SYA 6.67% 3.2¢ sayona mining limited

Are you sure? Arcadium still sayingIn the days before Livent...

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    Are you sure? Arcadium still saying

    https://hotcopper.com.au/data/attachments/6431/6431363-c42ba043ad3721194f01ea9a531eb72f.jpg

    In the days before Livent acquired its share of Nemaska, Whabouchi had as its design

    https://hotcopper.com.au/data/attachments/6431/6431370-601d9316fce3357d59538fb9b867bd19.jpg

    and when the refinery was still designed for Shawinigan instead of Becancour its design criteria was
    https://hotcopper.com.au/data/attachments/6431/6431377-3f80717c10c5dad413b9558557410c67.jpg

    Looks like Whabouchi capacity increased (or its just that they are going to produce a lower grade SC as opposed to SC6.25) and Becancour refinery appears to have a cut in capacity down to 32Ktpy. That could be because they may have eliminated Lithium Sulfate operation (but they was also a key feature of the plant's early design)

    Hopefully Arcadium expands on this in the upcoming Analyst day.

    I'd be totally shocked if Becancour had to rely on other (outside of Arcadium's own, e.g. NAL) SC sources to function.


 
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