r/stocks
sodium ion batteries and byd and CATL
Bullish on sodium-ion batteries for cost and cold-weather benefits, highlighting BYD's 2027 adoption plan as a key long-term catalyst.
- Sodium-ion batteries offer significant cost advantages and better performance in cold weather compared to lithium-ion.
- Geopolitical tensions and potential blockades make alternative, domestically sourced battery technologies strategically important.
- Sodium-ion battery technology is not yet as good as regular lithium-ion batteries in overall performance.
i have been doing a lot of research in this idea. Right now i do not think there will be a war in Tawain, as anyone in supply chain or business knows china has been threatening that for the last ten years. I think China did see how well Russia tried to take over Ukraine and how the USA is doing in Iran, and they do not want to an all out war but blockade. The next thing with Tawain that is so import is lithum ion batteries. However BYD and some chinese companies are working on a battery that sodium based which is 1000 times cheaper and eventally will be as good. It is not better yet however it is better in the cold than regular batteries and a lot cheaper and byd will make 20% to 30% of their cars in 2027 sodium batteries. does anyone have any suggestions or thoughts on this? I think it could be a great technology in 5 to 10 years and good play. It is not buy low company but it could still make it go up a lot if i am right
If you want to invest in batteries, BATT is your best bet.
Believe it or not, Lithium
Keep in mind that a blockade is in fact an act of war and carries a high risk of leading to all out conflict.
The US blockades people all the time. It only sometimes leads to war. People only think about Iran but we are also blockading Cuba.
I don't think it will ever get to that. The US has shown the way. You don't need to invade or even blockade someone. Just sanction them to death. So China can just say either you do business with China or Taiwan. You choose.
The Cuba blockade is masquerading as enforcing sanctions. A true blockade is legally defined as an act of war - which is why past US administrations have twisted themselves into pretzels to avoid using that word until Iran.
The US for example has been asking companies to diversify their manufacturing away from China for the last decade roughly.
And that includes diversifying away from Taiwan. So there goes the Silicon Shield. Without that, Taiwan's worth to the world drops precipitously.
China has also been diversifying away from manufacturing in China. Since manufacturing in China is no longer cheap. That's why they are doing so much of it in Mexico now. That's something people don't get. Manufacturing in China is not cheap anymore.
As for choice. Much of the world is diversifying away from the US.
https://news.gallup.com/poll/707945/china-edges-past-global-approval-ratings.aspx
I think the technology may be a good area investment but just be careful and consider that the US is blacklisting anything coming from China and will go after them like a hawk.
That doesn’t mean they won’t make profit and grow though since there’s the rest of the world to sell to. But I think it’s important to consider.
If solid state batteries prove successful sodium ion might not be the next step, so there is competition in that regard
Who’s making solid state batteries if not the two biggest battery companies of all time?
If solid state batteries
Solid state batteries are not competition for sodium. They are like on opposite sides of the spectrum. Solid state is high energy density at a high cost. Sodium is low energy density at a low cost. Sodium is also much more environmentally friendly. So solid state will be used where high energy density is required. Like in phones. Sodium will be used where it's not, like house batteries. EVs are the middle grey. Sure, high energy density is good but a car is big enough that relatively low energy density batteries work just fine. As lifepo4 has proven.
it is still using lithium and rare earth material
the dad had a good point. This would be perfect for solar panels and a lot of other batteries that lie around the house like a generator ect because if it is on the lawn who cares about weight
GM is looking to get in on sodium based batteries.
it is kind of like astr stock- the government will not let starlink be the only company to do what they do. ASTr will compete. I think there needs to be competition and sodium will get better with time and equal lithum
"I think it could be a great technology in 5 to 10 years and good play. "
BYD is probably fine but rare have any EV battery pure plays done well over time and in terms of EVs, the automobile industry has been a generally mediocre at best one for investors with few exceptions. EVs don't change that - I was arguing that in the EV bubble on here years ago and still saying it today.