You could, but improved chemistry and battery packs to support the same are cheaper based on the experienced learning and cost decline curves. Batteries will only keep getting better, while EV charging infrastructure continues to be deployed everywhere there is power. Simplicity is the ultimate sophistication.

LFP was an improvement over lithium ion for thermal safety, and the results of this sodium chemistry appear to be even better (similar power density of high end LFP cells while being able to physically damage cells without much risk of catastrophic energy release).

Batteries won, it’s just not evenly distributed yet.

BNEF is tracking 7.9 TWh of annual battery manufacturing capacity announced for the end of 2025. That’s compared to demand projections of 1.6 TWh, and even that assumes steady EV demand growth and very rapid growth in batteries for storage applications. Even half that total announced capacity would be enough to equip almost every car sold in the world next year with a 50 kWh battery pack.

(my note: global light vehicles sales are ~90M units/year)

https://ourworldindata.org/battery-price-decline

https://about.bnef.com/blog/china-already-makes-as-many-batt...

https://www.iea.org/reports/global-ev-outlook-2024/trends-in...

https://www.vox.com/climate/408381/energy-transition-renewab...