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There's lots of segments for battery chemistries to be used, so they just need to beat out smaller segments to establish commercial viability.

EV batteries also aren't a monoculture. They are even mixing battery types in EV packs to achieve different range/cost aspects.

If there's room for Sodium Ion, LFP, and the various cobalt/nickel chemistries, if there's air, sea, and long-haul modes plus grid storage, home battery storage, plus all the mobile and tools, there's plenty of segments.



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