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I think $3750 could benefit from this because of two things:
1. they can charge higher prices in return and thus generate higher sales even if costs increase on the other side
2) CATL is also researching sodium ion cells which they can use to build batteries.
So if the market realizes that the prices of lithium ions are rising too much, a switch to sodium ions could be very profitable for them in the future, if the research is successful.
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@der_Don Point 1: CATL controls almost 40% of the world market.

Point 2: They already produce them and are also developing them further 😉
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