Now looks like TESLA are very close to solving their dry coating cathode issues- importantly this is in house and cheaper than outside cells, and in the production stages. ie the lithium chemical price is not so critical as overall the cell costs are lower.
https://x.com/electrekco/status/1815847923030106229?s=61&t=tV1K9QgZkz_94ygcSYKv8w
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