sodium ion

“I think sodium ion makes a ton of sense for the grid. I don't think it makes any sense for EVs.”

“The fact that it's been largely developed by and is already being scaled up by the exact same large industrial players, battery manufacturers that make existing lithium ion you know, means that it's, You know, I guess it's, I guess it is a better mousetrap, bu…”

“For sodium ion, it's still my understanding to be above 80 dollars per kilowatt hour for the NFM type chemistries, the layered oxide chemistries, and because of the further energy density penalty that you have with Some of the pyrophosphate materials my unders…”

“Where the substrate metal foil that the negative bread is attached to, usually in lithium ion, has to be copper. In sodium ion, it can be aluminum, and that's lighter, it's cheaper it has some other benefits that we can get into later, but apart from all of th…”

“Saying kind of a blanket statement that Sodium ion is safer than lithium ion. I can tell you that is objectively wrong, right?”

“Almost all of it's in China. There's some sort of token projects and stuff elsewhere, but almost all of it's in China.”

“You'd be pretty safe in saying there's at least 30 gigawatt hours, probably as much as a hundred gigawatt hours of sodium ion capacity worldwide for all different variants”

“You know, we see sodium ion playing a part, and we're already interested in, and seeing how that's going to participate. I think that could potentially be a replacement in the nearer term, even.”

“I think there is a degree of hype that is warranted, largely because it seems pretty clear that some of the big Chinese manufacturers, CATL included, are investing a lot in sodium ion and are actually deploying.”

“Given the pace at which lithium ion chemistries have fallen in price, and the amount of manufacturing capacity that's been built around the world, if I look at Bloomberg NEF projections, sodium ion will make an impact, but such a sliver, even after 2030 years,…”