[AtlasBarfed]

I'm pretty sure Tesla is already there, they are milking the profits right now though.

150 wh/kg sodium ion and 200+wh/kg LFP is going to be the workhorse of this price improvement. Sodium Ion should only be 30-40$/kwhr, and 2025-ish is when CATL expects to hit 200wh/kg sodium ion and 250 wh/kg LFP.

So its a double assault: higher density with cheaper materials. Waiting in the wings are solid state and sulfur techs among others.

IMO what is needed is a gradual phase-out EV price credit (not a tax credit) that starts at $10,000 and drops $1000 per year. Meanwhile, ICE cars should get taxed at registration $500 extra and that increases $500 per year.

[lttlrck]

$500 a year will take a lot of perfectly functional ICE cars off the road, to what end? And it would punish lower income families.

Gas prices alone are enough stick for this transition.

[oezi]

When will we see any consumer products utilizing sodium ion batteries at this price point? A 10kwh battery for less than 1000 USD certainly would change a lot of calculations around home solar.

[AtlasBarfed]

Alas, those are the theoretical values. The demand for batteries is pretty much infinite at this point compared to supply. CATL is supposed to have them in some degree of mass production already.

The Sodium Ion battery should enable the cheap 200 mile city car that about 4-5 billion people in the world want. If it gets to the price point it is the true revolution of EVs, not fancy high-density stuff, although sodium-sulfur will obviously be a similar revolution if/when it gets figured out.