Part 7/10:
Additionally, retooling factory lines to produce these advanced electrodes and integrating new manufacturing processes would require substantial investment. The existing supply chain—built around conventional cell formats—would need significant adaptations, which could deter widespread adoption unless the benefits outweigh the costs.
The Broader Industry Context
The push for advanced battery innovations like 24M's EOP platform comes amid intense global competition. China, in particular, has made rapid progress in battery tech, producing cheap, high-capacity batteries and exploring alternatives such as sodium-ion technology. Although the U.S. is developing its own sodium batteries, much of the innovation focus remains on conventional lithium-ion chemistry.