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LTHM - Tesla's Potential North American Battery Metals Supply Chain Contenders
Livent Corporation
Tesla's existing supply chain. Latest Tesla news as related to EV metal miners (Piedmont Lithium supply deal, Tesla lithium converter plan in Texas, Tesla interest in LG Chem).
Tesla's potential North American battery metals supply chain contenders - lithium, cobalt, nickel, and manganese. Also, who might supply Tesla with anode materials or graphite.
Risks and further reading, including my background articles on the EV metals supply chain.