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Chinese technology companies are paving the way for a world that will be powered by electric motors rather than gas-guzzling engines. It is a decisively 21st-century approach not just to solve its own energy problems, but also to sell batteries and other electric products to everyone else. Canada is its newest buyer of EVs; in a rebuke of Mr. Trump, its prime minister, Mark Carney, lowered tariffs on the cars as part of a new trade deal.
Though Americans have been slow to embrace electric vehicles, Chinese households have learned to love them. In 2025, 54 percent of new cars sold in China were either battery-powered or plug-in hybrids. That is a big reason that the country’s oil consumption is on track to peak in 2027, according to forecasts from the International Energy Agency. And Chinese E.V makers are setting records — whether it’s BYD’s sales (besting Tesla by battery-powered vehicles sold for the first time last year) or Xiaomi’s speed (its cars are setting records at major racetracks like Nürburgring in Germany).
Beyond EVs, the much cheaper sodium-ion battery is entering mass production in China. We can already buy B-grade cells on AliExpress. This will have implications for all sorts of use cases that could use batteries but don’t due to cost.
To my understanding, these aren’t suitable for many use cases we associate with batteries (smartphones, EVs, laptops), but it has the potential to have a massive impact on utility scale battery systems and industrial use cases.
I just replaced my Acid starter battery in my car for a sodium one. 12Kg less weight, double the lifespawn, better low temp performance. All at the same price.
Neither Lithium nor LFP can do that.
If this holds true, Sodium definitely has a place.
Yeah they can’t match top of the line Li-Ion like lithium-cobalt batteries. Neither can LFP, but LFP is good enough for lower range EVs cars as they’re already used in such. Sodium ion has even lower density than LFP but not dramatically so and it’s still early days so their density is likely to improve. Look at these two cells currently on sale:
The first one is a CATL-made LFP. The second is some smaller manufacturer’s sodium ion. The 729Whr vs 713Whr, 1944cm³ vs 2593cm³. If the sodium ones can be made cheap enough, these are already usable in low range vehicles like Nissan Leaf or equivalent. And then there’s buses, trucks, other ICE powered equipment.