And GM has that $19B cathode deal with LG CHEM, and Piedmont have a 2021deal to supply LG CHEM ( also Tesla) with concentrate from NAL .
Piedmont own 25% of NAL with Sayona the rest, but have 50% of the offtake rights.
Around 113,000t concentrate per year ongoing starting H2 2024. Any problems at NAL will have LG and Tesla looking around to safeguard their North American supply- not many projects at size ,and on time for them…..watch this space…
https://piedmontlithium.com/piedmont-lithium-partner-sayona-announces-positive-nal-dfs-and-increased-resource-at-moblan/
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