1. Sodium ion battery VS lithium ion battery: battery performance
The performance of nickel -based chemical batteries in energy storage is outstanding, which is why it dominates the electric vehicle market. However, nickel -based chemical batteries are shorter than lithium -ion batteries and sodium ion batteries. Although the battery energy density of lithium iron phosphate batteries is low, the lithium ion battery uses a battery cell to the battery packaging technology. Therefore, its battery pack energy density is closer to the energy density of the nickel -based battery.
The reason why sodium ion batteries attract attention lies in its composition, not performance. Although the weight of sodium ion chemical batteries is more important than lithium ion chemical batteries, the cost of raw materials used in the former is lower than the latter.
The sodium ion battery mainly uses three types of positive poles, namely Prussia White, laminate oxides and polychen ions. The cost is lower than the positive electrode material of lithium ion batteries. Prussia's white structure is huge, leading to low energy density and high power capacity. Layer -shaped oxides and polycotic ions are expected to achieve higher energy density, but to achieve this goal, it is difficult.
Although the energy density is low and the life cycle is short, the sodium ion battery is more safe and the wide temperature area is better. The working principle of sodium ion batteries is similar to lithium -ion batteries, but because sodium ion batteries do not require lithium, sodium ion batteries are expected to be at least 20%cheaper than lithium -ion batteries.
However, sodium ion battery is larger and the cost of raw materials for battery packs may lead to higher cost of sodium ion battery.
2. Sodium ion battery pack VS lithium ion battery pack: cost
Raw materials are not only the main factor affecting the performance of battery, but also the main factor affecting the cost of battery. For example, in terms of lithium -ion batteries, the cost of raw materials accounts for 30%of the battery pack.
From a cost perspective, the price of rising lithium, cobalt, and nickel may not have a great impact on sodium ion batteries. If the price of all these raw materials rose 10%, the cost of the raw material of sodium ion batteries will only rise by 0.8%. The cost of raw materials for lithium -ion batteries will float 3.2%.
The cost of battery packs of sodium ion batteries is low, which is the main reason why it replaces lithium -ion batteries in applications. The process used in the production of sodium ion batteries is the same as that of the lithium -ion battery super factory. Therefore, the production capacity of sodium ion battery can be expanded quickly.
3. Potential market opportunities of sodium ion batteries
From the perspective of the needs of sodium ion batteries, one of the best market opportunities is the energy storage market. Sodium ion battery has stronger safety and longer life cycle, which is the first choice in the field of static energy storage. Especially static energy storage requires a daily orientation cycle of charge, and the requirements for quality and volume are not so high.
However, the mileage of sodium ion battery electric vehicles will be lower than that of lithium -ion battery electric vehicles. One of the reasons is that the weight of sodium ion batteries is heavier. Therefore, sodium ion batteries are more suitable for emerging two -wheeled and three -wheeled electric vehicle markets with short mileage and high charging frequency, while lithium -ion batteries have high power capacity and may be more suitable for heavy electric vehicles.
The important point is that for the existing lithium -ion battery production line, sodium ion battery technology is almost available. After transformation of the lithium -ion battery super factory, sodium ion batteries can be relatively quickly produced.
4. Sodium ion battery market outlook
It is predicted that in 2030, the benchmark production capacity of sodium ion batteries will be slightly lower than 40GWh. If the sodium ion battery is successful before 2025, the benchmark production capacity of the sodium ion battery may increase 100GWh on the basis of this.
