It seems strange to read people keen to drop a proven DLE provider, thats been tested and proven at scale.
Especially if that means breaking a trusted, binding, relationship.
PBP is much more than just lithium. Sunresin has processes to help commercially access those other minerals.
This derisks PBP heavily against market price turbulence as not relying on one revenue strem makes sence.
The Koch development is amazing for all reassons pointed out since the news dropped. But I doubt it'll be the sole process utilised by ASN.
IMO, DYOR
