Bob Brackett
speaker
400 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Bob Brackett’s voice in public audio — every appearance, attributed to the second.
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Appearances
So Wright's law, that natural learning curve mattered.
So why am I talking about this and DLE?
Well, lithium is now being commercialized with a new technology.
It's been around a while, DLE, direct lithium extraction, where instead of laying that briny liquid out in the sun and letting Mother Nature evaporate it, I'll do it in a tank.
And so if you're about a year ago is when ExxonMobil announced their plans to go to old oil field areas.
They're going up into Arkansas and they're drilling wells to pump out brines from the SmackOver formation.
And they're going to put it in a facility that doesn't look any different than an Amazon fulfillment center.
And they're going to extract that lithium.
And by 2030, they want to have a million cars worth of lithium.
Wow.
And Ecuador.
Next door in Arkansas wants to do the same thing.
The technology works.
We saw Rio Tinto in my coverage spend pay an almost 100% premium.
on a company that is leading the industry in terms of direct lithium extraction.
So there's a there's a disruptive technology that comes in at the bottom of the cost
on lithium.
So that's the future of lithium is will the industry get more lithium from old oil fields or will they get it from the solars of the high altitude Andes?
That's an excellent question.
And so as a geologist, I can go buy mine by mine and add up all of the uranium supply.
Showing 361–380 of 400 · page 19 of 20
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