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Thanks for this. 10$/kWh would be insane as an aspirational number but are these manufacturer costs or grid scale buyer costs or retail costs for end user in EVs/homes? To make it more specific, what % drop in per-kwh costs for grid scale storage should energy developers expect to see over the next 2-3 years due to sodium ion? Trying to nail down a best-guess percentage drop to get a feel for how big this is going to be.


Material costs, end users cost will definitely be way higher.


The lowest bids for integrated LFP BESS systems are already down to $52/kWh.

https://www.ess-news.com/2025/06/26/china-energy-engineering...




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