But @Megafauna that is not how it works. You wrote
PLL only "takes possession" at the delivered Port (which I'll say is Port of Quebec since it saves the JV so money and that's a good thing).
The "They" you refer to then is Tesla and LG Chem who funnel the product to the destination of their choice - NOT PLL's.
You then write
So in other words, you don't want an OTA. You want a "tolling arrangement. Hold onto the SC, don't sell it - but pay someone a margin to refine it to carbonate - and then sell Carbonate to a battery maker.
You got an example of a spodumene-2-carbonate refinery in North America (or Europe, or South America)?
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