> [the commencement of mass production of Na batteries in the USA] refutes the core premise of your statement
How so? This plant is one tiny step on a very, very long road. I'm glad to see it happen, but extrapolating the outcome of a race from the first few steps would be incredibly foolish. China can build Na-ion too, so the question becomes whether the difference in chemistry creates an advantage for one party or another.
> unlike Li batteries, the materials are trivially sourced domestically
So China can cut out the only part of the supply chain that leans towards the US sphere of influence, while the US gets a discount on shipping? This isn't the own you think it is.