re: Diving deeper on Standard Lithium?

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Core Parts for use in passenger vehicles and light trucks: North American Content (Regional Value Content) required will rise to 73%/85% by 2023: The list of core parts for use in passenger vehicles and light trucks includes certain: engines, engine parts, vehicle bodies, gear boxes, drive axles, shock absorbers, lithium ion batteries and steering wheels. Depending on which method is used to calculate the North American content, in 2020, these parts will need to have 66% (net cost method)/76% (transaction method) North American content to qualify as "originating". Thereafter the content requirement will rise incrementally to 75% (net cost method)/85% (transaction method) North American content in 2023. There are some exceptions to these requirements;

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The comments from the LLKKF folks imply that they view STLHF as a similar company. They acknowledge that STLHF is a little further ahead of them (I think with respect to production scalability) but are optimistic.

19:30 compares STLHF with LLKKF

recent interview

I am not sure their funding situation is as favorable as STLHF. In the February interview above it is acknowledged they may do another stock offering later 2021 or early 2022 when uplisting the stock. They are talking about shareholder value but some dilution or possibly just a buyout strikes me as a bit more likely with LLKKF than STLHF.

All the same, Lake Resources looks like another good Lithium stock and the two companies appear to have fundamentally better technology than mining and evaporative extraction methods in terms of CO2 production and water consumption.

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There has been a little conversation about the US trade barriers for Lithium and those are interesting to discuss. Keep in mind however that (in the short term of the next few years) the European requirements for both EV use and European produced Lithium may be the biggest variable.

Bigger markets in the United States, China (and someday perhaps India) will have bigger demands eventually. But in the near term the Europeans will have more regulatory fiscal penalties that seem likely to consume more Lithium and therefore drive up prices before the more phased in US auto conversion takes place.

It does not seem clear where that amount of appropriately produced (should not include mining given the coal/CO2 use) Lithium will come from. So far all the answers to that question seem to resemble hand waving more than certainty.

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