China Sodium-Ion Battery Cost Breakthrough in Energy Storage

Sodium-ion battery (SIB) costs fell 24% in 2025 to US$57/kWh, with potential to undercut LFP by 2027, offering a $15-20/kWh advantage. SIBs now achieve 10,000 cycles, 175Wh/kg energy density, fast charging, and superior cold-weather performance. Shipments doubled to 9GWh, with energy storage accounting for over 50% of demand. Capacity is projected to rise from 20GWh to at least 125GWh by 2030, with CATL leading in technology. This breakthrough could disrupt the LFP market and accelerate battery deployment, with major implications for the lithium supply chain.