2026 is being called "the year of the big cell."
John Weaver broke down the LFP cell race on Clean Power Hour Live. Chinese manufacturers are scaling from 314 Ah to 500 Ah and beyond.
CATL: 587 Ah. EVE: 628 Ah. Hithium: 1175 Ah for 8-hour storage. Sunwoda: 684 Ah. Envision: 530 Ah.
The last time the industry made this kind of capacity jump, prices dropped significantly.
John expects more of the same. Maybe this year. Definitely next year.
If you're pricing storage projects with 2027 delivery, these numbers matter.
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