This is a generated timeline of newsflow based on the last announcement and how global trends are playing out—feel free to correct me if I’ve missed anything. What looks great for Pantera is the alignment of its project timeline with the US’s urgent push to develop domestic lithium supply. China faces intensifying tariffs and scrutiny, and the Smackover Formation is being increasingly seen as America’s answer to brine-rich salars. Pantera now controls over 26,000 acres of mineral claims, with exclusive negotiation rights over a broader 50,000-acre Abstract Area—meaning further expansion is within reach. Backed by a robust subsurface model and high-confidence drill targets, PFE is aiming to become one of the first commercial-scale DLE players in the US. With Exxon drilling just next door and commercial activity in the basin accelerating, Pantera’s timing and positioning could hardly be better. Working with proven DLE tech partner Sunresin gives them a credible edge in execution—especially as Western governments and OEMs scramble for secure, scalable lithium sources.
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