There's noise out there atm wrt battery prices rising on the back of higher raw material inputs. There is apparently some pushback from downstream actors, as per a number of recent articles produced from the usual talking heads, but the higher raw material prices are a key threat to the $25k to $30k mass market EV's, thus potentially impacting/delaying mass adoption.
Anyways, below is good twitter thread from Simon Moores, replying to ARKInvest comments on LFP batteries;
Good News & Bad News, page-5106
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