Why GM and CATL Are Betting On a More Expensive Battery

Why GM Just Bet $71M on Sodium Batteries. Micro Center is THE Ai Destination: https://micro.center/4d3f3b Sign up for a FREE 128 Gig Flash Drive at Micro Center’s Austin location: https://micro.center/3a810f Shop Micro Center's Bundles: https://micro.center/c2d4cd Visit Micro Center News: https://micro.center/da2550 Sodium ion batteries were supposed to be the cheap alternative to lithium ion batteries. Then lithium prices crashed 90%, and the price advantage vanished. Battery makers kept going anyway. CATL expects up to 20,000 vehicles with its sodium ion batteries this year, and General Motors is backing Peak Energy's $71 million factory for grid energy storage. A few videos back, I predicted why the big players would double down. I only got half of it right. So is sodium-ion actually ready to win without a price edge? Or is cheap salt power just a promise that keeps getting pushed back?

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Chapters

00:00 - Intro

03:15 - Betting Big

07:41 - BESS in Class

12:32 - When Do Sodium-Ion Batteries Get Cheap?