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China’s breakthrough sodium-ion battery — priced at $10/kWh (Bloomberg NEF, 2025) — is a technical marvel. It’s a direct challenge to America’s lithium-dependent auto industry. For context, today’s cheapest lithium iron phosphate (LFP) batteries cost $75/kWh, while Tesla’s 4680 cells hover near $100/kWh. At one-tenth the price, sodium-ion tech could make budget EVs like the $25,000 Tesla Model 2 financially viable overnight. American potential EV buyers hesitant because of cost will be comforted by this. When it comes.
$10/kWh vs $75/kWh/$100/kWh
