Kun Tang (HiNa Battery) explains that battery fire safety is driven as much by manufacturing quality and tier-one standards (like CATL and BYD) as chemistry.
“Tier two Chinese companies, the ratio of their safety issues always much higher than top, like BYD, like CTL.
So that's why CTL always sell about the 10% expensive than
The tier two.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Kun Tang
AssertionSupported
Tang: China's EV dominance resulted from heavy multi-decade state subsidies
“Today's situation in China is a national drive for last decades. So, you know, so the pure EV car, it can get easily charged in China, in most cities, but you cannot guarantee that happen in India, or even in Germany. I don't think there's too many charge stat…”
Kun TangAug 10, 2026▶ 31:57The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries? · Nikhil Kamath
Opinion
Tang: No country can beat China's cost on exported lithium-ion batteries
“For, if you beat choose lithium ion battery, once there's export from China, no one can beat the Whole cost.”
Kun TangAug 10, 2026▶ 58:13The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries? · Nikhil Kamath
AssertionSupported
Tang: Sodium raw materials cost one-tenth of lithium equivalents
“So the price of cobalt sodium Combinates, it's one-tenth of the lithium components.”
Kun TangAug 10, 2026▶ 40:05The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries? · Nikhil Kamath
Insight
Tang: Sodium-ion batteries are strictly for short-range EVs under 500 kilometers
“We can use for the three wheels scooters short range, which says less than 500 kilometers. It's fine. But for the long range, up to 1000 kilometers, it's, that's the way for this one, for the solid city one.”
Kun TangAug 10, 2026▶ 41:36The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries? · Nikhil Kamath
AssertionSupported
Tang: Sodium-ion batteries utilize the same manufacturing facilities as lithium
“We are the same level with lithium. So we use actually the similar facility with lithium. So we just change the material. So so that's why most of the lithium battery company, they claim they have sodium product.”
Kun TangAug 10, 2026▶ 43:24The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries? · Nikhil Kamath
AssertionSupported
Tang: Modern LFP EVs can reach up to 1,000 km in range
“So the RFP can, you can drive a RFP driving car to up to 101,000 kilometers long range.”
Kun TangAug 10, 2026▶ 19:29The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries? · Nikhil Kamath
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