For those interested in learning about Cathodes, The Limiting Factor on youtube puts out some very technically great content. There is tons of information I bet the vast majority of people who follow the battery market don't know.
The videos are about Tesla Battery Day Cathodes, but its really a much more general analysis of cathodes and cobalt free cathodes.
Tesla's Polycrystal Cathode Choice and Why I got it Wrong!
https://www.youtube.com/watch?v=LgU3uIgJvAU
Tesla's Cathode Production Process
https://www.youtube.com/watch?v=RVeqYkGXdQo
Tesla's Three Cathode Choices // Product Impact