Unpack China's technology edge - sodium-ion batteries, LFP dominance, and ESS breakthroughs - and their potential to disrupt global markets. Analyze how Chinese supply decisions, vertical integration, and pricing strategies shape global transaction activity. What the U.S. and Europe can realistically learn from China's long-term, state-backed industrial strategy, and what elements of the China model are politically, economically, or culturally distinct from Western markets. Examine China's new export restrictions on next-generation batteries and refining technology. What are the implications for project economics and timelines outside China? Beyond 2026: Where is China's battery industry headed, and how are the government's anti-involution measures likely to affect the market?