Description

Robert Mintak is the CEO of Standard Lithium. Standard Lithium coins itself America's 21st century Lithium Company, and indeed, they shall become the first lithium developer in the World to produce direct-extracted lithium at a commercial scale in El Dorado.

What's not to love about Direct Lithium Extraction or DLE? We've seen in the first two episodes of this series how the World needs to scale from about half a million of yearly Lithium Carbonate Equivalent to 2, 3, or maybe even 5 million by 2030. And sure, you can probably extract more spodumene in hard rock mines. You can probably also evaporate more lithium-rich brines in the south american lithium triangle. But will that be enough? For many, that's still an open question, and not the only one.

How and where do you refine that lithium? Who does it? Where and how do you ship it around? And what if the ones with lithium don't want to sell to the ones with battery gigafactories. 

To answer many of these questions and more, Direct Lithium Extraction comes in pretty handy. Indeed, with DLE and the extended CRC (if you don't know that acronym, you probably shall dive into the first episode of this series with Ben Sparrow), you have an all-in-one approach that turns low-concentration brines into battery-grade lithium carbonate or hydroxide. 

Black oil fields can get a second life as a source of white oil. Geothermal projects can now kill two birds with one stone, leveraging the heat AND the lithium content. And existing brine operations, like the one Robert will talk about in a minute at the Lanxxess site in El Dorado, can start to multiply their value by adding an additional revenue stream. 

Hence my question: what's not to love about Direct Lithium Extraction?

Well, yes, it leverages processes we know quite well in the Water Industry, such as adsorption, ion exchange, membrane, thermal or electrochemical processes.

And yes, in a quite specific shape, it's been partially used since the 90s in Argentina and China.

But as an end-to-end process where unconventional brines flow in and battery-grade lithium gets extracted on the other end, it's never been scaled up to commercial sizes. There have been impressive lab studies and pilot plants, and even a handful of demo plants, one of them being Standard Lithium's one in El Dorado, another, Vulcan's one in Germany we'll discuss in a future episode. Yes, that's a spoiler. But never, ever, a full-scale plant. 

So the ability of pioneers such as Standard Lithium to manage the rollout of commercial scale DLE is something that's closely watched by an entire industry. 

How do you pick the right place to roll out? How do you build the right team? What are the decisive parameters to monitor? What's often overlooked? What makes a potential world's first full-scale Direct Lithium Extraction project? I'll let Robert take it from there.

➡️ Check out the entire article on the 10 Simple Secrets of Standard Lithium's probable world-first commercial DLE, including several teasers and a full transcript on the (don't) Waste Water website!