It's safe to say the companies are not in the market bracket, no?
They're also used by Nissan [1], BMW [2], and Indian EVs [3].
European firms like ZF, Valeo, MAHLE, and Schaffler along with British firms like AEM have been working with Indian manufacturers for a couple years now to integrate supply chains for mass-producing EESMs.
EESMs as well as the larger OEM story played a role in helping land the EU-India and the UK-India FTAs because the supply chains for French+Italian (Renault, Stellantis), Japanese (Toyota, Honda, Suzuki), Korean (Hyundai-Kia), and Indian automotive manufacturers merged.
On the other hand, EESM EVs aren't a thing here in North America nor China yet.
[0] - https://news.ycombinator.com/item?id=48510402
[1] - https://leandesign.com/nissan-ariya-magnet-free-motor-teardo...
[2] - https://www.bmwblog.com/2025/02/20/bmw-gen6-electric-motors-...
[3] - https://www.reuters.com/world/china/india-revs-up-alternate-...
EESMs are primarily manufactured by European OEMs (ZF, MAHLE, Schaffler, AEM) and their Indian JV partners (Sona Comstar, Sterling, and the India JVs of the OEMs listed). Both have been blocked via export controls from accessing battery tech from China over the past few years, and a major reason for the push for EESMs was for an ex-China supply chain, especially after China began export controlling rare earths to the EU [6].
Additonally, Chinese and American EVs tend to use PMSMs unlike European and now Indian EVs. Also, the EU is cracking down on automotive exports (cars and OEMs) from non-FTA states as part of the EU Industrial Accelerator Act (which btw has made China go ballistic [2][3][4][5]).
On the other hand, they will most likely use Japanese or Korean solid-state batteries as Idemetsu Kosan is in the process of mass producing them [0][1] as is LG [7].
[0] - https://www.chiyodacorp.com/en/projects/solidelectrolytefaci...
[1] - https://battery-tech.net/battery-markets-news/idemitsu-kosan...
[2] - https://www.globaltimes.cn/page/202605/1361926.shtml
[3] - https://www.globaltimes.cn/page/202605/1362200.shtml
[4] - https://www.globaltimes.cn/page/202605/1362161.shtml
[5] - https://www.ft.com/content/5903318c-319b-426e-b05d-062f7620f...
[6] - https://www.reuters.com/world/china/eu-lawmakers-rebuke-chin...
[7] - https://blog.lgchem.com/en/2026/03/25_solid_state_battery/
This is a helpful explanation of what this technology is and looks like. (Munro)
You are unlikely to see a vehicle with sodium batteries until after that happens, and it needs to be significantly less than LFPs as you Na batteries have more weight per Wh. I believe they also have a shorter lifespan (but not NMC short). Edit correction, looks like CATL is promising 15000 cycles, which is much longer than LFPs which usually come in at 7000 to 10000.
It seems far more likely to me that if the Na prices tank, you'll probably first see them deployed as grid and home battery solutions.
dmitrygr•42m ago
dyauspitr•21m ago
cyberax•16m ago
The problem is that it makes the rotor far less mechanically robust and also heavier. That's why these motors are less powerful.
cyberax•18m ago