Why CATL and BYD Are STILL Betting on Sodium-Ion Batteries.
Just Have a Think 11:29
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Sodium-ion batteries are back in the spotlight — but not for the reasons most people think. Sodium-ion chemistry has been written off for high-performance applications in the past, but new research reveals how ion transport and electrode design are transforming sodium-ion into a product that can genuinely challenge lithium-ion's dominance. Maybe that's why CATL and BYD are now accelerating real-world deployment despite lingering scepticism.
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Reference Links
Clean Technica's take on Sodium-ion
https://cleantechnica.com/2026/02/05/why-sodium-ion-batteries-are-happening-now/
Fujii et al - Revealing the kinetic limits of sodiation and lithiation at hard carbon using the diluted electrode method
https://www.livescience.com/technology/engineering/days-numbered-for-risky-lithium-ion-batteries-scientists-say-after-fast-charging-breakthrough-in-sodium-ion-alternative
BAM (Germany) research paper
https://onlinelibrary.wiley.com/doi/epdf/10.1002/anie.202519457
https://www.chemeurope.com/en/news/1187989/new-core-shell-design-for-anodes-significantly-increases-performance-of-sodium-ion-batteries.html
CATL news
https://insideevs.com/news/786509/catl-changan-worlds-first-sodium-ion-battery-ev/
https://cnevpost.com/2026/02/03/changan-to-unveil-sodium-battery-strategy-with-catl-feb-5/
https://carnewschina.com/2026/01/30/catl-byd-fast-track-sodium-ion-battery-shift-as-lithium-prices-soar/
https://carnewschina.com/2026/01/30/catls-sodium-ion-batteries-officially-enter-passenger-vehicles-report-says/
BYD news
https://carnewschina.com/2024/01/05/byd-starts-construction-of-30-gwh-sodium-ion-battery-plant-in-china/
https://www.reuters.com/business/autos-transportation/byd-starts-building-14-bln-sodium-ion-battery-plant-china-2024-01-05
https://www.electrive.com/2024/01/05/byd-starts-building-sodium-battery-plant-in-china
Lithium prices
https://carboncredits.com/lithium-prices-surge-amid-strong-demand-forecasts-could-reach-up-to-28000-ton-by-2026-nili/
Another recent breakthrough since making this video
https://www.bgr.com/2096333/sodium-ion-batteries-fast-charging-breakthrough/
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Simon Clark:
youtube.com/user/SimonOxfPhys
ClimateTown:
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Dr Gilbz
youtube.com/@DrGilbz
zentouro:
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Climate Adam:
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Kurtis Baute:
youtube.com/user/ScopeofScience
Sarah Karvner:
youtube.com/channel/UCRwMkTu8sCwOOD6_7QYrZnw
Beckisphere: https://www.youtube.com/channel/UCT39HQq5eDKonaUV8ujiBCQ
Our Changing Climate :
https://www.youtube.com/channel/UCNXvxXpDJXp-mZu3pFMzYHQ
Help support this channel's independence at
http://www.patreon.com/justhaveathink
Or with a donation via Paypal by clicking here
https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=GWR73EHXGJMAE&source=url
You can also help keep my brain ticking over during the long hours of research and editing via the nice folks at BuyMeACoffee.com
https://www.buymeacoffee.com/justhaveathink
Reference Links
Clean Technica's take on Sodium-ion
https://cleantechnica.com/2026/02/05/why-sodium-ion-batteries-are-happening-now/
Fujii et al - Revealing the kinetic limits of sodiation and lithiation at hard carbon using the diluted electrode method
https://www.livescience.com/technology/engineering/days-numbered-for-risky-lithium-ion-batteries-scientists-say-after-fast-charging-breakthrough-in-sodium-ion-alternative
BAM (Germany) research paper
https://onlinelibrary.wiley.com/doi/epdf/10.1002/anie.202519457
https://www.chemeurope.com/en/news/1187989/new-core-shell-design-for-anodes-significantly-increases-performance-of-sodium-ion-batteries.html
CATL news
https://insideevs.com/news/786509/catl-changan-worlds-first-sodium-ion-battery-ev/
https://cnevpost.com/2026/02/03/changan-to-unveil-sodium-battery-strategy-with-catl-feb-5/
https://carnewschina.com/2026/01/30/catl-byd-fast-track-sodium-ion-battery-shift-as-lithium-prices-soar/
https://carnewschina.com/2026/01/30/catls-sodium-ion-batteries-officially-enter-passenger-vehicles-report-says/
BYD news
https://carnewschina.com/2024/01/05/byd-starts-construction-of-30-gwh-sodium-ion-battery-plant-in-china/
https://www.reuters.com/business/autos-transportation/byd-starts-building-14-bln-sodium-ion-battery-plant-china-2024-01-05
https://www.electrive.com/2024/01/05/byd-starts-building-sodium-battery-plant-in-china
Lithium prices
https://carboncredits.com/lithium-prices-surge-amid-strong-demand-forecasts-could-reach-up-to-28000-ton-by-2026-nili/
Another recent breakthrough since making this video
https://www.bgr.com/2096333/sodium-ion-batteries-fast-charging-breakthrough/
Check out other YouTube Climate Communicators
Simon Clark:
youtube.com/user/SimonOxfPhys
ClimateTown:
youtube.com/channel/UCuVLG9pThvBABcYCm7pkNkA
Dr Gilbz
youtube.com/@DrGilbz
zentouro:
youtube.com/user/zentouro
Climate Adam:
youtube.com/user/ClimateAdam
Kurtis Baute:
youtube.com/user/ScopeofScience
Sarah Karvner:
youtube.com/channel/UCRwMkTu8sCwOOD6_7QYrZnw
Beckisphere: https://www.youtube.com/channel/UCT39HQq5eDKonaUV8ujiBCQ
Our Changing Climate :
https://www.youtube.com/channel/UCNXvxXpDJXp-mZu3pFMzYHQ
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