IM3Ny, if they get a product to market. Tesla wont be their benchmark. It will be the Chinese guys selling on the net.
They will be going head to head with Chinese commodity LFP battery suppliers. No shortgaes there.
Par example....
https://www.alibaba.com/product-detail/Byd-Battery-Byd-Original-BYD-Lifepo4_1600404311337.html?spm=a2700.7724857.normal_offer.d_image.597542b12ZYyVO&s=p
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M3NY Set to Produce Lithium-ion batteries without Nickel and Cobalt in June, page-43
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