Until Tesla's upcoming 4680
Until Tesla's upcoming 4680 battery factories in Texas, Berlin, and Nevada get up to mass production 4680 battery supply will be limited. I think that the Kato rd. battery production may be being stockpiled now for use in the debut of the first German Model Ys, to kickstart their early delivery, as the main factory there will likely precede the battery factory being completed. I suspect that Tesla's Powerwall batteries may shift from the current 2170 batteries to using the CATL LFP batteries because the Powerwalls don't have the same operational issues related to size, weight, load, and cooling as they do in automotive applications, and the LFP batteries would cost much less. When Tesla can get their 4680 battery production up beyond the demands of their automobile needs, then they could use them in Powerwalls, but that would still be a few years from now.