CATL CTO On The Truth About 3-Minute Charging, Sodium & Solid-State!
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.
From 3-minute charging and 1,500 km batteries to the reality of solid-state development, this episode delves into the breakthroughs, bottlenecks, and global power struggle defining the future of EVs. LB Zhu explains how CATL's latest Qilin and Shenxing battery platforms are pushing energy density, charging speed, and weight reduction further than ever before, and why the company believes lighter batteries may matter just as much as bigger ones. In this episode:
- CATL's 3 min 44 sec charging breakthrough
- 350 Wh/kg "Condensed State" batteries
- Why EV weight is becoming a major battleground
- The real timeline for solid-state batteries
- CATL's expansion into Germany and Europe
- The future of battery recycling and circular supply chains
- China vs Europe in the global battery race
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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.
Solid-state batteries use a solid electrolyte instead of the liquid or gel electrolyte found in conventional lithium-ion cells. This can potentially improve safety and enable higher energy density, but it requires solving materials and manufacturing challenges to scale reliably.
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.
CATL (Contemporary Amperex Technology Co. Limited) is a major battery manufacturer best known for supplying lithium-ion cells used in electric vehicles. In this segment, the CTO is discussing CATL’s battery technology roadmap and product launches.
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.
W/kg is a power-to-mass ratio: watts per kilogram. In battery discussions, it’s used to describe how much charging/discharging power the battery can deliver relative to its weight—useful for understanding fast-charge capability without making the pack heavy.
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.
“Engine density” here is almost certainly referring to battery energy density (how much energy a battery stores per unit mass or volume). Higher energy density usually means the pack can be lighter for the same range, or provide more range for the same weight.
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.
NCM usually means nickel-cobalt-manganese, a lithium-ion cathode chemistry used in many EV battery packs. Different NCM formulations balance energy density, cost, and durability, and they’re commonly targeted for higher-power applications.
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.
Fast charge refers to charging a battery at a high power level to reduce charging time. For EV batteries, the key challenge is delivering high power while managing heat and preventing excessive wear or degradation.
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.
“Application stop” describes a safety control strategy where the system halts or limits operation when a fault or unsafe condition is detected. For batteries, this kind of protective behavior helps prevent damage or escalation after a safety event.
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.
“3-minute charging” refers to very fast charging where a battery goes from roughly 10% to 80% SoC in just a few minutes. This is challenging because charging at high power can stress the battery thermally and electrochemically, so safety systems and charge-control strategies matter.
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.
SoC (state of charge) is how full a battery is, usually shown as a percentage. Charging time and safety behavior depend heavily on SoC—especially as you approach high percentages like 80% and above.
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.
PHEV (plug-in hybrid electric vehicle) is a hybrid car that can run on both an electric motor and an internal-combustion engine, and it can be charged from the grid. PHEVs typically use a smaller battery than a full EV, which limits electric-only range but can reduce charging dependence.
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.
IEV is used in some markets (including China) as an abbreviation for plug-in electric/hybrid categories, overlapping with the idea of PHEV in this discussion. The key point is that naming conventions differ by region, but the vehicle concept is still about grid-charging capability.
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.
Mercedes-Benz is referenced as an OEM that developed PHEVs earlier (the speaker cites a roughly 12-year-ago mindset). Here it’s used to illustrate that major automakers were already investing in plug-in hybrid powertrains.
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.
BMW is referenced as an OEM that developed PHEVs earlier (the speaker contrasts past PHEV focus with newer thinking). In this context, BMW represents legacy automakers pushing plug-in hybrid technology.
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.
OEM means Original Equipment Manufacturer—the company that builds the vehicle (and typically designs the major systems) rather than an aftermarket supplier. In EV discussions, OEMs are the automakers deciding which battery and powertrain technologies to adopt.
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.
Kilowatt-hours (kWh) measure battery energy capacity—how much total energy the battery can store. In PHEVs, smaller kWh packs typically translate to shorter electric-only range compared with full EVs.
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.
“E range” here refers to electric-only range: how far the vehicle can go using the battery and electric motor without relying on the engine. Electric range is strongly tied to battery capacity (kWh) and real-world efficiency.
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.
A combustion engine is an internal-combustion powertrain that burns fuel to create motion. In an EV context, mentioning it usually signals a plan for hybridization or an alternative power source for longer-distance users.
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.
“Immobility range” is the distance an EV can drive before the battery needs charging. In practice, it’s usually discussed as a percentage of the rated range or as a real-world miles/km figure under typical conditions.
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.
“Sodium” here refers to sodium-based battery technology, typically sodium-ion cells. The key idea is that sodium can be a lower-cost alternative to lithium-ion for certain use cases, especially where energy storage needs are different from fast-charging passenger EVs.
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.
A battery swapping station is an infrastructure setup where an EV’s depleted battery pack can be exchanged for a fully charged one quickly. This can reduce charging time for drivers, but it requires standardized packs and coordinated logistics.
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.
A charge swapping station (as described here) combines battery swapping with charging capabilities at the same site. The idea is to support both quick exchanges and ongoing charging of spare packs, improving throughput and uptime.
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.
In EV design, reducing weight—especially battery weight—can improve efficiency and performance. Lower mass can also reduce wear on components like tires and brakes, and it can help increase usable range for the same energy capacity.
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.
Braking distance is the distance a vehicle travels from the moment the brakes are applied until it comes to a stop. The speaker argues that if a car is heavier, it can require more braking effort, which can increase braking distance.
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.
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.
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.
“Watt per kg” is a shorthand the speaker uses for battery energy density units (energy per mass). In battery talk, the more standard unit is watt-hours per kilogram (Wh/kg), which indicates how much energy you can store for each kilogram of battery cells.
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.
Energy density is how much energy a battery stores per unit mass (often expressed as watt-hours per kilogram). The speaker says that when cell energy density reaches about 350–380 Wh/kg, further weight reduction slows because the battery is already storing a lot of energy for its mass.
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.
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.
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.
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.
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.
Watt hours per kilogram (Wh/kg) is a measure of battery specific energy—how much electrical energy a battery stores for each kilogram of weight. Higher Wh/kg generally means more range for the same battery mass, but it can also raise cost and complicate materials and packaging.
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.
Titanium is a strong, corrosion-resistant metal sometimes used in battery pack housings or protective structures. In high-energy or safety-critical designs, it can help with containment and durability, but it can also increase cost.
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.
In battery safety, “propagation” refers to how a failure can spread from one cell to neighboring cells—often described as thermal runaway spreading through the pack. Preventing propagation requires specific pack-level design, materials, and containment strategies.
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.
Thermal runaway is the rapid self-heating failure mode in which a battery cell can vent hot gases and generate intense heat. Pack engineering focuses on containing it and preventing it from spreading to other cells (i.e., limiting propagation).
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.
Honkuk Ion Tire is an EV-focused tire product positioned around grip, quietness, energy efficiency, and durability. The mention of being an official Formula E tire partner ties the brand to high-performance electric racing, where tire efficiency and traction matter a lot.
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.
Mass production means producing batteries at high volume with consistent quality and acceptable cost. The speaker argues that even if solid-state can be demonstrated, the technology’s maturity level must be high enough to reach mass production reliably.
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.
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.
The Mercedes-Benz GLC is a compact luxury SUV, and in electric-vehicle discussions it’s often referenced when talking about battery supply and how demand affects production. Because it’s a popular vehicle type, it can be used as an example of how buyers’ interest in electrified models influences battery needs. That makes it relevant to conversations about supply chains and charging-related infrastructure planning.
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.
The BMW i3 is a compact electric car known for its unusual design and early adoption of battery-electric technology. It often comes up in discussions about real-world demand and how electric vehicles perform outside of expectations. In a podcast about electric cars, it’s a useful example of how customer interest and usage patterns can differ from what people predict.
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.
Energy efficiency is how effectively an EV converts stored electrical energy into driving range. Higher efficiency means the same battery energy goes farther, which can make charging feel more worthwhile even if charging power changes.
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.
“800 volts” refers to the electrical system voltage used in some EVs. Higher voltage lets the battery and power electronics deliver more power with lower current, which helps reduce charging time and can improve charging efficiency.
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.
“Fire charge rate” appears to be a transcription error for “fast charge rate,” meaning how quickly an EV can charge during DC fast charging. Charging rate is typically limited by the charger, the car’s onboard charging hardware, and the battery’s ability to accept power at that moment.
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.
DC fast charging is a method that sends direct current straight to the car’s battery through the car’s charging system. It’s what enables short charging sessions (often discussed in “minutes” rather than “hours”), but actual time depends on battery temperature and the car’s maximum charging power.
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.
A regulation-driven environment means the industry’s decisions—like where factories are built, how batteries are produced, and how recycling is handled—are heavily shaped by government rules. In EV supply chains, regulations can cover safety, emissions, labor, and end-of-life requirements.
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.
Battery recycling is the process of recovering valuable materials (like lithium, nickel, cobalt, and copper) from used EV batteries. Because batteries degrade over time and can be costly to dispose of safely, recycling helps reduce raw-material demand and environmental impact.
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.
Energy storage refers to systems that capture electrical energy when it’s available and release it later when demand is higher. In the context of EVs and grids, storage helps balance intermittent renewable power and can improve grid stability. The speaker distinguishes battery use for EVs versus batteries for energy storage as two major business areas.
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.
Electrification is the shift from using non-electric energy sources (like gasoline, diesel, or fossil-fuel-based heat) to using electricity to power vehicles and industrial processes. In this episode, it’s used broadly—suggesting electrification expands beyond EVs into other industries and applications. The speaker ties it to battery volume growth and improved battery technology.
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.
A lithium battery is an electrochemical battery that uses lithium-based materials to move ions between electrodes. In EVs and many grid-storage systems, lithium-ion chemistry is popular because it offers high energy density and good cycle life. The episode contrasts it with sodium battery tech as an alternative path for scaling.
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.
“Condensed batteries” is a phrase used to describe battery designs that are more compact or higher energy density for a given package size. In practice, this can involve cell design, packaging, and materials choices that reduce volume while maintaining performance. The speaker groups it with solid-state as part of future technology improvements.
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