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Tesla China supplier CATL launches cost-effective sodium-ion battery cell

Credit: Tesla/YouTube

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Tesla China battery cell supplier Contemporary Amperex Technology Co. Ltd. (CATL) unveiled its sodium-ion battery earlier today, along with a solution that could integrate the cells with lithium-ion batteries in a single pack. The sodium-ion cells are a more cost-effective option than the lithium-ion batteries, opening the door for lower prices in the EV battleground market of China.

The introduction of sodium-ion cells is an alternative option to the lithium-ion cells Tesla has used in its vehicles. CATL Chairman Zeng Yuqun highlighted the favorable characteristics of utilizing sodium-ion cells during the company’s online launch event earlier today.

“Sodium-ion batteries have unique advantages in low-temperature performance, fast charging, and environmental adaptability,” Zeng said. “Moreover, they’re compatible and complementary with lithium-ion batteries. Diversified technical routes are an important guarantee for the long-term development of the industry.”

Tesla battery partner CATL extends supply deal to 2025

CATL said it will set up a supply chain for the new cells in 2023. The cells do not contain lithium, cobalt, or nickel, but the battery manufacturer did not disclose any cost details of the new cell.

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Tesla has long been working with suppliers for battery cells and has partnerships with Panasonic, LG Chem, and CATL to supply its electric vehicles with batteries. While working with third-party suppliers, the company has also researched on its own with the help of a battery team at Dalhousie University with legendary cell scientist Jeff Dahn. Tesla is not opposed to exploring battery cell chemistries favorable for electric vehicles, especially if the new cells can create more range, power, or a longer life cycle.

CATL has worked with Tesla since Gigafactory Shanghai started producing vehicles in late 2019. Tesla started customer deliveries in early 2020 at the Chinese plant and has relied on CATL’s world-class battery manufacturing to keep up with growing demand in China. CATL sold 34.1 GWh in the first half of 2021, up 234% year-over-year, according to Automotive News ChinaThe company has a 30 percent market share, but the company has been struggling with the rising cost of lithium carbonate, which has doubled this year. Additionally, nickel has also increased in price this year.

Due to increased demand, lithium prices are expected to trend higher this year and into next year, especially as more automakers extend into the electric automotive sector. These forecasts have launched battery makers like CATL into a widespread effort to experiment and develop other cell chemistries that would be favorable for their clients, and sodium-ion batteries are a great alternative.

Despite the sodium-ion cell’s reputation for somewhat lower energy density, CATL said that its Research and Development team had reached an energy density of 160 watt-hours per kilogram, and it should exceed 200 Wh/kg in the coming years as more experimentation continues. For comparison, lithium-ion cells can reach about 285 Wh/kg, according to K. M. Abraham, a research professor at Northeastern University. Interestingly, the solution CATL also unveiled at the event is also expected to compensate for the reduced energy density of the sodium-ion cell, while preserving the advantage the cell makeup has to offer.

News of the new cell shot Tesla stock up over 4.6% in early trading hours on Thursday. At the time of writing, TSLA stock traded at $677.07, up $30.23.

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Disclosure: Joey Klender is a TSLA Shareholder.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla’s Elon Musk gives timeframe for FSD’s release in UAE

Provided that Musk’s timeframe proves accurate, FSD would be able to start saturating the Middle East, starting with the UAE, next year. 

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Tesla CEO Elon Musk stated on Monday that Full Self-Driving (Supervised) could launch in the United Arab Emirates (UAE) as soon as January 2026. 

Provided that Musk’s timeframe proves accurate, FSD would be able to start saturating the Middle East, starting with the UAE, next year. 

Musk’s estimate

In a post on X, UAE-based political analyst Ahmed Sharif Al Amiri asked Musk when FSD would arrive in the country, quoting an earlier post where the CEO encouraged users to try out FSD for themselves. Musk responded directly to the analyst’s inquiry. 

“Hopefully, next month,” Musk wrote. The exchange attracted a lot of attention, with numerous X users sharing their excitement at the idea of FSD being brought to a new country. FSD (Supervised), after all, would likely allow hands-off highway driving, urban navigation, and parking under driver oversight in traffic-heavy cities such as Dubai and Abu Dhabi.

Musk’s comments about FSD’s arrival in the UAE were posted following his visit to the Middle Eastern country. Over the weekend, images were shared online of Musk meeting with UAE Defense Minister, Deputy Prime Minister, and Dubai Crown Prince HH Sheikh Hamdan bin Mohammed. Musk also posted a supportive message about the country, posting “UAE rocks!” on X.

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FSD recognition

FSD has been getting quite a lot of support from foreign media outlets. FSD (Supervised) earned high marks from Germany’s largest car magazine, Auto Bild, during a test in Berlin’s challenging urban environment. The demonstration highlighted the system’s ability to handle dense traffic, construction sites, pedestrian crossings, and narrow streets with smooth, confident decision-making.

Journalist Robin Hornig was particularly struck by FSD’s superior perception and tireless attention, stating: “Tesla FSD Supervised sees more than I do. It doesn’t get distracted and never gets tired. I like to think I’m a good driver, but I can’t match this system’s all-around vision. It’s at its best when both work together: my experience and the Tesla’s constant attention.” Only one intervention was needed when the system misread a route, showcasing its maturity while relying on vision-only sensors and over-the-air learning.

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Tesla quietly flexes FSD’s reliability amid Waymo blackout in San Francisco

“Tesla Robotaxis were unaffected by the SF power outage,” Musk wrote in his post.

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Tesla highlighted its Full Self-Driving (Supervised) system’s robustness this week by sharing dashcam footage of a vehicle in FSD navigating pitch-black San Francisco streets during the city’s widespread power outage. 

While Waymo’s robotaxis stalled and caused traffic jams, Tesla’s vision-only approach kept operating seamlessly without remote intervention. Elon Musk amplified the clip, highlighting the contrast between the two systems.

Tesla FSD handles total darkness

The @Tesla_AI account posted a video from a Model Y operating on FSD during San Francisco’s blackout. As could be seen in the video, streetlights, traffic signals, and surrounding illumination were completely out, but the vehicle drove confidently and cautiously, just like a proficient human driver.

Musk reposted the clip, adding context to reports of Waymo vehicles struggling in the same conditions. “Tesla Robotaxis were unaffected by the SF power outage,” Musk wrote in his post. 

Musk and the Tesla AI team’s posts highlight the idea that FSD operates a lot like any experienced human driver. Since the system does not rely on a variety of sensors and a complicated symphony of factors, vehicles could technically navigate challenging circumstances as they emerge. This definitely seemed to be the case in San Francisco.  

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Waymo’s blackout struggles

Waymo faced scrutiny after multiple self-driving Jaguar I-PACE taxis stopped functioning during the blackout, blocking lanes, causing traffic jams, and requiring manual retrieval. Videos shared during the power outage showed fleets of Waymo vehicles just stopping in the middle of the road, seemingly confused about what to do when the lights go out. 

In a comment, Waymo stated that its vehicles treat nonfunctional signals as four-way stops, but “the sheer scale of the outage led to instances where vehicles remained stationary longer than usual to confirm the state of the affected intersections. This contributed to traffic friction during the height of the congestion.”

A company spokesperson also shared some thoughts about the incidents. “Yesterday’s power outage was a widespread event that caused gridlock across San Francisco, with non-functioning traffic signals and transit disruptions. While the failure of the utility infrastructure was significant, we are committed to ensuring our technology adjusts to traffic flow during such events,” the Waymo spokesperson stated, adding that it is “focused on rapidly integrating the lessons learned from this event, and are committed to earning and maintaining the trust of the communities we serve every day.”

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Waymo scrutinized after self-driving taxis cause traffic jams during SF blackout

It’s not farfetched to speculate that it would have been a doomsday scenario for Tesla had FSD behaved this way.

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Credit: @AnnTrades/X

A power outage across San Francisco over the weekend forced numerous Waymo self-driving taxis to stop at darkened intersections and cause traffic blockages in multiple locations across the city. The disruption left riders stranded, frustrated drivers blocked, and city officials stepping in as the Alphabet-owned company temporarily suspended service amid the widespread gridlock.

Needless to say, it would likely have been a doomsday scenario for Tesla had FSD behaved in a similar way, especially if fleets of its robotaxis blocked traffic for numerous drivers. 

Power outage halts Waymo fleet

The outage knocked out electricity for tens of thousands of customers, leaving traffic signals dark across large parts of the city, as noted in a report from the New York Times. Waymo vehicles began stopping at intersections and remained stationary for extended periods, seemingly unable to operate. Tow truck operators worked through the night removing immobilized vehicles, while videos circulated online showing Waymos with hazard lights flashing as traffic backed up around them.

Waymo later confirmed that it had paused its Bay Area ride-hailing service after the San Francisco mayor’s office contacted the company about the congestion its vehicles were contributing to. Service began coming back online shortly after 3:30 p.m. local time, though some users still reported being unable to request rides. Waymo maintained that no injuries or accidents were reported during the outage.

Autonomous cars during emergencies

The incident surprised industry observers since autonomous vehicles are designed to function during signal outages and temporary connectivity losses. Waymo stated that its vehicles treat nonfunctional signals as four-way stops, but “the sheer scale of the outage led to instances where vehicles remained stationary longer than usual to confirm the state of the affected intersections. This contributed to traffic friction during the height of the congestion.” Experts suggested the problem may have been linked to the vehicles’ reliance on remote assistance teams, which help resolve complex situations the cars cannot handle independently.

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“Yesterday’s power outage was a widespread event that caused gridlock across San Francisco, with non-functioning traffic signals and transit disruptions. While the failure of the utility infrastructure was significant, we are committed to ensuring our technology adjusts to traffic flow during such events,” the Waymo spokesperson stated, adding that it is “focused on rapidly integrating the lessons learned from this event, and are committed to earning and maintaining the trust of the communities we serve every day.”

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