China has also been delivering, so I wouldn’t bet against them.

A notorious example is Tesla, when they adopted the lithium-iron-phosphate batteries made by CATL because they were cheaper, safer and easier to build (no nickel or cobalt required).

Of course some of these articles are pure hype for vapourware, but this one’s sounding plausible - they claim to have engineered a structure that is negatively charged, while also physically preventing electrolyte crossover, and that this prevents degradation by two orders of magnitude.

It’s not preposterous, and might be enough to make these batteries usable on a massive scale…