RE:RE:PiedmontTesla probably knows about CRE, I noticed in the Battery Day Presentation that they identified Quebec as a possible supplier of NI and LI. North Carolina (Piedmont) was already marked for LI.... kicking myself now for not buying any last week ....
Have a look at the slide at 1:40:24:
https://www.youtube.com/embed/l6T9xIeZTds