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Presentation | Sodium-Ion at Scale: Where Can It Really Compete?

16 Sept 2026
The Innovation Zone
  • Which sodium-ion chemistries and material combinations are emerging, and how do their performance characteristics differ?
  • Where does sodium-ion offer a genuine advantage over LFP and other established technologies?
  • Which applications are likely to drive early adoption: stationary storage, mobility or specific regional markets?
  • How competitive could sodium-ion become once raw-material, manufacturing and lifetime costs are considered?
  • What manufacturing capacity and supply-chain infrastructure are currently being developed?
  • What technical, commercial and bankability barriers must still be overcome?
  • When could sodium-ion move from early deployment to meaningful commercial scale?
  • What indicators should the market watch over the next three to five years?
Speakers
Ken Hoffman, CEO - Traubenbach Associates

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