Direct Lithium Extraction (DLE) is moving from promise to production. In this Fastmarkets panel, Howard Klein moderates a discussion with Fabien Burdet, Francis Wedin, Teague Egan, Samuel Moore, Joseph Mills, and Jeremy Humphers on DLE commercialization, lithium project finance, brine resources, geothermal and oilfield opportunities, and future lithium supply growth.

The panel explores what it will take for DLE projects to scale, compete on cost, and support the global battery metals supply chain.

Follow panelists on LinkedIn: Howard Klein - https://www.linkedin.com/in/howardklein/ Fabien Burdet - https://www.linkedin.com/in/fabien-burdet-83851a27/ Francis Wedin - https://www.linkedin.com/in/franciswedin/ Teague Egan - https://www.linkedin.com/in/teagueegan/ Samuel Moore - https://www.linkedin.com/in/samuel-moore-454901b6/ Joseph Mills - https://www.linkedin.com/in/joseph-mills-2036a719/ Jeremy Humphers - https://www.linkedin.com/in/jeremy-humphers/ ___

Chapters

(00:00) Panel Introductions (07:58) Financing DLE Projects (10:36) Brine Project Differences (13:42) EnergyX Project Pipeline (15:23) IBAT Commercial Path (17:35) Galvanic’s Texas Strategy (19:21) Project Finance Challenges (22:52) DLE Value Creation (27:16) Eramet Expansion Plans (31:42) Long Development Timelines (34:04) Modular Growth Strategies (36:41) Future DLE Supply (42:22) Closing Remarks

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/

Questions: rockstockchannel@rkequity.com

Patreon: https://www.patreon.com/rockstockchannel

Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Fastmarkets Lithium DLE Panel 2026: From Promise To Production

Rock Stock Channel

Fastmarkets Lithium DLE Panel 2026: From Promise To Production