If this is “on par” with LFP energy density, I’m not sure there’s any need for LFP now. Sodium ion seems to thoroughly beat it in every other metric.
I have no idea about the characteristics of these new sodium-ion batteries, but there is a great likelihood that they auto-discharge much faster than LFP batteries.
This means that if you do not use the car for some time, you may need to recharge it before you can use it again. This may be a problem if the car is left far from a charger.
Otherwise I agree with what you said.
I haven’t seen any info on charging speed. Can you recharge these as quickly as LFP?
On par on a per kg basis, but is it on par on a volume basis? If it takes up more space, that might pose packaging challenges relative to LFP.