I'm surprised the article didn't mention the possible market for sodium-ion in grid energy storage systems. Low energy density, the main disadvantage of this chemistry, isn't really a concern when you're just stacking a bunch of cells on a concrete pad in the middle of nowhere. But 20% lower cost and no risk of a massive self-oxidizing fire breaking out is a huge benefit. Even if sodium-ion never makes it to EVs, it could still be crucial to the green energy transition.
Exactly. Same applies for self sustaining houses as well. Especially if a company is able to develop ones that undercut current house storage systems. I know I myself would buy a home storage system if they were 20 to 30 percent cheaper, and would have better peace of mind knowing if there is a battery failure my house isn't going to go up in flames.
A quick look around the internet, the only source I could readily find an energy density comparison showed the sodium ion battery had an energy density of roughly half that of lithium ion. So a 20% cost difference really disappears when compared to needing double the amount of battery for the same amount of energy storage. Not going runaway is a benefit, though.
Still far less energy density than lithium, about 50-66%, but another step in the right direction. Differences are less at extreme cold where lithium suffers more. I think we’ll see sodium batteries really start to take hold if they get them to 75-80% as energy dense as lithium. Especially in colder climates.