CATL Batteries Stand Out For Minimal Degradation In EVs And Long-Term Energy Storage Systems


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Morgan Stanley decided to do some research on battery degradation in China. It got data from ride-hailing firms on 12 different EV models — 100 cars in total — and measured how much their battery capacity declined. The cars showed considerable differences in battery degradation. The company also studied degradation of batteries at a long-term, large-scale energy storage.

It’s not clear what EV models were tested, but one thing was clear from the research: CATL batteries rock. The two models with CATL batteries showed the slowest degradation rates. They are Model 11 and Model 12 in the graph below.

In the long-term energy storage evaluation, Morgan Stanley examined batteries at the Zhangbei National Wind–Solar–Storage Demonstration Project (one of the first large-scale energy storage systems in China). ESPLAZA LDES Network summarizes CATL’s leadership as follows: “Among four LFP battery suppliers involved:

  • Only CATL batteries have never been replaced
  • After 14 years of operation, capacity remains at approximately 90%
  • Other suppliers experienced large-scale replacements or early retirement”

That looks like a huge difference. Perhaps this is one key reason CATL has become the largest battery maker in the world — a reputation for high-quality, long-lasting batteries.


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