[gpm]

Energy density matters a lot for many applications, including customer electroncs and EVs. Sodium ion is at a fundamental disadvantage (sodium is heavier than lithium).

I don't doubt that sodium ion has a place... but whether it takes over as the dominant battery type for portable applications strikes me as very dependent on the future of lithium extraction. It seems like a place that has a lot of room to grow more efficient and thus more competitive on cost.