From Top Electric.

In 2023–2024 sodium-ion batteries were crowned the undisputed future: cheaper than lithium, made from table salt, no cobalt, no supply drama. CATL promised mass production, carmakers paraded prototypes, investors threw billions. Everyone declared lithium dead.

Fast-forward to late 2025 and the dream is in tatters. Lithium prices crashed below $10,000/ton, new mines flooded the market, LFP packs hit $50–60/kWh. Sodium cells? Still $70–90 and stuck at 150–175 Wh/kg—30–40 % less range, heavier packs, same old cars now feel like boats. Factories delayed, Western startups bankrupt (Natron gone, others folded), the only real shipments are low-speed micro-EVs nobody wants and grid boxes nobody notices. The physics never lied: bigger, heavier sodium ions just can’t match lithium’s energy density, and every “breakthrough” headline is still a lab toy, not a product.

The revolution wasn’t cancelled—it never started. Sodium will live in stationary storage, but for anything that moves, lithium won. The most expensive lesson in battery history: abundance is useless when the atoms themselves refuse to cooperate
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