That's competing against LFP chemistry, so 33% penalty on a chemistry that itself has a penalty versus NMC.

My understanding about sodium though is that the performance in cold and heat is excellent. So even if you pay a penalty for weight, you can drop the thermal management, which saves quite a bit.

For grid storage, this chemistry will be a game changer. For vehicle, I think it has a ways to go before being preferred over LFP, but that's a guess.

like LiFePo4, sodium-ion also won't burn

ie. so the fire department doesn't have to spend three days trying to put out a Tesla fire

for long hauls, not stop and go city traffic, the weight penalty doesn't matter as much once the weight is moving

a tractor-trailer could have a huge cell behind the cab or replacement the massive diesel tanks?