Just wanted to point out that Panasonic could still be involved in this scenario, as well as any auto manufactures to which Panasonic supplies / will supply batteries, including Tesla.   I imagine that Tesla is going to hedge their bets with multiple suppliers.  

So possible LAC lithium food-chain scenarios could include:

LAC-NNO-Sumitomo-Panasonic-(Tesla/Toyota)

Not sure at what level LAC would actually sign a deal.  Could be cathode supplier on up.