Thanks for this link but it is missing some info (needs to add...

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koparoma

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20/04/23

10:22

Post #: 67370750
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Originally posted by FreeflyerNZ: ↑

Spod is still up over 5000 USD which is an amazing price. In my eyes the lithium price is about where it should be and creates balance between the absorption rate and growth of EVs.

Miners will still be making bank easily for the rest of the decade. Sodium will ease pressure on lithium but it is expected to be more 2025-2030. It will be the low end of the market in terms of vehicle size and range. But should have a big impact on stationary energy storage applications where weight isn't an issue.

A crucial point that i will point out is that CATL are advertising gravimetric density rather than volumetric density. But leave this hidden. Volumetric takes into consideration weight and size of the battery. The higher the volumetric density the more cells you can fit. Which leads to more range at a lower size battery.

Sodium batteries are safer, charge faster, respond better at very low temperatures but are very restricted for mid range and high range vehicles. They also have a lower amount of cycles. Average 5000 cycles vs 8000-10,000 cycles if that of a Li-ion.

the Shanghai Auto road show is on now which CATL was going to announce 200wh/kg. Again not Wh/L which caters for how many cells you can fit and weight of the battery.

Sodium batteries definitely have a role to play. To further your research and ease your mind investing in lithium then I'd suggest watching this below. It will also take time to scale up but should be just as rapid if not faster than the scale of lithium batteries but more so after 2025.

A great source
https://youtube/y3pkHZ01_wc

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Thanks for this link but it is missing some info (needs to add ".com/watch?v=" after "youtube" )

I think you meant to link to this?:

LLL Price at posting: 51.8¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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