Good to hear about more domestic battery production coming online. I wonder what kind of cells these will be? They're partnering with SK Innovation, which appears to be a major battery manufacturer, but I haven't found anything about what kind of cells they make.

I keep hoping we get more lithium iron phosphate production going in the U.S.. The energy density is a bit lower than other lithium ion chemistries, but it's been improving with new technology, and we really need more low-cost long-life cells to put in mass-market vehicles. LFP doesn't require cobalt or nickel, so it can be produced in higher volume than chemistries that do without running into resource bottlenecks.

Tesla's approach is fine if you want to make a million cars. To make a hundred million cars requires a different approach, and that's the scale we should be thinking about.