Lyten, a global leader in lithium-sulfur battery technology, recently announced the completion of its acquisition of Northvolt's Dwa ESS business in Gdańsk, Poland. Covering an area of 25,000 square meters, the plant, which was previously part of Northvolt Systems, once served as Europe's largest manufacturing and R&D center for battery energy storage systems (BESS). The transaction amount has not been disclosed.
This acquisition represents a key move for Lyten to expand into the European market. Commissioned in 2023, the Dwa ESS plant has an annual production capacity of 6GWh, which can be expanded to over 10GWh. It is powered by renewable energy and has already secured customer orders through 2026, providing Lyten with sufficient production capacity to meet the growing BESS demand in Europe.
Dan Cook, Lyten's CEO and Co-founder, stated that Northvolt's BESS manufacturing business is world-class and aligns closely with Lyten’s strategic direction. The company plans to immediately restart operations at the Polish facility to fulfill customer orders. With support from the Port of Gdańsk and all levels of government, the facility will combine Silicon Valley innovation with Polish engineering talent to deliver next-generation energy storage technologies to the global market. Chairman Lars Herlitz added that European customers are increasingly focused on local manufacturing and supply chains free from geopolitical risks, making Gdańsk an ideal location.
Robert Chryc-Gawrychowski, CEO of Northvolt Poland, pointed out that the lithium-sulfur battery technology introduced by Lyten does not require minerals such as nickel and cobalt, and uses European local materials. This continues Northvolt's mission of leading the sustainable development of Europe's battery industry, and the continued operation of the Gdańsk plant is of great significance to the industry. Aleksandra Dulkiewicz, Mayor of Gdańsk, believes that this investment confirms the improvement of the city's global economic competitiveness and will promote cooperation in the energy storage field as well as the establishment of R&D partnerships with universities.
Lyten's lithium-sulfur batteries have achieved commercial application, covering scenarios such as unmanned aerial vehicles (UAVs), the International Space Station, and Chrysler's Halcyon concept electric vehicles. This technology boasts significant advantages: it can operate efficiently within a wider temperature range (including high-temperature environments), has better safety performance than traditional batteries, utilizes lightweight and high-energy-density materials abundant in Europe and the United States, and features controllable costs.
The battery energy storage sector is currently the fastest-growing segment in the industry, with its primary driving forces being the energy demand from AI data centers, the need for enhanced resilience in European and American power grids, and the electricity demand in emerging markets. In December 2024, Lyten received a $650 million financing commitment from the U.S. Export-Import Bank to support capacity expansion and the supply of BESS to developing countries.
The sale of the Dwa ESS plant is part of the strategic restructuring and bankruptcy proceedings initiated by Northvolt at the end of 2024. In April 2025, Scania, a Swedish commercial vehicle manufacturer, acquired its industrial division. Prior to this, Lyten also acquired Northvolt's shuttered Cuberg lithium-metal battery production line in California in November 2024, planning to invest $20 million to build a lithium-sulfur battery base with an annual capacity of 200MWh. In October of the same year, it announced a $1 billion investment in a 10GWh factory in Nevada, with the first phase of the project expected to start production in 2027. This Swedish company, once a flagship project for the EU's local clean energy supply chain, had been seeking partners for its Gdańsk base since September 2024. This acquisition marks the strategic transformation and continuation of its European operations.
Source：https://mp.weixin.qq.com/s/Xah_YV204tQtLPv3FGP4AA