The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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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”
Peak Energy deploying world's first passively cooled grid-scale sodium-ion battery
“The first three and a half megawatt hour unit of capacity is going into the grid right now, and in Denver, it's going to be the largest outside of China. All that's exciting, but what I'm really excited about is that it's the first passively completely passive…”
Mossberg: Almost all global sodium-ion battery capacity is in China
“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.”
Hardware is only one-third of total grid battery project costs
“Today, you know, the cost of the hardware is probably only about a third of the total project cost. O&M, so all operating and maintenance, including Like, degradation maintenance, aux power, RTE losses, that is about another third of the total cost, NPV'd at, …”
Mossberg: LFP battery prices have dropped by roughly half in two years
“Two years ago, LFP was twice as, almost twice as expensive as it is today”
Mossberg: CATL hybrid vehicle battery packs combine sodium-ion and LFP
“CATL is been very vocal about their hybrid pack technology where they're using, I think it's a layered oxide based sodium ion, but they basically have some portion of a vehicle pack that is sodium for primarily for power and for cold weather performance, and t…”
Mossberg: Chinese sodium-ion stationary storage demonstrators are at tens of MWh scale
“You saw the first announcements kind of late last year, early this year with first sort of demonstrator projects, and those are in the, like, tens of megawatt hour scale.
and we know there are multiple other in the pipeline.”
Chinese policy gives non-lithium storage priority in interconnection queues
“Some of this is driven by some policy in China that,
That provided projects that, that do non-lithium storage with some preference in, like, interconnect queue speed and stuff like that, or the equivalent of whatever the interconnect queue is in China.
and …”