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Our Lithium Refinery is designed to have a much lower carbon footprint than traditional hard rock refineries – Acid-free refining helps produce a safe coproduct – Water is recycled throughout production, with every drop treated & cleaned on site – Designed to close the loop for lithium in our battery supply chain
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Increasing lithium refining capacity is critical to a sustainable energy economy—today, we're breaking ground on our in-house lithium refinery outside of Corpus Christi, TX. This facility will also prioritize the elimination of a challenging refinery byproduct (sodium sulfate). Instead, the byproduct is a mixture of sand & calcium carbonate—a viable additive in the production of construction materials, allowing us to make use of this waste stream. In the future, we will also process other intermediate lithium feedstocks, including those from recycled batteries & manufacturing scrap.
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America's next major lithium resource could be closer than you think. New research from @USGS suggests the southern Appalachian region could hold an estimated 1.43 million metric tons of undiscovered, economically recoverable lithium oxide. Lithium is a critical mineral used in computers, phones, and other technologies Americans rely on every day. USGS science helps identify the domestic resources that strengthen America's mineral security.
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Forgot to add Tesla’s Lithium refinery plant in Corpus Christi.
Albemarle shares surged after the lithium producer delivered better-than-expected quarterly results as higher prices and stronger volume lifted sales and earnings
Why I like $LIB.V / $VLTLF as a strategic lithium play: The constraint in lithium is the refining. China mines only about 18% of the world lithium but refines roughly 70% of it, and supplies 85% of the cathode and anode materials that go into every battery. Batteries are becoming a US strategic product, and not just for EVs. Military drones, and increasingly BESS for data centers, are going to pull serious lithium demand over the next few years, and the US will want that supply chain to run outside China. So the structural setup is: Rising strategic demand for domestic, non China, refined lithium, against a refining capacity that barely exists in America today. Thats why LibertyStream interests me. It doesnt just extract. It refines oilfield brine into lithium carbonate on site in Texas, on top of existing oil and gas infrastructure. The rare part is not the extraction, its doing the refining domestically. Important: First commercial tonne already delivered, with a 600 tpa offtake term sheet in hand. My thesis is structural: this is a multi-year play, with several factors converging into one single point: the US needs to refine a LOT of #lithium# at low cost and in a scalable way. $LIB.V is a early exposure to a domestic lithium supply chain the US increasingly has to build.
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Nevada booms as workers flock from California amid game-changing lithium discovery