https://about.bnef.com/blog/china-already-makes-as-many-batt...
https://www.iea.org/commentaries/the-battery-industry-has-en...
https://www.energy-storage.news/global-bess-deployments-soar...
https://rhomotion.com/news/global-bess-deployments-surpass-e...
There’s a startup doing this at substations. They can network these batteries and then use the utilities’ extra wire capacity to redistribute energy throughout the grid.
The other flipping points are when these outcompete the all-in cost of making a new gas peaker plant and then the cost of bothering to turn existing plants on.
My understanding on sodium is that it’s still early days. Most “sodium” batteries shipping today are hybrids with lithium (two sections, one bms) with poor cycle lifetimes, so there is a lot to figure out still. I haven’t personally seen or heard about CATL’s sodium batteries in the real world yet.