It's really well done and digs into all the details on sodium-ion. Lots to like with sodium-ion (charge rate for one) but cost isn't going to be competitive for at least 5 and more likely 10 years.
It's really well done and digs into all the details on sodium-ion. Lots to like with sodium-ion (charge rate for one) but cost isn't going to be competitive for at least 5 and more likely 10 years.
The bottom line is, mass production is starting soon at cost levels that are probably undercutting LFP from day 1. CATL is explicitly targeting use for low end EVs. IMHO this chemistry is also a good match for things like trucks given the long battery lifetime and good enough energy density. Perfect for frequent rapid charging and intensive use in long range trucks.
But this is currently small batches backyard production, so I expect the prices to go down. Also, the materials are available practically everywhere, so even 3rd world countries should be able to make them.
> $10 figure is completely made up and hyped up by hype influencers
I'm pretty sure there's more to that and do note the caveats I added. CATL is one of the largest battery producers in the world and they are basically calling BS on this in a big way that's hard to argue with (i.e. planning to ship product at scale in 2 months).
Also, second generation product. They already have sodium ion based battery powered EVs in the market with their first generation. Apparently quite cheap and competitive with LFP. This is their v2.
You shouldn't believe everything on Youtube.
https://www.ess-news.com/2025/06/26/china-energy-engineering...
The crashing prices of LFP batteries has been Sodium-ions nemesis the past few years since their entire gambit is using cheaper raw materials while performing good enough for certain applications.
$10/kWh for sodium ion batteries using cheaper raw materials are definitely in reach as given by recent LFP prices.
I presume the actual price will be set by what the market will pay, probably starting more like $50 and falling over time.
Then - why would they sell them at discount? They offer superior charge performance (dramatically higher rates and cold weather performance) when compared to LFP. LFP is a PITA in cold climate. I never get negative temperatures yet still get cold gated even in shoulder seasons!
I could see quite a rapid takeoff if they prove successful next year after being mass produced because they look like maybe the best solution for grid storage.