Whether or not the hydroxide plant becomes operational as forecast, Tesla will have had to secure spodumene concentrate for ramp up and future operations As far as I am aware, they have secured some (PLL OTA) but not all that they will require.
“While production was initially expected to begin in the first quarter of this year, ramping throughout the latter half of the year, it appears that the site still has some work to do before the plant becomes operational. As usual, Tegtmeyer plans to share a full video with more details about the construction progress on YouTube, and this story will be updated to include it upon release.”
https://www.teslarati.com/tesla-lithium-refinery-construction/#google_vignette
General Discussion Topics, page-134946
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