In addition, the enterprise plans to build at least 100GW of solar projects by 2030, which it might decide to couple with batteries. “I think it’s the best chance for sodium-ion to really become mainstream,” Quinn says.
mostly relegated to the grid- most likely. Not practical for EVs, with my chemistry knowledge. so no real disruption for 20 years - i am accounting for a scientific breakthrough by then, and the adequate investment to go with it. Even 5 years at these prices($25K-35K per tonne) is enough to make a lot of money, so no real risk imho. 50,000 TPA LCE is $1bn ebitda AUD/annum at these prices by way of example, 5 years at $25K is several billion AUD.
note, lithium has been used for the past 40 years- all the energizer type batteries we use are lithium.
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