CATL unveils full-chain storage and partners with Moura for Brazil auction
- CATL announced a strategic partnership with Brazilian battery maker Moura to jointly participate in Brazil's LRCAP 2026 Capacity Reserve Auction (National Storage) with a second PCS/inverter partner to meet local-content rules.
- The company showcased TENER S, TENER H and TENER Sodium systems: TENER S has a 20‑year design life with zero first‑year degradation and 30% higher areal energy density; TENER H packs 9,008 kWh per container with up to 96.0% round‑trip efficiency; TENER Sodium is a 30 MWh sodium‑ion system with 20‑year design life and 95% RTE, certified IEC/UL/CE.
- CATL holds a 45% market share in Brazil's energy storage market and cites the Registro project (commissioned Dec 2022) as the country's first utility‑scale transmission BESS supporting 15 cities and ~2 million residents.
- Financials and deliveries: energy storage battery system revenue reached RMB 53.26 billion in H1 2026 (up 87.54% YoY) and CATL shipped 125.0 GWh of ESS batteries in the period per SNE Research.
Event and local partnership
CATL presented its full energy storage ecosystem at The Smarter E South America 2026 and announced a strategic partnership with Moura to jointly bid in Brazil's LRCAP 2026 Capacity Reserve Auction (National Storage). The collaboration includes a second PCS/inverter partner to satisfy local content requirements.
Product portfolio for Brazil
On display were TENER S, TENER H and TENER Sodium. TENER S targets utility‑scale reliability with zero capacity/power degradation in the first year of a 20‑year design life, a liquid cooling system that cuts auxiliary consumption by up to 20%, 30% higher areal energy density and a 20% smaller site footprint. TENER H uses 575 Ah cells to deliver 9,008 kWh per container with 2/4/8‑hour configurations and up to 96.0% round‑trip efficiency. TENER Sodium is a 30 MWh integrated sodium‑ion system offering a 20‑year design life, 95% round‑trip efficiency, operation from −20°C to +45°C and IEC/UL/CE certification.
Local operations and lifecycle support
CATL described a South American service network with five senior storage experts and more than 140 certified engineers, tiered response times (one‑hour remote, two‑day on‑site, five‑day cross‑regional escalation), four global core warehouses, over 50 front‑end stocking points and spare parts availability for up to 20 years. The company also noted a whole‑station testing facility in Xiamen, standardized training in Santiago, Chile, and regional recycling channels.
Bankability and project track record
Industry evaluators S&P Global Energy, Wood Mackenzie and BloombergNEF have recently ranked CATL as a top‑tier supplier and integrator. CATL reported RMB 53.26 billion in energy storage battery system revenue in H1 2026 (≈$7.9 billion) with 125.0 GWh shipped per SNE Research. Recent projects cited include the 602 MWh Burgas facility (May 2026), Supernode Stage 2 commercial operation (Aug 2026) with Stage 3 securing A$469 million in debt, the Gemini 380 MW / 1,416 MWh solar‑plus‑storage operational since July 2024 (US$760 million refinancing in March 2026), and the Registro transmission BESS commissioned in December 2022.
Source: CATL
