RE: More regional positive news!28 May 2025 11:47
My Take on What Works Best
1. In Bolivia’s Context (high magnesium, remote terrain, water-scarce):
Traditional ponds struggle. The brines here (like Salar de Coipasa and Empexa) have high magnesium-to-lithium ratios — a known headache for evaporation.
A-DLE approaches (both iTDE and VULSORB) are much better suited, as they separate lithium directly and selectively, skipping the magnesium problem and drastically reducing water usage.
2. Between iTDE vs VULSORB:
VULSORB has the edge in terms of technical maturity. Vulcan has tested it across European projects, and it’s closer to real-world deployment.
iTDE is more innovative and modular, potentially cheaper and greener in the long run — but it’s still in the validation phase, especially with Bolivian brines.
If you want near-term reliability: VULSORB is the safer bet — backed by a more experienced operator (Vulcan) and proven at pilot scale.
If you're betting on future upside/disruption: iTDE is more speculative but could redefine extraction if pilot tests succeed.
Success for either will hinge on proving scalability, local acceptance, and alignment with Bolivian state lithium policies — which are famously cautious and state-centric.
If Clon can prove at pilot stage it works they'll do 10X but failure to validate will equate to a near total wipeout hence its a volatile microstock! pays the money and you takes the chance:-)))