2026-01-02 17:23:47

A leading battery manufacturer recently claimed that by 2026, they will extensively deploy sodium batteries across multiple fields including battery swapping, passenger vehicles, commercial vehicles, and energy storage, painting a future blueprint where "sodium and lithium stars" shine brightly. It indeed sounds exciting, but when crunching the numbers, the reality is much colder.

In terms of actual shipments, sodium batteries produced 3.6GWh in 2024, and only 3.38GWh in the first three quarters of this year, even if aiming for a best-case scenario of 5GWh by the end of the year. Meanwhile, the lithium battery capacity target for next year is 3000GWh. Even if sodium batteries double to 10GWh, the market share would only be 10 ÷ 3000 = 0.33%. How can this ratio be called "double stars shining"?

Interestingly, every time the price of lithium carbonate surges, news about sodium batteries from this company appears as scheduled, as if they could fully replace lithium in the next second. This move is not hard to understand—this manufacturer controls 35% of the national lithium production. Who would want the raw material prices of their main products to skyrocket? Market expectations are one thing, but the hype campaign still feels quite strong.

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LightningPacketLoss

· 9h ago

Here we go again, every time lithium prices rise, they perform the sodium-ion magic trick. Wait, 0.33% and you dare to boast about double stars shining? How blind is this math? Controlling 35% of the capacity, what are you pretending for? Just say you're stabilizing the lithium battery market. If you're really going to replace, it should have been replaced early. They're still making up stories now.

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ExpectationFarmer

· 9h ago

It's truly a double star shining, and you dare to say 0.33%? Whenever lithium prices rise, they pull out big moves. This routine is played so slick. In the face of data, all stories are pointless. The promised substitute, why does it still rely on storytelling? Lithium carbonate surges just in time, can't be more coincidental. Is 10 divided by 3000 a double star? Did you do the math wrong? Here we go again, always just in time for lithium price hikes. Still boasting about 0.33%, a bit awkward, huh? Controlling 35% of the output and still fearing lithium prices—this logic really leaves me speechless. The story is beautiful, but the data is quite stark. Pick one.

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DeFiGrayling

· 9h ago

All data is a lie. 0.33% still dares to boast about double stars? --- Same old story, when lithium prices rise, they immediately claim to be the savior of sodium batteries. Truly good at riding the hype. --- Holding 35% of lithium battery capacity, how could they genuinely promote sodium batteries? Wake up, everyone. --- Doubling to 10GWh? Sounds convincing, but with less than 1% share, they want to overthrow the market. --- Every time lithium carbonate surges, they come up with this routine. We're all tired of this script. --- It's just hype, with this shipment speed, 2026 is unrealistic. --- The company controlling 35% of lithium batteries, I really don't believe they don't want lithium prices to rise. --- Thinking of challenging 3000GWh of lithium batteries with just 0.33%? Can't even do basic math. --- This move is actually to stabilize lithium price expectations, very clever. --- The story of sodium batteries is told every year. Let's wait and see.

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WhaleWatcher

· 9h ago

0.33% still dares to boast "Double Star Shine," this marketing effort is incredible The data for next year will tell the truth, don’t just talk without action Every time lithium prices rise, this company starts talking about sodium batteries, I just laugh Double star? I think it’s a single star leading the rhythm A capacity gap of three orders of magnitude and still packaging it as the future? Okay If it were truly to replace, it would have done so already, no need to wait until 2026 Honestly, data speaks louder than stories This timing is too accurate, always hitting the point when lithium prices rise Is a 0.33% market share really worth such overwhelming coverage? The bottom line determines the brain, understandable that their lithium battery capacity is the number one nationwide

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CryptoSurvivor

· 9h ago

Here we go again with this set? Every time lithium prices rise, they start singing the sodium-ion song. 0.33% still dares to boast "Double Star Shining," hilarious. Basically, they just want to suppress lithium prices, stop pretending. Sodium-ion is still early, I see through this wave of public opinion. Every time lithium carbonate surges, there's always news; their timing is really precise. Holding 35% of the capacity and still using this trick, their approach is too old. Once the data is laid out, the true nature is revealed; PPT always wins. Instead of hyping the future, it's better to focus on doing well now.

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