Furthermore, I doubt that SYA would want to be developing (in parallel) two refineries producing different chemicals.
Below from the strategic review indicates SYA plans fo become a supplier of Spodumene only at Moblan, what chemical that spod is turned into is up to the Refiner. I doubt the eventual outcome at NAL will be a lot different IMO..
Cheers WhiskyThe Board’s preference is to develop a downstream operating and supply model for Moblan that allows Sayona to produce the concentrate from the mine and link with an experienced chemical partner with demonstrated commercial technology. The addition of an end user for the chemicals would further enhance the offtake model. This model would minimise risk across the supply chain and allow positive financial returns from the downstream chemical exposure.
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