (like 800 volts). That can make charging faster because the car can move more energy efficiently.

Term

fire charge rate

"And also fire charge rate, usually always like 20 minutes or below."

They’re talking about how fast the car can charge. Fast charging depends on both the charger and the car’s battery/charging system.

Term

DC fast charging

"Of course, some charging station also not very set good in fire charge, but also improve."

DC fast charging is the “quick charge” method for EVs. It can refill the battery much faster than regular charging, but the exact time varies by the car and conditions.

Concept

regulation-driven environment

"So we can operate in the overseas and in a very regulation-driven environment. So I think it's very interesting because in the 80s and 90s"

A regulation-driven environment means laws and rules strongly affect how companies build and run their operations. For batteries, that can include safety rules and requirements for what happens to batteries later.

Term

battery recycling

"I think one more question is around recycling. So battery recycling. So we have had a number of programs on YouTube about battery recycling."

Battery recycling means taking used EV batteries and breaking them down so useful materials can be reused. It also helps keep hazardous waste from just being thrown away.

Concept

energy storage

"One is the battery for EV, the other is the battery for energy storage. [1981.4s] I think in 10 years we see more electrification for the other, for the other industries."

Energy storage means saving electricity for later. Instead of using power immediately, you store it and then use it when it’s needed. The interview contrasts batteries used in EVs with batteries used to support the power grid.

Concept

electrification

"I think in 10 years we see more electrification for the other, for the other industries. [1989.8s] Whether it's the EVO, aviation and also the others."

Electrification means switching more things to run on electricity instead of burning fuels. In this conversation, it’s not just cars—it's also other industries. The idea is that better, cheaper batteries will make that switch easier.

Term

lithium battery

"So I think in 10 years I would say whether it's lithium battery or sodium battery, [2013.5s] the volume will get big and the electrification will be more expanded to the different areas."

A lithium battery is the kind of battery most EVs use. It stores energy using lithium chemistry, and it’s popular because it can hold a lot of energy for its size. The discussion compares it to sodium batteries as another option.

Term

condensed batteries

"Whether you can imagine whether solid state or CTO also condensed batteries, [2036.6s] the technology maturity will be much higher, much higher, cost will be down."

“Condensed batteries” means batteries that are packed more tightly—smaller or more energy in the same space. The idea is to make batteries more efficient and easier to fit into vehicles or devices. The speaker is treating it as part of the next wave of battery tech.

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