Further to my original post, here's the link for the interview.

And for further consideration, remember that EV battery round table that Evans was disinvited to in June? Redwood was there, and their CEO had an intersting quote (note the location): 

"The goals for electrification are at risk to the limitations in the supply chain. We see an incredible opportunity in resource recovery so we don’t lose resources already in the product supply chain and don’t export them in ways that don’t benefit our local competitiveness,” said JB Straubel, co-founder and CEO of Redwood Materials, which today announced plans for hundreds of millions in new investments to scale up its battery recycling efforts, including a new 100-acre recycling facility in Northern Nevada that will create hundreds of new jobs. “We’re focused on inventing and scaling the technologies that most efficiently recover materials from lithium-ion batteries and reuse them with high utilization.”

In an article with the announcement about Redwood's battery plant, it identifies as a challenge mastering the chemical processing to mkae battery grade material. Is this where LAC would come in?

Just saying .... 

Breaking through the battery bottleneck

Redwood to build the biggest lithium battery recycling plant in US