Comment by dzhiurgis
2 days ago
Sodium going to reach price parity in about 15 years. Until then its strength is cold weather performance and slightly simpler supply chain.
2 days ago
Sodium going to reach price parity in about 15 years. Until then its strength is cold weather performance and slightly simpler supply chain.
This is exciting but what kinds of things are actually done to improve the price(like if people know the solution already then why not already do it?) and how do you determine 15 years?
Sodium hydroxide is main cost saving, but also there’s slightly cheaper form of graphite anode. So IIRC it’s 20% cost saving once new manufacturing process amortises.
Thing is - LFP process keeps getting cheaper and charts show it’s going to be 15 years until sodium reaches LFP cost.