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.
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.