Recorded Sunday 12th April. we look at three forces reshaping the battery industry: Sodium-ion as a new chemistry moving toward commercialization, a new infrastructure model enabling heavy transport electrification, and a reminder that capital intensity can bankrupt even promising solutions.

1) Are Sodium Batteries Finally Ready for the Grid? - Inside Peak Energy's Sodium ion system:

• What is a sodium-ion battery, and how does it differ from traditional lithium-ion systems?
• Why is Peak Energy using sodium iron phosphate pyrophosphate (NFPP) cathodes and hard carbon anodes?
• How do sodium batteries compare with NMC and LFP on safety, supply chains, and lifetime cost?
• Why did the industry shift from NMC to LFP—and how does sodium extend that trend toward durability and affordability?
• W ...