What recently has changed is that end of 2025 lithium carbonate prices have gone up to the roof, due to higher ESS demand and that mines have been closed due to the lower prices early 2025 [ Source https://tradingeconomics.com/commodity/lithium ]. I think that's one of the reasons that CATL is betting on sodium ion for ESS and city mileage EVs. Yes energy density is still an issue, but CATL will soon come with a hybrid LFP/sodium ion cells package to overcome this, until in gen 3/4 they think sodium ion's density will be on par with LFP. Besides the advantages that are being advertised like almost no loss in range in cold temps and better chemical stability will win over LFP in the gen 1 use cases. One advantage that is not advertised so well is the higher operating temps of sodium ion (+70C) vs LFP (+60C) and it also has an excellent high-rate discharge [https://carnewschina.com/2026/01/30/catls-sodium-ion-batteries-officially-enter-passenger-vehicles-report-says/: "at 5C charging, the cells increased 5C degrees in temp"]. This means that contrary to LFP, sodium ion can do with less sophisticated cooling than LFP and also less thermal runaway protection measures [https://www.catl.com/en/news/6401.html " the Naxtra Battery eliminates combustion-supporting factors at the material level, thus achieving a transformative breakthrough from "passive defense" to "intrinsic safety"]. Also higher operating temps means less prone to internal resistance degradation due to higher temps like fast driving/charging.