Surely it’s going to be exclusivity in relation to majors/producers in lithium triangle rather than just location per se. Basically so LKE can keep the first mover advantage.
It’s funny to me that some posters are concerned that the Lilac process doesn’t work but are also concerned that LKE doesn’t have exclusivity (for a process that they think doesn’t work).
LKEs strength is it has a huge lithium asset owned 100% in the middle of a lithium boom. DLE is part of LKE’s supply chain, and it’s always good to keep things tight and competitive on the supply chain. LKE has an existing DLE partner, let’s see what further details are released on that relationship, but hardly the worst news that our partner’s process is being validated by others.
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