Insight

KBR has announced a strategic investment in Geolith, signaling a decisive move to accelerate the global deployment of direct lithium extraction (DLE) technologies. The partnership positions both companies at the forefront of next-generation lithium production, addressing rising demand from battery and energy storage markets. This development reinforces a broader industry shift toward scalable, low-impact extraction…

Weardale Lithium has secured strategic funding through the UK government’s DRIVE35 Scale-Up programme, marking a significant step toward strengthening domestic lithium supply and advancing the country’s battery materials ecosystem. The funding will support the next phase of development at the company’s geothermal lithium project in County Durham, positioning it as a key contributor to the…

Saskatchewan DLE Project Nears First Production, Strengthening Global Lithium Supply Chain A commercial-scale Saskatchewan DLE project is approaching a critical milestone, with construction nearing completion and first production targeted for Q4 2026. This development reflects a broader shift in the global lithium sector, where direct lithium extraction (DLE) technologies are gaining traction as a scalable…

The strategic mandate for 2026 has shifted. It is no longer about proving Direct Lithium Extraction (DLE) works. It is about proving it scales. As global EV demand outpaces legacy evaporation pond output, DLE is the only viable path to compressing the lithium production cycle from 18 months down to mere hours. For leadership, the…

A Defining Moment for the Global Lithium Economy A major lithium extraction breakthrough has emerged from Sinochem Group, marking a turning point in how the world sources one of its most critical energy transition materials. Through its subsidiary, Bluestar Lehigh Engineering Institute, the company has successfully deployed the world’s first 10,000-ton industrial-scale lithium extraction demonstration…

Following years of technical refinement, Direct Lithium Extraction (DLE) has officially crossed the threshold from "innovation" to "industrial asset." In the first week of March 2026, the narrative shifted from how the technology works to how fast it can be deployed at scale. For C-suite leaders, the focus is now on the massive capital allocation…

For nearly a decade, Direct Lithium Extraction (DLE) has been the "next big thing" in battery minerals. However, the first week of March 2026 has signaled a definitive shift. The industry has moved from technical validation to large scale infrastructure deployment. For C-suite executives and energy investors, the message is clear. DLE is no longer…

Canada’s move from lithium pilots to full-scale direct extraction signals a strategic shift in the global battery supply chain Canada’s ambition to secure a domestic lithium supply has entered a decisive new phase. In Saskatchewan, Prairie Lithium has begun construction on what is positioned to become one of North America’s largest direct lithium extraction (DLE)…

How Direct Lithium Extraction could reshape global energy markets, supply chains, and the low-carbon transition As the global race toward electrification accelerates, lithium has become one of the most critical resources underpinning the energy transition. What is changing in 2026 is who extracts it-and how. Increasingly, the world’s largest oil and gas companies are positioning…

Executive Brief The global lithium market is approaching a structural inflection point. After more than two years of oversupply, collapsing prices, and margin pressure across the mining sector, accelerating demand from grid-scale energy storage is redefining lithium’s long-term fundamentals. What was once an electric-vehicle-centric commodity is rapidly becoming a core material for power systems, data…