LKE towards TOP-5, page-2383

The Tesla delegation are to visit Catamarca next week but why? The information released indicated a visit to the Livent project but is that the real reason. Livent said in May 21 they were looking to treble production from 17,5000tpa to 60,000tpa by 2023 (I think) but as far as I’m aware most of that is already earmarked for BMW. Yes they have a deal with Tesla but where will the extra capacity come from. I wasn’t sure so I checked with Juan Carlos Zuleta and he agreed it’s BMW bound.

As with all things Tesla there are always distractions and tangents saying look over there, when what we’re really doing is over here.
That team is very strategic and I think they’ll have deep files on all the lithium companies in the Catamarca region. It’s 122km from Hombre Muerto to Kachi. You could have a look at at GLN & LKE too on the same visit.

Remember Tesla want the ESG and greenest batteries possible and the ion exchange processing using beads like Lilac Solutions has developed certainly will attract their attention.
I think it’s going to be a great 8 weeks for Lake.
Well done everyone, what a journey.