Resolution criteria
Resolves YES if, by 23:59:59 UTC on December 31, 2026, a new, commercially available rechargeable sodium‑ion battery product (cell, module, or pack) is publicly offered or sold at a price ≤ US$10 per kWh, excluding taxes, duties, and shipping. Compute $/kWh as listed unit price divided by the product’s nominal nameplate energy (Wh).
Acceptable evidence: (a) an official price page or catalog from the manufacturer or an authorized distributor, (b) a publicly posted government procurement/award or signed contract showing the unit price and capacity, or (c) reputable trade press linking to such documentation. A snapshot captured by the Internet Archive’s Wayback Machine on/before the deadline must be provided for any webpage evidence. If priced in a non‑USD currency, convert using the ECB reference rate for the listing/award date. Links for verification: Wayback Machine, ECB converter. (help.archive.org, data.ecb.europa.eu)
Exclusions: used/refurbished units, prototypes/dev kits, prices contingent on undisclosed rebates/credits, bundle prices where the battery’s price or capacity cannot be isolated, preorder pages without a firm price, primary (non‑rechargeable) sodium batteries. If no qualifying evidence appears by the deadline, resolves NO.
Background
Sodium‑ion (Na‑ion) is an emerging rechargeable chemistry pursued by firms like CATL (first‑generation Na‑ion launch in 2021) and HiNa; BYD began building a 30 GWh Na‑ion plant in Xuzhou in January 2024. (catl.com, hinabattery.com, electrive.com)
For context, BloombergNEF reported the 2024 global average lithium‑ion pack price at $115/kWh (with China averaging ~$94/kWh and some LFP packs even lower). These levels illustrate how extreme a $10/kWh target would be. (about.bnef.com, ess-news.com, electrive.com)
CATL has said they're launching a $10/kWh battery.
Considerations
Pricing is often opaque; list prices can differ from large‑volume contract prices. Evidence must show a firm per‑unit price and nameplate energy for an actual orderable product.
Pack vs. cell: the criterion counts either, so long as both price and Wh are explicit; usable energy (after DoD limits) is not used—only nameplate Wh.
Currency swings can affect USD equivalence; use the specified official rate on the listing date to avoid disputes. (data.ecb.europa.eu)