Ann: March 2020 Quarterly Report, page-2

Pretty much what I expected,

Nahara hydroxide plant construction works 50% complete and ongoing, probably 2 month delay
Olaroz stage 2 construction works 35% complete and currently stopped

what makes me optimistic is that Gigafactory 1 from Tesla will open again on May 4. Ultimately they will sell every car that they produce even at a loss to cover their fixed costs. The other EV factories in Europe like Zwickau for the ID3 from VW will open even earlier.