Hey
@Thesi,
I like your reasoning for your list of possibles, but I can't exclude one other for the JV partnership.
Ganfeng.
When Joe and Emily were discussing JV partners with AT in the "Messiah" lithium podcast, Anthony mentioned what attributes beyond finance he would like to see in the "synergy matrix" they would offer. Two items stood out - participation in the downstream and a capability for project execution that could enhance other projects going forward.
It may be just my predilection for drawing conclusions from coincidences, but just a few days after hearing that interview, and noting that AT, JL and Ms Hersh spent considerable time together in Long Beach, Joe Lowry posted this on twitter:
Thoughts?