The article’s premise is that Li-ion can’t be disrupted because of the amount of current infrastructure built to produce them. I can’t help but hear a little desperation in this line of argumentation. I’m no expert, but isn’t this actually the kind of thing that we imagine vested interests in every entrenched industry saying just before they’re disrupted?

For example, if flow batteries take less capital to produce. Or, if they take different equipment, maybe their capital would be cheaper, given a lack of demand?