https://www.fastmarkets.com/insights/chinas-battery-giants-expand-sodium-ion-no-threat-to-lithium/
As it seems that you aren’t using my links to learn more about this complex market, I copy here the interesting paragraph:
“We’re forecasting that sodium-ion will make up 9% of global EV sales by 2033. China will have the highest sodium ion battery demand, reaching over 41GWh,” said Fastmarkets’ analyst for battery raw materialsPhoebe O’Hara.”
So now tell us, according to your journalists which elements will form the cathode in 91 % of the EVs that will be sold in 2033 ( and more than 91 % from 2024 to 2032)?
Maybe you should give up and just assume that EV growth and lithium growth are synonymous.
https://www.fastmarkets.com/insights/chinas-battery-giants-expand...
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