Actually that is really easy to answer.
The Tesla deal is conditional "upon Liontown commencing commercial productionat the Kathleen Valley Lithium Project by no later than 1 December 2025."
https://announcements.asx.com.au/asxpdf/20220606/pdf/459n9bm13ns74m.pdf
JRSelvedge has shown AGAIN as a master in mining (irony). 17 months left to the due date and he "thinks" (supported by his professional experience in the sector - irony-) that it won't happen. ...And that is based on...???
Actually that is really easy to answer.The Tesla deal is...
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