I cant see SYA & PLL going the hydroxide route. Between ore grade, cost to get to hydroxide, storage, transportation and other economic factors. I just think the carbonate route will be the best option. Even if you get a better margin because of the complexity of chemical conversion. I just dont think they have the volume and other capabilities along with the cost to make it a good choice. Far better producing carbonate at scale utilizing the 5.4 grade spod as best as possible.
Supposedly a lot of projects are not hitting the 6% SC. Greenbushes is one that is still producing at this many others have dropped below as well. So SC6 as the be all and end all needs to stop being "pander" by the masses.
Why There's STILL a Lithium Shortage - YouTube
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