I think they have provided an answer that most Tesla investors would like to hear. Should they have instead said something along the lines of '...we are working with various companies however we yet do not have a stable supply in place. Further the majority of lithium hydroxide producers have confirmed that they are not in a position to provide the required quantity at the desired price.... (etc)" what do you think the Tesla SP would be next day? Of course they are going to down play this. If they had any agreement in place they would have confirmed as much. The fact that they didn't suggests that they have yet to find someone that can sell them sufficient quantities.
I think they have provided an answer that most Tesla investors...
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