EV battery makers race to develop cheaper cell materials, skirting China

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U.S. and European startups are racing to develop new batteries using two abundant, cheap materials — sodium and sulfur — that could reduce China’s battery dominance, ease looming supply bottlenecks and lead to mass-market electric vehicles. | Reuters

Newer battery chemistries have problems to be overcome. Sodium ion batteries don’t yet store enough energy, while sulfur cells tend to corrode quickly and don’t last long.

“Sodium ion definitely has a place, especially for stationary storage and low-end vehicles in cost-sensitive markets such as China, India, Africa and South America,” says consultant Prabhakar Patil, a former LG Chem executive. U.S firms Lyten and Conamix, Germany’s Theion and Norway’s Morrow are developing lithium sulfur cathodes that still need lithium in smaller quantities, but not nickel or cobalt.

Battery developers hope they can add sodium ion and lithium sulfur batteries to the range open to the auto industry. AMTE Power CEO Kevin Brundish said the company is initially launching with batteries for stationary energy storage systems, such as those used by grid operators, where energy density is less important.

 

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