Goldman have released a puff piece on DLE (not sure if this link is open)
https://cdn-blob.investsmart.com.au/articles/images/alankohler/LITHIUM%20technology_20230428_0906.pdf
One thing is their estimates of pond costs for a traditional evaporation operation, this is for 25 ktpa, much lower costs than the numbers flying around here..
Goldman have released a puff piece on DLE (not sure if this link...
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