and this may well be a reason to change DLE suppliers. We always knew that different DLE suppliers were competing and are competing to see who has the best technology. ASN provide an interesting insight they were with Lilac then they changed to Sunresin and now Koch. Lilac proved they could produce but the production costs are high and the lithium price is low. The situation is a waiting game to see if prices rise and to see if costs can be lowered. Just recently Lilac unveiled a new bead that could cut costs by 10%.
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