I think this is the most likely thing to occur..I have thought a lot about who and although I have some ideas, none of them is a perfect fit. IMO if you were looking for a JV partner you would be looking for someone with the following.
1. Enough money to participate and I think this means at least 50M, but not so big that they would want to take the whole thing.
2. Mining experience, preferably in Lithium and Lithium Chemicals
3. Someone who will mutually benefit
4. From a country that Quebec is friends with.
Although I'd like it to be an auto manufacturing company, that seems unlikely since they violate the "too big" rule and because even Tesla has stopped short of investing directly into the mine.
The next group would be battery manufactures - LG, CATL, and Panasonic. These might be more interested in off-take agreements than JV, so I don't think it will be this either.
The next and more probable group is the miners. Piedmont would be nice, but they already have a pretty big stake in Sayona, they sill might chip in and become a 49% owner. Livent - livent just made a deal with Nemaska and probably have what they need right now, Albemarle is probably too big and then i come to Galaxy. Galaxy has some money - they have James bay and have always wanted to get their hands on a chemical plant.
I'd be interesting in what others think a good partner would be and why.
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