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CATL Sodium-Ion at $45/kWh: Disrupting the Battery Cost Curve
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@techwheel
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2026-06-03 21:50:12
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CATL Gen 2 sodium-ion battery at 160 Wh/kg and $45/kWh undercuts LFP ($50/kWh) and NMC ($80/kWh). 2,360x more abundant than lithium, no cobalt, better cold performance. Best for small EVs (300-350km range) and ESS. CATL expects 20% of its output by 2028. Western battery industry caught off-guard - production is China-centric.
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