Li-related News/Articles/Reports, page-682

You miss the point, again.

You have claimed, and I paraphrase as I can't be bothered wading through the million BS posts on your forum, that LPI does NOT need to produce tonnes of samples for product qualification (in fact you said it would be a "waste of time"), and you based this on an "example" of other Li brine companies not needing to do this. You effectively claimed, iirc, that LPI will get funding and binding off-takes based on a few tiny samples from a lab set-up on another continent.
In earlier posts above, I have clearly illustrated that the last new Li brine producer in 20 YEARS (ORE) did indeed produce and send samples for qualification, for about an 18-month period prior to signing JV and debt-funding agreements. They produced almost 40 tonnes of product from their pilot plant, some prior to that agreement, and some after.

This shows that you were either misinformed or blatantly misleading others, when referring to what "others" have done.
Ore is a perfect example, as there are simply NO others in the past 2 decades.

The subsequent success or struggles of ORE re production are beside the point. Their funding sign-off was indeed contingent upon potential customers completing product qualification. This was key de-risking by the partners and debt providers. That's one key reason that they were in negotiations for 2 years.
Oh, and btw, if you actually studied ORE, you would discover that they have customers that WANT tech grade product, as per their contracts. But again, this is beside the point.


But, by all means, continue to live in your fantasy world, where you think you won't need significant further de-risking before being funded and securing customers.

Perhaps you should get on the blower to guys at BMI and tell them that their understanding of Li chemicals product qualification requirements are fundamentally flawed..? Tell Vivas (ex-Tesla) that he has no idea what a customer requires in terms of de-risking and DD on quality and supply...?

I understand if you're overcommitted and desperate to avoid discussing these key points, in the hope that LPI will somehow avoid the "kiss of death" as posted earlier, but please stop with the misleading comments about what other companies have/haven't done wrt to their funding and off-takes. Where are all your actual examples..?? Nowhere.

Like I said from the very beginning, I hope LPI succeeds, but I am under no illusion as to the major challenges and issues that are ahead. The world needs all the lithium that can be delivered in the next decade, and there is no "competition".... but don't kid yourself that this isn't a very highly specialised chemical processing business, of which there are very few competent and experienced people globally who can actually deliver.

This is what sets AGY apart, btw, and I know it irks you guys greatly that our team is kicking goals over and over and over again, from an "impossible" salar with "too much magnesium".

Good luck.