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Sodium-ion compliments Li-ion in the marketplace. Each battery variation is better suited for various niches. eg Sodium is a better fit for stationary storage.
by specialist 2y ago
Sodium-ion compliments Li-ion in the marketplace. Each battery variation is better suited for various niches. eg Sodium is a better fit for stationary storage. Though CATL and others are using sodium for down market vehicles too, which should free up Li-ion capacity for other use cases.
To reach net-zero 2050, we'll need an installed base of 2 terawatts of battery storage. Annual production is ~30 gigawatts. (IIRC.) So mfgs will still continue to scale up and make as many Li-ion (eg LFP) batteries as possible.
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Also exciting are the misc thermal solutions just now starting their own cost-learning-curves. Advanced geothermal (generation and storage), box of rocks (heat batteries), geothermal heat pumps (commercial and residential).
- pfdietz 2y agoGlobal battery making capacity is now around 1 TWh/year.
- specialist 2y agoThanks. I'm confusing both myself and the conversation. I probably (mis)took the terawatt figure to be the cumulative installed amount. And some quick forraging didn't set me straight. (Any helpful links?) Being just a simple bear, I want both a burn down chart for (human) GHG pollution and "burn up" chart depicting our progress towards our glorious renewable energy net-zero future. (Turrible names, I know, esp wrt climate crisis, but I don't know what else to call them.) Add some milestones, if we want to get fancy. As you can see, I struggle to make sense of the whole domain. And I'm sure I'm not alone.
- pfdietz 2y agoI actually understated it. Global battery manufacturing capacity last year was 2.6 TWh. https://www.bloomberg.com/news/newsletters/2024-04-12/china-already-makes-as-many-batteries-as-the-entire-world-wants https://www.bloomberg.com/news/newsletters/2024-04-12/china-...