Landon Mossberg, CEO of Peak Energy, compares the high-temperature cycling degradation of NFPP sodium-ion cells against LFP cells.
Prediction Open · timeframe Dec 2030
Chinese sodium-ion prices will undercut LFP by 2030, Mossberg predicts
“From the quotes and what we're hearing from the suppliers, not just cells, but also materials, we see a really low-risk pathway to the crossover point on price with LFP coming somewhere between twenty-twenty-eight and twenty-thirty out of China.”
Prediction Not checkable as stated
Waiting 4-5 years cedes sodium-ion economy of scale to China
“So if we wait for, Four or five years to get into this game, we're going to be in a similar place that we are today on LFP, but, ah, today at least, you're not facing such a huge, ah, economy of scale challenge.”
Assertion Not checkable as stated
Peak Energy reaches balance-of-system cost parity with LFP today
“We try to depopulate a lot of the subsystems that drive cost, complexity, and energy density loss here. And what that lets us do is actually get to a balance of system cost Despite a serious energy density penalty that is already today pretty much on par with …”
Assertion Not checkable as stated
Peak Energy's passive sodium-ion system uses 50x less aux power than LFP
“Just on aux power, we're 50 times, a little bit more than 50 times more efficient. We use 50 times less power than an equivalent LFP system.”
Assertion Not checkable as stated
Peak Energy claims $75/kWh NPV benefit over LFP in hot climates
“If you add all that stuff together, we're at about, in a hot region, like let's take like Miami or Phoenix, we're at about a 75 dollar per kilowatt hour NPV benefit on a TCO basis versus an equivalent LFP system.”
Assertion Supported
Mossberg: Global sodium-ion battery capacity is between 30 and 100 GWh
“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”