From Top Electric.

3 Million Miles – How Sodium Batteries Are About to Crush Lithium. Will BYD and Toyota Survive? CATL, the world’s leading battery manufacturer, has unveiled revolutionary sodium-ion batteries that promise to transform the electric vehicle (EV) industry. These game-changing batteries boast an energy density of 175 Wh/kg, surpassing many lithium iron phosphate batteries, including BYD’s Blade battery. This breakthrough enables EVs to achieve a 500 km range, making sodium batteries a viable, cost-effective alternative to lithium. Unlike lithium batteries, sodium batteries require no scarce materials, potentially reducing costs by 30% and enabling ultra-affordable EVs, possibly as low as $5,000. Their durability is unmatched, with a lifespan of 10,000 cycles, equating to 4.8 million kilometers—outlasting most lithium batteries. Safety is another standout feature; rigorous tests, including needle penetration and sawing, showed no fires or explosions, a significant advantage over lithium technology. Additionally, these batteries excel in extreme cold, maintaining 93% capacity at -30°C and supporting highway speeds at 0% charge, a feat lithium batteries cannot match. With 5C fast-charging capabilities, they can deliver rapid recharges, enhancing EV practicality. CATL’s innovation has boosted its market capitalization to over $137 billion, reflecting its leadership in the industry. These sodium batteries are set to disrupt lithium dominance, offering safer, cheaper, and more durable solutions for EVs and energy storage. This historic milestone could democratize electric transportation, alleviate lithium supply chain concerns, and accelerate the global shift to sustainable energy.

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