Component
Sodium-ion battery
Sodium-ion cell using soda ash instead of lithium. Lower energy than LFP or NMC; US trona makes the sodium path more complete.
Criticality
High
Unit cost
$18
Quality
58 / 100
US completeness
5.8
Made in US
200,000 units
Current demand
40,000,000 units
US exports
16,000 units
Opportunity score
90.8
Domestic vs international supply
Planned US investment, next 5 years
$2.5B
Expected extra output: 8,000,000 units per year
Requires
Soda ash
Iron phosphate
Petroleum coke
Separator film
Aluminum