General Discussion Topics, page-143156

Just taking the narrative as written Mega.

How about this ... shall we take up the discussion again AFTER the Investor Day this month? Then you can put up your points as to why you think ALTM might not be able to deliver on firstly Whabouchi and Becancour and then the potential for expansion with Galaxy.

And if GoQ wants end-to-end EV then they need CAM plants and AAM plants as well not just a lithium refinery. Lithium salts don't just get poured into a LiB. Lots more needed than just a lithium refinery.

In case its been missed
https://electricautonomy.ca/ev-supply-chain/2024-01-16/prospects-dim-for-basf-cathode-active-materials-plant-in-becancour/

But at least the Ford/SK/EcoProBM plant appears to be going well ... still its only 45Ktpy CAM ...~225,000/EVs
https://cleantechnica.com/2023/08/17/ford-sk-on-to-build-1-2-billion-cathode-active-materials-plant-in-quebec/




and I'm sure you must also know this too, right? Ford has OTA with Arcadium and to quote Paul Graves

"We will almost certainly be supplying battery-grade lithium hydroxide from Nemaska into the EcoPro process under that Ford contract. This is part of the complexity of the supply chain."

So, I don't know why you think (or want?) Arcadium is going to fail with Becancour or why SYQ partially built carbonate plant can fill that gap.

As to the sequence of Whabouchi and Nemaska ... already been discussed as to cadence of getting the mine right and not commissioning the refinery concurrently with commissioning the concentrator.