Very relevant because they are tapping into the same formation...

Very relevant because they are tapping into the same formation (Leduc/Duperow) but their average grade is around 75 mg/L. Those are some great numbers across the board for the DLE. Their original Opex was $6807 per tonne LHM, now with the reduced cost in reagents it's down to $4234.

Some of the things mentioned make me doubt we are using the same tech. Brett mentioned in the webinar that our concentrate is over 1000 ppm but the G2L DLE is making over 3000 ppm concentrate. It doesn't mean our cost will be higher though, Brett Rabe said our DLE concentrate comes out pure and we will be reverse osmosising the shit out of the lower grade concentrate. I pasted the transcript below from the webinar.

18:59 is already quite pure so we go right into uh to water removal and the most
19:04 cost effective way to remove water is using reverse flow osmosis so uh we'll
19:10 take a a roughly 1100 PPM lithium solution we'll use um uh reverse osmosis
19:16 technology and take that to 20,000 PPM lithium we do reject some impurities in that process but for the most part all
19:22 we're doing is removing water and then at that point um we add sodash solution
19:28 and we produce uh 99 plus% lithium carbonate in a single step and uh to a
19:34 dryer and to BU product load out wonderful I'm going to stick with

What excites me is that LB's opex with much lower grade than Prairie, looks to be nearly the same as Standard Lithium's 440 mg/L South West Arkansas project.

Mate, does hard rock have a future if LHM can be produced cheaper from DLE brine, with 1/40th the footprint and better ESG? Cotodazzler - HC processing expert, we need your input.