CATL’s New Sodium Battery Lasts 3.6 Million Miles — 50% Cheaper Than Lithium
I thought this video was a good summary of the current state of sodium ion batteries.
In vehicles it has the potential to work similarly with Lithium ion Phosphate and knock some amount off the price, which is great for competition with ICE vehicles.
However for energy storage this could be huge. Much cheaper batteries with longer lifespans would make renewables plus batteries an obviously choice for all new energy installations and scaling these to terrawatt hours per year would make sense.
I think Tesla should / might move into making it's own solar + battery farms and I think that would be a great move for them. Sodium ion batteries + panels and then selling the power could be an absolutely huge business and could scale really fast, much faster than traditional power infrastructure can be built.