alt Hacker NewsLFP chemistries are approaching ~$50/kWh, and CATL's sodium chemistry is supposed to be ~$40/kWh (per CATL); soon it will be more expensive to ship the battery storage than the storage itself.
"Watershed moment:" Big battery storage prices hit record low in China auction - https://news.ycombinator.com/item?id=44504630 - July 2025 (4 comments)
IEA: The battery industry has entered a new phase - https://www.iea.org/commentaries/the-battery-industry-has-en... - March 5th, 2025
Naxtra Battery Breakthrough & Dual-Power Architecture: CATL Pioneers the Multi-Power Era - https://www.catl.com/en/news/6401.html - April 21st, 2025
China Already Makes as Many Batteries as the Entire World Wants - https://about.bnef.com/insights/clean-transport/china-alread... - April 19th, 2024
Currently "Sodium Battery Cell" is priced at US$50–70/kWh on the Shanghai Metals Market, which gives every appearance of being a real thing: https://www.metal.com/en/markets/43. They list LFP batteries currently at US$38–52/kWh: https://www.metal.com/en/markets/42
I think you may be dramatically overestimating how much container shipping costs.