I think we will see a lot of change happening here. This might even increase the opportunity for EFL to find itself somewhere in the supply structures of LG Chem, Samsung or even Panasonic. I think the regular "we vs them" approach is not suitable in such a interconnected market. I bet there will be differences in sources between TSLAs engery store and automotive units and batteries (Elon already condfiremd different chemistries).

http://insideevs.com/rumor-lg-chem-close-inking-battery-deal-tesla/