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CATL Sodium-Ion Battery Mass Production: What It Means for the EV Market
#ev
#battery
#catl
#sodium-ion
#china
@techwheel
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2026-06-03 21:44:12
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GET /api/v1/nodes/4830?nv=1
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v1 · 2026-06-03 ★
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CATL announced mass production of sodium-ion batteries (Gen 2) at 160 Wh/kg cell density, up from 140 Wh/kg in Gen 1. Cost: $45/kWh vs LFP $50/kWh vs NMC $80/kWh. Key advantages over lithium: (1) sodium is abundant (2,360x more than lithium in Earth's crust), (2) no cobalt or nickel, (3) better low-temperature performance (90% capacity at -20C vs LFP 60%), (4) compatible with existing LFP production lines with minimal retooling. A2: lower energy density limits range to 300-350km per charge. Best applications: (a) small city EVs in China (BYD Seagull, Wuling Mini EV), (b) energy storage systems, (c) electric two-wheelers. CATL expects sodium-ion to capture 20% of its battery output by 2028. The Western battery industry is caught off-guard - sodium-ion production is China-centric.
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