Marking this for later, what is the source of the lithium? Last time I did a deep dive on lithium extraction the expansion of mining and extraction was not keep pace with the demand curve.
Most new lithium comes from evaporative brine pools, or hard rock (spodumene) mining. Spodumene is mined extensively in Australia. I'll get caught up, but at my last review - there was only one operational lithium mine in the United States.
I do some a Tesla sponsored or affiliated company was attempting to extract lithium from - lithium rich clays.