About 20% of light vehicles consume 50% of fossil fuel. However most of these use cases only require 125 miles of range. Per day.. Of course they are driven 8 to 12 hours a day so unlike typical consumer use cases of 37 miles a day and 1 hour or less use.
Police cars, delivery vans, Uber are examples.
What these applications want is lowest life cycle cost. So Sodium and LFP batteries with expected life approaching 1000,000 miles and with EV drive trains all ready having an expected life of 1,000,000 miles an EV version will have lower capital cost over 12 years, lower fuel and maintenance costs.
So not as cool as 400 mile range but will save local state and federal government plus business of last mile delivery 100’s of Billlions each decade.
Go EVs, go sodium or any long life solution, LFP works today but Sodium will be cheaper so better.

Heavy trucks need a higher density to go 100% EV but light vehicle commercial use cases likely will be 100% EV in 10 years heavy trucks a bit longer.