We’re hosting a members-only presentation and Q&A with fund manager @LucasSacerdote_ on our discord this Thursday, 8–9 p.m. Amsterdam time, to discuss our One to Watch report on LibertyStream and his recent deep dive with its CEO. Ahead of the session, we’ve made our One to Watch report free to read on Substack. The thesis? Turning oilfield wastewater into a source of lithium. Oil production brings vast quantities of salty water to the surface. That water contains lithiuma key ingredient in batteries. LibertyStream aims to extract it using modular plants connected to existing infrastructure. The company says this approach could reduce upfront investment and accelerate expansion across multiple sites. Oil producers already bring the water to the surface. Water companies can earn royalties on the lithium recovered. And the US could gain a domestic lithium source as it seeks to reduce reliance on foreign supplies. But can LibertyStream scale this into profitable production? @LucasSacerdote_ brings in-depth research into the companies his fund invests in and interviewed LibertyStream CEO Alex Wylie last week. Thursday is an opportunity to dig into the investment case, examine the execution challenges, and ask your questions. Read or watch ahead of the session: 📖 Free One to Watch report: 🎥 Lucas interviews CEO Alex Wylie: Want to join? Become an AAIG member: See you Thursday! $LIB.V $LAC $ALB $SLI