Nobody else is answering the question, so I will. SYA must be pretty damn confident that they'll be producing Carbonate or Hydroxide by 2025, hence the deal with PLL is no longer in effect. I suspect there's a lot going on behind the scenes that we aren't privvy to and that the production of Carbonate or Hydroxide (I'm going to assume Carbonate as the bones are already there) is extremely likely by 2025. It's the only logical explanation I can think of and it does make sense
THE TRUE VALUE OF SAYONA, page-49
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