Below is a link to an article originating from Evannex, so in order to shed some light on why it might be a factor tending to tilt the scale more in the direction of a future Tesla-LAC deal of some sort you have to know that Evannex has a Tesla bias.

I found the article, whose link is provided below, on InsideEVs and it was prefaced with the following Editor's Note...

"EDITOR'S NOTE: This article comes to us courtesy of EVANNEX, which makes and sells aftermarket Tesla accessories. The opinions expressed therein are not necessarily our own at InsideEVs, nor have we been paid by EVANNEX to publish these articles. We find the company's perspective as an aftermarket supplier of Tesla accessories interesting and are willing to share its content free of charge. Enjoy!"

See the article on the following link:

https://insideevs.com/news/419466/tesla-nevada-lithium-supply-potential/