BloombergNEF has said that sodium should cut about 272,000 tons of lithium demand by 2035, or more than 1 million tons if lithium supplies can’t meet usage.
Changes in the metals mix in batteries has upended supply-and-demand outlooks and whipsawed prices. Cobalt and nickel — which just a few years ago were seen facing long-term shortages — have had demand estimates revised by the emergence of cells that don’t use them.
BloombergNEF has said that sodium should cut about 272,000 tons...
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