| Sure, it'd be great if all the little bumps in the road were already hammered out, but that we all know that's not how massive scale production works. The two biggest numbers you need to look at in that article are lfp at 200 wh per kilogram and sodium ion at 160 w per kilogram. Keep in mind that I believe neither lfp or sodium ion needs extensive amounts of cooling like Cobalt nickel batteries and their runaway fire problems. So their pack density is actually better and simpler. So the 200 watt hour per kilogram basically equates to a 300 to 400 mile and possibly a 500 mile range car depending on efficiencies. 160 watt hour per kilogram sodium ion is the 200 to 300 and possibly 400 car When you think about it that way consider the implications for electrifying all consumer transportation. The sodium ion density means that the city car that would serve possibly 4 to 5 billion people in the world is a solve technology, borrowing proper scaling. The lfp density implies probably another billion to 2 billion people that need slightly better range, assuming good infrastructure for recharging. Now the road maps for lfp and sodium ion. Both are going to probably increase by at least 20% in the next 2 or 3 years. Maybe 5 years tops. If they can figure out sulfur chemistry versions of lithium sulfur and sodium sulfur then you may be able to double or triple densities in the next 10 to 15 years. This is all very very revolutionary stuff. |