January 26th News: CNGR recently announced that the company has successfully secured and shipped a thousand-ton order for sodium battery materials. Chempricehub's analysis of lithium batteries, with a long-short score: -1.5. CNGR's successful acquisition and shipment of a thousand-ton order for sodium battery materials indicate a significant increase in demand for sodium batteries. As a potential alternative to lithium batteries, sodium batteries offer advantages such as lower costs and abundant resources. The acceleration of their commercialization process may weaken the demand for lithium batteries, leading to downward pressure on spot prices. A score of -1.5 reflects that this event poses a moderate to significant bearish impact on the lithium battery market, warranting attention to the risk of further expansion of substitution effects.