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Sodium BESS will be a big story in 2027 4 GWh is just the start. CATL and BYD each will be doing tens of gigawatts in 2027. I don't know where the cei…

Sodium BESS will be a big story in 20274 GWh is just the start. CATL and BYD each will be doing tens of gigawatts in 2027. I don't know where the ceiling is. Absorbing solar peaks alone will require hundreds. This makes solar more valuable. One of the craziest feedback loopsJohn Raymond Hanger : "First US sodium-ion p