Ann: Site Works Underway for Western Strategy Drilling at Paradox, page-53

GS report is interesting DLE will increase supply considerably and cause a surplus!

"Cost curve & supply/demand impacts:Our analysis suggests that DLE will widen, rather than
steepen, the lithium brine cost curve with an average project likely sitting in the second or third
cost quartile. With resulting additional lithium supply we also see risk that DLE implementation
could extend the size and duration of lithium market surpluses/reduce deficits vs. our base
case SD balance (without a pull forward of demand with new supply), where ~20-40% of LatAm
brine projects implementing DLE (recovery from ~50% to ~80%) could add ~70-140ktpa LCE
from 2028+, increasing GSe global raw supply by c.8%."

https://www.goldmansachs.com/insights/pages/gs-research/direct-lithium-extraction/report.pdf

Grad is King even in DLE