@jmalchow Joe, excellent analysis. Sodium ion ESS is a good fit to this distributed model. No cooling, no preventative maintenance, no moving parts or fire risk and twice the lifetime of LFP.
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Peak Energy, an energy-storage startup, received $55 million in funding to scale up production of sodium-ion batteries that the company is positioning as an alternative to the widely used lithium-ion technology. https://t.co/TzswPCUtX1
@deceptiveStroke @JesseJenkins Cost of atoms of the materials I. Sodium ion batteries is 2-3x lower than lithium ion. The lower energy density means more process cost but you still end up roughly 30% below even the lowest estimates for where lithium ion LFP ends up.
The first grid-connected battery using new, lower-cost sodium ion batteries is now online in Guangxi, China. https://t.co/NIakXDRudJ Expect a lot more of this: Sodium ion batteries don't use any expensive lithium & their lower energy density isn't a problem for stationary grid storage (unlike use in EVs). Cheaper grid batteries are coming...
@cody_a_hill@JesseJenkins True, however given sodium’s superior safety and thermal properties cells can be larger and packed more tightly at the system level which compensates for most of the cell level energy density penalty. Speaking in the context of NFPP cathodes which the optimal choice for ESS apps.
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