According to the article at the link below...
“It’s no secret that much of the lithium produced around the world is being shipped to China, especially that coming out of Australia. So it makes sense that Tesla signed a lithium supply deal with Kidman and their Tier-1 lithium project while reiterating their commitment to the China gigafactory. While we won’t know for sure, it seems to us that the lithium hydroxide produced by Kidman will go to the Shanghai factory for battery production. The first Tesla gigafactory took 3-4 years to come online. Comparing that to Kidman’s production timeline of 2020/2021, it lines up on that front as well.”
https://thelithiumspot.com/2018/06/08/tesla-model-3-gigafactories-and-kidman/
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