That's an awful lot of lithium - Model 3 'Insane Mode', page-6

No, the BCN, REM - Sonora resource needs a lot more financing than currently available for them to develop a producing site. The subpar supply agreement (fixed under-market price) with TSLA was in my opinion just a hype-generator for Lenigas to raise investment, the agreement itself is unprofitable (people would say I am too harsh, but knowing Lenigas, no I am not). What they have currently is a PFS, so production is a long way ahead or at least longer than when TSLA will need it. I heard a rumour and I say it as a rumour, that the supply will come from two of the "big three". From the three; one is in never-ending legal troubles, one needs to restructure their development in order to keep pace, while the other managed to streamline their lithium distribution and is even going to outperform one of the two mentioned on its home turf, as well as already supplying TSLA with lithium through their battery manufacturer.