The question behind this radar: can sodium-ion disrupt LFP in EVs the way LFP disrupted NMC? Sodium-ion crossed LFP on Technology Improvement Rate in 2019 (71.0% vs 70.7%) and has pulled away ever since — 124.9% against 64.8% by 2026, close to a two-fold gap. That is the same early-warning pattern LFP showed against NMC a decade before its market disruption.
Methodology co-developed with MIT — 30 years of peer-reviewed research.
Click a route to inspect it on the radar above. Every route here still compounds — none has stalled. But only three clear the median improvement rate for the set, and sodium-ion clears it by more than the other five combined.
Source: GetFocus Automotive Technology Strategy Radar · verdicts from the May 2026 readout
LFP improved faster than NMC for ten years before the market moved in 2020–2021. Sodium-ion now shows the same pattern against LFP — measurable since 2023.
In 2015 LFP measured 89.4%/yr against NMC's 54.6% — yet most forecasts still favored NMC. The market flipped in 2020–2021, a decade after the rate did.
Sodium-ion overtook LFP in 2019 at 71.0%/yr against 70.7%, then accelerated — 91.6% in 2022, 124.9% from 2023 — while LFP settled at 64.8%.
Source: GetFocus platform · historical TIR by chemistry, 2010–2026
The rate says sodium-ion is moving. The deep-dive agents read the filings and the public record behind it — named companies, named deployments, named bottlenecks.
Naxtra sodium-ion in a Changan passenger EV — over 400 km of range (2026).
Sodium-ion factory under construction in Xuzhou.
Yiwei sodium-ion EV in customer hands; cost parity projected ~2027.
Faradion → Reliance; Tiamat (FR) and Altris (SE) in scale-up.
The control point — treat precursor processing as a scouting priority.
Sodium-ion cathode-synthesis TIR — invention moving into cost, yield and scale.
Supplier and deployment facts from the May 2026 deep-dive readout · every claim traces to filings and public records
The 2026–2028 window is where the sodium-ion decision compounds or reverses. The radar holds the thresholds so you act on the trigger, not on the headline.
As broad or as narrow as the decision needs. This radar runs seven dashboards — platforms, cathodes, anodes, electrolytes, manufacturing, pack architecture and recycling.
Defined thresholds for pack cost, Wh/kg, cycle life, cold-weather performance, supplier scale and repeat OEM adoption tell you when to move.
A monthly signal digest per domain, a quarterly executive review with our analysts, and trigger alerts the moment a threshold is crossed. The radar never goes stale — and neither does your answer.
Sodium-ion held above LFP for a fourth consecutive year — 96.9% vs 74.7% in 2026, after peaking at 120.2% in 2024.
CATL and Changan announced a sodium-ion passenger-vehicle deployment — Naxtra, up to 175 Wh/kg, over 400 km of range.
HiNa projects sodium-ion and lithium cost ranges to converge around 2027 — 0.5–0.7 vs 0.3–0.5 yuan/Wh today.
Bring us your battery-chemistry question — or any live technology decision in your domain. We'll send back a decision-grade brief in 48 hours: the radar, the rates, the triggers.
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