SYA 3.03% 3.4¢ sayona mining limited

It is certainly growing to be a monster.I hope by the time they...

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    It is certainly growing to be a monster.

    I hope by the time they get it into production that the battery makers will want all of the lithium hydroxide that they make.

    With other lithium hydroxide plants being built or in the pipeline for North America, there will be an abundance of the chemical available to makers of NMC.

    That is all well and good except for the fact that other battery technologies are overtaking NMC as the number one ev battery type.

    Tesla and other companies took the decision a few years ago to produce lithium hydroxide when NMC was number one.

    As that has now changed, chemical companies that produce lithium carbonate, lithium metal and other lithium salts, sodium chloride, etc may cause interruption to the hydroxide producers.

    It might be that the plants that are being built now will be okay but those that are in planning might need to rethink which way they will go.

    Perhaps PLL is one of them?
 
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