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Wandering John Profile picture
Wandering John
@JohnWandersX
Xing random stuff about eletrification, crypto, Portugal, movies and whatever else comes to mind
Nov 2 • 12 tweets • 5 min read
CATL’s sodium-ion batteries are about to hit mass production, with full-scale manufacturing set for December 2025 and early BESS pilots starting in 2026. Backed by the world’s largest battery maker, they’re aimed at EVs and short-duration grid storage.

Let’s look at how they stack up against $EOSE zinc batteries, and whether sodium-ion can really take over the BESS market.

🧵Image CATL's energy density stands out. Naxtra reaches 175 Wh/kg, nearly twice $EOSE Z3's 70–100 Wh/kg, allowing for more compact EV packs with 500+ km range or efficient grid installations that outperform zinc in density.

This advantage supports applications where space and weight are critical.

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