Most of the rest of this year’s production will be going to PLL...

Most of the rest of this year’s production will be going to PLL to supply their customers, Tesla and LG.

As neither of the customers have operating refineries in North America, (nor likely to this year), it seems spod from NAL will continue to be sent to China.

I guess the upside is that SYAQ only has to worry about getting the spod to the Port of Quebec, after that it will all be in the hands of PLL and it’s customers.

Things such as bottle necks at the Panama Canal, delayed shipping from weather events, blockades and pirate attacks, won’t be a concern for the joint venture.

Thank god for that, it was keeping me awake at night.