this post was submitted on 01 Mar 2026
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Electric Vehicles
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It's still very early days for all batteries that are not Li-Ion or Li-FP. Plus there's a political aspect. Some countries, like China, have invested heavily in lithium and cobalt mining, increasing influence in Africa. CATL is a big innovator in batteries, but I wouldn't be surprised if the Chinese government pumps the brakes on CATL developing solid state or sodium on the scale of lithium.
In the end, it's inevitable because both lithium and cobalt are finite resources. Lithium especially is becoming increasingly difficult to come by. We are in need of new tech, but it could still take 10 years for it to be fully developed and adopted. What we need now is devices that just cannot be powered by lithium, so that they will require something more dense like sodium sulfur. The lack of need for graphene, cobalt and lithium is a huge pro.