If I were asked to state the most likley scenario i would say a JV between a Canadian miner and a large end user. But like the rest of you, I am just guessing.
I.C.,there may even be a JV between two or three big end-users who may split the "take out"price as well as cost for start up the mine so that they can lock in future supplies.Whatever big price they decide to pay will be small change for them in exchange for big profits for years to come.They just have to find the right miner to do the job for them.