Comment by qdog

lifepo4 doesn't require any fancy materials but lithium, less energy dense at the moment, but also doesn't degrade as fast. Panasonic is currently producing ~260Wh/kg batteries for Tesla, so much of the mass market EVs will likely end up with those types of batteries. Looks like lithium production needs to go about 3x at current demand growth, but if cell density goes up, maybe less? Unfortunately this article does seem to be about the li-ion battery tech, but at leas you will need less materials for the same energy.