this post was submitted on 23 Sep 2023
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Their theoretical energy density are half of what lithium achieves. While their price and ecology probably makes sense in some cases, good luck marketing an ev with half the range, or a cellphone that lasts half a day.
I haven't been following them, but my understanding is that as well. However, I would point out that they may free up some lithium for EV use from uses where energy density is less important.