Waiting 4-5 years cedes sodium-ion economy of scale to China
Landon Mossberg · The case for sodium-ion · Aug 14, 2025 · at 20:48
Landon Mossberg, CEO of Peak Energy, discusses the timeline for Western manufacturers to build domestic sodium-ion supply chains before China dominates market scale.
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“So if we wait for, Four or five years to get into this game, we're going to be in a similar place that we are today on LFP, but, ah, today at least, you're not facing such a huge, ah, economy of scale challenge.”
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