Sayona's FOB together with their PLL offtake has more to do with Sayona's profitability. They are not a good yardstick.
Everyone talking about cheap African supply becoming problematic for competitors. Yes I was interested to learn more, and according to Macquarie it's not "that" cheap. It might change, but remember Wang Xiaoshen said it's not that easy to operate in Africa wrt infrastructure and might take longer than anticipated.
No requirement for Li2O in NA?
https://www.sfa-oxford.com/market-news-and-insights/sfa-north-america-s-ev-plans-will-not-be-successful-without-quebec/
Things are still moving forward.
WR1 General Discussion, page-31077
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