Beyond the Lithium Monopoly: The 2026 Ascent of Sodium-Ion and the Era of Dual-Chemistry Mobility
April 2026 marks the end of the lithium-only era. Triggered by a massive price spike in Q1, Sodium-ion batteries have successfully transitioned to GWh-scale production. This report details the 175 Wh/kg breakthrough in mass-produced sodium cells, the rise of the “AB Battery” hybrid pack managed by AI-BMS, and how the move to aluminum anodes is shielding manufacturers from the volatility of the lithium and copper markets.