https://news.yahoo.com/panasonic-unveils-prototype-battery-tesla-062046161.html

"LFP batteries, 95% of which are made in China, are considered cheaper and safer than nickel-based batteries, but have less energy density and need be recharged more often. Panasonic's auto batteries are nickel-cobalt-aluminum (NCA).

Tesla wants the cheaper cobalt-free Lithium Iron Phosphate (LFP) batteries for its standard-range electric vehicles but needs to figure out how to overcome political tensions to get a Chinese partner to build the iron-based batteries near its U.S. factories."