LTR liontown resources limited

CHINA WILL BE VERY MUCH SHORT IN LITHIUM, page-260

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    In terms of energy density the sodium ion is still inferior to LFP but not by a massive amount
    You can have the same capacity in stored energy in a 20% larger battery but at "Ultra Low Cost" according to CATL
    $10 KWh vs $70 for Lithium when its so much cheaper i would accept a bit less range
    30-80% charge in 10 mins (30 mins at -28C) faster Charge rate
    battery lifecycle costs (cheaper disposal and reprocessing) and 10,000 recharge cycles life vs 1500!
    BYD and Chery will receive Batteries from December 2025
    CATL producing sodium-ion cells at their new 30GWh facility in Fujian province
    Plus safety benefits and less toxic in worst case scenario, this is a game changer IMO and will accelerate the transformation to EV - spooked me to exit PLS at $1.48 a few weeks back. I lost $30K on PLS in the last 6 months lol oh well there is always risk in the investment game, lucky my Au and Ag mining gains offset that disaster but i am glad to be out seeing the price decline further since.
    https://www.autoblog.com/news/china-sodium-ev-battery-shift




    https://hotcopper.com.au/data/attachments/7054/7054860-7576be45ac388770ab65a901d449b8e6.jpg

 
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