But you comment like LKE has no options, no way of overcoming problems. Ion exchange is a method developed to minimise water use. The options like power are to connect to the grid, scale back the plant as they claim they can run 12.5 ktpa plant without grid connection. They could cut their onsite power requirement by a third just by trucking the lithium to a carbonation plant like SQM and Livent do and as Galan plans to do. Commercialisation of process is no worse than Thacker Pass and they just attracted $2 Billion of finance. Ground water use is one of Kachi's main selling points as Ion exchange DLE will be way less harmful than ponds to the ground water. I don't think Goldman has any hope of attracting a strategic partner while lithium sells for $15 a kilo but the question is how long will it take for lithium to start selling at a much higher price.
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