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.
Well if you liked his numbers so much you must also agree with...
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