POSCO and Anson Resources Team Up on Utah DLE Lithium Plant
POSCO and Anson Resources are partnering to build a direct lithium extraction demo plant in Utah, a move that could reshape domestic lithium supply.
POSCO (PKX) and Anson Resources are joining forces to develop a direct lithium extraction (DLE) demonstration plant in Utah. The partnership signals growing momentum behind DLE technology, which promises faster, cheaper, and cleaner lithium recovery compared to traditional evaporation pond methods. For traders watching the battery metals space, this is a development worth tracking closely.
DLE is the tech that lithium bulls have been waiting on. Instead of waiting 18 months for brine to evaporate in desert ponds, DLE pulls lithium directly from brines in a fraction of the time. A working demo plant in Utah would give both companies real-world data to prove the process at scale — and that's the critical hurdle standing between pilot projects and commercial production.
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POSCO is no small player here. The South Korean steel-and-materials giant has been aggressively building out its battery materials supply chain, and a U.S.-based lithium project fits squarely into the push to secure critical mineral supply closer to American EV manufacturing. Anson Resources brings the Utah brine asset to the table, making this a complementary pairing of capital and resource.
For retail traders, the angle is straightforward: DLE partnerships with credible industrial heavyweights move junior resource stocks. Watch how Anson responds in its home market and keep an eye on PKX as its lithium ambitions become more tangible. A successful demo could accelerate a path to commercial-scale production — and that's where valuations start to shift in a hurry.
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