Sodium will ease the deficit for LFP suited applications. However, LFP will be ~30% of the market by 2030, thus sodium will be supplementing a smaller share of the market due to high nickel (hydroxide) applications.
Then you need to consider solid state batteries, which may be commercialized by 2026 and ramped by 2028, therefore a lithium fueled anode pulling on lithium demand.
Sodium will ease the deficit for LFP suited applications....
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