> While this is a baseless comment, let's look at it anyway:
It's not baseless. This is a golden boy startup, blessed with save the Earth kudos and highly subsidized. The DOE spun this outfit up in 2020 with $19M. Michigan and Whitmer have fast tracked the one, modest, token plant, delivered the tax breaks and signed the contracts for a sodium battery power facility in the state. VC money chased after all this as you would expect.
Those are all temporary or one-time goodies. This is heavy industry and at some point all the love goes away: the subsidies go away, the exemptions go away. Then the foreign competitors steal your tech and undercut you.
At that point you have a choice: fail, or build out where labor is cheap, workers are disposable and regulators are just low-cost party agents, and use your position as US company to readily import your foreign made products.
Notice how none this has anything to do with what raw materials are involved or battery chemistry. It's not about those things. It never has been. The fact that the US has large reserves of sodium is not a factor: filling a ship with sodium and sending it to some foreign plant being only the most obvious thing to do.