The first EV cars with sodium ion batteries are coming out in China later this year. Compared to lithium ion batteries, sodium ion batteries have no fire risk, are cheaper, have more cycle life, work better in cold climates, are cleaner and take much less energy to produce, but are less energy dense.
Video: This Chinese Sodium Battery Will Change EV Industry FOREVER In 2023$this->bbcode_second_pass_quote('', 'L')ithium is abundant, but difficult to extract and purify for use in batteries. Last year, the price of lithium carbonate peaked at over $80,000 per ton, although it has come down considerably since then. Sodium is also abundant, but unlike lithium, is readily available. For instance, the price of sodium carbonate is around $300 per ton today. Sodium — one of the primary components of table salt — is chemically similar to lithium, and thanks to the explosion in lithium carbonate prices, many companies are researching ways to use it to replace lithium in the batteries for electric vehicles.
Despite being chemically similar, sodium-ion batteries today have considerably lower energy density than lithium batteries. That’s a detriment, but bear in mind that not too long ago, LFP batteries were woefully deficient in their energy storage capability. But today’s LFP batteries are nearly as energy dense as lithium-ion batteries were just a few years ago. Things are moving quickly in battery development. The sodium-ion batteries available today will likely improve just as quickly.
On the other hand, sodium batteries are much less affected by low temperatures and appear to be able to handle more charge/discharge cycles than lithium-ion batteries. The latest sodium batteries do not require scarce materials like cobalt and nickel. Both CATL and BYD say they are about to introduce EV battery packs that have a mix of lithium-ion and sodium-ion cells. The thinking is the sodium cells will address the low temperature performance issue and the lithium cells will take care of the need for good performance in daily driving.
At the Shanghai auto show this week, CATL said its sodium-ion batteries will be installed in the Chery iCAR due to go on sale by the end of this year. BYD sources say its sodium-ion battery will also be in mass production in the second half of the year beginning with the Seagull.
The New York Times points out that because sodium-ion batteries have lower energy densities, more of them are needed to equal the energy capacity of lithium-ion batteries. That means more space is needed for a given amount of energy. That’s a problem for use in vehicles, but not an issue for grid-scale battery storage. Utilities that switch from lithium to sodium can simply put twice as many big batteries in an empty lot near solar panels or wind turbines.
Of the 20 sodium battery factories now planned or already under construction around the world, 16 are in China. China will have nearly 95 percent of the world’s capacity to make sodium batteries. Lithium battery production will still dwarf sodium battery output at that point, Benchmark predicts, but advances in sodium are accelerating.
There is one problem for China, however when it comes to manufacturing sodium batteries. It controls much of the sources for lithium worldwide, but has little access to the soda ash that is the source for the sodium needed to manufacture batteries. The United States accounts for over 90% of the world’s readily mined reserves for soda ash.
Utility companies are notoriously risk adverse when it comes to new technology. They prefer tried and true solutions that have stood the test of time. The Times says the industry wants to know more about the durability of sodium-ion batteries, such as how well they perform after years outdoors, not just in labs.
The TakeawaySodium is an attractive alternative to lithium because it costs only 2 to 3% as much as lithium. It is also largely immune to the decrease in performance that bedevils lithium-ion batteries today. But sodium-ion technology is about where lithium-ion technology was a decade ago. That doesn’t mean it won’t get better over time, but it does suggest there are a lot of things that can happen in the meantime. For instance, the price of lithium could continue to decline as new sources are discovered and the fruits of the Inflation Reduction Act begin to kick in.
The fact that there is so much soda ash available in the US is probably the primary reason to pursue sodium-ion technology. If America wants to decouple from China when it comes to batteries, sodium may be the route to go. But as the New York Times points out, virtually all the basic research into sodium-ion batteries is taking place in China at the present time.
That has to change if America wants to steal a march on its newest adversary, but will it? From everything we hear at the CleanTechnica communications center, nobody outside of China is paying much attention to the possibility of using sodium-ion batteries for vehicles or energy storage, although the DOE is conducting some research on the subject. In China, dozens of government funded labs are working on sodium batteries. Ten years from now, America may once again have reason to bewail its reliance on Chinese battery technology and demand to know, “What happened?”