Sodium was in play when lithium prices were too high, but now that lithium prices stabilised, I don't see real reason to go sodium.
Lithium (LCE) was priced $70/kg, that means that only cost of lithium for 1 kWh was $50, market in 2020 was expecting for the price of li-Ions to drop below $100/kWh, no way you would see that with lithium this high. Lithium demand was driving prices higher but it's also driving production higher, but production has a lag of months if not years. When production catches up LCE prices drop, it's now at $13/kg and for this price I think sodium is not competitive.
Sodium was in play when lithium prices were too high, but now...
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