I believe that SYA has more concrete plans for a hydroxid plant at Quebec!
The PFS for NAL due in April is for a carbonate plant and given the existing infrastructure ( read reduced capex) for a Carbonate plant it will likely stay that way, LFP batteries which use Carbonate are becoming increasingly popular as they dont require Nickel or Cobalt , are cheaper to make hence suite mass production of cheaper EV's...Hydroxide is being targetted for Moblan at this stage, always nice to cover both..
In the meantime its all about generating cashflow and finding partners, these plants don't come cheap. At this stage we have converter at NAL plus a concentrator and a convertor at Moblan in the things to do basket and all before 2030...
Cheers Whisky
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