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People are over excited about sodium-ion batteries. They are at least years away from price parity. The super-low numbers floating around are absolute fantasy u
by megaman821 1y ago
People are over excited about sodium-ion batteries. They are at least years away from price parity. The super-low numbers floating around are absolute fantasy until production is in the tens of gigawatt hours at least. Their real value is being a hedge on lithium prices. If large battery manufacturer can trivially reconfigure their lines to make sodium-ion batteries, that will be a giant check on large lithium price spikes.
- tim333 1y ago>CATL has announced battery pricing at the cell level in volume at $19/kWh. Sounds price competitive already?
- megaman821 1y agoNot until they actually make them "in volume". They could be ramping up volumes for years and years until they hit that price. When they start producing them, I would bet anything the initial run will not be $19/kWh.
- tim333 1y agoFair enough, I think that price is a while in the future but from another article: >In the meantime, CATL’s rival BYD said that its sodium-ion batteries have made progress in reducing cost and are already on track to be on par with lithium iron phosphate battery cost next year and even 70% less in the long run. The Chinese battery maker broke ground on a 30 GWh sodium-ion battery factory earlier this year.