You would have to think that a comparable amount of support needs to be provided to upstream suppliers to guarantee the automakers will have the battery material in time.
As many of these facilities intend to be in production within the next two years, it would make sense that the supply chain should be in place by then too.
With that in mind, what would it take to get the NAL lithium carbonate facility into production by the end of 2025?
Tesla were able to build a giga factory in 9 months in China, the next one in Mexico will take from 12 to 15 months.
Completion of the half built carbonate refinery within two years should be achievable, surely.
If not Tesla, other automakers and chemical producers could achieve similar results for downstream product, if they really wanted to.
https://www.notateslaapp.com/news/1352/tesla-gigafactory-mexico-longer-construction-time-for-new-25k-compact-car
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