Not sure if the meaning of LCE is clear to everyone. LCE = Lithium Carbonate Equivalent - this is used as a common denominator for many products including carbonate and hydroxide. In the Video Brett says 100,000 tons of hydroxide which would be LCE.
Joe and others are paid by companies for their knowledge. I don't believe Joe or RK are involved directly with Sayona but RK is with PLL. I know RK does show a list of the companies he advises at the end of each video and issues a disclaimer when he is talking to or about companies he advises, I don't know that Joe ever has ever released this type info, although it is pretty obvious which ones he has been advising.
At the end of the day we all have our opinions on what might or might not occur and because they are only opinions we must do what ever it takes to fact check our opinion not to convince others but to convince ourselves.
Brett may or may not be right when he says 100,000 tons by 2030, no one knows how fast or how slow permits will come, no one knows what events may happen in the world that change our direction over the next seven years. What I do know is there is HUGE amount of lithium at Moblan and a huge demand for it so it will make it into the supply chain one way or another.
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