Beyond Lithium: CATL and BYD Bet on Sodium-Ion as the Next EV Battery Frontier | Taha Abbasi

Taha Abbasi examines why the world’s two largest EV battery makers are racing to deploy sodium-ion technology—and what it means for the future of electric vehicles. CATL and BYD together control over 50% of the global EV battery market. Now both companies are making aggressive moves into sodium-ion technology, signaling a potential shift in battery …

The 1500x Battery Boom: How Humanoid Robots Are Creating a 75 GWh Market | Taha Abbasi

Taha Abbasi examines a staggering forecast: humanoid robot demand could drive solid-state battery capacity from 0.05 GWh to 74.2 GWh by 2035—a 1,500x explosion that’s already reshaping manufacturing priorities. When Tesla announced it would sunset the iconic Model S and Model X to retool production lines for Optimus robots, skeptics called it a distraction. But …