The video is demonstrably wrong if CATL is releasing what I just outlined in 2 months as they announced. You shouldn't believe anything you see on Youtube. There's a lot of anti EV nonsense floating around.
> $10 figure is completely made up and hyped up by hype influencers
I'm pretty sure there's more to that and do note the caveats I added. CATL is one of the largest battery producers in the world and they are basically calling BS on this in a big way that's hard to argue with (i.e. planning to ship product at scale in 2 months).
Also, second generation product. They already have sodium ion based battery powered EVs in the market with their first generation. Apparently quite cheap and competitive with LFP. This is their v2.
I looked up the source of $10 and as far as I can tell CATL said the raw material costs were $10 and then 'influencers' who were basically Matt Ferrell got it mixed up and said that was the price.
I presume the actual price will be set by what the market will pay, probably starting more like $50 and falling over time.
Firstly you probs need to compare averages, not the lowest, shittiest quality E-rated cells.
Then - why would they sell them at discount? They offer superior charge performance (dramatically higher rates and cold weather performance) when compared to LFP. LFP is a PITA in cold climate. I never get negative temperatures yet still get cold gated even in shoulder seasons!
The crashing prices of LFP batteries has been Sodium-ions nemesis the past few years since their entire gambit is using cheaper raw materials while performing good enough for certain applications.
$10/kWh for sodium ion batteries using cheaper raw materials are definitely in reach as given by recent LFP prices.
Try comparing averages first. Then look into actual elements used - still requires graphite (cheaper, synthetic one). Finally they have superior charging specs, esp in cold climate - there's no way they'll be sold cheaper than LFP.
$10 figure is completely made up and hyped up by hype influencers .