PLL General Discussion, page-872

It is very confusing - the arguments for hydroxide are undeniable, both parties ultimately want to go down the hydroxide pathway in Quebec, there’s a carbonate plant that requires renovation, there’ll be a pfs and word of mouth suggests that there are plans to upgrade the plant to refine the NAL nameplate output.

If you don’t get it, I don’t have a chance but in HC there’ll be every possible theory to join the dots. My theory previously was what RB articulated - min requirement for IQ even if less economical in the long run, but if they’re increasing the capacity of the plant that goes out the window.

its like the second offtake - no one really knows the details. I asked both companies for clarification - SYA specifically whether PLL gets 25% end product / profits. No response.