Batteries
Sodium-Ion Batteries in 2026: Cost Reality vs. LFP, CATL's Naxtra, and the Hard Carbon Bottleneck
China holds 95%+ of sodium-ion capacity. CATL's Naxtra hits 175 Wh/kg. Yet at 2026 prices, SIB cells still cost more than LFP.
Batteries
China holds 95%+ of sodium-ion capacity. CATL's Naxtra hits 175 Wh/kg. Yet at 2026 prices, SIB cells still cost more than LFP.
Batteries
Learn how Alessandro Volta’s voltaic pile worked, how it was built, and why it became the first practical chemical battery.
Aerospace
DJI holds ~70% of the drone market; China makes 98% of rare earth magnets. A tier-by-tier analysis of UAV supply chain bottlenecks and reshoring.
Batteries
Decision-grade analysis of sand batteries, thermal storage economics, efficiency limits, vendors, and industrial heat use cases.
Batteries
LFP cells cost USD 36/kWh in China. Nissan needs USD 65/kWh to break even on solid-state. That gap is the investment thesis, compressed to one number.
Communications
The Zephyr is a solar drone that flies at 70,000 feet for months at a time. Here is what it does, who operates it, and whether it will reach market.
Deepsea
France calls it environmental piracy. The ISA calls it a violation of international law. The US calls it a permit. Welcome to seabed geopolitics.
Energy
A flywheel loses up to 5% of its charge every hour. Your solar window is six hours. Do the math and then read why the appeal persists anyway.
Batteries
Li-Cycle burned through $1 billion and went bankrupt. Glencore bought the wreckage for $40 million. The urban mining goldmine isn't what it seems.