Yeah the ignorance here is pretty strong. Unless all these people have inside knowledge that CATL's claimed density and specs are BS. CATL's Sodium Ion is 160

Yeah the ignorance here is pretty strong. Unless all these people have inside knowledge that CATL's claimed density and specs are BS. CATL's Sodium Ion is 160 wh/kg. That's basically LFP, and LFP means a 200-300 mile car, and supposed to scale to $40/kwhr (cell level) which implies a drivetrain cost at initial purchase that is almost physically impossible for ICE to match. Roadmap is 200 wh/kg, and while roadmaps are often a bit optimistic from chinese manufacturers timewise, they do seem to hit the densities. The other big news is CATL is doing 200+ wh/kg LFP, and of course has roadmaps for 230+. We shall see, but if CATL and others meet the cost and density estimates with acceptable cycle endurance and safety, it is a clear path to probably 3-4 billion EVs. And if Sodium-Sulfur and Lithium-Sulfur succeed ... that should be 2x to 3x the power density