I put this post up in the SYA forum ... easier just to reference it
https://hotcopper.com.au/posts/72918916/single
I cut and pasted several paragraphs from the Q&A with Paul Graves CEO of Arcadium Lithium at the BoA Global Agriculture and Materials conference. What was interesting to me was the discussion about carbonate and hydroxide (almost the trade offs of producing both which Arcadium does), the way its priced and sold and above all, why local NA Hydroxide is paramount to be produced.
And as I've said on many occasion its not about carbonate for LFP (as LFP can use either as reinforced by PG) but IRA Hydroxide and why Nemaska (for Arcadium) and ALB's Mega-Flex and PLL's CLP and TLP are Hydroxide from spodumene focused.
Some things for the JV to think about
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