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Can the launch of sodium batteries reshape the battery industry landscape?
Release time:
2023-11-10 19:01
We already have batteries such as lithium iron phosphate, ternary materials, and lithium manganese oxide. Do we still need sodium ion batteries? On July 29th, Ningde Times announced the launch of sodium ion batteries. After lithium batteries, sodium batteries have received high attention from everyone since their debut. With the entry of battery giant Ningde Era, sodium batteries may set off a new wave.
Zeng Yuqun said, "New application scenarios are constantly emerging, providing a stage for different technologies to showcase. Sodium ion batteries have unique advantages in low temperature performance, fast charging, and environmental adaptability, and are compatible and complementary to lithium-ion batteries. Diversified technological routes are also important guarantees for the long-term stable development of the industry
Compared with lithium iron phosphate, the specific energy of sodium ion batteries has reached 160Wh/kg (whether it is in mass production status is uncertain), slightly lower than the current iron lithium specific energy; But the fast charging performance and low-temperature performance of C sodium ion batteries are significantly better than lithium iron phosphate; The lifespan and safety are comparable, and C sodium ion batteries also have a slight advantage in system integration efficiency.
The above comparison of characteristics is only at the performance level. What truly kills C sodium ion batteries is their material supply and cost advantages. Unlike being limited by lithium, the global content of sodium is inexhaustible (the abundance of sodium ions in the crust is about 2.74%, and lithium ions is about 0.0065%), which allows Ningde Times to control the upstream supply chain of sodium batteries in its own hands and also indirectly use sodium batteries to restrain upstream suppliers of lithium batteries.
The most important thing is the cost of sodium ion batteries. Currently, the industry experience data I have seen is roughly: sodium ion batteries, small-scale 4-5 cents per watt hour, can reach 2-3 cents per watt hour after large-scale application.
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