Lithium Miners Comparison, page-32

CATL's low- cost, no-cobalt lithium iron phosphate (LFP) battery use lithium carbonate. It is much more staple and cheap and most prefer for family cars, buses, vans, trucks.
other major cathode producers may need to rethink their strategy as costs and safety is the major advantages for Tesla. Also subsidie only applied for a certain theresehold.
i have been waiting for EU to fully committed and i think it is the time.
coal is dead and so oil and gas in the next 5 years. US will probably catch up slowly.