this post was submitted on 02 Aug 2024
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They’re coming off a pilot production line and have shipped to vehicle manufacturers to see if they want to incorporate these into upcoming models.
Problem will be the price for the first run of this tech. They’re targeting “ultra premium” vehicles until they can scale and optimize manufacturing.
The market will segment away from the current tech anyway. CATL Sodium-ion with comparatively low densities but also extremely low prices per kWh will likely win the low-end market and the market for stationary solutions. This is just due to the much lower resource costs. The high-end will be up for things like this battery by Samsung (or other comparable pilot products). The current technology will likely be in a weird middle spot.
And those cheaper batteries may not be as compromising as people think. In terms of kwh/kg, the sodium-ion batteries coming on the market now are about where lithium poly batteries were about 4 years ago. It takes a few years before new batteries make their way into EVs, which means EVs being purchased right now have batteries with a similar kwh/kg of the new sodium-ion batteries. Those batteries are around 30% cheaper and don't have the same level of fire hazards as some lithium chemistries.
So if EVs on the market today have adequate range for your use, you'll probably be just fine with a future sodium-ion EV.
There won't be many charging stations able to output that kind of wattage tho