Tthe question has been asked about where Tesla will be getting all the materials for the Giga Nevada expansion on a separate NVX thread. We might hear some answers in a few weeks (ref below). Might not involve NAM... but if it doesn't then I'd love somebody to tell me where they are getting 140-170ktpa from in a few years.
I can't think of any single north American supplier that could meet the demand... Well obviously one could ramp up as much as was required if finance was provided.
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