Every outlet that covered CATL's Super Tech Day last week led with the same thing: a lithium-iron-phosphate battery — the most common EV chemistry in Chinese vehicles — that charges from ten percent to eighty percent in three minutes and forty-four seconds. CATL, China's largest EV battery maker, announced six battery products at that event. The one nobody covered was the Naxtra.
The Naxtra is CATL's first sodium-ion battery for passenger vehicles. It delivers 175 Wh/kg, cobalt-free and nickel-free, 10,000-plus cycles, and operates from -40°C to 70°C. CATL's own announcement puts the energy density at 175 watt-hours per kilogram, the highest claimed for any sodium-ion cell in production, with cycle life exceeding 10,000 full charges. Per ESS News, the cell uses aluminum foil instead of the copper found in standard lithium cells, cutting one of the most expensive materials in a battery's current collector. Sodium-ion batteries substitute sodium — an element so abundant it's essentially table salt — for the lithium used in conventional EV cells, removing cobalt and nickel from the supply chain entirely.
CATL says mass production is slated for end-2026, already in a Changan vehicle as of February — the world's first mass-production sodium-ion passenger car. None of those specs have been independently verified. The primary announcement is a press release. CATL has a history of announcing battery timelines that slip.
The strategic logic, as CATL describes it in their release: a "dual-star" approach, with sodium-ion and lithium-ion running as parallel chemistries, not competing replacements. An automaker sourcing from both platforms gets supply flexibility and some insulation from cobalt price shocks. Cobalt is concentrated in the Democratic Republic of Congo and has been a recurring cost constraint on EV battery pricing. Removing it from the formula is a supply-chain restructure, not a performance upgrade.
For context on where sodium-ion stands: standard lithium-iron-phosphate cells achieve over 200 Wh/kg. The Naxtra at 175 Wh/kg still trails LFP on energy density. That gap matters less in grid storage and cold-climate applications, where sodium's electrochemical properties provide efficiency advantages. The grid storage variant of the Naxtra, per ESS News, claims 160 Wh/kg, 97% round-trip efficiency, and more than 15,000 cycles at 80% capacity retention.
The six-minute charger that dominated coverage is a genuine technical achievement. Car News China reported that CATL's third-generation Shenxing battery achieves a world-record internal resistance of 0.25 milliohms, fifty percent below the industry average — a property that determines how much heat generates during fast charging. Bloomberg covered the event, as did most major outlets. Bernstein analysts described the charging speed as effectively closing the gap with internal combustion vehicles, according to Singularity Hub. Electrek confirmed the Shenxing Gen 3 bests BYD's Blade Battery 2.0 (BYD holds 17% of China's power battery market, second to CATL), which charges from 10% to 97% in nine minutes, the previous fastest record. Both are lithium chemistries. Neither changes who mines what.
CATL holds 48.3% of China's power battery market, according to Car News China. When they commit to a second chemistry, the commitment is worth tracking. The questions now are whether the 175 Wh/kg holds in independent testing, whether the end-2026 production date holds, and whether Changan's February debut was a pilot run or the start of a real ramp. Right now, CATL is announcing. Shipping is the part that would change the supply chain.