Can China's Sodium-Ion EV Solve the World's Lithium Problems?

So the big question is: Will this spell an end to our global... [Outsider Club Header] Jan 03, 2024 By Alex Koyfman for the Outsider Club Can China's Sodium-Ion EV Solve the World's Lithium Problems? Dear Reader, Last week, the automotive press was aflutter with news of the release of the first ever mass-produced sodium-ion-powered EV — the Yiwei hatchback by China’s JAC Motors. Sodium-ion batteries, which contain absolutely zero lithium, promise better cold weather performance at a lower cost. [sodium EV] The cost savings come primarily from sodium’s greater abundance and accessibility. And according to some analysts, will help propel EV adoption rates among the less monied consumer base. So the big question is: Will this spell an end to our global obsession with lithium metal? The answer, for a multitude of reasons, is no. First and foremost, sodium cells fail in the one arena that most concerns potential buyers — range. The Yiwei hatchback will have a range of about 150 miles, compared with 300 miles or higher for today's typical lithium-motivated EVs, and 500–600 miles for today's longest-ranged Li-ion powered cars. 9 Billionaires Shifting Funds Here (Plus Warren Buffett) The smartest investors in the world are making a BIG move right now. David Tepper, Steve Cohen, Bill Gross, Paul Tudor Jones, Jeremy Grantham, George Soros, Carl Icahn, Jim Simons, and Larry Fink... They're jumping into oil and gas stocks with both feet. Meanwhile, 99% of investors can’t see what’s coming. According to Keith Kohl, our oil and gas analyst, three powerful economic triggers are converging on the oil markets right now... A "perfect storm" unlike anything we’ve seen in 50 years. The last time this happened, a small group of oil companies made 20x returns in a few years. Some gains were as high as 3,000%! That’s exactly the type of oil company Keith is recommending today.  He’s calling it "the No. 1 oil stock of the decade." [Get the name and ticker here before oil prices surge higher.]( Not So Fast With Your Sodium Though sodium-ion battery packs boast recharge rates as low as 15 minutes to 80% capacity, that decreased time at the plug-in station translates into proportionately fewer miles spent on the road. Sodium’s cost advantages are noticeable with price per kWh being between one-third and two-thirds that of lithium-ion, but the chances that this makes a huge difference to the buyer is highly questionable as there are plenty of affordable li-ion powered EVs on the market as it is. Where as once the EV was only accessible to the well-to-do, today there are excellent models available for under $30K, namely the Chevy Bolt and Nissan Leaf — both of which have ranges approaching twice that of JAC’s sodium-powered hatchback. But the overarching truth here is that even if sodium evolves into the cost-saving, efficient-operating power source that its proponents hope, successfully competing with the industry benchmark presents challenges which simple practicality cannot always overcome. The consumer world, time and time again, has chosen and then stuck with impractical solutions. 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The Most Powerful Market Driver of All Time We chose and stuck with gasoline over diesel, despite diesel fuel being safer and more energy dense, and diesel engines being simpler and longer lasting. We chose and stuck with VHS over betamax despite beta beating VHS to market and allowing for higher resolution. We chose and stuck with wood-based paper despite hemp being superior on a number of fronts, including cost and quality. We’ve done this repeatedly for political reasons, and plain, simple laziness. With the lithium industry being as established and accepted as it is, it will likely be years if not decades before it’s truly ousted from the top spot. Indeed, lithium’s biggest foe isn’t a new battery technology, but lithium's own scarcity. We love, crave and demand it so much that today’s global reserves are already losing the battle of abundance… So much so, in fact, that modern industry is scrambling to figure out new and better ways to produce more of it. One such method for extracting lithium has the potential for ending the scarcity problem once and for all — and for a reason that’s easy to understand even to the most uninformed layman. Lithium From Oil? This method, which is now being tested by a small Canadian technology company, will allow for any oil and gas producing property to diversify into lithium production in just a matter of months. You read that correctly. They’ve figured out a way to make lithium from the byproduct of fossil fuel production. At a point in history where lithium is inching towards capturing the energy storage throne, it should come as no surprise that the companies which made trillions off our collective oil addiction are now scrambling to find a place in the post-carbon economy of tomorrow. This new method is a complete departure from traditional lithium production. There is no exploration, there is no mining, there is no multi-year lag time between discovery and production. [MI Black Lithium Image 18] An energy company looking to diversify into lithium production simply hooks this extraction technology into their existing infrastructure, and salable lithium is ready to ship in a matter of weeks. The company behind this all is, as I already mentioned, a technology company, because technology is what they’ve developed and technology is what they’ll be selling. It’s small, young, and completely focused on the singular goal of revolutionizing lithium production. Its creators themselves came from the petrochemical industry, which makes perfect sense, and gives this firm a unique place within a market that will play a crucial role in the energy sector for at least the next few decades. Want to learn more about the science and the investment opportunity this presents? [Get all the details here.]( Fortune favors the bold, [alex koyfman Signature] Alex Koyfman P.S. Today’s article was originally published by our sister publication [Energy and Capital](, which is solely dedicated to helping readers profit from the ever-expanding and ever-changing energy sector. If you would like to receive daily free email investment letters from the editors of Energy and Capital, [simply click here.]( [youtube logo]( [Angelpub ARE site logo 100x100]@AngelInvestmentResearch Top 10 Stocks to Own for January 2024 | The Wealth Advisory Top 10 These are the Top 10 Stocks to Own for January 2024, brought to you by Jason Williams and Jason Simpkins of The Wealth Advisory. In this special clip from The Wealth Advisory's monthly series "TWA's Top 10 Stocks to Own," Jason Williams and Jason Simpkins break down the ten best stocks to own for January 2024. Though Jason Simpkins is on vacation in Florida, he has still informed Jason Williams of his picks. And the show must go on. 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