I don’t doubt that it’s a lot, but can anyone provide a source for the 40% of global ship traffic? I couldn’t find any statistics sadly

The data is from UNCTAD

Small clarification. My understanding is that it’s 40% by weight of goods carried, not 40% of ships. So still massive chunk, but not quite the same metric. Also some of those ships would still presumably be messed to move batteries and solar panels, At least for a while until we have enough for a closed loop recycling system (we can recycle like 99% of the lithium from lithium batteries, no idea how emerging sodium batteries will affect things)

Sodium based battery companies are, unfortunately, crashing right now, since lithium production has jumped so significantly that lithium prices have seen a major crash. Since price was the main economic driver for sodium batteries over lithium ones, many companies making sodium batteries are in big trouble right now, since lithium is more energy dense and at price parity