Given that Toyota Tsusho owns 6.2% of AKE, what's the possibility that James Bay will also be supplying the raw materials to Toyota's battery plant in North Carolina .... but maybe initially supplied with Li chemicals from Naraha ?
James Bay : First production is targeted for early 2024
Toyota battery plant in North Carolina: Start of production 2025
The missing bit is which nearby conversion facility in North America will be used to get to Li chemicals from spodumene.