[Manuel_D]

The energy density of LFP batteries are also 30-50% higher than sodium based battery chemistries. Even if sodium battery prices drop, the lower energy density is a big disadvantage. My understanding is that sodium batteries are aimed at stationary use-cases, like battery buffers for fast charging.

[jillesvangurp]

At the cell level yes. But at the pack level, you need less/no cooling and there is virtually no risk of runaway fires. This means the cells can be packed more densely and you get some weight benefits for all the stuff you no longer need for fire safety.

CATL already put sodium ion in cheap cars. And there are other benefits to this type of battery like a wider range of operating temperatures that cover essentially all of the extreme temperatures you'd find in the arctic and the hottest deserts.

I would not be surprised to find some of these batteries in big semis a few years down the line when the cost benefits make the space/weight sacrifices worth the trade off.

But you are right that domestic and grid storage are also going to be huge use cases.