Previously, the cost of lithium batteries once soared to 800,000 per ton, which led to the rise of sodium batteries as an alternative element. Ningde Times even launched a research and development project for sodium batteries, which successfully attracted the attention of lithium battery manufacturers.
With the passage of time, the cost of lithium batteries has dropped from a high price of 800,000 to 180,000 a ton at the lowest point, showing a wave of real diving, and finally stabilized at a price of 250,000 a ton. .
The cost of lithium batteries has been reduced, followed by the market share of sodium elements being squeezed, and the emergence of sodium batteries has not yet succeeded?
How about thinking about this issue from other angles, what is the relationship between the position of sodium element and lithium battery?
First of all, judging from the actual situation years ago, sodium batteries did provide a feasible alternative to the high cost of lithium batteries. At least from the current results, it has successfully hit the upsurge of lithium batteries.
In fact, at the beginning, sodium batteries are not as popular as lithium batteries in the market because of their insufficient density and charging speed, so they have not been widely used in the battery industry. In fact, it cannot be said that all of the sodium-electric turmoil occurred in order to replace lithium-ion batteries.
From another perspective, with the continuous operation of lithium electricity suppliers, the cost of lithium electricity has jumped so high. In addition, with the scarcity of lithium electricity resources in China, lithium batteries need to rely more on imports, and often appear to be choked by overseas lithium electricity suppliers. In the state of holding the throat of fate, Nadian in the Ningde era actually has a deterrent effect on the companies above.
Lithium rises and sodium disappears, sodium rises and lithium towns, sodium electricity that exists as a means of protection, is not just as simple as the competition of substitutes, it may be used as an emergency substitute for this situation in the future.
Looking at it this way, the decline in the popularity of sodium electricity is not a simple substitute, but a temporary seclusion behind the scenes.
Post time: Jun-29-2023