I am thinking that Livent will be looking to be the dominant Hydroxide producer in this region and draw comparisons to the Min Res/Albermarle Hydroxide partnership who are now hitting up PLS for more feed on top of what the partnership can supply from their own mines.
So I am pretty confident that Livent have factored in the availability of supply from Sayona in their calculations and economies of scale.
It makes perfect sense as it allows them to have a greater level of certainty regarding the continous supply and long term sustainability of their investment into a Hydroxide plant.
So I think there is quite a bit of manouvering and negotiating going on with Sayona behind the scenes which hopefully will manifest into a positive agreemnet or partnership/deal in the near term.
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