What if Sodium-ion storage glut crushes stationary battery costs?
Mass-produced sodium-ion cells flood the stationary-storage market at low cost, accelerating grid deployment while pressuring lithium and graphite demand and prices.
how we built this number — every step
The class rate is measured from our dated, sourced event library (decade-normalized Poisson — the full table is public at base_rates.json). The variant’s share within its class is the analyst’s editorial call, published so you can audit it. A wider range means thinner precedent. Full recipe: methodology · scored at Reality Check.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (gold) over time vs the crowd's (Polymarket, blue), from the past toward the 1–3 years horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. The gold path is an illustrative reconstruction anchored to today's estimate — real dated events, not a live re-estimate history.
What it would mean
If this plays out, it is a risk-on shock. Mass-produced sodium-ion cells flood the stationary-storage market at low cost, accelerating grid deployment while pressuring lithium and graphite demand and prices. The trigger decomposes into signed root‑shocks — Clean-energy abundance ▲ · Industrial demand ▼ · Risk appetite ▲ · Scientific breakthrough ▲ — which propagate through our causal graph to the markets below.
If it happens — the markets it would move
Biggest moves first. Projected moves are cascade-model priors; hist A–B% = what comparable past events actually did (measured abnormal returns), and model prior · unmeasured marks markets with no analogue backing yet. Tap any market for its price history.
| Market | Class | Projected move | |
|---|---|---|---|
| 1 | Energy sector XLEon Hyperliquid 📈 chart | Equity | ▼ -1.0% hist -0.73–-0.22% · other way -3.3% (n=5) |
| 2 | Brent crude BRENTon Hyperliquid 📈 chart | Commodity | ▼ -0.9% hist -0.68–+0.32% · other way -2.76% (n=5) |
| 3 | ExxonMobil XOM 📈 chart | Equity | ▼ -0.8% hist -0.54–+0.04% · other way +1.08% (n=12) |
| 4 | WTI crude CLon Hyperliquid 📈 chart | Commodity | ▼ -0.8% hist -1.06–+0.99% · other way -3.73% (n=5) |
| 5 | Nasdaq 100 NDXon Hyperliquid 📈 chart | Index | ▲ +0.6% hist +0.08–+0.6% · other way -1.08% (n=6) |
| 6 | Solana SOLon Hyperliquid 📈 chart | Crypto | ▲ +0.5% hist -0.4–+0.54% · other way -5.62% (n=5) |
| 7 | MicroStrategy MSTRon Hyperliquid 📈 chart | Equity | ▲ +0.6% hist -4.74–+12.54% · other way +14.03% (n=5) |
| 8 | Hyperliquid (HYPE) HYPEon Hyperliquid | Crypto | ▲ +0.5% model prior · unmeasured |
| 9 | Ether ETHon Hyperliquid 📈 chart | Crypto | ▲ +0.4% hist -0.81–+3.47% · other way -0.58% (n=5) |
| 10 | Tech sector XLK 📈 chart | Equity | ▲ +0.4% hist +0.08–+0.35% · other way +0.33% (n=5) |
| 11 | United Airlines UAL 📈 chart | Equity | ▲ +0.5% hist -2.55–+5.69% · other way +6.88% (n=5) |
| 12 | Bitcoin BTCon Hyperliquid 📈 chart | Crypto | ▲ +0.3% hist -3.04–+8.53% · other way +2.36% (n=5) |
| 13 | Chevron CVX 📈 chart | Equity | ▼ -0.4% hist -1.21–+0.36% · other way +0.38% (n=12) |
| 14 | Delta DAL 📈 chart | Equity | ▲ +0.4% hist -1.13–+3.76% · other way +2.53% (n=5) |
Probable recommendation
Historical precedent — what analogous events actually did
Across 30 analogous events (overlap‑weighted), as abnormal returns — market beta stripped, so it's the event's own effect, not the market backdrop. Shown at 20 days (persistent) and 5 days (immediate); ↺ fades = the two horizons disagree. Confidence = consistency × sample × significance.
| Asset | History says | Abnormal (20d · 5d) | Hit | n | Confidence | vs cascade |
|---|---|---|---|---|---|---|
| ETH ETH | LONG | +2.9% · 5d -3.5% ↺ fades | 70% | 18 | 0.30 | ✓ matches cascade |
| FCX FCX | LONG | +4.0% · 5d +1.7% | 62% | 27 | 0.23 | ⚠ differs |
| SPX SPX | LONG | +0.8% · 5d +0.3% | 63% | 30 | 0.23 | ✓ matches cascade |
| NDX NDX | LONG | +0.3% · 5d -0.6% ↺ fades | 63% | 29 | 0.19 | ✓ matches cascade |
| DAL DAL | LONG | +3.3% · 5d -0.0% ↺ fades | 59% | 25 | 0.18 | ✓ matches cascade |
| Volatility VIX | SHORT | -2.8% · 5d -4.1% | 62% | 29 | 0.17 | ✓ matches cascade |
| 30y yield DGS30 | LONG | +9bp · 5d +3bp | 60% | 30 | 0.15 | ⚠ differs |
| Bitcoin BTC | LONG | +7.8% · 5d -2.8% ↺ fades | 58% | 20 | 0.14 | ✓ matches cascade |
| SOL SOL | SHORT | -0.7% · 5d -8.4% | 59% | 18 | 0.13 | ⚠ differs |
| MSTR MSTR | LONG | +11.6% · 5d -2.9% ↺ fades | 56% | 27 | 0.12 | ✓ matches cascade |
| BRENT BRENT | LONG | +0.7% · 5d -1.6% ↺ fades | 56% | 25 | 0.10 | ⚠ differs |
| XOM XOM | LONG | +0.3% · 5d -0.5% ↺ fades | 56% | 30 | 0.10 | ⚠ differs |
| Gold XAU | LONG | +0.3% · 5d -0.1% ↺ fades | 55% | 27 | 0.09 | · |
| SMH SMH | LONG | +0.2% · 5d -0.1% ↺ fades | 52% | 27 | 0.03 | ✓ matches cascade |