3 ms·
That seems unlikely since they can use the same factories and the raw material cost is significantly lower.
by DennisP 10mo ago
That seems unlikely since they can use the same factories and the raw material cost is significantly lower.
- dzhiurgis 10mo agoIt's not panacea. Only lithium vs sodium is cheaper and they can use lower grade graphite which is just slightly cheaper (overall 30% reduction). Rest is same while it's a new manufacturing process. Meanwhile 99.99% production is focused and will be continued focused LFP.
- scotty79 10mo agoThat entirely depends on how large the market for stationary storage is going to be. On top of the price, sodium has advantage of being safer and usable in wider temperature range. Who in their right mind would pay 40% more to pick a dangerous and fussy product just because it's a bit smaller and lighter for their home?
- dzhiurgis 10mo agoSodium is obviously better option even for cars in very cold climates (which is somewhat of a niche (tho lfp cold gates even in mild climates)) and IMO CATL et al will charge premium for this while they can. But initial claim was “fraction of the cost, tomorrow” which is super incorrect.
- scotty79 10mo agoI did not say tomorrow. It will definitely take time. What I'm opposing is flippantly relegating a new technology with real benfits, that the largest manufacturer of lithium batteries is significantly betting on, to the 0.01% of the market. You say 0.01%, largest manufacturer of lithium batteries says 50%. If you meet half way it's still about 25% which is significant. https://undecidedmf.com/why-the-biggest-battery-company-is-betting-against-lithium/ https://undecidedmf.com/why-the-biggest-battery-company-is-b...
- dzhiurgis 10mo agoOh god, of course it's mr undecided. Go thru years of his hype videos and decide if ANY of his predictions were right. Goes well with EV viking and "just (don't) have a think". Yes, eventually it might be 50%, but right now you can't even get _specs_ from CATL while LFPs are traded like commodity.
- scotty79 10mo agoI have no respect for what mr undecided is saying. I have respect for what CATL is saying. https://www.catl.com/en/news/6401.html https://www.catl.com/en/news/6401.html Are you sure you aren't the one blinded by hype?