"Mostly from Australia and Chile" seems like the opposite of baggage, that sounds like about the best you could hope for in a global commodity, so many of which come from unstable regions, conflict regions, or outright adversaries.
Yes, I know that China does most of the refining/assembly, but that has little to do with the chemistry. "Building new Na-ion capacity outside China" is probably even harder than "building new li-ion capacity outside China."
Yes, I know that China does most of the refining/assembly, but that has little to do with the chemistry. "Building new Na-ion capacity outside China" is probably even harder than "building new li-ion capacity outside China."