Battery day, page-39

Good point Suw, on the other projects. Kachi is the flagship and quite rightly the focus is there right now with Hazen and Novonix news pending.

But I’m also looking forward to getting drill rigs up to Olaroz and getting the grade results there.

When it’s possible to get a pilot plant to Argentina (Covid willing) then I think it will be possible to move the PP between Kachi and Olaroz or just build another module up in Jujuy province.
A look at the map shows how close we are to ORE and that they must be kicking themselves for missing the land under the alluvial cover that Steve pegged.

Dire extraction will have been the game changer with those high recovery rates and the the battery quality grades.
This is all coming together and imo BatteryDay is just going to add to the pressure on lithium supply.
Expect the focus to be more on Anodes and making small incremental improvements to battery performance with increased energy density.
I’m hoping for some news on a Terafactory too.

Will we get a mention of the million mile battery and Dr Jeff Dahn. Let’s hope so and LKE’s SP gets to new record highs.