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BASF Achieves Major Milestone: First CAM Is Delivered to WELION

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Key Takeaways

  • BASF supplied its first batches of Cathode Active Materials for Semi-Solid-State batteries.
  • BSBM created an ultra-high Nickel NCM cathode with coating to boost density and performance.
  • BASF and WELION achieved mass production within a year of launching their joint project.

BASF SE’s (BASFY - Free Report) unit, BASF Battery Materials, achieved a significant milestone in next-generation battery innovation by supplying its first batches of mass-produced Cathode Active Materials (“CAM”) for Semi-Solid-State batteries to Beijing WELION New Energy Technology Co., Ltd. through the joint venture BASF Shanshan Battery Materials Co. (“BSBM”).

The step toward industrialization of Solid-State batteries was driven by high market demands for increased energy density and enhanced safety. The BSBM R&D team developed an ultra-high Nickel NCM cathode material with a composite coating to address interface challenges, boosting energy density, lowering resistance, and improving battery life and performance. As this innovative technology gained widespread attention, BASF and WELION, since its project launch in August 2024, have enabled mass production from concept in just a year. The advancement was made possible through seamless teamwork and a shared commitment to excellence.

WELION’s more than four decades of experience in exploring Solid-State battery technologies, paired with BSBM’s over 20 years of expertise in cathode active materials development and production, contributed toward the successful commercial implementation of this project.

The successful delivery of Cathode Active Materials for Semi-Solid-State batteries emerges as a testament to a strategic collaboration, accelerating commercialization and large-scale industrialization of next-generation battery technologies. By combining innovation and manufacturing excellence, BASF and WELION are setting the stage for future breakthroughs in the global battery industry.

BASFY stock has gained 8.8% over the past year against the industry’s 17.3% decline.

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BASFY’s Zacks Rank & Key Picks

BASFY currently carries a Zacks Rank #5 (Strong Sell).

Some better-ranked stocks in the Basic Materials space are The Mosaic Company (MOS - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Element Solutions Inc. (ESI - Free Report) . MOS sports a Zacks Rank #1 (Strong Buy) at present, while CRS and ESI carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for MOS’ 2025 earnings is pegged at $3.17 per share, indicating a rise of 60.10% from year-ago levels. The company’s earnings beat the consensus estimate in one of the trailing four quarters while missing it in the rest. Its shares have gained 26% in the past year.

The Zacks Consensus Estimate for CRS’ current fiscal-year earnings is pegged at $9.51 per share, indicating a 27.14% year-over-year increase.Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.38%. CRS’shares have surged 74.2% in the past year.

The Zacks Consensus Estimate for ESI’s current-year earnings is pegged at $1.44 per share. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 2.11%.


 

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