Tesla's Lithium Supply Constraints Might Hamper Its Growth

The entire process of bringing down battery costs presupposes the availability of the grade of lithium required for the making of those batteries. Tesla might run into snags on that front in two possible ways: 1) There might not be enough lithium to support the volume of its giga factory and 2) there might not be enough supply of lithium hydroxide at a cost low enough to support the economics of the giga factory.