The existing threat to us at this moment is cars with sodium ion batteries. They have been on sale in China for some weeks, in a joint venture with Volkswagen.
https://oilprice.com/Energy/Energy-General/Chinese-Carmakers-Launch-Sodium-Ion-Battery-Powered-EVs.html#:~:text=JAC%20Yiwei%20EV%20features%20sodium,potential%20for%20lower%20production%20costs.
The existing threat to us at this moment is cars with sodium ion...
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