One point out of that video made me bit puzzled. It was the sequence when Musk tells the audience, that Lithium is quite common element. Of course, commonality is one thing, how to economically extract it from soil is completely different story. But all LAC studies are based on $12/kg price and IMHO, this may be wrong. Firstly the EV revolution is not going to progress as fast as we hope and secondly, quite few projects will eventually come online in next 5 years.

It will be interesting if the final feasibility study will reflect that or whether LAC still believes in higher price.