Rupfel
The only reason those projects are trying to develop DLE, is because they are not economical using conventional extraction methods, therefore, if not proven up, those projects have nothing to fall back on, in turn, kaput.
That is the risk for anyone exposed to DLE, and given the large looming supply deficit, KB suggested that one should stick with conventional extraction methods, redirecting the capital being invested in DLE to conventional projects to ensure the supply gap is filled, and rightly so, as that would be a safer and more responsible bet for climate and all the dollars that have already been invested across the supply chain, particularly downstream at end product.
If climate science is correct, and the fact that transport and energy production makes up a very large chunk of global CO2 emissions, generating enough supply to transition global vehicle fleets to EV's and battery storage to store renewable energy is more important then messing around with an unproven tech, that "may" make uneconomic projects viable.
Greenwashing and hope is not a plan.....
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