They did a good job of selling DLE to RIO.
Now here’s the thing. RIO had their own DLE Rincon project. The pilot plant was scheduled to be online September. Are they admitting in the presentation they need Livent’s Selective Absorption process?
Every resource will need a bespoke process. I don’t buy the get one going and then it’s plug and play for the rest, which was the rhetoric coming from the RIO CEO.
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