But the real meat of the EV revolution will probably be high density LFP (300-400 range cars) and next-gen sodium ion (200-300 mile cars) which require no nickel or cobalt, or for sodium ion, not even lithium.
This is based on production densities that are supposed to be available in production late this year (LFP) or next year (sodium ion)
Improvements in any sector or aspect is a good thing though. There will be cells needed in dozens of applications, from container ship to bicycle.
Edit: I reached the posting limit, so here is more on the higher density LFP/sodium ion:
230 wh/kg LFP:
https://pushevs.com/2022/03/29/guoxuan-closer-to-mass-produc...
160 wh/kg Sodium ion:
https://www.electronicdesign.com/markets/automotive/article/...
So my napkin math says that the densities listed should enable a 400 mile Tesla model S type car (especially since LFP doesn't need as much cooling and has higher density cell-to-pack), and sodium ion should do about 70% of that, or a 275 mile model S large car. Napkin math is derived from looking at current pack densities in Tesla cars and comparing that with 90% of the cell densities in the above articles (which these should be able to achieve in pack density with cell-to-pack and that these chemistries don't need as much active cooling systems). The current model S from googling seems to be at 186 wh/kg at pack level. 90% CTP 230wh/kg LFP should be 205+ wh/kg!!!
That may also enable large scale 50-70 mile range PHEVs, and even cheaper EV bikes/scooters/lawnmowers/etc. LFP also has better capacity retention,cycle endurance, and temperature endurance typically.
But the Sodium Ion might be the real revolution from a city car perspective for places like China/India where you'd need a billion or more clean city cars. A cheap 100-150 mile sodium ion car is just what these markets need.