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Pylontech’s 588 Ah and 601 Ah LFP Cells Enter Mass Production — Why Energy-Weighted Availability Stays the Same When the Cell Count Halves
On September 21, 2026, Pylontech began mass production of 588 Ah and 601 Ah prismatic LFP ESS cells at its Hefei base and named "fewer cells and interconnections" as a benefit of the larger format¹. Under a reverse-engineered assumption of 416S strings, a 100 MWh-class site drops from 99,840 cells to 52,000 cells (−47.9 %), and string trips caused by cell-count-proportional faults fall at the same rate. Each trip, however, now removes 800.1 kWh instead of 418.0 kWh (1.91×), so the energy-weighted unavailability stays at 0.0285 % regardless of cell capacity. The mean is unchanged and only the tail gets heavier: the probability of losing 0.8 % or more of…
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StarPlus Energy’s Indiana Plant — The Blended-OEE Illusion Created by Sequential NCA/LFP Commissioning
The Samsung SDI–Stellantis joint venture StarPlus Energy's Indiana (Kokomo) plant is bringing four lines online in sequence over 18 months: an NCA line starting October 2025, an LFP line (12 GWh/year) in Q4 2026, and additional NCA and LFP lines in Q1 2027. When lines of different chemistries (NCA, LFP) and end uses (EV, ESS) are commissioned at different times within a single site, a “Blended OEE” that sums the entire site into one number creates an illusion that obscures the actual performance of mature lines. This article back-calculates Takt Time from the publicly disclosed line-startup schedule and compares site-level blended metrics against line-level OEE under an assumed scenario. The…
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SK On’s Dual-Site ESS Production Bases — Where Fixed Contracts and Variable Bidding Split Takt Time Design
As of the second half of 2026, SK On is simultaneously pursuing two capacity-allocation efforts that look similar on the surface but differ sharply in character: a long-term fixed-contract ESS supply obligation from its Georgia, USA plant (9 GWh over 2027-2031 to NeoVolta Power), and a variable-bid-responsive capacity build at its domestic Seosan Plant 2, where 2 of 4 production lines are being converted to dedicated ESS-LFP pouch-cell lines. Both sites represent "ESS expansion" on paper, but the takt time (Takt Time) character each demands is different. Using publicly disclosed contract and conversion volumes, this article constructs an assumed scenario showing quantitatively that the fixed-contract site is better served by…
