I’d be curious how upfront capital to set up LiFePO4 plant compares to the new sodium-ion offerings.
Sodium-ion definitely has some very appealing advantages over LiFePO4 from a transport/logistics (having the cells get moved around at 0 V is huge in terms of mitigating the liability headache of existing chemistries) and fixed installation perspective (know someone that’s already considering supplementing their solar storage LTO bank with sodium cells) but I’m struggling somewhat to see the advantages it offer for BEVs and if manufacturers will find it worth mass producing over other conflict mineral free chemistries.
It’ll be interesting to see of BYD details lifecycle cost for the different chemistries given they seem to be dumping capital into testing every proposed chemistry under the sun.
I’d be curious how upfront capital to set up LiFePO4 plant compares to the new sodium-ion offerings.
Sodium-ion definitely has some very appealing advantages over LiFePO4 from a transport/logistics (having the cells get moved around at 0 V is huge in terms of mitigating the liability headache of existing chemistries) and fixed installation perspective (know someone that’s already considering supplementing their solar storage LTO bank with sodium cells) but I’m struggling somewhat to see the advantages it offer for BEVs and if manufacturers will find it worth mass producing over other conflict mineral free chemistries.
It’ll be interesting to see of BYD details lifecycle cost for the different chemistries given they seem to be dumping capital into testing every proposed chemistry under the sun.