It doesn't, no silicon just means VW will not rely on nano silicon powder supply that's in huge demand by Panasonic, LG, CATL, Tesla, Daimler... for their EV/ energy storage production as they will be relying on a niche market of SS batteries, potentially holding back VW's EV production. Wish them well to help accelerate Renewable Energy Revolution but put no faith in VW's decisions after dieselgate. It has been said by Elon though himself, to transform the world to renewable energy and EV's, Energy storage will need every advancement it can get and to mass produce all green methods. There can be a world with Li-ion, SS and hydrogen.