....what do we really know about where EV battery technology is heading?
....we don't. Except that the Chinese are not waiting to make it considerably cheaper with or without lithium.
....everything you have assumed about lithium, you can't assume.
BYD 150 Ah Na-ion blade battery roadmap from@ElectriosH!
The BOM of BYD's 150 Ah Na-ion blade battery is expected to be comparable to that of LFP batteries by 2024. This is a very ambitious goal, but it is possible given the rapid pace of technological development in China. If supply chains for sodium-ion batteries are well established by the end of this year, costs could potentially be reduced by 100%. Also interesting that they are working on both layered oxides and polyanion cathodes. Would love to see the volumetric energy density and Cell to Chassis efficiency for these cells
