Lithium-ion’s declining cost trajectory is often framed as a story of cells, scale, learning curves, and a 2021-22 lithium price spike that “probably won’t happen again.”
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Lithium-ion’s declining cost trajectory is often framed as a story of cells, scale, learning curves, and a 2021-22 lithium price spike that “probably won’t happen again.”
For years, sodium-ion was talked about purely based on its potential: if the technology matures to where it’s competitive with lithium-ion, what would that mean for the battery industry?
Alsym Energy and ERITY Sign Landmark 9GWh Strategic Partnership to Deploy Non-Flammable Sodium-Ion Batteries Across the Mining Sector
Multi-gigawatt-hour...
As the global demand for high-performance batteries accelerates, the limitations of lithium-ion – ranging from supply chain fragilities, plateauing performance improvements, to thermal runaway risks – have become impossible to ignore. These realizations have pushed sodium-ion back into the spotlight, and it’s not just a chemistry experiment anymore. According to Morgan Stanley, sodium-ion is becoming an $800 billion capital formation wave by 2035, as the technology scales from pilot to industrial deployment.
– By Spencer Nervig, Battery Solutions Architect at Alsym Energy
Shattering the 2030 Outlook
– By Graeme Grant, Alsym Energy Chief Operating Officer (COO)
“Few commodities cycle like lithium does.”