Sodium Battery Boom: How $ALB, $SQM, and $BYDDY Face the 2035 Shift
Sodium-ion batteries could capture 40% of the global market by 2035, disrupting lithium producers like $ALB and $SQM while boosting EV players like $BYDDY.
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Sodium-ion batteries could capture 40% of the global market by 2035, disrupting lithium producers like $ALB and $SQM while boosting EV players like $BYDDY.
McDermitt Caldera lithium deposit of up to 40M tons could reshape global EV battery supply chains, impacting major producers like $LAC and $ALB.
Minas Gerais struggles to capture full value from its lithium resources despite booming global demand for EVs and decarbonization goals, highlighting supply chain gaps.