The Ledger
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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.”
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.”
Mossberg: Sodium-ion cell prices will drop ~$20/kWh over next 2–3 years
“We can see pretty clearly for the next two years, because we have quotes from both from raw material suppliers and from cell suppliers that take the, you know, like the price is falling by about 20 dollars per kilowatt hour over the next two, two-ish years, tw…”