Thoughts on new battery technology impacting MCR

Some interesting articles recently published regarding new battery technology by some of the biggest auto players and more new players developing battery technology.
A big focus seems to be removing Cobalt and then Nickel to reduce costs. the upside seems to be that EV take-up is running faster than expected so hopefully there is a moat around Nickel in batteries at least in the near future.
https://www.cnet.com/roadshow/news/better-battery-tech-could-boost-ev-range-speed-up-charging/
https://www.slashgear.com/gm-ultium-batteries-revealed-as-core-of-new-400-mile-ev-platform-04612122/
https://www.pocket-lint.com/gadgets/news/130380-future-batteries-coming-soon-charge-in-seconds-last-months-and-power-over-the-air