Interesting half hour long AFR podcast on lithium. From 17 minutes it discusses DLE and how Exxon Mobil believes it will displace or at least be cheaper and more efficient than both the current hard rock and evaporation pond methods of production. Exxon's market cap is larger than BHP, Rio and Glencore combined. Whether that is correct remains to be seen. One of the hosts also discusses how it's possible that eventually, in Australia, lithium may rival the size of our iron exports.
