Jack Conness @jackconness.bsky.social · Dec 23

Low lithium prices have been excellent for recent EV growth, but it is keeping new investors on the sidelines -despite significant demand growth in the next two decades. Short-term supply/price shocks make it difficult for investors to commit to long-term projects. @benchmarkminerals.bsky.social

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Jack Conness · Dec 23

Second, projects like Thacker Pass & Rhyolite Ridge are your classic smash rock mine, but direct lithium extraction (DLE) projects - like in CA and AR - could be the cheaper & more environmentally-friendly future. However, it's still unproven at scale. www.latitudemedia.com/news/can-dir...