Lithium Revolution? Risks, Challenges, and Opportunities DLE | EMP Metals COO Interview
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Timestamps:
00:00 - Intro
00:12 - IMPORTANT WARNING
05:51 - Do we even need DLE?
08:40 - How does DLE compare to traditional lithium extraction methods?
10:25 - What are the challenges of scaling DLE to commercial levels?
13:01 - Can smaller companies compete with larger players in DLE?
17:20 - How is brine composition affecting DLE scalability?
19:15 - What happens to contaminants and waste during the DLE process?
22:52 - Are hard rock lithium deposits better?
26:03 - How hard/costly is it to build a resource for DLE projects?
28:15 - Can EMP Metals realistically make it work at commercial scale?
29:48 - Are the porosity levels industry standard?
31:38 - How does geology impact flow rates and aquifer management in DLE?
33:30 - How complex is the DLE process?
35:51 - What are the community and environmental considerations for DLE projects?
40:07 - How does the permitting process for DLE compare to other lithium methods?
43:42 - How does DLE address cost challenges against evaporation ponds?
45:54 - Can EMP Metals remain viable if lithium prices stay low?
49:04 - How close is DLE to achieving commercial-scale success?
50:55 - How expensive is R&D for DLE, and who is driving the innovation?
52:37 - What is the cost-benefit analysis of using third-party service providers?
54:31 - Closing remarks
This is an EMP Metals (CSE: EMPS) COO Interview with Paul Schubach.