I’m surprised the RIO takeover of LTM hasn’t given DLE/brine developers a boost. Billion dollar transactions going on in M&A … RIO too thinks lithium at low point in cycle. Sure there’s scale with LTM but the ASN model is way more esg friendly than evaporation ponds in Argentina…
No one discussing this here? Sorry I might have missed it. I generally don’t block anyone but I’ve only been clicking on posts with greater than around 10 TU’s these days… for obvious reasons.
GLTH
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