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re: Diving deeper on Standard Lithium?

Posted on 8/27/21 at 11:42 am to
Posted by GeneralLee
Member since Aug 2004
13112 posts
Posted on 8/27/21 at 11:42 am to
I do wonder if we'll see a bifurcation in lithium buyers like we see in bitcoin now, where the more ESG focused companies are only buying bitcoin mined by clean energy. I'm curious to see if companies like Tesla will lead the way in only buying lithium from DLE methods which are more environmentally friendly, as opposed to buying "dirty" lithium from evaporation ponds in Argentina, etc. They've partnered with Piedmont which was not DLE, but that partnership is on indefinite hold as of the moment given that company's permitting issues.

Stuff like that the moron analysts at BOA and Merrill Lynch aren't contemplating with their asinine supply/demand forecasts.
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