Thanks @Rupfel for highlighting that connection between JB and...

Thanks @Rupfel for highlighting that connection between JB and the CEO of NIO.

Looking into WeLion and their semi-solid state batteries shows that Zhejiang is one of the locations they have a factory.

This year, I have been following the movement of ships leaving the Port of Quebec, going to China.

From my observations, I have found there are very few. So the ones that I have tracked, I am fairly certain, would be carrying spodumene from NAL.

Interestingly, the last ship I tracked, went to Zhejiang, the same place that WeLion has a factory, it landed there about two weeks ago.

I am only speculating here but it is possible that JB has been able to gain access to the NIO/ WeLion supply chain for spod from NAL.

If that indeed was the case, it would be momentous for SYAQ.

https://welion.en.made-in-china.com/