Just throwing some scenarios out there like a lot of others are. Since Piedmont says they are targeting production at their Tennessee project in 2025 (with ore from Ghana projected to start in 2024) & a targeted production date in 2026 for their Carolina Project (with ore from NAL & on site), maybe they only need lithium from NAL to get them to production. At that point maybe they will sell their 25% in Sayona to use for capital reasons. If NAL has a carbonate plant up & running by 2026, then the offtake gets replaced.
Another scenario may be that Sayona makes a deal with LG as well. Maybe LG comes in & decide to build a plant in Quebec that could be fed by Sayonas other deposits (Moblan, Trouilus, and etc.) This allows LG to lock up a lot of Lithium for the future.
Just some things I am throwing out there. Does anyone have any thoughts? What are the holes in my thinking?
General Discussion Topics, page-89835
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