Where will Tesla get it's lithium supply., page-6

Tesla has two non binding agreements with Lithium explorers:
1) Pure Energy, from Nevada
2) The Sonora Partners Bacanora and Rare Earth Minerals (BCN/REM), from Mexico.

Pure Energy (PE on the Canada Stock Exchange) is in a very early stage but are working on a modern brine technique without evaporation ponds. However, ever since the Tesla deal they have gone very quiet. My guess is the Tesla NDAs are pretty strickt.

BCN/REM have a pilot plant which is capable of producing LCE (but not the agreed LiOH) 24/7 from their clay deposit in Mexico. They may have been secretly (under strickt NDA with Tesla) working on a LiOH production, but this is unclear.
BCN is dual listed in Canada and London but moving to London now with a slightly changed name including the word Lithium.
REM is listed in London.

So in any case I think both (or actually all three) companies are flying somewhat below the radar as they have been silenced to a significant extend by the Tesla NDAs. But my money is on the fact that they will be the Lithium supplier for Tesla.

An nice additional fact is that the technique PE is working on for generating Lithium from Brines can also be used to recycle the Lithium from the batteries. And that is something Elon Musk has always said that he wants to have from day 1! An other fact why I strongly believe in PE. BCN/REM is obvious because it is one of the largest Lithium resources world wide and pretty near to Nevada as well.