As an American, I feel like I'm sitting on the sidelines as the world, particularly China, zooms past us in the future of automobile technology, and more broadly, battery tech.

sodium batteries are going to drop the price point on cars significantly, and at the same time make small solar much more accesable. for rural agrarian places in developing countrys removing energy costs will be tranformative. given that there are still several billion people living in rudementry conditions worldwide, it makes Chinas market for these things essentialy infinite, but only at that utra low price point. all in all the need for hydrocarbons will fall to a small percentage of current demand and quickly at that