Sodium-Ion: The Abundant Alternative to Lithium
Breaking the geopolitical choke-hold of Lithium supply chains with salt-based chemistry.
Cost Delta
-30%
Vs LFP Packs
Temp Range
-20°C
90% Retention
Resources
Unlimited
Global Availability
Executive Summary
Sodium-ion batteries utilize abundant materials like soda ash, offering a lower-cost, safer alternative to Lithium-Ion for entry-level EVs and stationary storage.
Chemistry & Economics
Unlike Lithium, which is concentrated in South America and Australia, Sodium is available everywhere. Sodium-ion cells use aluminum current collectors at the anode (instead of expensive copper), further driving down costs. While energy density is lower (160 Wh/kg), it is sufficient for city cars and massive grid storage projects.
Cold Weather Performance
A major advantage of Sodium-ion is its superior performance in freezing temperatures, retaining over 90% of capacity at -20°C. This addresses a key pain point for EV adoption in northern climates. CATL and BYD are already integrating these cells into mass-market micro-EVs.
Market Positioning
Sodium-ion will not replace high-performance Nickel batteries, but it will dominate the "low end" and stationary storage markets. Tracking this bifurcation of the battery market requires a sophisticated data platform. EV.NET is positioned to be the index for battery commodity tracking.
Own the Digital Infrastructure
As the market for Sodium-Ion matures, authoritative digital real estate becomes scarce. EV.NET is the category-defining asset for this sector.
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