we all know sodium ion is way cheaper than lithium to produce !
i reckon that with LTRs cost blowouts and delays, by the time LTR are ready with thier lithium plant, China will have made sodium ion extremly competitive with lithium in energy density but at a much cheaper price.
this means that the lithium boom days are over and ltr will go down !!!
IT''S OVER ! Sodium Ion batteries is NOW !, page-4
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