Regardless of the next two quarters, Sayona will soon be the only spodumene producing mine in North America. It will be in a position to comfortably raise debt if required.
If Sayona can't raise $250 million, then what chance have the Patriots and Winsomes got? ZERO
The US will detach itself from Chinese reliance when it comes to critical minerals. That doesn't leave many options. Australia and Africa continue to supply Chinese refineries.
Argentina, Canada and the US will supply North American refineries.
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