<div id="readability-page-1"><div>  <p>Elon Musk pushed Tesla’s brand reputation into decline as US President Trump’s first term in office stumbled to a close back in 2020. Since then, Musk has focused like a laser on controlling the levers of US government. EV battery innovation, not so much. That helps explain why the iconic US startup, once credited with upending the global auto market, is now an also-ran in the race to introduce new sodium-ion batteries into light-duty electric vehicles.</p> <h3>The Sodium-Ion EV Battery Of The Future Is Here</h3> <p>Sodium-ion batteries are heavier than their lithium-ion counterparts, but the payoff is a less costly supply chain, among other benefits such as longer range and faster charging times. The R&amp;D challenge is to reduce the weight without adding expense, in which case sodium-ion batteries would not have the benefit of beating the Li-ion formula on cost (see lots more Na-ion background here).</p> <p>China’s CATL has already introduced sodium-ion as a higher-performing, less toxic alternative to the familiar lead-acid batteries found in gas-powered vehicles. They have also been popping up in two-wheelers.</p> <p>Now the bar has been raised. The Chinese automaker CHANGAN Automobile has just introduced a new electric passenger car featuring a sodium-ion battery from CATL, its exclusive supplier, with mass production expected later this year.</p> <p>That’s just for starters. “As CHANGAN’s exclusive sodium-ion battery strategic partner, CATL will supply its advanced Naxtra sodium-ion batteries across CHANGAN’s full brand portfolio, including AVATR, Deepal, Qiyuan, and UNI,” CHANGAN explained.</p> <p>“Much as it embraced electric vehicles years ago, CHANGAN is once again taking the lead with its sodium-ion roadmap,” the company emphasized, in a subtle dig at former industry leader Tesla.</p> <h3>The Sodium-Ion Solution</h3> <p>CHANGAN detailed the features of CATL’s Nextra battery in a press statement announcing the new battery partnership, which it kindly emailed to <em>CleanTechnica:</em></p> <ul> <li>Energy density of up to 175 Wh/kg, meaning that the battery is mass production-ready.</li> <li>Cell-to-Pack architecture saves weight and delivers a 400-kilometer range (that’s cell-to-pack, not cell-to-body).</li> <li>Reliable cold-weather performance compared to LFP (lithium-iron-phosphate) batteries; retains more than 90% capacity at –40°C; can deliver power at temperatures down to –50°C.</li> </ul> <p>“Tested under tough conditions such as crushing, drilling, and sawing, the battery stays smoke and fire free and continues to provide power, setting a new standard for safety and reliability,” CHANGAN adds.</p> <p>“Sodium-ion batteries offer abundant raw materials, faster cold-weather performance, and environmentally friendly production and recycling, helping diversify supply chains and reduce carbon impact,” they add again for good measure.</p> <h3>The Extended-Range Solution</h3> <p>CHANGAN also provides some details about battery range:</p> <p>“As the sodium-ion supply chain advances, ranges are projected to reach 500–600 km for pure-electric variants and 300–400 km for range-extended/hybrid configurations — covering over 50% of the range requirements in the new energy vehicle market.”</p> <p>And, that’s … interesting. With hybrid and extended-range options available, the chance of selling the 100% battery-electric version may diminish.</p> <p>Range-extended EVs go back to the Chevy Volt, introduced by General Motors in the early 2000’s. In contrast to plug-in hybrids, range-extended EVs run fully on electric drive. An onboard gas tank feeds an electric generator if the driver can’t find a charging station or needs a quick fill-up.</p> <p>GM encouraged Volt drivers to share their experiences, with some reporting traveling respectably close to 1,000 miles between gas station visits. However, GM eventually dropped the Volt in favor of the all-electric Bolt as battery range improved and charging times began to drop (see more Volt background here).</p> <h3>The Return Of The Range-Extended EV</h3> <p>Now that Tesla CEO Elon Musk himself has aided and abetted US President Donald Trump’s efforts to throttle back on the EV transition, range extenders are suddenly back in vogue. Who’d a thunk it? Legacy automakers are suddenly all over extended-range EVs, and so is the new Scout branch of Volkswagen. The company launched itself in 2024 with a range extender option in its catalogue. Sure enough, most of its reservations reportedly ask for the extender.</p> <p>A range-extended EV is better than a kick in the pants, but it’s not a particularly effective solution at a time when the urgency of global climate action is already at hand.</p> <h3>The Battery Swapping Solution</h3> <p>Sodium-ion batteries or not, a range extender on an EV is going backwards to the days of the Chevy Volt, not forward into the sparkling green all-electric future.</p> <p>One way to reduce driver interest in both hybrids and range-extended EVs is to swap batteries, yet another idea dismissed long ago by Elon Musk. With fire safety risks diminished to the point of no return, CHANGAN is among the automotive stakeholders noting that sodium-ion batteries support the fast-growing battery swapping market.</p> <p>“2026 is set to be an important year for bringing the technology to more vehicles and wider markets. Supporting this ecosystem expansion, CATL’s sodium-ion battery is designed for deep adaptation across multiple vehicle brands, balancing flexible integration with performance enhancements,” CHANGAN observes.</p> <p>“Concurrently, by 2026, CATL plans to open more than 3,000 Choco-Swap battery swap stations across 140 cities in China, with over 600 in colder northern regions,” they elaborate.</p> <p>Where to begin? Like his pal Trump trying to distract attention from the Epstein files, Musk keeps introducing shiny new objects to distract the public from his personal brand reputation woes, alongside that of Tesla. It’s not working for Trump any more, and Musk has long outlasted the warm welcome he received from the tech community back in the early 2000’s, even as red flags began popping up. Good luck selling those new solar panels….</p> <p><em>Photo: CHANGAN Auto and CATL of China are the partners behind a new electric passenger car powered by sodium-ion batteries, with a range-extender option and battery swapping opportunities, too (courtesy of CHANGAN/CATL via email).</em></p> </div></div>

<p>埃隆·馬斯克對政府控制的關注導致特斯拉在電動車電池創新方面落後，特別是在鈉離子技術方面。中國汽車製造商長安汽車與寧德時代合作推出了一款新電動車，採用鈉離子電池，承諾帶來更低的成本、更長的續航和更快的充電。Nextra 電池的能量密度為 175 Wh/kg，並在極端温度下表現可靠。隨着鈉離子供應鏈的發展，電動變種的續航可能達到 500-600 公里。這一向鈉離子和續航延長電動車的轉變標誌着汽車行業的重大變化，挑戰了特斯拉之前的主導地位</p>

Another Tesla Miss: Sodium-Ion Electric Cars Are Coming … From China

cleantechnica

寧德時代

長安汽車

1.25 倍做多特斯拉 ETF - GraniteShares

2 倍做多 TSLA ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做多特斯拉 ETF - Leverage Shares

2 倍做多 TSLA ETF - T-Rex

Simplify Volt TSLA Revolution ETF

2 倍做空特斯拉 ETF - GraniteShares

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方兩倍做多特斯拉

南方兩倍做空特斯拉

特斯拉

特斯拉的又一次失誤：鈉離子電動車即將從中國推出