How long will it be before ESG/GHG also takes into account the full cost to bring material to market such as the embedded cost for road building for transport? When that happens (if not already considered ..hmm..), it will be interesting to see how entities position themselves accordingly.
(Hint … this is something that has been in the life-cycle analysis and part of ISO14000 certifications (just as examples) for decades).
In terms of your concerns about future ESG nature of the PLS product from potential expansions, how closely have you looked at a Calix technology mid stream product process that uses electric kilns and thus can run from say solar and battery which for argument sakes could be fed from that big-arse solar array under development appraisal nearby? Hmm, I wonder what that will do to ESG considerations of hard rock extracted Li from WA? I’d say ESG considerations for PLS are pretty darn good actually. Next?
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