Piedmont LithiumReuter's has good piece on PLL problems getting to production in North Carolina. They are investing in Canada. Albemarbe also being more agile even in their neighborhood. No spudomne production (leads to lithium hydroxide) in US yet and there will be demand for large and steady supply.
One reason Albemarbe is more agile is that they can choose to invest a billion if they want to.
Expanding FL resource with current drilling program is very good. But next steps ( mine to chemicals operation like green bush) will take serious investment dollars - hundreds of millions. Maybe a billion. But there sure is opportunity at Electric Avenue.
https://finance.yahoo.com/news/piedmont-lithium-looks-abroad-amid-050555065.html