yeah, I think the big information is CATL is industrializing NA ion batteries and specifically calling out supply chain partners to do so. Its one thing to have a lab result, another thing to industrializing, forming upper stream supply chain and its own manufacturing capacity. The latter will need serious cash, time and human resource investments. CATL is a public traded company, margins, revenue is crucial. They also have pretty good lithium ion NCM and LFP batteries, and are researching solid state Li batteries so they know a thing about battery chemistries. They also in pretty serious competition with other battery makers and supplies big name car brands. So for them to throw their own cash at this new technology means they see long term advantages. I think time will tell what it will end up with.