TREE NEWS update: At the 2026 World Power Battery Conference in Yibin on Sept 3, Vice Minister of Industry and Information Technology Xiong Jijun said the ministry will support industry players in breaking through technologies for all-solid-state, sodium-ion and lithium-metal batteries. The push aims to accelerate R&D of new material systems and process structures to improve energy density, safety and durability of power batteries.
China urges breakthroughs in solid-state, sodium-ion battery tech
This signals a policy-level shift in China's battery roadmap, prioritizing next-gen chemistries over incremental lithium-ion improvements. The explicit mention of sodium-ion and lithium-metal suggests state backing for alternatives that could reduce reliance on scarce lithium and enhance supply chain resilience. For the RWA/crypto markets, this is indirect but notable: if these technologies mature, they could alter the commodity demand outlook for lithium and related metals, affecting tokenized commodity baskets. The open question is whether this verbal support translates into concrete subsidies or mandates, which would accelerate commercial deployment timelines.
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