re: Diving deeper on Standard Lithium?

Lanxess owns the brine leases (I want to say something like 150,000 acres in South Arkansas) and owns/operates brine wells and pipelines to their facilities. They process it to extract bromine and this leaves the "tailbrine" which they inject back into the ground. Nothing about this is a byproduct of the O&G industry.

Standard Lithium is planning on taking the tailbrine before it's injected back into the ground and extracting lithium from the tailbrine, thus making the tailbrine "cleaner" when it is injected into the ground.

I gotcha. I'm not sure about where Tetra got their brine from. But the main Standard Lithium project is to be onsite at Lanxess, using the Lanxess tail brine. The way I understood it, Tetra is more of "another possible source" to extract lithium from.

Link

I came across this as a recommended video. It gives some insight into the Lithium supply chain. IT sounds like it was hosted by the two Democrat senators which may give some insight into future legislation under Biden.

Interesting takeaways for me were that China only produces about 23% of raw materials for lithium ion batteries but they own the midstream production. Also the supply chain used to span 30,000 miles or so, but with more investment into midstream battery components its moving more stateside. The hardest piece of the puzzle is actually pulling it out of the ground which could be a big pay day for Standard.

Globenewswire link

This should give it a nice bump.

Should be a good bump, they've proven they can get it faster and cheaper, they have now proven that they are getting it at a higher grade.

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That’s non essential travel. That’s not business travel and most definitely not trade.

I’m sure a tanker can get through.

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From the press release put out today, it does make it sound like the restrictions are an issue....

A montage showing the scale and layout of the SiFT Pilot Plant in Richmond, BC, Canada. The plant is modular and can be easily dismantled for transport to Arkansas when pandemic-related restrictions are eased or lifted.

Surprised it’s not gotten more of a bump from that news. Seems worthy of a 10% jump.

Maybe the assumption that they could manufacture is already baked into the price. Not sure how much of an unknown the quality was before; haven’t been following too long.

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Thank you My2ndFavCivilNgineer for starting this thread and Smackoverhog for giving some good updates ! Bought some more this morning and will be holding for 10+ years.

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Thanks now go to page two and look at the ABML thread because I want as many people on the Money Board to go down in flames with me if things don't turn out.

We need a boots on the ground guy over there to tell us what the locals are saying and to check on the construction

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It's not getting any business news attention other than here it seems

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I I think we did get a big bump. It was a few weeks ago when the insiders found out the good news before we did