Why the Biggest Battery Company is Betting Against Lithium

/ 2 weeks ago April 8, 2025

From Undecided with Matt Ferrell.

Why the Biggest Battery Company is Betting Against Lithium. Go to https://surfshark.com/undecided or use code UNDECIDED at checkout to get 4 extra months of Surfshark VPN! Sodium-ion battery technology isn’t exactly new, but something interesting is happening. CATL, the world’s biggest lithium battery manufacturer, says that up to half the market could switch to sodium. That’s right—the biggest name in lithium batteries is betting against lithium. Looks like lithium might need to recharge its reputation. After all, sodium-ion batteries are nearly as good lithium, and salt is much cheaper and easier to access than lithium. So maybe its not surprising that CATL and some other companies are getting ready to manufacture huge numbers of them in preparation for what could be a massive market shift. But is sodium really the future of energy storage, or is it just another battery technology destined to live in lithium-ion’s shadow?

Watch How This Overlooked Battery Might Change Everything https://youtu.be/AzU78eq3Kzw?list=PLnTSM-ORSgi7uzySCXq8VXhodHB5B5OiQ

Video script and citations:
https://undecidedmf.com/why-the-biggest-battery-company-is-betting-against-lithium/

Get my achieve energy security with solar guide:
https://link.undecidedmf.com/solar-guide

Follow-up podcast:
Video version – https://www.youtube.com/channel/UC4-aWB84Bupf5hxGqrwYqLA
Audio version – http://bit.ly/stilltbdfm

Join the Undecided Discord server:
https://link.undecidedmf.com/discord

👋 Support Undecided on Patreon!
https://www.patreon.com/mattferrell

⚙️ Gear & Products I Like
https://undecidedmf.com/shop/

Visit my Energysage Portal (US):
Research solar panels and get quotes for free!
https://link.undecidedmf.com/energysage

And find heat pump installers near you (US):
https://link.undecidedmf.com/energysage-heatpumps

Or find community solar near you (US):
https://link.undecidedmf.com/community-solar

For a curated solar buying experience (Canada)
EnergyPal’s free personalized quotes:
https://energypal.com/undecided

Tesla Referral Code:
Get 1,000 free supercharging miles
or a discount on Tesla Solar & Powerwalls
https://ts.la/matthew84515

👉 Follow Me
Mastodon
https://mastodon.social/@mattferrell

X

Mastodon
https://mastodon.social/@mattferrell

Instagram
https://www.instagram.com/mattferrell
https://www.instagram.com/undecidedmf

Facebook
https://www.facebook.com/undecidedMF/

Website
https://undecidedmf.com

📺 YouTube Tools I Recommend
Audio file(s) provided by Epidemic Sound
http://bit.ly/UndecidedEpidemic

TubeBuddy
https://www.tubebuddy.com/undecided

VidIQ
https://vidiq.com/undecided

I may earn a small commission for my endorsement or recommendation to products or services linked above, but I wouldn’t put them here if I didn’t like them. Your purchase helps support the channel and the videos I produce. Thank you.

Chapters
00:00 – Intro
00:46 – CATL Tease
02:08 – Sodium-Ion Pros
05:21 – BYD and China
07:09 – Natron
08:21 – Dincă Group
10:44 – Northvolt
12:01 – Lingering Issues

Related posts