All OEMs in the US seem to want hydroxide not carbonate. Tesla's hydroxide plant will eventually support 1 million cars per year. My bet is that we will have a carbonate plant at NAL and all our carbonate will eventually go to Tesla's Texas hydroxide plant.
What I found interesting was that turning hydroxide from battery grade carbonate is very easy, but refining carbonate from spod is very difficult.
So many variables in this big jigsaw puzzle.
All OEMs in the US seem to want hydroxide not carbonate. Tesla's...
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