Well if you liked his numbers so much you must also agree with his estimates of sodium taking 30% of EV market share. Almost 20% by 2026.
BYD and CATL are the leaders in LFP if they are both pivoting to sodium I would argue they have a better idea then most and in time once these cars start rolling out the details will become clearer.
Ann: Goulamina Resource increased by 33.8 Mt to 142.3 Mt, page-199
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