Sodium-ion could be the next big thing. Last August, Natron announced a $1.4B factory in North Carolina. Other U.S. companies like Peak Energy, Bedrock Materials, and Acculon Energy are jockeying for position in the market. Meanwhile, almost all of the world’s sodium-ion manufacturing capacity, current and planned, is in China. CATL’s CEO Robin Zeng suggested that sodium-ion could ultimately take up to half of LFP’s market share.The potential advantages are exciting: Sodium-based chemistries could be cheaper and safer. They ...
Sodium-ion could be the next big thing. Last August, Natron announced a $1.4B factory in North Carolina. Other U.S. companies like Peak Energy, Bedrock Materials, and Acculon Energy are jockeying for position in the market. Meanwhile, almost all of the world’s sodium-ion manufacturing capacity, current and planned, is in China. CATL’s CEO Robin Zeng suggested that sodium-ion could ultimately take up to half of LFP’s market share.
The potential advantages are exciting: Sodium-based chemistries could be cheaper and safer. They could also use domestically sourced materials, avoiding the geopolitical headaches of minerals critical to the lithium-ion supply chain, like nickel, cobalt, and copper.
So, amid all the sodium-ion hype, what's credible and what’s not?
In this episode, Shayle talks to Adrian Yao, founder of Stanford’s STEER program, a battery research group specializing in techno-economic analysis. He’s also a board member of lithium-ion manufacturer EnPower, where he was once a co-founder and CTO. Shayle and Adrian talk about the findings from a recent Nature paper Adrian co-authored exploring a techno-economic analysis of sodium-ion batteries. They cover topics like:
- The differences between sodium-ion and lithium-ion, as illustrated by the battery sandwich
- Misconceptions about sodium-ion, for example, that it’s necessarily safer
- The biggest challenges: energy density and cost competitiveness
- How players in the lithium-ion supply chain could pivot to sodium-ion
- Why the technology’s success may hinge on the price of nickel, copper, and other lithium-ion materials
Recommended resources
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Nature Energy: Critically assessing sodium-ion technology roadmaps and scenarios for techno-economic competitiveness against lithium-ion batteries
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Latitude Media: Peak Energy’s quest to build US sodium-ion battery dominance
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Heatmap: Is Sodium-Ion the Next Big Battery?
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WSJ: U.S. Battery Rush Spurs $1.4 Billion Sodium-Ion Factory in North Carolina
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.
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