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Shenzhen, China · Public (HKEX: 1211)
Blade LFP cells; also #3 integrator
Open roles
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no public job board
Federal awards
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none found
Last private raise
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no Form D on file
SEC filings
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not an SEC filer
Coming up
POLICY45X: advanced manufacturing
Wind components end after 2027. Solar and battery components: 75% in 2030, 50% in 2031, 25% in 2032, none from 2033. Critical minerals: 75% in 2031, 50% in 2032, 25% in 2033, none from 2034. Affects Lithium-ion.
+ THESISPOLICY45Y / 48E: all other clean power and storage
Full credit for projects beginning construction through 2033; 75% for 2034 starts, 50% for 2035, none from 2036. Affects Lithium-ion.
+ THESISOTHERBenchmark: BYD Energy Storage ranks fourth in H1 2026 cell shipments
BYD Energy Storage held a 6.7% share of global BESS cell shipments in H1 2026, up from sixth place in 2025, with 83.3% year-on-year growth. It ranked first in complete BESS system shipments with a 9.1% share. The date is an estimate based on the article's age.
source.benchmarkminerals.com →+ THESISOTHERBYD overtakes Tesla as largest BESS integrator for 2025
Benchmark data reported by Electrek show BYD shipped over 60 GWh of energy storage systems in 2025, a 13% global share, ahead of Tesla's 46.7 GWh. Wood Mackenzie ranks BYD third for the same year, so the sources conflict.
electrek.co →+ THESISCONTRACTBYD signs 2.6 GWh Chile storage order with Grenergy
BYD agreed to supply 468 MC Cube-T energy storage systems, about 2.6 GWh, to the Central Oasis solar-plus-storage project in Chile, partnering with Grenergy. The project totals 4 GWh of storage and 1.1 GW of PV.
cnevpost.com →+ THESISPOLICYForeign-entity (FEOC) supply-chain rules for tax credits
Notice 2026-15 explains how to calculate the material-assistance cost ratio and gives interim safe harbors for 45Y, 48E and 45X. Proposed regulations and safe-harbor tables are still to come. Affects Lithium-ion.
+ THESISPOLICY30D: clean vehicles
Ended for vehicles acquired after Sep 30, 2025. Affects Lithium-ion.
+ THESISHow it works
Charging pushes lithium ions from the cathode into the graphite anode; discharging lets them flow back while electrons run through the grid. Grid batteries mostly use LFP cells, which are cheaper and safer.
OPEN IN 3D →No public filings, raises or hiring trend to read yet.
Read from SEC 8-Ks (bankruptcy, default, delisting, restatement, impairment, restructuring), cash runway in annual reports, Form D raises and the 30-day hiring trend. A prompt to look closer, not a credit rating.
No public job board on Greenhouse, Lever or Ashby, so hiring isn't tracked for this company yet.
No federal grants, contracts or loans found on USAspending.gov under this company's US entity name.
Policy that applies
Sources: company job boards (daily), SEC EDGAR, USAspending.gov, and the reviewed technology spreadsheets. Public records only cover US entities, so foreign companies and private firms that don't file will show gaps.
No minerals, policies or partners linked yet. Add them in the review spreadsheet.
2026-08-21 · other
Benchmark: BYD Energy Storage ranks fourth in H1 2026 cell shipmentsBYD Energy Storage held a 6.7% share of global BESS cell shipments in H1 2026, up from sixth place in 2025, with 83.3% year-on-year growth. It ranked first in complete BESS system shipments with a 9.1% share. The date is an estimate based on the article's age.2026-05-13 · other
BYD overtakes Tesla as largest BESS integrator for 2025Benchmark data reported by Electrek show BYD shipped over 60 GWh of energy storage systems in 2025, a 13% global share, ahead of Tesla's 46.7 GWh. Wood Mackenzie ranks BYD third for the same year, so the sources conflict.2026-03-27 · contract
BYD signs 2.6 GWh Chile storage order with GrenergyBYD agreed to supply 468 MC Cube-T energy storage systems, about 2.6 GWh, to the Central Oasis solar-plus-storage project in Chile, partnering with Grenergy. The project totals 4 GWh of storage and 1.1 GW of PV.Not an SEC filer, or no US entity matched. Most private and foreign companies don't file.