China’s breakthrough sodium-ion battery — priced at $10/kWh (Bloomberg NEF, 2025) — is a technical marvel. It’s a direct challenge to America’s lithium-dependent auto industry. For context, today’s cheapest lithium iron phosphate (LFP) batteries cost $75/kWh, while Tesla’s 4680 cells ...
The Company That Started The EV Price War Now Says It’s Gone Too Far
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