They must have done a good job, page-8

Sounds like many of us have made the same decision. I started buying sayona almost 5 years ago and recently have been buying PLL.

Tesla prefers hydroxide over carbonate for its Cyber Truck and Semi because hydroxide is more energy dense and will therefore provide the range that the US customer is accustomed to having. Hydroxide comes from hard rock mining and Piedmont has the only hard rock mine in the US. Sayona also has a hard rock asset and is bidding on a 2nd ( NAL) and also owns a large tract of property nearby (Tansim) between Piedmont and Sayona they could potentially have the hard rock / hydroxide market covered for several years to come.

https://batteryjuniors.com/project-comparison/