At the same time we saw Northvolt going to Ch 11 due to costs and lack of expertise.
A lot of what comes from China might be low quality (especially for internal consumption) but it's cheap and they're specializing
> Sodium-ion cells are however much less energy dense, as illustrated by BYD’s new product only packing 2.3MWh per 20-foot container, much less than the 5MWh and more than is now standard in the lithium-ion BESS space.
Which really doesn't matter if you're on a stationary application, especially if the cost/longevity is competitive.