Natron Energy, the American sodium battery manufacturer, is only talking about making EV fast chargers, not actual EV batteries. I’m guessing the big reason is energy density. I’m not sure what the range of the Chinese EVs are, but I suspect it won’t be enough to attract North American consumers at this time, although I expect that will change. Also, in other locations where the population density is higher, lower range probably isn’t as big of a factor.