There are lots of things that need to happen and will in my opinion happen in the next few years.
1. The tech needs to be commercially proved - we know the kiln works and the process works in the "lab". Big lab really the trials on the kiln where large samples if I remember correctly.
2. Phosphate is in high demand and phosphoric acid isn't just laying around. I'm sure they have this one covered.
3. I don't know how many plants in the world are geared to use lithium phosphate as a feedstock. I'm going to say not many at the moment. POSCO is one that makes Lithium Hydroxide via the Phosphate route but most of the others use the sulphate process.
4. it's all a bit of a melting pot but I'd think/hope that in the future PLS would be the biggest customer for its own product
Ann: Corporate Presentation, page-18
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$3.31 |
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