So initially KGs of BG Li2CO3 as "samples" to any one who was interested.
Now we've hit Mt as "samples" this tells me we are probably down to probably only a couple of suitors .
Next step will be to supply in more of a bulk supply over time to test consistency, you need continued flow for this so expect all this to move to Utah on site so probably 1 Mt per month then I would think probably split in 2 for 2 suitors .
FYI Bruce's commentary around supply to OEMs Cathode producers is an interesting comment because 80% of all Cathode producers are Chinese the rest are mainly Japanese or Korean and in the US there's really only 3 CATL , SK innovation and Panasonic interesting times when your talking and planning with these entities with the good graces of "Unknown" US OEM EV manufacturers.
Regards TT
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