If, as you say (and I agree), China will not be the preferred destination for NAL spod in the initial period of operation until a local North American conversion plant is ready, then to where SYAQ can sell its NAL spod is an important question.
One option could be to fast track the NAL carbonate plant to completion, to make use of the NAL spod much earlier than expected. Now wouldn't that be a nice surprise.
We just need DFS, funding and dreams to come true. I don't ask for much...
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