I think LFP could see it's market share be eroded from both sides.
The more market share sodium batteries claim from LFP the less lithium is required. As the price of lithium goes down so does the price of nickel batteries and IF Tesla gets the 4680 cells working as intended then nickel batteries high performance advantage jumps ahead even further.
EGR Price at posting:
20.5¢ Sentiment: None Disclosure: Not Held
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