If I was Keith why would i renegotiate ? It would be to my detriment as PLL holds all the cards.
They get to purchase 50% of SC6 from Sayona for between US$500-US$900. They are free to process the SC6 into Hydroxide or Carbonate, or if the approvals fall through they can simply onsell the SC6 without raising a sweat for a potential massive windfall.
They don't even need to obtain mine approval in North Carolina anymore if prices stay above US$1000/t.
Its Money for Jam for PLL if SC6 stays high, with or without approvals
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