There are a lot of interesting downmarket segments of automotive that are underserved today that are faster to get into than, say, the traction battery in EVs.
Bedrock Materials is using a chemistry similar to EV batteries but without lithium, opting for a sodium-ion battery that is expected to be significantly cheaper due to sodium's abundance.
Gore aims to disrupt the market by starting with cheaper sodium-ion batteries for traditional vehicles before transitioning to more advanced applications like EV batteries.
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