https://www.youtube.com/watch?v=QqF_OZJSbxY

Timeline
0:00 Introduction
01:16 Thanks, Credits, and Sources
04:37 Why is Lithium the Bottleneck?
06:10 Mining is Easy, Refining is Hard?  A Red Herring
07:14 Lithium Refining // Margins
15:39 Fixed Price Contracts are being Phased Out
17:50 Lithium Refining // Forecast and Lead Times
20:39 Why is Tesla Pushing for More Refining?
24:49 Tesla Needs to Flirt Better with Entrepeneurs
25:26 Refining Integration could Save Tesla Billions
27:12 Lithium Refining // Summary