Will CATL Sodium batteries in production 2023 meet their expected price point of $40/kwh in 3 years? Not sure but if so that answers the supply chain issue. Or consider Si anodes driving down battery cost 30%, in production but still yield issues. That gain reduces the amount of materials needed for 300 mile range.
Basically the progress in battery cost including reduction in material logistics continues.
The trend is to 90% reduction in cost and the use of common materials. Most recent example LFP batteries.
There is a massive engineering eco system going after cost in clean energy, progress already on the market, more to come. Expect a faster pace then you saw in cell phones and computers