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Sodium-Ion Goes Mainstream

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Sodium-ion batteries have crossed into commercial viability in 2024. CATL's new Diamond Cells achieve:
✅ 160 Wh/kg energy density (95% of entry-level LFP)
✅ 6,000 cycles at -30°C
✅ $52/kWh cell cost (40% below lithium)

Deployment Highlights:

  • BYD's Seagull EV: 300km range, 15-minute ultra-fast charging

  • Huawei's 5G base stations: 100,000 units deployed across rural China

  • Raw material advantage: Uses abundant salt & iron instead of lithium/cobalt

Industry Impact:
↗️ 2024 production: 58 GWh (up 380% YoY)
↗️ 2027 projection: $28B market (Benchmark Minerals)




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