The problem here is the form factor of the cell as much as the chemistry. Pouch style cells are very difficult to regulate temperature in. This is a key reason why other automakers like Tesla use the small cylinder cells. Chinese companies like BYD have always used lithium iron phosphate. It has less energy density than lithium nickel batteries like NCA and NMC, but is cheaper. The patent was never taken out in China and the key patent expires for the rest of the world in April 2022. As much as 3/4 of vehicle batteries might end up being LFP. Improvements in the chemistry and less need for cooling systems and packaging mean its disadvantages aren't so glaring. Plus there aren't enough nickel mines to supply the coming avalanche of demand. Lithium, iron, and phosphate are plentiful.