Sodium-ion could be the next big thing. Last August, Natron announced a $1.4B factory in North Carolina. Other U.S. companies like Peak Energy, Bedrock Materials, and Acculon Energy are jockeying for position in the market. Meanwhile, almost all of the world’s sodium-ion manufacturing capacity, current and planned, is in China. CATL’s CEO Robin Zeng suggested that sodium-ion could ultimately take up to half of LFP’s market share.
The potential advantages are exciting: Sodium-based chemistries could be cheaper and safer. They could also use domestically sourced materials, avoiding the geopolitical headaches of minerals critical to the lithium-ion supply chain, like nickel, cobalt, and copper.
So, amid all the sodium-ion hype, what's credible and what’s not?
In this episode, Shayle talks to Adrian Yao, founder of Stanford’s STEER program, a battery research group specializing in techno-economic analysis. He’s also a board member of lithium-ion manufacturer EnPower, where he was once a co-founder and CTO. Shayle and Adrian talk about the findings from a recent Nature paper Adrian co-authored exploring a techno-economic analysis of sodium-ion batteries. They cover topics like:
- The differences between sodium-ion and lithium-ion, as illustrated by the battery sandwich
- Misconceptions about sodium-ion, for example, that it’s necessarily safer
- The biggest challenges: energy density and cost competitiveness
- How players in the lithium-ion supply chain could pivot to sodium-ion
- Why the technology’s success may hinge on the price of nickel, copper, and other lithium-ion materials
Recommended resources
-
Nature Energy: Critically assessing sodium-ion technology roadmaps and scenarios for techno-economic competitiveness against lithium-ion batteries
-
Latitude Media: Peak Energy’s quest to build US sodium-ion battery dominance
-
Heatmap: Is Sodium-Ion the Next Big Battery?
-
WSJ: U.S. Battery Rush Spurs $1.4 Billion Sodium-Ion Factory in North Carolina
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
