China’s $10 Sodium-Ion Battery May Reshape U.S. EV Industry and Supply Chains

China’s breakthrough sodium-ion battery — priced at $10/kWh (Bloomberg NEF, 2025) — is a technical marvel. It’s a direct challenge to America’s lithium-dependent auto industry. For context, today’s cheapest lithium iron phosphate (LFP) batteries cost $75/kWh, while Tesla’s 4680 cells ...

No comments

Read more