RE:RE:RE:RE:So, US needs xtra 700k tpa LHM JUST ev....Wanderer1187 wrote: You're right. Especially after the first commercial plant has a full quarter producing. I think they'll have/get offered off-take funded agreements for more plants. At the same time, they'll hopefully grow through cashflow and debt by buying more resources. Cenovus has a good bit of Alberta assets and Canadian E&P offloading old land and old resources ripe for expansion. It would be really cool to one day see a DLE bolt-on for oil rigs where the wastewater gets immediately processed prior to reinjection. Lots of verticals for E3 to pursue beyond just running their own resources ESPECIALLY in Canada.
That's the catch ---- more, plants.
Isn't it adding more pads & columns. Sending to a bigger processing facility? The CPF could be tpa expanded via more modules, etc...point is, no need for addtl $200m dollar plants.
Bolt-ons.
I would pass out with a smile on my face, if this even mentions, exploring the potential of REE's.
Agree 100%....verticals are no doubt also being considered