Regarding the Na Batteries, CATL started to move in this...

Regarding the Na Batteries, CATL started to move in this direction:
https://www.catl.com/en/news/665.html
"... As of now, CATL has started its industrial deployment of sodium-ion batteries, and plans to form a basic industrial chain by 2023. CATL invites upstream suppliers and downstream customers, as well as research institutions to jointly accelerate the promotion and development of sodium-ion batteries. ..."

I recently came across a Company called GMG https://graphenemg.com/, they claim to produce a very efficient coin cell batteries purely based on Graphen. The stats of these batteries surpasses by now already Li Batteries.

So my guess is, the price pressure on the companies all over the supply chain, to produce cheaper and more efficient energy storing solutions will lead to a very diverse ecosystem in the next 10 - 15 years.
No manufacturer will just stand by and watch will prices for their base materials will go through the roof.
Industry will in general target for solutions that can be achieved with widespread cheap materials like Na or K chemistries.
High commodity prices will fuel this development.

Anyway, NMT should have also enough time to adapt and evolve to stay in business.