Tesla plans to offset the galloping battery component prices by using the cheaper LFP chemistry in all of its standard range vehicles. Not only that, but it may have entered a U.S. factory agreement with Gotion, a big Chinese LFP battery cells supplier, which includes production on American soil. The potential deal that Gotion bragged about has it procuring the whopping 200 GWh in a 5-year period, an amount that makes Tesla the prime candidate to be that "large listed automobile company in the US" mentioned in the statement.
https://www.notebookcheck.net/As-Wall-Street-bids-lithium-prices-way-up-Tesla-may-build-a-huge-LFP-battery-factory-in-the-U-S.588243.0.html
Good luck getting anywhere with LFP batteries in countries where there are actualy winters, say, N.Europe for example, people are willing/forced to upgrade to EVs, but with LFP batteries it might be a problem for Tesla in colder climates.