If I were a chemical producer, and I wanted to produce carbonate with a guaranteed supply next door, in North america, IRA compliant. Well, I would BUY the carbonate plant at NAL.
If I owned NAL (as Sayona does) and I wanted to get rid of a garbage $900 ceiling off-take, meet timelines for going downstream set by GoQ, and make sure I could fund the future of the company, Moblan, by eliminating the capex for completing a 'half finished' carbonate build...Oh and I had no chemical downstream experience or guarantee that I could with any success. Well, I would sell NAL for a X billion, and supply whoever (POSCO, LG Chem) buys the carbonate plant next door.
Are you suggesting that selling the Carbonate plant at NAL is something that SYA are discussing?
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