I don't have knowledge about this other then watching the industry closely. I would bet being pouch style cells using NCM811 or a further evolution there-off.

I don't have knowledge about this other then watching the industry closely. I would bet being pouch style cells using NCM811 or a further evolution there-off. > LFP doesn't require cobalt or nickel, so it can be produced in higher volume than chemistries that do without running into resource bottlenecks. I don't think raw resource availability is the major problem. Lithium refinement and cathode and anode production is more likely to cause issues. > Tesla's approach is fine if you want to make a million cars. Not sure what you are referring to here. Tesla uses the second most LFP cells as far as I know. Tesla already uses NCA, NCM and LFP and they are buying from the 3 largest suppliers, Panasonic, CATL and LG. In addition to that they will also produce their own cells with their own high nickel, and nickel-manganese chemistry. They are absolutely thinking how to make many millions of cars, be diversifying suppliers (including themselves), diversifying chemistries while trying to unify the format.