CATL expects its sodium-ion battery cells to match the cost of lithium iron phosphate (LFP) units by late 2026.
Rapidly falling prices for hard carbon anodes drive this anticipated cost reduction.
The company plans to deliver its first batch of sodium-ion energy storage systems in September 2026.
Annual shipments are projected to reach the gigawatt-hour (GWh) level.
This volume marks the beginning of large-scale commercial application for sodium-ion energy storage.