Electrification — Theses
2 theses·Avg conviction 6.0/10·2 stale
T1never reviewed
China will control 80%+ of global solid-state battery production by 2030
6.0/10
no history yetT2never reviewed
Sodium-ion at $70/kWh will transform grid storage economics and accelerate renewable adoption faster than any policy
6.0/10
no history yetHow theses work
Each thesis has a conviction score (0–10) and a history of re-scores with reasons. A thesis is flagged stale if it hasn't been re-reviewed in 90 days — that's a signal evidence may have moved. Re-score by appending a new dated line under **History.** in the thesis markdown.