In one line
Emerging battery chemistry using sodium instead of lithium — currently 13–25% premium over LFP, crossover expected 2028–2029.
What it means
Sodium-ion batteries replace lithium with abundant sodium, offering supply-chain independence from concentrated lithium production. Cells from CATL, BYD, and HiNa Battery sit at $95–105/kWh in Q1 2026 vs $84/kWh for LFP. The promised cost crossover keeps slipping as LFP also falls; now expected 2028–2029.
Related terms
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