It wasn’t about access to raw materials, it was something about treating them or something. They couldn’t get it right, some detail in the production.

Edit:

🇸🇪 Den del av fabriken som blandar ihop råmaterial som ska användas i batteriets katod har, enligt Norrans källor, inte lyckats nå tillräckligt bra kvalitet på materialet. I stort sett allt har gått till återvinning. Och utan katod – inget batteri.

🇬🇧 The part of the factory that mixes raw materials to be used in the battery’s cathode has, according to Norran’s sources, not managed to achieve a sufficiently good quality of the material. Virtually everything has been recycled. And without a cathode – no battery.

— https://www.norran.se/nyheter/skelleftea/artikel/northvolts-problem-att-leverera-tvingas-kopa-material-fran-kina/rx40pnkl