[EETalk] New forces in sodium batteries, new and old players have entered the market and competition is fierce. What do you think about this?

okhxyyo

[EETalk] New forces in sodium batteries, new and old players have entered the market and competition is fierce. What do you think about this? [Copy link]

 

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I saw a piece of news today, and I'd like to share some of the content with you:

The first year of sodium-based batteries is approaching, and various players are working on key technologies to accelerate the industry.

"New and old" players compete fiercely in the field of sodium electricity

As an effective supplement to lithium batteries in different application scenarios, sodium batteries have gained increasing attention. Recently, a number of listed companies have disclosed the latest progress of sodium batteries and their upstream material businesses.

As for the "big players" in lithium batteries, on October 21, CATL stated that the industrialization of its sodium-ion batteries is progressing smoothly. It will take some time to lay out the supply chain, and it will be officially mass-produced next year. On November 18, Farasis Energy stated that it expects to achieve mass production of sodium-ion batteries in 2023. On November 23, Dofluoro also stated that a small batch of finished products of its sodium-ion batteries have rolled off the production line, and it is actively contacting potential downstream customers, and will accelerate the large-scale production of sodium-ion batteries.

In addition, RongBa Technology disclosed that its monthly shipments of sodium battery positive electrode materials have exceeded 10 tons, and it is expected that monthly shipments will reach 100 tons at the beginning of next year and 1,000 tons at the end of next year.

The sodium battery industry is gaining popularity, and it has also attracted many listed companies that have never participated in the battery industry chain business to "cross-border layout at light speed". These "new forces" in sodium electricity also want to take advantage of the sodium battery trend and take off.

Tongxing Environmental Protection, a comprehensive service provider of flue gas treatment in the non-electric industry, announced in September this year that it would cooperate with USTC. The two parties will jointly establish the "USTC-Tongxing Environmental Protection Energy Storage Battery Materials and Devices Joint Laboratory". On November 15, it was disclosed that the joint laboratory is conducting pilot-scale scale-up experiments on sodium-ion battery positive electrode materials and battery products, and the pilot production line has entered the procurement stage.

Qicai Chemical, a leading organic pigment company, disclosed the progress of its sodium battery business on November 16. The company and Meilian New Materials will jointly invest to establish a new company and will build a battery-grade Prussian blue (white) sodium battery positive electrode material project with an annual output of 180,000 tons.

On the same day, pesticide company Fengshan Group stated that its holding subsidiary Jiangsu Fengshan Quannuo New Energy Technology Co., Ltd. and Jiangsu Zhongna Energy Technology Co., Ltd. signed a cooperation agreement. The two parties intend to use Zhongna Technology's sodium-ion secondary battery products as a carrier to promote the commercial application of sodium batteries.

Chuan Yi Technology, which mainly manufactures notebook computer components, has taken a faster pace in the sodium battery industry. In June this year, Chuan Yi Technology announced that it would

The relevant parties jointly established a joint venture company "Jiangsu Chuanyi Sodium Battery Technology Co., Ltd." to engage in the research and development, production and sales of sodium batteries and related raw materials. According to the information, Chuanyi Technology's current planned sodium battery production capacity totals 10GWh, and its 200MWh pilot line was put into production on October 27.

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It seems that these manufacturers are very optimistic about sodium batteries.

What is the prospect of sodium electricity?

How big is the risk with so many manufacturers entering the market?

Friends, what do you think? Let's talk about it~

吾妻思萌

I think nuclear energy is still reliable. Boom, it's all over.

chunyang

When it comes to the prospects of sodium batteries, they are comparable to lithium batteries. Compared with lithium batteries, the disadvantage is that the energy density is inherently inferior, but its advantages are also very obvious, mainly three:

First, it is cheap. The natural abundance of sodium is much higher than that of lithium. Think about the price of table salt, which includes a lot of monopoly taxes.

Second, higher safety. The biggest disadvantage of lithium batteries is the inevitable generation of "dendrites", which is the fundamental reason for the inherent poor safety of lithium batteries. Sodium batteries can easily solve this problem, and sodium batteries have better thermal stability at high temperatures. However, sodium is also a very active alkali metal, and there are still safety risks.

Three: Low temperature characteristics. The capacity of lithium batteries decreases rapidly below zero degrees, but sodium batteries are much better. For power batteries, sodium batteries are obviously much more suitable under the winter temperature in northern China.

Commercial organizations are all profit-seeking, so the popularity of sodium batteries is normal, even inevitable. As for risks, similar to photovoltaic and wind power, Chinese people like to flock together, and resources and attention are too concentrated in the short term. It is not difficult to imagine what the consequences will be. Another bad consequence of flocking together is that scammers will definitely run rampant. Taking advantage of the hot market is the first technical priority of scammers. Master's wife is stunned by this.

chunyang

Azuma Simeng posted on 2022-11-28 15:45 I think nuclear energy is still reliable, boom, it's all over~

Tell me why…

吾妻思萌

chunyang posted on 2022-11-28 17:00 Tell me why...

Science fiction novels and movies are all powered by small nuclear energy

It’s not good enough to get a lithium or sodium battery.

Looking at the long term future, nuclear energy

But at this stage, taking all factors into consideration, Japan’s previous hydrogen energy may be the optimal solution, but it cannot be promoted.

吾妻思萌

chunyang published on 2022-11-28 17:00 As for the prospects of sodium batteries, they are comparable to lithium batteries. Compared with lithium batteries, the disadvantage is that the energy density is inherently inferior, but its advantages are also very obvious, mainly three: ...

Real technology is the primary productive force

Pushing up stock prices and defrauding subsidies are the main manifestations.

okhxyyo

Azuma Simeng posted on 2022-11-28 15:45 I think nuclear energy is still reliable, boom, it's all over~

(⊙o⊙)…,, this is not good. I am still a little scared when I hear about nuclear energy. I think it is a good thing to have other alternatives.

wangerxian

Azuma Simeng published on 2022-11-28 17:24

Hydrogen energy is leaking while it is running, right?

wangerxian

Azuma Simeng published on 2022-11-28 17:26

This is a normal operation, all companies behave like this...

wangerxian

Sodium battery, this is the first time I heard of it. I hope it can be helpful to new energy. If a sodium battery is released, I must try it out.

soso

Most concerned about safety :)

UUC

This topic has been discussed before, it just depends on whether the capital will hype it up.

chunyang

Azuma Simeng published on 2022-11-28 17:24

People have said that it is just a "fantasy", do you still take it seriously? Some fantasies have theoretical support, so they may be realized. Some fantasies do not know the theory, but they may also be realized, what if the theory supports it one day. And some fantasies themselves contradict the theory, so they cannot be realized unless the theory is wrong. Besides, we are talking about batteries here. Batteries are just energy storage devices, and they do not generate energy themselves, so you are off topic.

chunyang

Azuma Simeng published on 2022-11-28 17:24

Let's talk about hydrogen energy. This is not a battery, and it is not the "optimal solution" because it has serious problems in theory, so it is difficult to promote. The market is not stupid, because it is the result of the joint choice of a large number of smart people.

chunyang

wangerxian posted on 2022-11-28 18:57 Hydrogen energy is running and leaking at the same time, right? . .

The exhaust is water vapor, and of course it will drip if it manages to condense. But apparently, the technology to prevent water leakage is very simple, so it doesn't matter if it leaks.

吾妻思萌

Azuma Simeng published on 2022-11-28 17:24

People have said that it is just a "fantasy", do you still take it seriously? Some illusions have theoretical support, so it is possible to achieve. Some illusions do not know the theory, but they may also be realized, just in case the theory supports it one day. And some illusions themselves contradict the theory, so it is impossible to achieve, unless the theory is wrong. Besides, we are talking about batteries here. Batteries are just energy storage devices and do not generate energy themselves, so you are off topic.

Are the hydrogen refueling vehicles running all over the streets not new energy vehicles? Do they have to be energy storage vehicles? Can hydrogen refueling tanks not store energy?

吾妻思萌

Azuma Simeng published on 2022-11-28 17:24

Let's talk about hydrogen energy. This is not a battery, and it is not the "optimal solution" because it has serious problems in theory, so it is difficult to promote. The market is not stupid, because it is the result of the joint choice of a large number of smart people.

Well, in fact, Japan has done a good job in research and Toyota has indeed launched it. Moreover, hydrogen refueling is fast and has a gimmick. I don't know why the government doesn't promote it.

吾妻思萌

Azuma Simeng published on 2022-11-28 17:24

Let's talk about hydrogen energy. This is not a battery, and it is not the "optimal solution" because it has serious problems in theory, so it is difficult to promote. The market is not stupid, because it is the result of the joint choice of a large number of smart people.

Um~ Actually, the island country has done a good job in research before, and Toyota has indeed launched it. Moreover, hydrogen refueling is fast and has a gimmick. I don't know why someone doesn't promote it.

chunyang

Azuma Simeng posted on 2022-11-30 06:46 Aren’t those hydrogen refueling vehicles running all over the streets new energy vehicles? Do they have to be energy storage vehicles? Can’t hydrogen refueling tanks store energy?

You are off topic again. I said that the "nuclear energy" you mentioned is not energy storage. I have already explained the reason in another post. But you brought up hydrogen energy again. Isn't this off topic again?

chunyang

Azuma Simeng posted on 2022-11-30 06:48 Well~ Actually, Japan has done a good job in research before, and Toyota has indeed launched it. Moreover, hydrogen refueling is fast and has a gimmick. I don’t know why the government doesn’t promote it...

You can find a lot of information about hydrogen energy on the Internet. You may want to check it out...