This is a podcast about Galaxy so most of it is irrelevant to Sayona, however if you start listening around minute 29:15 they talk about james bay and the need to a North American hydroxide converter. To that end by the time James Bay gets online there should be 3 possibly 4 converters (Piedmont, NAL, Nemaska, and Tesla). The way it sounds is that they think there still won't be enough capacity to add James bay or at least some concern... based on what I know it seems hard to believe that all of the conversion capacity would be sold out .
https://open.spotify.com/episode/28JDl7tIK8OUbIWJQorxDi?si=fRMdYoRaSumL2NajaWLuoA&nd=1
General Discussion Topics, page-1145
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