BYD Reveals Solid State and Sodium Battery Breakthrough - 10,000 Cycles!

The Electric Viking · completed · 12:15 · Published 2026-02-10
byd solid-state batteries sodium-ion batteries electric vehicles ev technology battery technology sulfide electrolyte energy density charging speed 2027 technology roadmap automotive industry cost parity internal combustion obsolescence
YouTube

Abstract

BYD has announced two revolutionary battery technologies that will reshape the EV market: sulfide solid-state batteries launching in 2027 with 2.5-3x the energy density of current batteries, and third-generation sodium-ion batteries capable of 10,000 charge cycles (potentially lasting 100 years). The key lesson is that by 2030-2035, these technologies will reach cost parity with current batteries, making EVs cheaper than gas-powered cars while offering 1,000+ km range, 5-minute charging, and multi-generational durability. The main takeaway: this represents the tipping point where internal combustion engines become obsolete, as EVs will be superior in every metric—price, performance, longevity, and convenience.

Summary

0:00 BYD's Dual Battery Strategy Announcement

BYD's Dual Battery Strategy Announcement BYD's Dual Battery Strategy Announcement
BYD, the world's second-largest battery company, has officially confirmed development of two distinct battery technologies. The first is a sodium-ion battery that will be cheaper than lithium iron phosphate (LFP) batteries, potentially lasting up to 100 years in theory and three times longer than current LFP batteries. The second is a sulfide solid-state battery scheduled for 2027. Unlike legacy automakers still struggling with 2020-2022 EV technology profitability, BYD has a proven track record of delivering on their technological promises and is already preparing pilot production lines for 2027. This dual-pronged approach allows BYD to master both high-end performance and mass-market affordability simultaneously.

1:00 Sulfide Solid-State Battery Technology and Initial Deployment

Sulfide Solid-State Battery Technology and Initial Deployment Sulfide Solid-State Battery Technology and Initial Deployment Sulfide Solid-State Battery Technology and Initial Deployment
BYD chose sulfide electrolytes for their solid-state batteries because they offer the highest ionic conductivity among the four mainstream solid electrolyte chemistries. This translates to faster ion movement, directly solving two critical EV pain points: charging speed and power delivery in cold weather. BYD is targeting charging speeds of around 2,200 kW, aiming for full charges in 5 minutes or less. The first generation will debut in BYD's supercar—currently the world's fastest (500 km/h top speed) but also the heaviest supercar in history. By replacing the heavy LFP batteries with solid-state batteries having 2.5-3x higher energy density, BYD can dramatically reduce weight while maintaining or increasing range. Initial deployment focuses on premium luxury vehicles that justify the higher cost before mass-market adoption.

3:00 Solid-State Battery Specifications and Range Capabilities

Solid-State Battery Specifications and Range Capabilities Solid-State Battery Specifications and Range Capabilities Solid-State Battery Specifications and Range Capabilities
BYD's solid-state batteries target 400-500 Wh/kg energy density—400 Wh/kg for first generation and 500 Wh/kg for second generation. To put this in perspective, the BYD Seal 03 currently achieves 430 km range with a 60 kWh battery at 165 Wh/kg energy density. Swapping to a 400 Wh/kg solid-state battery (2.5x increase) would enable 1,000 km of range with the same 60 kWh capacity. Additionally, the solid-state battery would be lighter and charge significantly faster—described as an 'order of magnitude' improvement. Small batch production begins in 2027, with mass adoption targeted for 2030. By 2030, BYD's CTO confirms these batteries will reach cost parity with current liquid ternary cells (NMC batteries), which currently comprise 20% of the Chinese market.

5:00 2035 Market Transformation and Industry Implications

2035 Market Transformation and Industry Implications 2035 Market Transformation and Industry Implications
By 2035, BYD projects solid-state battery EVs will cost the same as current internal combustion engine vehicles, while sodium-ion battery EVs will be approximately 20% cheaper. Solid-state batteries will cost only 25-30% more than LFP batteries at that point. This creates a pivotal moment: consumers will be able to purchase EVs at equivalent or lower prices than gas/diesel/hybrid vehicles, but with superior specifications—1,000+ km range, 5-minute charging, longer lifespan, minimal moving parts, silent operation, and more power. The complete pivot away from internal combustion engines is projected for 2035. BYD's battery division continues growing even as car sales decline, positioning them to supply solid-state batteries not just for their own vehicles but to other brands, accelerating industry-wide adoption.

7:00 Third-Generation Sodium-Ion Battery Breakthrough

Third-Generation Sodium-Ion Battery Breakthrough Third-Generation Sodium-Ion Battery Breakthrough Third-Generation Sodium-Ion Battery Breakthrough
BYD's third-generation sodium-ion platform has solved critical sodium precipitation and heat management issues that plagued previous generations. The result is a battery capable of 10,000 charge cycles—matching CATL's Nēnra sodium battery performance. Charging daily from 20-80% would take 27 years to reach 10,000 cycles; charging every 3.5 days extends this to 100 years. This effectively transforms the battery into a multigenerational asset that could be transferred between vehicles, used for home power storage, or factory applications. While BYD hasn't disclosed energy density figures, CATL's Nēnra achieves 175 Wh/kg—equal to BYD's Blade Battery Version 2 LFP chemistry. The sodium batteries must be cheaper than LFP to compete with CATL, which projects sodium battery costs of $19/kWh within 4-5 years—approximately 40% less than current LFP pricing and one-third of today's $60/kWh LFP cost.

9:00 Economic Impact and the End of Excuses

Economic Impact and the End of Excuses Economic Impact and the End of Excuses
The cost implications are transformative. Current LFP batteries cost around $60/kWh. CATL's sodium battery target of $19/kWh represents one-third the cost, making EVs dramatically cheaper to manufacture than internal combustion vehicles since batteries are the primary cost component. BYD must match or beat this pricing to remain competitive. The combination of technologies removes every remaining objection to EV adoption: range anxiety is eliminated with 1,000+ km capability, charging time becomes negligible at 5 minutes, longevity concerns vanish with 30-100 year battery life, and price competitiveness is achieved through sodium-ion technology. The presenter emphasizes this isn't just gradual change but acceleration, with the technology fundamentally reshaping transportation across all sectors—cars, trucks, ships, and boats. The prediction is stark: by 2035, it becomes economically and practically irrational to purchase an internal combustion vehicle.
Generated by claude-cli-sonnet

All Frames

Frame at 0:00
0:00
Frame at 0:03
0:03 key
Frame at 0:07
0:07 key
Frame at 0:10
0:10 key
Frame at 0:15
0:15 key
Frame at 0:21
0:21 key
Frame at 0:24
0:24 key
Frame at 0:25
0:25 key
Frame at 0:30
0:30 key
Frame at 0:32
0:32 key
Frame at 0:37
0:37 key
Frame at 0:38
0:38 key
Frame at 0:39
0:39 key
Frame at 0:40
0:40 key
Frame at 0:42
0:42 key
Frame at 0:43
0:43 key
Frame at 0:49
0:49 key
Frame at 0:50
0:50 key
Frame at 0:52
0:52 key
Frame at 0:53
0:53 key
Frame at 0:54
0:54 key
Frame at 0:55
0:55 key
Frame at 0:56
0:56 key
Frame at 1:00
1:00 key
Frame at 1:03
1:03 key
Frame at 1:04
1:04 key
Frame at 1:06
1:06 key
Frame at 1:07
1:07 key
Frame at 1:10
1:10 key
Frame at 1:17
1:17 key
Frame at 1:21
1:21 key
Frame at 1:27
1:27 key
Frame at 1:30
1:30 key
Frame at 1:38
1:38 key
Frame at 1:40
1:40 key
Frame at 1:45
1:45 key
Frame at 1:47
1:47 key
Frame at 1:50
1:50 key
Frame at 1:57
1:57 key
Frame at 1:59
1:59 key
Frame at 2:00
2:00 key
Frame at 2:01
2:01 key
Frame at 2:03
2:03 key
Frame at 2:05
2:05 key
Frame at 2:08
2:08 key
Frame at 2:14
2:14 key
Frame at 2:15
2:15 key
Frame at 2:21
2:21 key
Frame at 2:28
2:28 key
Frame at 2:32
2:32 key

Transcript

Source: youtube_captions · en
Full transcript (11056 chars)
BYOD have just revealed two different batteries. One of them will be cheaper than lithiumion phosphate batteries and make EVs significantly cheaper than gasoline powered cars and that battery will last for around 100 years. Well, in theory, but anyway, it's going to outlast lithium phosphate batteries by three times. It'll last three times longer. The second battery is solid state and it's coming in 2027. And this is BYD. This is not Well, you get my point here. BYD, when they say they're going to make something and do it, they they pretty much always do do it. This is the second biggest battery company in the world. Hello, my friends. Welcome to the channel. Great to have you with us. BD just officially confirmed um yesterday that they aren't just betting on one horse. They've mastered the two technologies that will define the next decade of transportation. We're talking everything. Ships, boats, trucks, everything you can think of. Sulfide solidstate batteries are what BD have been working on now for years now. Sulwide solenate batteries are a choice B went with because there's actually four different types of mainstream um solid electrolyte essentially battery chemistries that companies are going with and B's chosen sulfide well legacy automakers guys they are still trying to figure out how to make a profitable EV with 2020 technology sometimes 2022 but anyway is preparing pilot lines for 2027 so does that mean We're going to see solid state batteries in Body's cars that you'll be able to buy in 2027. Yes and no. Uh it seems likely that Body are going to put these solid state batteries in their supercar. They have the world's fastest supercar in terms of top speed. It can do 500 km an hour. They prove that. But it's the heaviest supercar known to man. The heaviest in history. If Bid can swap out those lithium phosphate batteries in that vehicle with solid state batteries with an energy density that is at least twice as it's about two and a half times higher if not potentially three times higher for generation 2 then that's what they're going to do. So the first cars build will put their solid state batteries in won't be anything that us mere mortals or most of us anyway can afford. it will be the very high-end premium luxury cars which makes complete sense. So why did BYOD go with sulfide electrolytes for their solid state battery? Well, the reason is because they have the highest ionic conductivity. What does that mean? Well, in plain English, they allow ions to move faster, which solves the two biggest complaints, charging speed and power delivery in the cold. Charging speed. Well, we just saw a a news article today actually that are working on 2,200 kW charging speed. I'm not saying that's for these batteries. We don't know what these batteries can charge at, but is pretty obsessed with charging speed. Being able to charge an EV in 5 minutes or less is what they're working on. And that's what will happen by moving to a full solar architecture. Build is targeting an energy density of 400 to 500 W hours per kilogram. So, it looks like first generation would be 400 W hours per kilogram. Second generation 500 watt hours per kilogram. What does that mean for range? Yeah, you could easily get 1,000 km of range with a 60 kWh size battery, which is what you see in something like a BOD 803. Just swap out the BD3's battery for a solid state battery. And the 803 has 430 km of range, but its energy density is 165. 165 W per kilogram. This is 400. So that's 2 1/2 times the energy density. So yeah, you would get 1,000 km of range if you swapped it out for a solid state battery. Remember as well that that solid state battery is probably going to be lighter in addition. Plus it'll charge a lot faster. A lot faster. Order of magnitude faster. When is it happening? Small batch production build confirmed starts in 2027. large scale mass adoption. They're saying 2030. So by 2030, um Bod CEO says these batteries will have reached cost parody with current liquid turnary cells. High performance at a low-end price is what the CTO said, the chief technical officer. What exactly does that mean? Well, that means that by 2035, you would see B's cars costing probably a similar amount to an internal combustion engine car with solid state batteries. That's what they're saying. The sodium battery powered cars from BOD will be much cheaper. They'll be probably 20% cheaper than the ones with solid state. But still, what they're saying is they can bring the cost down by mass manufacturing these batteries to be at on par with the batteries you currently get in a Tesla Model Y or a Model 3 long range or an XP G6 long range or the Zika 7X long range. Yeah, 20% of the market right now approximately in China is still NMC batteries, so some kind of chemistry like that anyway, which are turnary batteries. And the other 80% is lithium phosphate. So they're saying that their solid state batteries will cost probably about 30% 25 to 30% more than lithiumion phosphate batteries. And that is the point where you've got to ask yourself the question, would anyone in their right mind want to buy a hybrid or a diesel or petrol powered car in 2035 when it's cheaper or the same price to buy an EV with more range that can charge in a few minutes and will last longer and has very few moving parts and is quiet, silent, has more power, a lot more power, and doesn't It all changes. You've got to say that's the point in which that complete pivot away from internal combustion will happen by 2035 because we've got car manufacturers. I mean by supplies so many different brands with batteries and BD is probably going to be thinking to themselves you know how can we take more market share in the battery segment. Their cars sales are not growing that the car sales are beginning to decline now but battery sales are not. That's the area that build is dominating. So you're going to see build solidstate batteries not just in Body's cars but in other branded cars as well. And we're going to see mass adoption, mass adoption will happen. So if you're if you know anyone that's invested in any way in the oil industry, particularly though in legacy car manufacturers, because these guys aren't really serious about EVs, they're clearly not. They're they're paused their timeline production, cancelled production, blah blah blah blah. If anyone is really thinking that in 2035 it's not game over. It's not the end device. Then they just aren't thinking into the they're just not thinking. It's more just emotionally what can I see in front of my face right now. Not how is this technology going to change and it is going to change everything. The entire industry will be changed. Here's the thing though. While solid state is for the high-end sodium ion at least initially will be for the masses. Biby's third generation sodium platform has solved the sodium precipitation and heat issues that previous generations faced. The result 10,000 cycles, which is coincidentally the same amount of cycles that CL's newra sodium battery can do. Now, BD have not revealed the energy density of the sodium batteries, but I would assume it's probably similar or just a bit below their lithium phosphate. So, if you charge your car every single day, which no one does. I mean, I'm talking 20 to 80% every day, it would take you 27 years to hit 10,000 cycles. 27 years, every single day. So, let's say you charge your car once every 3 and 1/2 days, then it's going to last you for 100 years. This effectively makes the battery a multigenerational asset. You could move the battery from your old car to your new one if you even wanted to do that. Um, you could use it for powering your home. You could power a factory. This is the thing, and it's what Tony S's been saying for a long time. The cost of electricity will become marginal. Meaning, you won't even see, you won't even consider it as a factor in your daily life, whether that's starting a new business, powering your own home, etc., etc. We don't have the BD numbers yet on energy density, but we do know that CL's Naktra battery is it's got 175 W hours per kilogram, which is what BD's blade battery version 2 has. So, it has the same energy density as BD's latest generation lithium 1 phosphate blade battery. Um, yeah, here's the thing though. The sodium batteries will be cheaper than LFP. Body has no choice. They have to make them cheaper because CL is saying that their sodium batter is going to cost within a probably about four or five years time half the price of their lithiumion phosphate batteries. They say well 40% less and but their cost predictions are saying more than that because they're saying that the cost of their sodium batteries will come down to $19 per kilowatt hour and at that point uh it it is so much cheaper to make an EV than an internal combustion car if batteries are the main cost of the car comes down to $19 per kilowatt hour. To give you some context current pricing for LFP is around $60 per kilowatt hour. So that would be onethird of the cost. BD has to compete with CL and so they'll have no choice but to compete on price as well. So the electro state is doubling down. And this is this is gamechanging. While the rest of the world is still debating, well the west is anyway whether EVs are the future. BD is building the tech that removes every remaining excuse. You want 1,000 km of range or even 1,000 miles. If you wanted a bigger battery, you could do that. Well, solid state is coming in 2027. Mass production 2029, 2030. You want a $15,000 car that lasts for 30 years? Well, sodium mine is ready. The transition, it's not just happening, it's accelerating. Thanks for watching. If you'd like to book a paid consultation, uh, you can do so. And I'll put a link in the description below. If you want advice on what electric car to buy, solar systems, all that kind of stuff, you can do that. Guys, if you want to install solar panels, a home battery, or a home charger, the best way to do this for your situation is to go to the links in the description below and they'll take you to a page where you can compare everyone. So, depending on where you, it doesn't matter where you live. A lot of people email me all the time saying, "What solar system should I get? Who should I go with? What battery should I get? What electric charger should I get? Well, click in the links in the description and you can actually compare all the different choices and find the best deal for you. I'll put that link in the description below. Additionally, there is a battery savings calculator link and also a federal battery rebate calculator. I personally have found that I'm not paying for electricity at all. And that's including charging my two electric cars and also running my home power, my home sauna. Um, nothing. Not paying anything at all. And I think a lot of people are getting misled. They think that getting a battery is not worth it. Actually, I think it is worth it. So, those links are in the description below.