China Just Dropped a Sodium Battery That's 90% Cheaper Than Lithium-Ion West is in Panic!

Описание: China just made a move that could quietly reshape the global EV and energy storage market. On January 22, 2026, CATL, the world’s largest battery maker, unveiled Tianxing II, the first mass-produced sodium-ion battery designed for real commercial use. This wasn’t a prototype or lab demo. It was certified, production-ready, and built for daily operation.
What makes sodium-ion disruptive isn’t headline-grabbing range numbers. Its reliability. Tianxing II performs normally at -30°C and retains nearly 90% capacity at -40°C, addressing one of the biggest problems lithium batteries still struggle with: cold weather. For fleets, emergency services, and logistics vehicles that operate year-round, that single advantage changes everything.
CATL is targeting vans, trucks, municipal fleets, and grid storage first applications where uptime, durability, and cost matter more than peak performance. The battery is rated for over 10,000 charge cycles, meaning it can last for decades rather than years. Combined with battery swapping, lower raw material costs, and freedom from lithium supply volatility, sodium-ion flips the economics of electrification. This isn’t about replacing lithium everywhere. CATL is running a dual-chemistry strategy, using lithium where energy density matters and sodium-ion where durability, cold performance, and scale matter most. That strategy gives China a major advantage as the world moves from experimental EV adoption to industrial-scale electrification. While Western companies are still testing sodium-ion in pilots, China is already industrializing it. And once electrification runs on abundance instead of scarcity, the balance of power shifts fast. So the real question is: will the rest of the world catch up — or end up buying China’s battery standard for the next decade? And if you want the real story behind the world’s fastest-moving AI and energy breakthroughs, make sure to like and subscribe to Evolving AI for daily coverage.