Comment by cramer4next

2 days ago

Its a failure in the U.S. because the bet is on solid state batteries. Personally I won't take the EV plunge until they have those. The only exception for me to not wait would be the 10k BYD car. At that price point and it lasted 3 years i'd be happy.

The constraints and priorities for EVs and grid storage are very different.

In a car it’s worth paying more for higher volumetric and gravitational density. For aircraft even more so.

For grid storage, physical space is usually not the largest issue. Cost of deployment, stability, and cycle life are bigger factors.

This is for grid storage, not EVs.

  • The article is about grid storage, but grids can also use solid state and battery tech is shared between different usecases. My point was where the bet is.

    QuantumScape is a good example as it entered into agreements with opertors for their battery tech.

    Good article on solid state for the grid: http://large.stanford.edu/courses/2025/ph240/mann2/

    • The solid-state batteries with lithium do not have any significant advantage for having a solid electrolyte, but their advantage is in having an anode made of pure lithium, instead of lithium intercalated inside some electrode material.

      This greatly increases the energy density, which is very important for a mobile application, but this has little importance for stationary applications, where not the energy per mass or per volume is important, but the energy per dollar.

      Moreover, for stationary electric grid applications, besides the cost, the lifetime is extremely important. As mentioned by others, the companies which provide electric energy want lifetimes of the order of 30 years, which can be ensured with sodium batteries.

      For now, the main factor that has prevented the use of the lithium batteries with solid electrolytes is the short lifetimes.

      There are good chances that we will see cars with lithium batteries with solid electrolytes, but I do not believe that such batteries will ever be used for high-energy stationary applications.

Nobody in their right mind would put Na-ion batteries in an EV. The lawsuits would never stop. It would be worse than Asbestos lawsuits.