AZL 5.56% 1.9¢ arizona lithium limited

Another Chris Doornbos...

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    Another Chris Doornbos banger

    https://open.spotify.com/episode/0i7MLqpJahsNZKUgIl6MKo

    A lot of good info related to DLE in this episode. Ion exchange scales up very nicely (probably why AZL team already very confident of the numbers that will be in the PFS).

    Another interesting fact is that battery manufacturers typically have a 30% scrap rate when they first start and then that goes down to around 5-10% long term. Northvolt built a recycling facility next to their plant because of this. As bad as it sounds environmentally, high scrap rate means even higher demand for the minerals. Recycling will sort that scrap issue out eventually.
 
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